David Jacobson

Questioner
DISC Type : c

Regional Vice President - Credit Unions at nCino, Inc.

Wilmington, North Carolina, United States

Overview

David has no verified overview

Personality Overview

Price-Sensitive

Value Seeker

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. They prefer to do thorough analysis of any situation.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

12-2024
Regional Vice President - Credit Unions at nCino, Inc.
6-2024 - 12-2024
Manager - Support Engineering at nCino, Inc.
6-2022 - 6-2024
Associate Manager - Support Engineering at nCino, Inc.
10-2018 - 5-2019
Front of House at THE ARCH CLIMBING WALL LTD
2-2017 - 12-2017
Client Service Runner at ITV

Education

2013 - 2016
Bachelor of Arts (BA) from University of Warwick
2011 - 2013
Education details unavailable from St Dominic's Sixth Form College

More Information

Social Presence :

Prographics :

Exp : 5 Location : Wilmington, North Carolina, United States Job Level : Senior Designation : Regional Vice President - Credit Unions at nCino, Inc.
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same
  • Back up any claims with data and numbers

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from David

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will David move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can David take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And David

Personality Compatibility


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