Jake Anderson, CPA

Critic
DISC Type : C

Director of Finance at Kaiser Permanente

Greater Seattle Area, United States

Overview

Jake has no verified overview

Personality Overview

Critic

Objective Thinker

Negotiator

They enjoy working alone and do not rely on others very often.  It is very likely that they will negotiate pricing or other important terms. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Jake has no verified topics they care about

Media Appearances

Jake has no verified media appearances

Work History

4-2020
Director of Finance at Kaiser Permanente
4-2019 - 4-2020
Senior Finance Manager at Kaiser Permanente
6-2014 - 4-2019
Finance Manager at Kaiser Permanente
5-2012 - 5-2014
Senior Accounting Analyst at Group Health Cooperative
2-2009 - 5-2012
Senior Accountant at Group Health Cooperative

Education

2002 - 2003
MaCC from Gonzaga University
1998 - 2002
BA from Whitworth University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Seattle Area, United States Job Level : Mid-senior Designation : Director of Finance at Kaiser Permanente
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Insights For Selling To Jake

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Tell them what ROI they can expect
  • Be formal and objective, they will appreciate it more

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jake is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Jake

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Jake move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jake take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jake

Personality Compatibility


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