Cassandra L.

Evaluator
DISC Type : sdc

Account Executive at Salesforce

San Francisco Bay Area, United States

Overview

Cassandra is a sales professional who transitioned from managing global supply chains at Intel to an Account Executive role at Salesforce. The Penn State alumna and Harvard Leadership certified professional leverages her deep analytical background to drive growth and customer success within the financial services sector.

Outside of work, Cassandra is a highly accomplished athlete, having been a member of a U. S. National Team. This background highlights her immense dedication and discipline, qualities she applies to her professional career. She is also a proud and engaged Penn State alumna.

Unique fact: Cassandra is a former member of a U. S. National Team.

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Career Pivoting
She successfully transitioned from a senior supply chain role at Intel to a client-facing Account Executive position at Salesforce, a move she highlighted as a #careerpivot.
Financial Services Tech
Her current role as an Account Executive at Salesforce is focused specifically on the Financial Services sector, indicating deep expertise in this vertical.
Applied Generative AI
Holds a "Generative AI for Business Leaders" certification and has publicly expressed excitement about Salesforce’s AI innovations like #Agentforce360 and #slackAI.

Media Appearances

Cassandra has no verified media appearances

Work History

9-2025
Account Executive at Salesforce
6-2021 - 9-2025
Supply Chain Planning Analyst at Intel Corporation
8-2017 - 6-2021
Undergraduate Student at Penn State Smeal College of Business
5-2020 - 8-2020
Global Supply Chain Intern at Intel Corporation
6-2019 - 8-2019
Business Systems Intern at Topcon Positioning Systems

Education

2017 - 2021
Bachelor's degree from Penn State University

More Information

Social Presence :

Prographics :

Exp : 6 Location : San Francisco Bay Area, United States Job Level : Middle Designation : Account Executive at Salesforce
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Insights For Selling To Cassandra

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cassandra is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Cassandra

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Cassandra move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Cassandra take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Cassandra

Personality Compatibility


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