Jimmy Roling

Energizer
DISC Type : I

Director of Financial Onboarding at Rentvine

Bonita Springs, Florida, United States

Overview

Jimmy Roling is the Director of Financial Onboarding at Rentvine, drawing on extensive experience in client relations and software implementation from previous roles at Zywave and Risk Management LLC. He specializes in managing client accounts and ensuring successful product adoption. He holds a Bachelor of Science from Florida Gulf Coast University.

Outside of his career in tech and finance, Jimmy has a strong interest in personal well-being, evidenced by his certification as a Health Coach. His interest in the brand PING also suggests a passion for golf.

Jimmy has a unique professional combination, holding a certification as a Health Coach alongside his career in finance and software.

Personality Overview

Believer

Enthusiastic

Big Picture Person

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are people oriented, friendly and like creating new connections. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Financial Onboarding
As the Director of Financial Onboarding at Rentvine, this is his core professional responsibility and area of expertise.
Client Relationship Management
A consistent theme throughout his career, focusing on assisting clients with business growth, retention, and maintaining engagement.
Software Implementation
His experience as an Implementation Consultant involved assisting clients with integrating software products into their daily workflows.

Media Appearances

Jimmy has no verified media appearances

Work History

10-2024
Director of Financial Onboarding at Rentvine
2-2021 - 10-2024
Product Specialist at Rentvine
3-2017 - 2-2021
Account Executive / CSR at Risk Management LLC
10-2016 - 3-2017
Partner Relations Consultant at Zywave
10-2015 - 10-2016
Implementation Consultant at Zywave

Education

2011 - 2013
Bachelor of Science (B.S.) from Florida Gulf Coast University
2015 - 2016
Health Coach from Institute for Integrative Nutrition

More Information

Social Presence :

Prographics :

Exp : 17 Location : Bonita Springs, Florida, United States Job Level : Mid-senior Designation : Director of Financial Onboarding at Rentvine
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Insights For Selling To Jimmy

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jimmy is

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

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

Insights For Deal Planning

    How fast (or slow) will Jimmy move?

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

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

You And Jimmy

Personality Compatibility


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