Jonathan Ramos

Observer
DISC Type : ic

SMB Account Manager at KnowBe4

Greater Tampa Bay Area, United States

Overview

Jonathan is an accomplished account manager at KnowBe4 with a robust background in the financial services industry. He spent over eight years at Bank of America, where he was a top-performing Small Business Banker, before transitioning into the mortgage and insurance sectors. He studied Business Administration and Digital Arts.

His transition from banking and mortgages to cybersecurity sales showcases a high degree of adaptability and a drive for new challenges. His education in digital arts, contrasting with his finance career, suggests a creative and multifaceted personality that values both analytical and aesthetic pursuits.

Jonathan was a consistent top performer in previous sales roles, achieving up to 200% of his quota at Bank of America.

Personality Overview

Curious

Assertive

Example Seeker

They often ask many questions and rely heavily on information and documentation.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Small Business Finance
He spent eight years as a top-performing Small Business Banker at Bank of America, providing consultative guidance on credit, merchant services, and treasury solutions.
High-Performance Sales
Across multiple roles, he has been a top sales producer, ranking #1 on his team in a previous position and consistently exceeding sales quotas.
Mortgage Lending
Previously worked as a Branch Manager and Mortgage Loan Originator, managing a multi-million dollar pipeline and helping clients with purchases and refinancing.

Media Appearances

Jonathan has no verified media appearances

Work History

3-2026
SMB Account Manager at KnowBe4
6-2023 - 4-2026
Licensed Insurance Agent at Spring Venture Group
2-2021 - 8-2024
Branch Manager at Movement Mortgage
11-2015 - 2-2021
Small Business Banker Centralized | Credit Specialist at Bank of America
1-2013 - 11-2015
Customer Service Representative at Bank of America

Education

2010 - 2012
Digital Arts from The Art Institute of New York City
2007 - 2009
Business Administration and Management from Borough of Manhattan Community College

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Tampa Bay Area, United States Job Level : Middle Designation : SMB Account Manager at KnowBe4
URL has been copied!

Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Invite them for a social do but don’t rely solely on the relationship
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jonathan

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Jonathan take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Jonathan

Personality Compatibility


Other KnowBe4 Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.