Jason Herrera

Enigma
DISC Type : idc

Fractional CFO and Business Development at HHL Advisors Group

San Antonio, Texas, United States

Overview

Jason has no verified overview

Personality Overview

Friendly Yet Blunt

Hard To Convince

Challenger

They are likely to ask many questions and look heavily for supporting proof as well as information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

8-2025
Fractional CFO and Business Development at HHL Advisors Group
4-2025 - 7-2025
Senior Account Executive at FinAdvantage
11-2024 - 3-2025
Account Executive at APS Payroll
8-2023 - 7-2024
Account Executive at Docyt
4-2022 - 10-2022
Customer Success (Growth Partner) at Botkeeper

Education

2005 - 2008
Master of Science - MS from University of the Incarnate Word
2003 - 2008
Bachelor of Business Administration - BBA from University of the Incarnate Word

More Information

Social Presence :

Prographics :

Exp : 3 Location : San Antonio, Texas, United States Job Level : Leadership Designation : Fractional CFO and Business Development at HHL Advisors Group
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Build rapport slwly without rushing, it will come handy to handle hard questions later
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Don’t brush off any concerns, take all questions seriously. They are easily deterred

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Jason

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Jason take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Jason

Personality Compatibility


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