Jackie Endres

Evaluator
DISC Type : sdc

Head of Enterprise Partnerships at Plaid

Tucson, Arizona, United States

Overview

Jackie has no verified overview

Personality Overview

Fast But Analytical

Hard To Convince

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Jackie has no verified topics they care about

Media Appearances

Jackie has no verified media appearances

Work History

12-2022
Head of Enterprise Partnerships at Plaid
7-2022 - 12-2022
Head of Partnerships & Business Development - Consumer Lending at NerdWallet
8-2020 - 8-2022
Director, Home Loans Partnerships & Business Development at NerdWallet
4-2017 - 5-2018
Senior Manager, Deposits Product Strategy at Discover Financial Services
7-2016 - 4-2017
Senior Manager, Product Strategy & Business Development - Personal Loans at Discover Financial Services

Education

MBA; Masters of Engineering Management from Northwestern University - Kellogg School of Management
BS from University of Wisconsin-Madison

More Information

Social Presence :

Prographics :

Exp : 10 Location : Tucson, Arizona, United States Job Level : Mid-senior Designation : Head of Enterprise Partnerships at Plaid
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Insights For Selling To Jackie

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jackie is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jackie

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jackie move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jackie take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jackie

Personality Compatibility


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