James Zhiyan Ma

Inquirer
DISC Type : cd

Vice President, Card Marketing and Originations at Upgrade, Inc.

Wilmington, Delaware, United States

Overview

James has no verified overview

Personality Overview

Hard To Convince

Demanding

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

9-2025
Vice President, Card Marketing and Originations at Upgrade, Inc.
4-2025 - 9-2025
Senior Vice President, Products and Valuations at Merrick Bank
12-2021 - 4-2025
Senior Director, Credit Cards at Ally
8-2018 - 12-2021
Director, Core Products and Valuations at Fair Square Financial, LLC
8-2017 - 8-2018
Director, Core Near Prime Products at Fair Square Financial, LLC

Education

2012 - 2014
Master of Science (MS) from The University of Texas at Austin
2008 - 2012
Economics from Purdue University Daniels School of Business

More Information

Social Presence :

Prographics :

Exp : 10 Location : Wilmington, Delaware, United States Job Level : Senior Designation : Vice President, Card Marketing and Originations at Upgrade, Inc.
URL has been copied!

Insights For Selling To James Zhiyan

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Be crisp while making the pitch

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James Zhiyan is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from James Zhiyan

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will James Zhiyan move?

  • Their decision making speed is somewhere in the middle.
  • Can James Zhiyan take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And James Zhiyan

Personality Compatibility


Other Upgrade, Inc. Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.