Heather Gipson

Energizer
DISC Type : I

Founder | SaaS Innovator | InsurTech & FinTech Strategist at HGC Works

San Diego Metropolitan Area, United States

Overview

Heather Gipson is the founder of HGC Works, a consulting firm providing technical strategy to the financial and insurance industries. With over 14 years of experience, she specializes in FinTech, SaaS, and data solutions. People who have worked with her describe her as motivated, responsive, and a clear communicator.

She led the high-impact strategic partnership between American Express and Amazon Business.

Personality Overview

Enthusiastic

Imaginative

Relationship Oriented

They are people oriented, friendly and like creating new connections.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

FinTech & InsurTech
As the founder of a consulting firm specializing in these areas, she partners with executive teams to define technical opportunities and strategic roadmaps.
Strategic Partnerships
She successfully led the partnership between American Express and Amazon and executed B2B partnerships for alternative investment products at LPL Financial.
Data as a Service
At American Express, she led the Data as a Service (DaaS) initiative that provided data feeds to the company's top global corporate clients.

Media Appearances

Heather has no verified media appearances

Work History

4-2018
Founder | SaaS Innovator | InsurTech & FinTech Strategist at HGC Works
1-2016 - 4-2018
Data Strategy & Insights - Global Commercial Services at American Express
11-2014 - 10-2015
E-Business Systems Consultant at Wells Fargo
10-2012 - 9-2014
Information Technology Delivery at Franklin Templeton
3-2012 - 10-2012
M&A Programs at LPL Financial

Education

2011 - 2012
Business Administration and Management from UC Irvine
1992 - 1997
Bachelors of Science from University of Nevada-Las Vegas

More Information

Social Presence :

Prographics :

Exp : 20 Location : San Diego Metropolitan Area, United States Job Level : Leadership Designation : Founder | SaaS Innovator | InsurTech & FinTech Strategist at HGC Works
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Insights For Selling To Heather

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Talk anecdotally about the customer experience that your product offers
  • Do some small talk, ask them how things are going on their side

DONT's

  • Avoid cutting into their flow
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Heather is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Heather

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Heather move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Heather take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Heather

Personality Compatibility


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