Joanna Truitt

Enthusiast
DISC Type : i

Retired at Kellen

Washington DC-Baltimore Area, United States

Overview

Joanna Truitt is a retired Vice President of Education from Kellen, with extensive experience in higher education administration and non-profit associations. She specializes in developing mission-focused educational programs that improve functionality and ROI. Joanna holds both a Bachelors and a Master of Science from the University of Wisconsin-La Crosse.

Outside of work, she is involved in community and philanthropic causes. Her interest in veterans affairs is highlighted by her past service as a director for the American Legion Auxiliary. She also supports local organizations, including the Annapolis Maritime Museum.

She is a three-time recipient of the Mentoring Program Distinguished Service Award.

Personality Overview

Amiable & Agreeable

Consensus Focused

Story Driven

They are more about building relationships than just cutting deals.  They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Continuing Education
Her career has been dedicated to managing and developing professional certification, recertification, and training programs for large membership associations.
Association Management
Possesses extensive senior-level experience within non-profit trade and membership associations, focusing on education and professional development for members.
Mentorship & Development
A three-time recipient of a Distinguished Service Award for mentoring, showing a strong, recognized commitment to guiding and developing others in their careers.

Media Appearances

Joanna has no verified media appearances

Work History

12-2024
Retired at Kellen
8-2022 - 12-2024
Vice President, Education at Kellen Management
1-2019 - 8-2022
Vice President Professional Development at SEVEN12 Management
10-2018 - 12-2018
Director of Education and Training Programs at Thompson Management Associates
1-2016 - 10-2018
Manager, Continuing Education and Experience at CFP Board

Education

Master of Science (MS) from University of Wisconsin-La Crosse
Bachelor of Science (BS) from University of Wisconsin-La Crosse

More Information

Social Presence :

Prographics :

Exp : 9 Location : Washington DC-Baltimore Area, United States Job Level : N/A Designation : Retired at Kellen
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Insights For Selling To Joanna

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joanna is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Joanna

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Joanna move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Joanna take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Joanna

Personality Compatibility


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