Ian Carlson

Trailblazer
DISC Type : ID

Member at RevOps Co-op

United States

Overview

Ian is a highly accomplished Revenue Operations leader who excels at transforming tech stacks like Salesforce and engineering scalable processes to optimize revenue funnels. A graduate of Arizona State University, he focuses on leveraging data to inform strategy and align cross-functional teams. Colleagues describe him as driven, thoughtful, intelligent, and tenacious.

Outside of his professional focus, Ian has a sense of humor about the realities of remote work and maintains a perspective on work-life balance, joking that finding his dog on his desk is a clear sign hes been working too much. He is passionate about creating seamless customer experiences.

Unique Fact: Ian is a recipient of the Dale Carnegie Highest Award for Achievement.

Personality Overview

Achievement-Oriented

Persuasive

Charismatic

They will bat for you if they come to believe in you.  They like to keep things under control. They are charming and have the ability to align others behind their decisions.

Topics They Care About

RevOps Strategy
His entire career and professional identity are built around aligning teams, technology, and processes to accelerate growth through Revenue Operations.
Salesforce CRM
He has direct experience implementing and using Salesforce to scale his organization's CRM capabilities and drive immediate benefits.
Process over Tools
He believes that real impact comes from people, process, and alignment, not just from technology, a theme he often discusses.

Media Appearances

Ian has no verified media appearances

Work History

5-2024
Member at RevOps Co-op
7-2023
Sr. Director, Revenue Operations at Accusoft
11-2021 - 7-2023
Director, Revenue Operations at Accusoft
6-2020 - 11-2021
Director, Marketing Operations at Accusoft
10-2014 - 12-2017
Lead Generation at Tribridge

Education

Bachelor of Science - BS from Arizona State University

More Information

Social Presence :

Prographics :

Exp : 10 Location : United States Job Level : Senior Designation : Member at RevOps Co-op
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Insights For Selling To Ian

During A Call Or A Meeting

DO's

  • Showcase existing customers and use case-studies to grab their attention
  • Address your competition clearly and confidently
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don’t force involvement of other stakeholders unless it is critical
  • Do not look like someone who doesn’t know what they are talking about
  • Avoid unnecessary negativity or slowness

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ian is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Ian

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Ian move?

  • They can make decisions quickly if they develop trust in you and conviction in the product.
  • Can Ian take some risk or not?

  • They can take risks if necessary.

You And Ian

Personality Compatibility


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