Jason Schoenrock

Critic
DISC Type : C

Director, Financial Services and Insurance at Celonis

Charlotte Metro, United States

Overview

Jason is a sales leader with over 20 years of experience specializing in consultative selling of complex enterprise software to the financial services industry. He recently concluded a five-year tenure as a Client Director at Pegasystems, where he led a premier banking team. He holds a Project Management Professional (PMP) certification.

Originally from the Midwest, Jason earned his BA from North Dakota State University. While his public profile focuses on his professional achievements, his roots in the region suggest a potential interest in local sports and community activities.

After five years of leading a successful team at Pegasystems, Jason recently announced he is moving on to a new opportunity.

Personality Overview

ROI Driven

Objective Thinker

Negotiator

They prefer to analyze logically and value objective facts over emotions.  They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

AI in Banking
He was recently hiring for his premier banking team at Pega to drive innovation and impact with GenAI and AI-powered solutions that transform customer engagement.
Enterprise Architecture
He has posted about the importance of avoiding siloed systems and "Frankenstacks" by using a center-out architecture to apply AI seamlessly across an enterprise.
Financial Services Tech
His entire 20+ year career has been focused on creating business justifications for significant investments in solutions for financial services organizations.

Media Appearances

Jason has no verified media appearances

Work History

12-2025
Director, Financial Services and Insurance at Celonis
1-2021 - 12-2025
Client Director at Pegasystems
1-2016 - 1-2021
Global Account Manager at SAS
1-2015 - 12-2015
Sales Manager at SAS
4-2012 - 12-2014
Senior Account Executive at SAS

Education

8-1989 - 12-1995
BA from North Dakota State University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Charlotte Metro, United States Job Level : Mid-senior Designation : Director, Financial Services and Insurance at Celonis
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Jason

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Jason take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Jason

Personality Compatibility


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