Jim Emerich

Energizer
DISC Type : I

Chief Financial Officer at Narvar

San Francisco, California, United States

Overview

Jim is a Chief Financial Officer with over 25 years of experience leading financial operations for high-growth technology companies. He specializes in improving financial performance through IPO, M&A, and fundraising. He holds an AI Strategy Certificate and is described by colleagues as a "consummate leader" and "approachable. "

Beyond his core financial roles, Jim is dedicated to enhancing business through education and innovation. He serves as an Advisory Board Member for the Customer Experience Certificate Program at UC Irvine, reflecting a deep interest in the psychological aspects of customer loyalty and service.

He is a board member at 9th Gear, a company using distributed ledger technology to innovate in the financial trading sector.

Personality Overview

Enthusiastic

Imaginative

Big Picture Person

They are friendly, approachable and love to make new connections.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Customer Experience
Serves on the Advisory Board for UC Irvine's Customer Experience Program, indicating a focus on customer psychology and its link to revenue growth.
Enterprise AI
As the former CFO of SymphonyAI and holder of an AI Strategy Certificate, he is invested in the application of AI to solve business challenges.
FinTech Innovation
Sits on the board of 9th Gear, a company leveraging distributed ledger technology, showing an interest in disruptive financial technologies.

Media Appearances

Jim has no verified media appearances

Work History

10-2024
Chief Financial Officer at Narvar
5-2020
Advisory Board Member at UC Irvine
8-2023 - 9-2024
Chief Financial Officer at SymphonyAI
2-2018 - 6-2024
Board Member at 9th Gear
1-2020 - 7-2023
Chief Financial Officer at Narvar

Education

1987 - 1991
Bachelor's degree from Principia College
1991 - 1993
Financial Management Program from General Electric

More Information

Social Presence :

Prographics :

Exp : 7 Location : San Francisco, California, United States Job Level : Leadership Designation : Chief Financial Officer at Narvar
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Avoid cutting into their flow
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

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

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

Insights For Deal Planning

    How fast (or slow) will Jim move?

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

  • They can accept limited risks, ones that they think will not impact them personally.

You And Jim

Personality Compatibility


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