Heather Shultz

Energizer
DISC Type : I

Vice President, Participant Marketing at Fidelity Investments

Fort Thomas, Kentucky, United States

Overview

Heather has no verified overview

Personality Overview

Informal

Relationship Oriented

Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are friendly, approachable and love to make new connections. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Heather has no verified topics they care about

Media Appearances

Heather has no verified media appearances

Work History

11-2012
Vice President, Participant Marketing at Fidelity Investments
8-2011 - 11-2012
Branded Entertainment at Procter & Gamble
4-2009 - 8-2011
Digital Marketing at Procter & Gamble
Direct to Consumer Marketing at Procter & Gamble
Corporate Marketing/Communications at Procter & Gamble

Education

2003 - 2005
MA from University of Cincinnati
1989 - 1993
Bachelor of Arts (BA) from University of Kentucky

More Information

Social Presence :

Prographics :

Exp : 17 Location : Fort Thomas, Kentucky, United States Job Level : Senior Designation : Vice President, Participant Marketing at Fidelity Investments
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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 about their team and how your product will help them do things better and easier
  • Be friendly and entertaining in your conversation

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be excessively objective, be a storyteller
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Heather is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Heather

  • They will probably never 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 quickest decision makers, their friendly attitude could be misleading.
  • 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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