Connie Helms

Pioneer
DISC Type : isd

Senior Vice President, Professional Services Organization at Lender Toolkit

Hamilton, Montana, United States

Overview

Connie has no verified overview

Personality Overview

Friendly But Fast

Dynamic But Sincere

Driven But Considerate

They have the unique ability to win both love and respect from their team (or outsiders)  If they are convinced, they can become very strong champions for your product They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Topics They Care About

Connie has no verified topics they care about

Media Appearances

Connie has no verified media appearances

Work History

2-2025
Senior Vice President, Professional Services Organization at Lender Toolkit
9-2024 - 2-2025
Senior Vice President Professional Services Sales and Business Development at Lender Toolkit
12-2013 - 6-2024
Vice President PSO at ICE Mortgage Technology
8-2010 - 12-2013
Sr Project Manager at Black Knight
4-2006 - 4-2010
Vice President - Fulfillment Services at ISGN Corporation - Leading Edge Mortgage and Loan Technology

Education

Bachelor's degree from DeVry University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Hamilton, Montana, United States Job Level : Leadership Designation : Senior Vice President, Professional Services Organization at Lender Toolkit
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Insights For Selling To Connie

During A Call Or A Meeting

DO's

  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Ask them for a lunch or coffee once some rapport has been established
  • Keep your pitch focused on the impact but nurture the relationship too

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal during the early interactions even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Connie is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Connie

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Connie move?

  • They are generally fast movers and can take quick decisions
  • Can Connie take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Connie

Personality Compatibility


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