Charlotte Jacobsen

Energizer
DISC Type : I

Vice President, Integrated Marketing, Global Banking and Markets at Goldman Sachs

New York, New York, United States

Overview

Charlotte has no verified overview

Personality Overview

Full Of Energy

Imaginative

Believer

They are friendly, approachable and love to make new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Charlotte has no verified topics they care about

Media Appearances

Charlotte has no verified media appearances

Work History

1-2024
Vice President, Integrated Marketing, Global Banking and Markets at Goldman Sachs
4-2022 - 1-2024
Associate, Integrated Marketing, Investment Banking at Goldman Sachs
3-2021 - 4-2022
Vice President, Digital Acquisitions Marketing at Citi
1-2021 - 3-2021
Vice President, Global Marketing, Citi Commercial Bank at Citi
2-2018 - 1-2021
Assistant Vice President, Global Marketing, Citi Commercial Bank at Citi

Education

2013 - 2017
Marketing from Loyola University Maryland
1-2016 - 5-2016
Education details unavailable from DIS - Study Abroad

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York, New York, United States Job Level : Senior Designation : Vice President, Integrated Marketing, Global Banking and Markets at Goldman Sachs
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Insights For Selling To Charlotte

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Talk anecdotally about the customer experience that your product offers
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlotte is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Charlotte

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Charlotte move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Charlotte take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Charlotte

Personality Compatibility


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