Charlie James

Planner
DISC Type : Sc

Fractional Financial Director at Kleene.ai

Greater London, England, United Kingdom

Overview

Charlie has no verified overview

Personality Overview

Slower Adopter

Deliberate

Analytical & Cautious

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Charlie has no verified topics they care about

Media Appearances

Charlie has no verified media appearances

Work History

12-2024
Fractional Financial Director at Kleene.ai
12-2023
Financial Director at Suvera
3-2023 - 7-2023
Financial Director at Appear Here
7-2022 - 3-2023
Finance & Business Intelligence Director at Seedrs
1-2020 - 7-2022
Head of Finance & Business Intelligence at Seedrs

Education

2015 - 2018
Management Accountant from The Chartered Institute of Management Accountants
2010 - 2013
Maths and Economics Bsc (Hons) from University of Nottingham

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater London, England, United Kingdom Job Level : Mid-senior Designation : Fractional Financial Director at Kleene.ai
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Insights For Selling To Charlie

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlie is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Charlie

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Charlie move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Charlie take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Charlie

Personality Compatibility


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