Charlotte Caldwell

Enthusiast
DISC Type : i

Market Intelligence Associate at Crux

New York, New York, United States

Overview

Charlotte has no verified overview

Personality Overview

Story Driven

Optimistic

Consensus Focused

Unlike D or C types, they are convinced more by stories and testimonials.  They are generally friendly, so be careful when relying on their word. They are more about building relationships than just cutting deals.

Topics They Care About

Charlotte has no verified topics they care about

Media Appearances

Charlotte has no verified media appearances

Work History

5-2025
Market Intelligence Associate at Crux
3-2025 - 5-2025
Clean Energy Associate at Trio
1-2022 - 3-2025
Senior Analyst, Clean Energy at Trio
9-2021 - 1-2022
Research Manager at Wood Mackenzie
12-2019 - 9-2021
Power Market Associate at Wood Mackenzie

Education

2014 - 2018
Bachelor of Science (B.S.) from University of Rochester

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York, New York, United States Job Level : N/A Designation : Market Intelligence Associate at Crux
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Insights For Selling To Charlotte

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Give them the opportunity to lead the conversation where possible
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlotte is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Charlotte

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Charlotte move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Charlotte take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Charlotte

Personality Compatibility


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