Jennifer Lee

Supporter
DISC Type : s

Senior Vice President, Chief Admin & Financial Officer at Provident Credit Union at Provident Credit Union

San Jose, California, United States

Overview

Jennifer has no verified overview

Personality Overview

Thoughtful In Approach

Social Proof Driven

Calm

They are unlikely to become strong champions as they don't prefer pushing other people.  They are motivated by the potential impact of their decision on the organization. They usually go by the book, following all rules and procedures.

Topics They Care About

Jennifer has no verified topics they care about

Media Appearances

Jennifer has no verified media appearances

Work History

1-2021
Senior Vice President, Chief Admin & Financial Officer at Provident Credit Union at Provident Credit Union
7-2019
Chief Financial Officer at Provident Credit Union
9-2012
Vice President of Finance at Provident Credit Union
1-2011 - 8-2012
Vice President Controller at Technology Credit Union
9-1998 - 1-2011
Director at McGladrey & Pullen

Education

Education details unavailable from Santa Clara University

More Information

Social Presence :

Prographics :

Exp : 27 Location : San Jose, California, United States Job Level : Leadership Designation : Senior Vice President, Chief Admin & Financial Officer at Provident Credit Union at Provident Credit Union
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Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Focus your pitch on the impact that you could help them have on their organization
  • Pause and ask them if they have any questions

DONT's

  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Avoid saying anything that sounds like a risky proposition

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jennifer is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Jennifer

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Jennifer move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Jennifer take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Jennifer

Personality Compatibility


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