James Berkey

Collaborator
DISC Type : si

Executive Director Sales Technology and Revenue Intelligence at CVS Health

Wayne, Illinois, United States

Overview

As Executive Director at CVS Health, James leads sales technology and revenue intelligence. An expert in process optimization with PMP and Six Sigma Master Black Belt credentials, he delivers tools like Salesforce and develops AI strategy. Colleagues describe him as strategic, dependable, and detail-oriented. He earned his BS from Clark University.

He is passionate about building high-performing teams and developing talent. He frequently shares hiring opportunities and leadership insights, emphasizing the importance of a strong team culture focused on advancing technology for clients and account teams.

He holds a Six Sigma Master Black Belt certification, a top-tier credential for expertise in process improvement.

Personality Overview

Example Driven

Fair-minded

Good Listener

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them.

Topics They Care About

Sales Technology
Owns the annual sales technology roadmap, which includes platforms like Salesforce, Gong, and Highspot, to define and implement new capabilities for the business.
Process Improvement
Holds both PMP and Six Sigma Master Black Belt certifications, demonstrating a deep focus on optimizing internal processes and workflows to drive efficiency and value.
AI in Sales
His current role involves evolving the Artificial Intelligence (AI) strategy for the sales and account teams at CVS Health.

Media Appearances

James has no verified media appearances

Work History

2-2025
Executive Director Sales Technology and Revenue Intelligence at CVS Health
7-2018 - 2-2025
Director Sales and Marketing Operations at CVS Health
10-2017 - 7-2018
Director Product Development at CVS Health
3-2014 - 10-2017
Director Of Project Management at CVS Health
2-2013 - 3-2014
Director Specialty Technology at CVS Health

Education

2000 - 2004
BS from Clark University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Wayne, Illinois, United States Job Level : Senior Designation : Executive Director Sales Technology and Revenue Intelligence at CVS Health
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Summarize the key points at the end of the conversation
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • When asking them questions, sound relatable and informal

DONT's

  • Don’t sound very transactional
  • Don’t ask too many questions that sound too dry and objective
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from James

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can James take some risk or not?

  • They are unlikely to take many risks.

You And James

Personality Compatibility


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