Jacob Martinez, CPA, MBA

Critic
DISC Type : C

Relationship Manager, CFO Services at Pitcairn

Wilmington, Delaware, United States

Overview

Jacob has no verified overview

Personality Overview

Critic

Objective Thinker

Precise

They are quite likely to negotiate on pricing or other key terms.  They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Topics They Care About

Jacob has no verified topics they care about

Media Appearances

Jacob has no verified media appearances

Work History

4-2024
Relationship Manager, CFO Services at Pitcairn
5-2005 - 12-2023
Director of Personal Financial Management at Wilmington Trust
5-2005 - 12-2009
Financial Manager at M&T Bank
6-2000 - 4-2005
Accounting Manager at Self-employed

Education

1-2021 - 12-2022
Master of Business Administration - MBA from Wilmington University
1993 - 1996
Bachelor of Arts (B.A.) from Gordon College

More Information

Social Presence :

Prographics :

Exp : 25 Location : Wilmington, Delaware, United States Job Level : Leadership Designation : Relationship Manager, CFO Services at Pitcairn
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Insights For Selling To Jacob

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacob is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Jacob

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Jacob move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Jacob take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Jacob

Personality Compatibility


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