Garima Puri

Critic
DISC Type : C

Member at Project Management Institute

India

Overview

Garima is the Head of Strategy & Ops at OneMetric, bringing over 10 years of experience in business strategy and intelligence. With a background in asset and wealth management at EY and a CFA Level 2 credential, she now focuses on aligning marketing and sales operations.

She is a member of Ladies Who Lead, a professional community for women leaders. Recently, she attended HubSpots INBOUND 2025 conference for the first time, indicating a strong interest in the marketing and sales technology ecosystem and its community.

Unique fact: She received a "Spot Award" at EY for her significant contributions to the flagship 2023 Global Wealth Research thought leadership report.

Personality Overview

Objective Thinker

Precise

Information Seeker

They don’t appreciate bells and whistles unless backed by data.  They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often.

Topics They Care About

HubSpot Ecosystem
Recently attended HubSpot's INBOUND 2025 conference and is actively hiring HubSpot specialists, showing a deep focus on leveraging the platform for growth.
Marketing & Sales Alignment
Her core role involves connecting systems, cleaning data, and building strategies to ensure marketing and sales teams are working together effectively.
Startup Growth
Seeks team members who thrive in a startup environment and are focused on turning ideas into tangible impact through strategic campaigns and automations.

Media Appearances

Garima has no verified media appearances

Work History

5-2025
Member at Project Management Institute
5-2025
Member at Ladies Who Lead
3-2025
Head of Strategy & Ops at OneMetric (previously Growtomation)
8-2022 - 11-2024
Assistant Manager - Asset & Wealth Management at EY
5-2022
FSA Credential Holder at IFRS Foundation

Education

Executive PGDM from Institute of Management Technology, Ghaziabad
CFA Level 2 from CFA Institute

More Information

Social Presence :

Prographics :

Exp : 11 Location : India Job Level : Mid-senior Designation : Member at Project Management Institute
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Insights For Selling To Garima

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Do not use very emotional or colorful language
  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Garima is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Garima

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Garima move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Garima take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Garima

Personality Compatibility


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