Jeffrey Sword

Energizer
DISC Type : I

Director of Revenue Operations at Cartwheel

Palos Verdes Peninsula, California, United States

Overview

Jeffrey has no verified overview

Personality Overview

Enthusiastic

Informal

Believer

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are always positive and upbeat, so take their promises with a pinch of salt. They are friendly, approachable and love to make new connections.

Topics They Care About

Jeffrey has no verified topics they care about

Media Appearances

Jeffrey has no verified media appearances

Work History

11-2024
Director of Revenue Operations at Cartwheel
6-2022 - 10-2024
Director, Sales and Revenue Operations at GoGuardian
1-2021 - 5-2022
Senior Manager Sales Operations at GoGuardian
3-2020 - 12-2020
Sales Operations Team Lead at GoGuardian
12-2011 - 9-2019
Sales Operations & CRM Lead at The Harris Group | Marcus & Millichap

Education

2008 - 2010
BA from University of Puget Sound
2007 - 2008
Accounting from University of Alaska Anchorage

More Information

Social Presence :

Prographics :

Exp : 13 Location : Palos Verdes Peninsula, California, United States Job Level : Mid-senior Designation : Director of Revenue Operations at Cartwheel

Interested in

Sports

Club Hockey, Intramural Basketball

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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk about their team and how your product will help them do things better and easier
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Avoid cutting into their flow
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Jeffrey

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Jeffrey take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Jeffrey

Personality Compatibility


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