Jody Potts-Leiher

Questioner
DISC Type : c

Owner at Dimensions Accounting & Business Consulting LLC

United States

Overview

Jody is the Sr. Manager of Fund Administration at JumpStart Inc. , specializing in private equity reporting, fund accounting, and GAAP. A graduate of The University of Akron with a VC University Certification, she also owns Dimensions Accounting & Business Consulting LLC, showcasing her entrepreneurial spirit and diverse financial expertise.

She has a strong passion for mentorship and professional growth, enjoying the process of helping people identify their career goals and find the right path to achieve them. This interest in talent development is a core part of her professional identity.

Unique fact: Jody simultaneously runs her own accounting and business consulting firm while managing fund administration for an economic development non-profit.

Personality Overview

Value Seeker

Cautious & Analytical

Not Easily Convinced

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

Topics They Care About

Fund Administration
Her core role at JumpStart Inc. involves fund administration, revenue management, and compliance for the economic development non-profit.
Entrepreneurial Support
Works at JumpStart Inc. , an organization dedicated to unlocking entrepreneurial potential, and actively shares resources for founders.
Talent Development
Expresses a passion for helping develop talent and meeting people where they are to help them grow professionally and achieve their goals.

Media Appearances

Jody has no verified media appearances

Work History

6-2024
Owner at Dimensions Accounting & Business Consulting LLC
1-2022 - 6-2024
Sr. Manager, Fund Administration at JumpStart Inc.
10-2021 - 1-2023
Fund Administrator, Revenue and Compliance Management at JumpStart Inc.
1-2014 - 10-2021
Senior Accountant at JumpStart Inc.
3-2011 - 3-2013
Manager / Accountant at Boomer Distributing, Inc.

Education

1999 - 2005
Bachelor from The University of Akron

More Information

Social Presence :

Prographics :

Exp : 15 Location : United States Job Level : N/A Designation : Owner at Dimensions Accounting & Business Consulting LLC
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Insights For Selling To Jody

During A Call Or A Meeting

DO's

  • 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
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • 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 Jody 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 Jody

  • 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 Jody move?

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

  • Can Jody take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jody

Personality Compatibility


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