Caroline Whalen

Observer
DISC Type : ci

Sr Manager, Data Operations at Sword Health

Greater Houston, United States

Overview

Caroline Whalen is a Senior Manager of Data Operations at Sword Health, bringing over 20 years of technical and client relationship experience. A graduate of the University of Houstons C. T. Bauer College of Business, she specializes in HR technologies, data quality, and aligning data initiatives with strategic company objectives.


At a previous role, she successfully designed and implemented data strategies that reduced her teams workload by 50%.

Personality Overview

Value Driven

Curious

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They often ask many questions and rely heavily on information and documentation. They are generally good communicators and can be hard to convince.

Topics They Care About

Healthcare Data Quality
Her current role at Sword Health involves leading the data operations team to enhance the quality of healthcare data through effective profiling and cleansing.
HR Technology
She has over 15 years of experience in HR technologies, including benefits administration, health point solutions, total rewards, and human capital management.
Data Operations Strategy
She focuses on designing and implementing scalable data strategies to optimize operations, previously reducing team workload by 50% and improving turnaround times.

Media Appearances

Caroline has no verified media appearances

Work History

9-2022
Sr Manager, Data Operations at Sword Health
1-2020 - 9-2022
Sr Manager, Customer Success Technology Services at 2nd.MD
10-2018 - 12-2019
HRIS Business Analyst at Halliburton
10-2016 - 9-2018
Data Business Analyst III at Willis Towers Watson
6-2011 - 10-2016
Lead Systems Analyst at Alight Solutions

Education

Bachelor of Business Administration - BBA from University of Houston, C.T. Bauer College of Business

More Information

Social Presence :

Prographics :

Exp : 14 Location : Greater Houston, United States Job Level : Middle Designation : Sr Manager, Data Operations at Sword Health
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Insights For Selling To Caroline

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caroline is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Caroline

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Caroline move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Caroline take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Caroline

Personality Compatibility


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