Cole McAllister

Energizer
DISC Type : I

Sr Manager, CX Strategy and Lifecycle Management at Alkami Technology

Plano, Texas, United States

Overview

Cole McAllister is a people-focused Customer Experience (CX) leader with over 13 years of experience. He specializes in CX strategy, Voice of the Customer (VoC) programs, and lifecycle management for B2B SaaS companies like Alkami Technology. He is a data-driven thinker with P&L ownership experience and a background in Management from Oklahoma Christian University.

Based on his professional interests, Cole appears passionate about the intersection of technology and user-centric design. He follows companies known for their work in enterprise software and product design, suggesting a deep appreciation for how well-crafted systems and interfaces can create better experiences for both customers and employees.

At a previous company, he built a new global inventory management product from the ground up.

Personality Overview

Informal

Relationship Oriented

Enthusiastic

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are friendly, approachable and love to make new connections. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Customer Experience (CX)
His entire career, from Chase to Alkami, has centered on leading CX strategy, operations, and VoC programs to improve customer journeys.
Voice of Customer
He owned the Voice of the Customer program at Chase, modernizing feedback collection and scaling customer-driven prioritization across the organization.
B2B SaaS Growth
In his current role, he develops and implements scalable customer experiences specifically to support a high-growth B2B SaaS company.

Media Appearances

Cole has no verified media appearances

Work History

2-2022
Sr Manager, CX Strategy and Lifecycle Management at Alkami Technology
11-2019 - 2-2022
VP Customer Experience Strategy at Chase
2017 - 11-2019
Senior Program Manager at Chase
2013 - 2017
Senior Product Manager at Copart
2012 - 2013
Manager, Global Business Processes at Copart

Education

2005 - 2008
Management from Oklahoma Christian University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Plano, Texas, United States Job Level : Middle Designation : Sr Manager, CX Strategy and Lifecycle Management at Alkami Technology
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Insights For Selling To Cole

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Do some small talk, ask them how things are going on their side
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be excessively objective, be a storyteller
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cole is

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

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

Insights For Deal Planning

    How fast (or slow) will Cole move?

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

  • They can accept limited risks, ones that they think will not impact them personally.

You And Cole

Personality Compatibility


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