David Kleiman

Questioner
DISC Type : c

Chief Technology Officer at Mako Financial Technologies

Greater Montreal Metropolitan Area, Canada

Overview

David has no verified overview

Personality Overview

Price-Sensitive

Cautious & Analytical

Value Seeker

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

6-2021
Chief Technology Officer at Mako Financial Technologies
8-2019
VP of Software Engineering at Mako Financial Technologies
11-2018 - 8-2019
Client Side Engineer at Copper
9-2017 - 11-2018
Full Stack Developer at Restoply
2-2016 - 7-2017
Co Founder at Wizrd

Education

2012 - 2015
Bachelor of Science (BSc) from McGill University
2010 - 2012
DEC from Dawson College

More Information

Social Presence :

Prographics :

Exp : 10 Location : Greater Montreal Metropolitan Area, Canada Job Level : Leadership Designation : Chief Technology Officer at Mako Financial Technologies
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

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 risk if they are convinced that they have analyzed the circumstances well.


You And David

Personality Compatibility


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