Jodi McDonald

Questioner
DISC Type : c

Senior Director Assistant Controller at Salesforce

Geneva, Geneva, Switzerland

Overview

Jodi McDonald is the Senior Director and Assistant Controller for the EMEA region at Salesforce, where she has built an extensive career progressing through various senior finance and controller roles. She is a key figure in the companys financial operations, focusing on accounting, control, and transformation.

She is passionate about professional development and leadership, having recently participated in the Salesforce EMEA LEAD Women’s Program. This experience focused on executive presence, resilience, and authentic leadership, reflecting her interest in empowering women in business.

Jodi is a featured keynote speaker at Workday Rising EMEA, discussing the impact of Human-AI partnerships.

Personality Overview

Cautious & Analytical

Value Seeker

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Human-AI Partnership
Selected as a keynote speaker at Workday Rising EMEA to discuss how human-AI collaboration is transforming the office of the CFO, including Accounting and FP&A.
Women in Leadership
Actively participates in leadership programs, such as the Salesforce EMEA LEAD Women's Program, focusing on branding, resilience, and authentic leadership for women leaders.
CFO Office Transformation
Engages with the CFO community on reshaping finance functions. Her work and speaking topics explore transforming Accounting, FP&A, and Procurement through technology.

Media Appearances

Jodi has no verified media appearances

Work History

8-2021
Senior Director Assistant Controller at Salesforce
8-2016
Director, Assistant Controller EMEA at Salesforce
8-2013
Senior Finance Manager at Salesforce
2-2013 - 7-2013
Tax Compliance Manager at Salesforce
1-2007 - 3-2012
Controller Lexmark International Technology SA at Lexmark

Education

1991 - 1996
Education details unavailable from Wilfrid Laurier University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Geneva, Geneva, Switzerland Job Level : Senior Designation : Senior Director Assistant Controller at Salesforce
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Insights For Selling To Jodi

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jodi is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Jodi

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jodi move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Jodi take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Jodi

Personality Compatibility


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