Jeffrey Sword in

Jeffrey Sword

Energizer · DISC type I
Director of Revenue Operations at Cartwheel
📍 Palos Verdes Peninsula, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
13 Years
Current Role
Director of Revenue Operations
Job Level
Mid-senior
Location
Palos Verdes Peninsula, California, United States
Personality Overview

How Jeffrey shows up

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.

Priorities

Topics Jeffrey cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

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

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2008 - 2010
BA
University of Puget Sound
2007 - 2008
Accounting
University of Alaska Anchorage
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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