Jim Penman

Evaluator
DISC Type : Dsc

Senior Vice President, Accounting and Reporting at Salesforce

Atlanta, Georgia, United States

Overview

Jim Penman is the Senior Vice President of Accounting and Reporting at Salesforce, bringing extensive experience from leadership roles at Change Healthcare and Lyric. He is a Certified Public Accountant and holds both a Masters and a bachelors degree from the University of West Floridas College of Business.

Outside of his finance career, Jim is committed to his community. He serves on the Board of Directors for the Alpharetta Christian Academy, a role he took on to support the schools mission and development.

Unique fact: Jim is passionate about building strong teams and frequently posts about hiring for his "awesome" and "wonderful" team at Salesforce.

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Financial Reporting
His career is centered on SEC reporting and technical accounting, holding senior VP roles in this specific function at major public companies like Salesforce.
Team Leadership
He consistently shares posts about hiring for his team, indicating a passion for building a positive and successful work environment and mentoring his staff.
Christian Education
He is actively involved as a member of the Board of Directors at Alpharetta Christian Academy, showing a personal commitment to the institution's growth.

Media Appearances

Jim has no verified media appearances

Work History

2-2025
Senior Vice President, Accounting and Reporting at Salesforce
9-2023 - 2-2025
VP, SEC Reporting and Technical Accounting at Salesforce
10-2022 - 9-2023
Chief Accounting Officer at Lyric - Clarity in motion.
12-2019 - 10-2022
Vice President, Assistant Controller at Change Healthcare
9-2017 - 12-2019
Vice President, Technical Accounting at Change Healthcare

Education

2005 - 2005
Master's from UWF Lewis Bear Jr. College of Business
2001 - 2004
BSBA from UWF Lewis Bear Jr. College of Business

More Information

Social Presence :

Prographics :

Exp : 20 Location : Atlanta, Georgia, United States Job Level : Leadership Designation : Senior Vice President, Accounting and Reporting at Salesforce
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jim

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jim take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jim

Personality Compatibility


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