Cassidy B.

Observer
DISC Type : ic

Director of Revenue Operations at Stepful

New York, New York, United States

Overview

Cassidy has no verified overview

Personality Overview

Value Driven

Example Seeker

Curious

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

Cassidy has no verified topics they care about

Media Appearances

Cassidy has no verified media appearances

Work History

11-2025
Director of Revenue Operations at Stepful
10-2023 - 10-2025
VP, Enterprise Business Operations and Finance at Emeritus
8-2021 - 10-2023
Director, Sales Operations & Strategy at Emeritus
4-2021 - 8-2021
Senior Manager, Sales Enablement at General Assembly
4-2019 - 4-2021
Sales Operations Manager, Enterprise at General Assembly

Education

2011 - 2013
Master of Arts (M.A.) from Columbia University
2008 - 2011
Bachelor of Science (B.S.) from New York University

More Information

Social Presence :

Prographics :

Exp : 14 Location : New York, New York, United States Job Level : Mid-senior Designation : Director of Revenue Operations at Stepful
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Insights For Selling To Cassidy

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them understand the risk aspect fully while inspiring confidence
  • Focus on immediate action-items rather than the larger goals

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cassidy is

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

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

Insights For Deal Planning

    How fast (or slow) will Cassidy move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Cassidy take some risk or not?

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

You And Cassidy

Personality Compatibility


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