Claire Wilson

Questioner
DISC Type : c

Account Executive at Pilot.com

San Francisco, California, United States

Overview

Claire is an Account Executive at Pilot. com with a background in finance and sales, having previously earned a promotion to Centric District Manager at ADP. She holds data analysis certifications and is described by colleagues as having grit, positivity, and a growth mindset. She is a graduate of California State University, Chico.

Outside of her professional role, Claire is passionate about community building. She enjoys planning and participating in unique events, such as social gatherings with puppies and massages, and actively supports spaces designed to inspire and connect creative women.

In addition to her primary role, she serves as a Startup Advisor for Fondo, a YC-backed company.

Personality Overview

Value Seeker

Systematic

Price-Sensitive

They are more likely than others to negotiate on pricing and terms.  They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Startup Finances
Her role at Pilot. com involves helping businesses simplify their finances, and she advises Fondo, a YC-backed startup.
Data-Driven Decisions
Holds certifications in data analysis and a recommendation notes her ability to turn "accurate data into actionable strategies. "
Supporting Women
She actively supports and co-hosts events that create spaces for women to gather, create, and be inspired.

Media Appearances

Claire has no verified media appearances

Work History

10-2025
Account Executive at Pilot.com
3-2025 - 10-2025
Startup Advisor at Fondo
12-2023 - 4-2025
Centric Account Executive at ADP
11-2022 - 12-2023
Centric Associate District Manager at ADP

Education

8-2017 - 5-2022
Bachelor of Arts - BA from California State University, Chico
2017 - 2021
Minor from California State University, Chico

More Information

Social Presence :

Prographics :

Exp : 3 Location : San Francisco, California, United States Job Level : Junior Designation : Account Executive at Pilot.com
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Insights For Selling To Claire

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • 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 Claire 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 Claire

  • 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 Claire move?

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

  • Can Claire take some risk or not?

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


You And Claire

Personality Compatibility


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