Jon Nelson, CPA

Evaluator
DISC Type : CSD

Partner at Walter Shuffain

Greater Boston, United States

Overview

Jon has no verified overview

Personality Overview

Thorough Evaluator

Hard To Convince

Quality Focused

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

Topics They Care About

Jon has no verified topics they care about

Media Appearances

Jon has no verified media appearances

Work History

7-2025
Partner at Walter Shuffain
7-2020 - 6-2025
Manager at Walter Shuffain
7-2019 - 6-2020
Supervisor at Walter Shuffain

Education

2015 - 2018
Master of Science from Bentley University
2011 - 2015
Bachelor of Science from Bentley University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Greater Boston, United States Job Level : N/A Designation : Partner at Walter Shuffain
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

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

  • 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 Jon move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jon 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 Jon

Personality Compatibility


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