Dan Schagrin

Energizer
DISC Type : I

Transaction Risk Strategy Lead at Mercury

San Francisco, California, United States

Overview

Dan has no verified overview

Personality Overview

Enthusiastic

Full Of Energy

Relationship Oriented

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

Topics They Care About

Dan has no verified topics they care about

Media Appearances

Dan has no verified media appearances

Work History

11-2023
Transaction Risk Strategy Lead at Mercury
6-2022 - 10-2023
General Manager - Banking at Zoro Card
5-2021 - 6-2022
VP of Finance and Risk at Point Card
6-2020 - 5-2021
Head Of Finance at Point Card
1-2020 - 6-2020
Senior Director, Finance - Capital / Creator Finance at Eventbrite

Education

2005 - 2009
BS from Miami University
2001 - 2005
Education details unavailable from Fremd High School

More Information

Social Presence :

Prographics :

Exp : 10 Location : San Francisco, California, United States Job Level : N/A Designation : Transaction Risk Strategy Lead at Mercury
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Talk anecdotally about the customer experience that your product offers
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Avoid cutting into their flow
  • Don’t be too formal, focus on building comfort and trust
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

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

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

Insights For Deal Planning

    How fast (or slow) will Dan move?

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

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

You And Dan

Personality Compatibility


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