Jennifer Yates

Energizer
DISC Type : I

Fractional Chief Financial Officer/ VP of Client Services at Dunn Wysely Inc

San Diego, California, United States

Overview

Jennifer has no verified overview

Personality Overview

Relationship Oriented

Big Picture Person

Imaginative

They are naturally enthusiastic, so take their promise with a pinch of salt.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Jennifer has no verified topics they care about

Media Appearances

Jennifer has no verified media appearances

Work History

3-2025
Fractional Chief Financial Officer/ VP of Client Services at Dunn Wysely Inc
8-2024 - 8-2025
Board Member at Home of Guiding Hands
8-2023 - 8-2025
Board Member at FISPA (Fiber Internet Service Providers of America)
1-2022
Chief Executive Officer at Kineticom
7-2020 - 7-2025
Fractional Chief Financial Officer at Preferred Healthcare Staffing

Education

2001 - 2005
Bachelor of Business Administration (BBA) from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 9 Location : San Diego, California, United States Job Level : Leadership Designation : Fractional Chief Financial Officer/ VP of Client Services at Dunn Wysely Inc
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Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Talk about their team and how your product will help them do things better and easier
  • Be friendly and entertaining in your conversation

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jennifer is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Jennifer

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jennifer move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Jennifer take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Jennifer

Personality Compatibility


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