Case Richard

Energizer
DISC Type : I

Higher Education Customer Success Manager at Canva

Austin, Texas, United States

Overview

Case has no verified overview

Personality Overview

Believer

Enthusiastic

Informal

They are friendly, approachable and love to make new connections.  They are really good at seeing what the long-term impacts of their decisions could be. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Case has no verified topics they care about

Media Appearances

Case has no verified media appearances

Work History

4-2024
Higher Education Customer Success Manager at Canva
10-2023 - 4-2024
Senior Customer Success Manager at Tropic
10-2022 - 10-2023
Customer Success Manager II at Tropic
2-2022 - 10-2022
Customer Success Manager at Tropic
6-2021 - 2-2022
Customer Success Manager at Phired Up & TechniPhi

Education

Bachelor of Arts (B.A.) from University of Washington

More Information

Social Presence :

Prographics :

Exp : 8 Location : Austin, Texas, United States Job Level : Middle Designation : Higher Education Customer Success Manager at Canva
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Insights For Selling To Case

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Invite them for a lunch or a drink/coffee
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Case is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Case

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Case move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Case take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Case

Personality Compatibility


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