Joseph Smith

Energizer
DISC Type : I

Vice President of Finance at Phenom People

Hatboro, Pennsylvania, United States

Overview

Joseph is a results-oriented financial executive serving as the Vice President of Finance at Phenom. He has extensive experience in M&A activities, due diligence, and financial management within the technology industry. He holds an MBA from Temple University and a degree in Finance from West Chester University of Pennsylvania.

He has a keen interest in premier business publications, actively following the Harvard Business Review and The Wall Street Journal to stay informed on management strategies and market trends.

He has unique experience in major corporate financial events, having assisted with an IPO and 15 acquisitions at Kenexa, and later managing the delisting of a public company.

Personality Overview

Imaginative

Believer

Relationship Oriented

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are really good at seeing what the long-term impacts of their decisions could be. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

M&A Integration
His background includes extensive M&A activities, covering due diligence, valuation, and the integration of 15 acquired companies during his tenure at Kenexa.
Corporate Finance
His career focuses on bridging operations with financial targets in public and private tech companies, including managing an IPO and four follow-on offerings.
Strategic Partnerships
He is noted for developing strong partnerships with functional leaders to effectively align operational decisions with financial goals.

Media Appearances

Joseph has no verified media appearances

Work History

12-2015
Vice President of Finance at Phenom People
3-2015 - 8-2015
CFO at Ecosave Pty Ltd
10-2014 - 3-2015
Consultant at Consultant
11-2003 - 4-2014
Controller at Kenexa
1-1999 - 10-2003
Assistant Controller at Kenexa

Education

2002 - 2008
MBA from Temple University
1993 - 1996
Finance from West Chester University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 26 Location : Hatboro, Pennsylvania, United States Job Level : Senior Designation : Vice President of Finance at Phenom People
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Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Talk anecdotally about the customer experience that your product offers
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Joseph

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Joseph move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Joseph take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Joseph

Personality Compatibility


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