Charlotte Wallace

Questioner
DISC Type : c

Senior Manager, Marketing & Brand Strategy at AJ Capital Partners

Nashville, Tennessee, United States

Overview

Charlotte has no verified overview

Personality Overview

Cautious & Analytical

Not Easily Convinced

Price-Sensitive

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

Topics They Care About

Charlotte has no verified topics they care about

Media Appearances

Charlotte has no verified media appearances

Work History

1-2025
Senior Manager, Marketing & Brand Strategy at AJ Capital Partners
9-2023 - 3-2025
Manager, Marketing & Brand Strategy at AJ Capital Partners
7-2023 - 9-2023
Integrated Marketing Manager at The Brand Guild
1-2022 - 7-2023
Integrated Marketing Associate at The Brand Guild
9-2020 - 1-2022
Marketing Coordinator at Elder Research

Education

2016 - 2020
Bachelor's Degree - Cum Laude from Pepperdine University
2017 - 2018
Year Abroad in Heidelberg Germany from Pepperdine University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Nashville, Tennessee, United States Job Level : Middle Designation : Senior Manager, Marketing & Brand Strategy at AJ Capital Partners
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Insights For Selling To Charlotte

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlotte 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 Charlotte

  • 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 Charlotte move?

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

  • Can Charlotte take some risk or not?

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


You And Charlotte

Personality Compatibility


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