Dale Beard

Trailblazer
DISC Type : ID

Senior Director, Customer Experience at Ethos

Austin, Texas, United States

Overview

Dale has no verified overview

Personality Overview

Values Relationships

Achievement-Oriented

Assertive

They are more likely to accept new and exciting technologies.  They prefer to ensure that they are in control of the situation. They are not against taking risks and can make tough decisions when required.


Topics They Care About

Dale has no verified topics they care about

Media Appearances

Dale has no verified media appearances

Work History

3-2025
Senior Director, Customer Experience at Ethos
2-2023 - 2-2025
Director Customer Experience and Operations at Ethos
4-2021 - 2-2023
Senior Manager Customer Experience at Ethos
8-2020
Director, Sales Operations at AAA Northern California, Nevada & Utah
Consulting Manager & BlackLine Practice Leader at Armanino LLP

Education

2013 - 2015
Master of Business Administration (M.B.A.) from Cornell Johnson Graduate School of Management
2008 - 2009
Master of Science (M.S.) from Southern Utah University

More Information

Social Presence :

Prographics :

Exp : 4 Location : Austin, Texas, United States Job Level : Senior Designation : Senior Director, Customer Experience at Ethos
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Insights For Selling To Dale

During A Call Or A Meeting

DO's

  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Showcase existing customers and use case-studies to grab their attention
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a friendly approach
  • Do not look like someone who doesn’t know what they are talking about
  • Don’t hesitate from asking them how they truly feel about your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dale is

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

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Dale move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Dale take some risk or not?

  • If necessary, they will be ready to take risks.

You And Dale

Personality Compatibility


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