Jamie Roach

Evaluator
DISC Type : dcs

Director of Customer Success at FundGuard

Blythewood, South Carolina, United States

Overview

Jamie has no verified overview

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Jamie has no verified topics they care about

Media Appearances

Jamie has no verified media appearances

Work History

5-2021
Director of Customer Success at FundGuard
11-2017 - 5-2021
Senior Project Manager at Broadridge Advisor Solutions
12-2016
Senior Vice President Investor Services at Citi
Senior Manager at Forum Financial Management, LLC

Education

1988 - 1992
BS from University of Maine
Education details unavailable from Syracuse University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Blythewood, South Carolina, United States Job Level : Mid-senior Designation : Director of Customer Success at FundGuard
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Insights For Selling To Jamie

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jamie is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jamie

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jamie move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jamie take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jamie

Personality Compatibility


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