Heidi Caudill

Enthusiast
DISC Type : i

Director, Client Engagement and Success at Transaction Network Services

Denver Metropolitan Area, United States

Overview

Heidi is a solutions-oriented leader with 15 years of experience in customer success and client engagement, specializing in building and scaling teams. She holds a Masters degree from the University of Phoenix and is described by colleagues as having immense grit, tenacity, and strong leadership skills.

Outside of her professional roles, Heidi is committed to community safety, particularly in athletics. She holds a SafeSport Trained certification, indicating an involvement in creating safe environments for youth sports.

Unique fact: Heidi is a certified Lean Six Sigma White Belt, highlighting her dedication to process improvement and efficiency.

Personality Overview

Optimistic

Story Driven

Non-Confrontational

Unlike D or C types, they are convinced more by stories and testimonials.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Customer Advocacy
Her profile emphasizes being a "Customer Champion" and she has received recommendations praising how deeply she cares for customers and their treatment.
Scaling CS Teams
She has direct experience building, scaling, and leading customer success organizations of up to 30 people, including managing other managers.
Process Improvement
Holds a Lean Six Sigma certification and her introduction mentions a focus on creating efficient processes and organizational teams.

Media Appearances

Heidi has no verified media appearances

Work History

8-2024
Director, Client Engagement and Success at Transaction Network Services
12-2023 - 8-2024
Service Delivery Manager at Infobip
12-2021 - 5-2023
Sr. Director, Customer Success Management at Inteliquent, A Sinch Company
4-2020 - 2-2022
Director of Account Management at Inteliquent, A Sinch Company
3-2018 - 4-2020
Director of Account Management and Inside Sales at Inteliquent, A Sinch Company

Education

2008 - 2011
Master's degree from University of Phoenix
1999 - 2003
Bachelor's degree from Metropolitan State University of Denver

More Information

Social Presence :

Prographics :

Exp : 13 Location : Denver Metropolitan Area, United States Job Level : Mid-senior Designation : Director, Client Engagement and Success at Transaction Network Services
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Insights For Selling To Heidi

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Compliment them about their personality if you get a chance
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • 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 Heidi is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Heidi

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Heidi move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Heidi take some risk or not?

  • They can take some low-probability risks if needed.

You And Heidi

Personality Compatibility


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