Heather Caudill

Initiator
DISC Type : Di

Chief Customer Officer and Speaker at Move the Conversation

Charlotte, North Carolina, United States

Overview

Heather Caudill is a customer success expert and speaker who founded Move the Conversation, a coaching practice. With over 25 years of experience in SaaS and FinTech, she specializes in leading teams through high-growth phases, from startup to IPO. She holds a Project Management Professional (PMP) certification and is described as a passionate, compassionate, and execution-focused leader.

Personality Overview

Risk-Accepting

Impact-Oriented

Conviction Driven

They don’t mind taking a stand if they believe in something.  They usually prefer to drive the conversation. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Navigating Tough Conversations
She created the MOVE framework to help leaders and teams handle difficult conversations about performance, purpose, and change to drive growth.
Customer Success
Her career is built on leading customer experience, support, and success teams. She has a long history of scaling these functions from startup environments to large public companies.
Leadership Development
She coaches leaders and professionals to accelerate their careers and strengthen their organizations, with a focus on building trust and accountability.

Media Appearances

Heather has no verified media appearances

Work History

6-2022
Chief Customer Officer and Speaker at Move the Conversation
10-2023 - 9-2025
Senior Vice President Operations at Procurement Partners
5-2023 - 8-2024
Advisor at Nimbello
8-2022 - 5-2023
Chief Operating Officer at Nimbello
8-2023 - 5-2024
Customer Success Advisor at Revuud

Education

2015 - 2017
Master of Business Administration (MBA) from Jack Welch Management Institute
1988 - 1992
Bachelor of Arts from University of North Carolina at Charlotte

More Information

Social Presence :

Prographics :

Exp : 14 Location : Charlotte, North Carolina, United States Job Level : Leadership Designation : Chief Customer Officer and Speaker at Move the Conversation
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Insights For Selling To Heather

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Heather is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Heather

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Heather move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Heather take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Heather

Personality Compatibility


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