Erica Lund, CPA

Questioner
DISC Type : c

Assurance Senior Manager at RSM US LLP

United States

Overview

Erica has no verified overview

Personality Overview

Systematic

Value Seeker

Cautious & Analytical

They prefer to do thorough analysis of any situation.  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Erica has no verified topics they care about

Media Appearances

Erica has no verified media appearances

Work History

8-2025
Assurance Senior Manager at RSM US LLP
2-2023
Board Treasurer at SAN DIEGO FIGURE SKATING CLUB
8-2021 - 8-2025
Assurance Manager at RSM US LLP
8-2020 - 8-2021
Assurance Supervisor at RSM US LLP
7-2015 - 8-2015
Assurance Intern at McGladrey

Education

2013 - 2016
Master's degree from San Diego State University-California State University
2006 - 2008
BS from University of California, Berkeley, Haas School of Business

More Information

Social Presence :

Prographics :

Exp : 12 Location : United States Job Level : Middle Designation : Assurance Senior Manager at RSM US LLP
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Insights For Selling To Erica

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erica is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Erica

  • 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 Erica move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Erica take some risk or not?

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


You And Erica

Personality Compatibility


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