Chloe Lipp Wellman, MHA, CSM, RYT

Trailblazer
DISC Type : ID

Institutional Program Manager, Strategic Delivery | Strategy & Transformation Office at CAPTRUST

Raleigh, North Carolina, United States

Overview

Chloe has no verified overview

Personality Overview

Informal

Achievement-Oriented

Friendly But Fast

They are more likely to be open to unproven but exciting technologies.  If they come to believe in your value proposition, they will be your champion. They respond better to a combination of speed and relationship.

Topics They Care About

Chloe has no verified topics they care about

Media Appearances

Chloe has no verified media appearances

Work History

9-2025
Institutional Program Manager, Strategic Delivery | Strategy & Transformation Office at CAPTRUST
1-2023 - 6-2025
Associate Director, Culture & Talent Operations at Sprinklr
12-2022 - 12-2023
Board of Directors - National Executive Vice President at United Women in Business Foundation
7-2019 - 1-2023
Associate Director of Culture Transformation at Sprinklr
3-2018 - 4-2021
Consultant - Global Corporate Engagement & Wellbeing Strategist at McGraw Hill

Education

Certificate from Harvard Business School
MHA from The University of North Carolina at Chapel Hill

More Information

Social Presence :

Prographics :

Exp : 13 Location : Raleigh, North Carolina, United States Job Level : Middle Designation : Institutional Program Manager, Strategic Delivery | Strategy & Transformation Office at CAPTRUST
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Insights For Selling To Chloe

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but nurture the relationship too
  • Build a trustworthy relationship while keeping the product center-stage
  • Give them control of the sales process

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a friendly approach
  • Don’t force involvement of other stakeholders unless it is critical
  • Don't make any commitments that you might not be able to fulfill

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chloe is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Chloe

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Chloe move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Chloe take some risk or not?

  • They can take risks if necessary.

You And Chloe

Personality Compatibility


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