Cassidy Schultz

Questioner
DISC Type : c

Manager Customer/Technical Training at Workday

Aliquippa, Pennsylvania, United States

Overview

Cassidy is an experienced leader with over 15 years in the SaaS and Healthcare industries. Specializing in technical training, she managed a team of trainers at Workday and has a background as a Registered Nurse, with a degree from Geneva College.

She is passionate about creating environments where people can thrive. Her management philosophy centers on helping people grow rather than just focusing on project metrics, reflecting a deep commitment to mentorship and team development.

Unique fact: Cassidy successfully transitioned from a clinical healthcare role as a Registered Nurse to a leadership position in technical SaaS training.

Personality Overview

Systematic

Price-Sensitive

Cautious & Analytical

They prefer to do thorough analysis of any situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

People-Centric Leadership
Believes managers should prioritize helping their team grow over focusing solely on project management skills, as stated in a recent post.
Technical Training
Has extensive experience managing and delivering technical training for customers and partners in complex SaaS environments like Workday.
Talent Development
Passionate about coaching and mentoring, with a proven history of developing talent and conducting 'train the trainer' sessions.

Media Appearances

Cassidy has no verified media appearances

Work History

2-2020 - 11-2024
Manager Customer/Technical Training at Workday
2-2015 - 2-2020
Technical Trainer at Workday
8-2009 - 2-2015
Training Specialist at GP Strategies Corporation
3-2003 - 8-2009
Nurse Health Advisor at CIGNA Healthcare

Education

Bachelor of Science (BS) from Geneva College
ADN from Community College of Allegheny County

More Information

Social Presence :

Prographics :

Exp : 21 Location : Aliquippa, Pennsylvania, United States Job Level : N/A Designation : Manager Customer/Technical Training at Workday
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Insights For Selling To Cassidy

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cassidy is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Cassidy

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Cassidy move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Cassidy take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Cassidy

Personality Compatibility


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