Jeffrey Wheeler

Doer
DISC Type : ds

Director, Brand Accounts at Catch+Release

Boston, Massachusetts, United States

Overview

Jeffrey has no verified overview

Personality Overview

Risk-Accepting

Strategic Planner

Deliberate Doer

Reading between the lines and seeing beyond your words comes naturally to them.  They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Jeffrey has no verified topics they care about

Media Appearances

Jeffrey has no verified media appearances

Work History

2023
Director, Brand Accounts at Catch+Release
2020 - 3-2023
Enterprise Account Executive, Salesforce Marketing Cloud at Salesforce
2018 - 2019
Account Executive at Pointillist
2015 - 2018
Eastern Region Director at Allocadia, an Uptempo company
2013 - 2015
Regional Sales Director at Lattice Engines

Education

Certificate in Applied Science from Harvard Extension School
BS from Bridgewater State University
Aeronautical Science from Embry-Riddle Aeronautical University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Director, Brand Accounts at Catch+Release
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jeffrey

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jeffrey take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jeffrey

Personality Compatibility


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