Jonathan Chen, CEPA®

Trailblazer
DISC Type : ID

System & Soul (S2) Certified Coach at System & Soul

Greater Boston, United States

Overview

Jonathan is a 6x entrepreneur and Certified Leadership Team Coach who specializes in helping businesses scale beyond the $10M revenue ceiling and prepare for successful exits. A Stanford University graduate, he has held roles as CEO, COO, and AVP of Strategy and Innovation. Colleagues describe him as insightful, strategic, intelligent, and a strong leader.

He holds a patent for a technology that smooths ink consumption, developed during a complex global project for Vistaprint.

Personality Overview

Informal

Assertive

Friendly But Fast

They are more likely to be open to unproven but exciting technologies.  They do not mind taking risks and can make hard decisions, if necessary. They respond better to a combination of speed and relationship.

Topics They Care About

Business Exit Planning
As a Certified Exit Planner, he focuses on ensuring business owners can successfully sell their companies, a topic he frequently posts about.
Leadership Team Coaching
His current role as a System & Soul Certified Coach involves helping founders delegate and build strong leadership teams to enable growth.
Scaling Businesses
Focuses on helping the 0.4% of businesses exceed $10M in revenue by overcoming exponential complexity as they grow.

Media Appearances

S2 Coach – Jonathan Chen, CEPA® (System & Soul Certified Coach). Featured in System & Soul

See Now

Work History

9-2023
System & Soul (S2) Certified Coach at System & Soul
1-2021 - 5-2023
Associate Vice President, Strategy and Innovation at Cognizant
1-2020 - 12-2020
Chief Operating Officer at Norfolk Capital
8-2018 - 12-2021
Board Member at Airflow Sleep
8-2018 - 10-2019
Chief Executive Officer at Elemental Beverage Company

Education

Bachelor of Science - BS from Stanford University
Marketing and Finance from UCLA

More Information

Social Presence :

Prographics :

Exp : 28 Location : Greater Boston, United States Job Level : Leadership Designation : System & Soul (S2) Certified Coach at System & Soul
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Give them control of the sales process
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Keep your pitch focused on the impact but nurture the relationship too

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a friendly approach
  • Don’t hesitate from asking them how they truly feel about your product
  • Don't make any commitments that you might not be able to fulfill

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Jonathan

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • They can make decisions quickly if they develop trust in you and conviction in the product.
  • Can Jonathan take some risk or not?

  • They can take risks if necessary.

You And Jonathan

Personality Compatibility


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