Heather Lewis

Questioner
DISC Type : c

SVP, Chief Growth and Experience Officer at First Entertainment Credit Union

Trabuco Canyon, California, United States

Overview

Heather has no verified overview

Personality Overview

Not Easily Convinced

Price-Sensitive

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

Topics They Care About

Heather has no verified topics they care about

Media Appearances

Heather has no verified media appearances

Work History

3-2026
SVP, Chief Growth and Experience Officer at First Entertainment Credit Union
3-2024 - 3-2026
Vice President of Sales at First Entertainment Credit Union
11-2020 - 1-2025
Director at Chick-fil-A-Franchise
12-2019 - 11-2020
Area Leader at Truist
10-2016 - 12-2019
Area Manager at SunTrust

Education

Education details unavailable from Liberty University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Trabuco Canyon, California, United States Job Level : Leadership Designation : SVP, Chief Growth and Experience Officer at First Entertainment Credit Union
URL has been copied!

Insights For Selling To Heather

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • 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 Heather is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Heather

  • 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 Heather move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Heather take some risk or not?

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


You And Heather

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.