Dan Murray

Observer
DISC Type : ic

Head of Revenue Operations at Plaid

Seattle, Washington, United States

Overview

Dan Murray is the Head of Revenue Operations at Plaid, bringing extensive experience from his seven-year tenure at Tableau and Salesforce, where he led various Sales Strategy and Operations teams. He is a graduate of the University of Wisconsin-La Crosse with a Bachelor of Science.

His career is marked by a significant transition from leading sales strategy at the massive scale of Salesforce to building the revenue operations function at the fast-growing fintech company, Plaid.

Personality Overview

Curious

Example Seeker

Value Driven

They are likely to ask many questions and look heavily for supporting information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Revenue Operations
As the Head of Revenue Operations at Plaid, this is his core professional focus, building and scaling the company's revenue engine.
Sales Strategy
He spent seven years in progressively senior sales strategy and operations roles at Tableau/Salesforce, shaping their go-to-market approach globally.
Team Building
In previous roles, he actively recruited for his analyst teams by promoting networking events and reaching out to his network for top talent.

Media Appearances

People at Plaid: Stories from the Team Behind the Mission. Featured in Plaid Blog

See Now

Work History

5-2024
Head of Revenue Operations at Plaid
6-2022 - 5-2024
Senior Director, WW Sales Strategy & Operations at Tableau at Salesforce
8-2021 - 6-2022
Senior Director, AMER Sales Strategy & Operations at Tableau at Salesforce
2-2020 - 8-2021
Director, AMER Sales Strategy & Operations at Tableau at Salesforce
1-2019 - 2-2020
Senior Manager, Sales Operations at Tableau Software

Education

2003 - 2007
Bachelor of Science (BS) from University of Wisconsin-La Crosse

More Information

Social Presence :

Prographics :

Exp : 19 Location : Seattle, Washington, United States Job Level : Mid-senior Designation : Head of Revenue Operations at Plaid
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Share testimonials from known people and give multiple examples of product value
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Dan

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Dan take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Dan

Personality Compatibility


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