Daniel Martin

Inspirer
DISC Type : di

Regional Vice President - Financial Services at Salesforce

Nashville Metropolitan Area, United States

Overview

Daniel is a Regional Vice President at Salesforce, focusing on driving multi-million dollar growth within the financial services sector. With nearly a decade at Salesforce, he consistently achieves top performance and leads a team in delivering transformative enterprise solutions. He holds a Bachelors degree from Excelsior University.

Colleagues describe him as a dynamic and charismatic leader with a talent for keeping people motivated and inspired. He is seen as a genuine and authentic visionary who is passionate about marketing and developing innovative client strategies. People often describe him as visionary, dynamic, and authentic.

Before his extensive career in finance and tech, he worked as an independent insurance adjuster, handling catastrophic loss claims.

Personality Overview

Confident & Optimistic

Achievment Oriented

Generous

They don’t mind taking a stand if they believe in something.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Financial Services Growth
His entire role is focused on partnering with C-suite executives in financial services to drive significant revenue growth and orchestrate complex enterprise solutions.
Sales Leadership
He leads a team of high-performing account executives at Salesforce and has a background as a National Sales Manager, focusing on team motivation and success.
Authentic Leadership
Multiple recommendations praise him for being a "genuine, authentic" and "visionary" leader with a talent for inspiring and motivating his teams.

Media Appearances

Daniel has no verified media appearances

Work History

2-2021
Regional Vice President - Financial Services at Salesforce
11-2015 - 2-2021
Marketing Cloud AE - Financial Services, Financial Services at Salesforce
4-2013 - 8-2015
Joint Venture Development at Stonegate Mortgage Corporation (NYSE: SGM)
10-2009 - 4-2013
National Sales Manager at Edward Jones Mortgage
9-2008 - 10-2009
Independent Insurance Adjuster at Eberl Claims Service Inc.

Education

Bachelor's degree from Excelsior University
1999 - 2001
Business from Southwestern Assemblies of God University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Nashville Metropolitan Area, United States Job Level : Senior Designation : Regional Vice President - Financial Services at Salesforce
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Acknowledge their status and position during the conversation
  • Refer to testimonials from well known people to highlight the value of your product
  • Look like someone who is on top of their game

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Daniel

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Daniel take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Daniel

Personality Compatibility


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