Jacqueline Yu

Questioner
DISC Type : c

Marketing Manager, Direct Mail at SoFi

Los Angeles, California, United States

Overview

Jacqueline is a Marketing Manager at SoFi, specializing in direct mail and client services with broad experience across the finance, travel, healthcare, and automotive industries. A graduate of The University of Alabama, colleagues describe her as a determined, efficient, and hard worker who can be relied upon for correct answers.

Outside of her marketing career, Jacqueline has demonstrated a long-standing commitment to community service, which is highlighted by her achievement of the prestigious Girl Scout Gold Award. Her professional interests include major industry players like Google and Saatchi & Saatchi, indicating a passion for innovation in the advertising space.

She is a recipient of the Girl Scout Gold Award, the highest honor in Girl Scouting.

Personality Overview

Not Easily Convinced

Price-Sensitive

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Direct Mail Marketing
Her current and previous roles at SoFi are focused on Direct Mail, indicating deep expertise in this specific marketing channel.
Multi-Industry Advertising
Her background includes work in finance, travel, hospitality, healthcare, automotive, education, and retail, showcasing versatile advertising experience.
Multicultural Marketing
Previously held the role of Account Supervisor at PCA | Multicultural Marketing & Communications, showing experience in this specialized field.

Media Appearances

Jacqueline has no verified media appearances

Work History

8-2023
Marketing Manager, Direct Mail at SoFi
2-2022 - 8-2023
Marketing Associate, Direct Mail at SoFi
4-2021 - 2-2022
Senior Account Executive at Quigley-Simpson
8-2019 - 4-2021
Account Executive at MMGY Global
7-2018 - 8-2019
Account Supervisor at PCA | Multicultural Marketing & Communications

Education

Bachelor of Science in Commerce and Business Administration (BS) from The University of Alabama

More Information

Social Presence :

Prographics :

Exp : 8 Location : Los Angeles, California, United States Job Level : Middle Designation : Marketing Manager, Direct Mail at SoFi
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Insights For Selling To Jacqueline

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacqueline is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jacqueline

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jacqueline move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jacqueline take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Jacqueline

Personality Compatibility


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