Ivy Martinez

Editor
DISC Type : CS

Account Executive, Mid Market - Financial Services at Docusign

Greater Seattle Area, United States

Overview

Ivy Martinez is a DocuSign Account Executive focused on the mid-market financial services industry. Leveraging her experience from Microsoft, she helps clients optimize document management and drive digital transformation. Ivy holds a Bachelors in Political Science from Universidad del Rosario and has pursued certifications in project management.

As a dedicated self-learner, Ivy is passionate about mastering new tools and is committed to continuous growth. She recently completed a course on unlocking team creativity, reflecting her interest in leadership and innovative thinking. Her professional interests include major technology and consulting firms like Microsoft and Deloitte.

Ivy is passionate about the future of agreements and actively promotes the use of AI through DocuSigns Intelligent Agreement Management platform.

Personality Overview

Late Adopter

Objective Thinker

Self-Disciplined

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

Topics They Care About

Intelligent Agreements
Actively promotes DocuSign's AI-powered Intelligent Agreement Management (IAM) platform, highlighting its potential to transform business operations for customers and partners.
FinServ Digital Transformation
Specializes in providing technology solutions to mid-market financial services companies, focusing on improving workflows, driving efficiency, and achieving digital transformation.
Consultative Sales
Employs a consultative sales approach and has training in the MEDDIC methodology, indicating a focus on building trusted, value-based client relationships.

Media Appearances

Ivy has no verified media appearances

Work History

2-2025
Account Executive, Mid Market - Financial Services at Docusign
3-2023 - 2-2025
Senior Account Executive SMB at Docusign
3-2022 - 3-2023
Account Executive SMB at Docusign
4-2021 - 3-2022
Direct Sales Associate SMB at Microsoft
8-2020 - 3-2021
Bellevue Business Team - SMB at Microsoft

Education

2012 - 2018
Bachelor of Arts - BA from Universidad del Rosario
Introduction to MEDDIC from MEDDIC Academy
Minor from Universidad del Rosario

More Information

Social Presence :

Prographics :

Exp : 6 Location : Greater Seattle Area, United States Job Level : Middle Designation : Account Executive, Mid Market - Financial Services at Docusign
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Insights For Selling To Ivy

During A Call Or A Meeting

DO's

  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ivy is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Ivy

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Ivy move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Ivy take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Ivy

Personality Compatibility


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