Jamie Lewis

Initiator
DISC Type : Di

Head of Growth & Experience at Level Up Financial Coaching

Missoula, Montana, United States

Overview

Jamie has no verified overview

Personality Overview

Conviction Driven

Friendly Challenger

Risk-Accepting

They measure a product on its merit but can be influenced by strong testimonials.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Jamie has no verified topics they care about

Media Appearances

Jamie has no verified media appearances

Work History

4-2025
Head of Growth & Experience at Level Up Financial Coaching
10-2023 - 6-2024
Employee Engagement & Experience at Alteryx
9-2022 - 9-2023
Director, Early in Career at Alteryx
11-2019 - 8-2022
Senior Manager, Early in Career Programs at Alteryx
8-2019 - 11-2019
Sabbatical - Travel & Exploration at (Personal)

Education

2000 - 2006
BS and BA from North Carolina State University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Missoula, Montana, United States Job Level : Mid-senior Designation : Head of Growth & Experience at Level Up Financial Coaching
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Insights For Selling To Jamie

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Get them to a point where they are ready to bat for your product internally
  • Focus on the big picture and the strategic value of your product

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jamie is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Jamie

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Jamie move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Jamie take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Jamie

Personality Compatibility


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