Grace Wong

Enthusiast
DISC Type : i

VP, Treasurer at Earnin

Los Altos, California, United States

Overview

Grace is a seasoned finance and treasury executive with extensive experience at both private and public companies. Her expertise includes building treasury functions for IPO readiness, managing global cash and liquidity, and capital structure. She holds a B. S. from UC Berkeley Haas, an MBA from Stanford, and is a certified CPA.


She was recruited to build Medallia’s entire treasury function to prepare the company for its public offering.

Personality Overview

Story Driven

Consensus Focused

Non-Confrontational

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Public Company Readiness
She was specifically recruited to build Medallia’s treasury function to prepare the company for going public, implementing all necessary policies, technology, and controls.
Global Treasury Management
Her experience includes leading global treasury functions, managing cash forecasting, liquidity optimization, foreign exchange hedging, and global risk for large corporations.
Corporate Finance Strategy
Managed corporate finance for a $7 billion company and advised clients on financing alternatives, divestitures, and leveraged buyout transactions at Banc of America Securities.

Media Appearances

Grace has no verified media appearances

Work History

9-2020
VP, Treasurer at Earnin
8-2016 - 3-2020
VP, Treasurer at Medallia
4-2010 - 8-2016
Assistant Treasurer at Polycom
1-2002 - 4-2010
Assistant Treasurer & Director of Corporate Finance at Sanmina-SCI
8-1997 - 12-2001
Associate - Technology Group at Banc of America Securities

Education

B.S. from University of California, Berkeley, Haas School of Business
MBA from Stanford University Graduate School of Business

More Information

Social Presence :

Prographics :

Exp : 27 Location : Los Altos, California, United States Job Level : Senior Designation : VP, Treasurer at Earnin
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Insights For Selling To Grace

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Invite them for a lunch or a drink/coffee
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Grace is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Grace

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Grace move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Grace take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Grace

Personality Compatibility


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