Charlotte Wong

Go-getter
DISC Type : d

Lifecycle Marketing Manager at Intuit

New York, New York, United States

Overview

Charlotte has no verified overview

Personality Overview

Self-Confident

Fast-Paced

Vision Oriented

They respond well to confident salespeople.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Charlotte has no verified topics they care about

Media Appearances

Charlotte has no verified media appearances

Work History

2-2026
Lifecycle Marketing Manager at Intuit
11-2024 - 2-2026
Lifecycle Marketing Manager at Intuit
6-2024 - 12-2025
Marketing & Brand Management Consultant, VII Hills Italian Dry Gin at Mercury Spirits
8-2022 - 12-2023
Senior Product Manager at PAX
12-2021 - 7-2022
Principal Product Manager at Owlet Baby Care

Education

2013 - 2015
MBA from Yale School of Management
2001 - 2005
B.A. from Northwestern University

More Information

Social Presence :

Prographics :

Exp : 17 Location : New York, New York, United States Job Level : Middle Designation : Lifecycle Marketing Manager at Intuit
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Insights For Selling To Charlotte

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Be crisp while making the pitch
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlotte is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Charlotte

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Charlotte move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Charlotte take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Charlotte

Personality Compatibility


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