Joseph Wurman

Energizer
DISC Type : I

Senior Planner, Direct Mail at The Phoenix Group of Companies

Harleysville, Pennsylvania, United States

Overview

Joseph is a Senior Planner with over 25 years of experience in direct mail and print production management. A graduate of Carnegie Mellon University, he focuses on building teams and streamlining processes for greater efficiency and cost savings, consistently maintaining a customer-centric approach in his project management style.

He has successfully managed direct mail campaigns across a wide variety of industries, including retail, non-profit, healthcare, financial, insurance, and government.

Personality Overview

Relationship Oriented

Believer

Big Picture Person

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are naturally enthusiastic, so take their promise with a pinch of salt. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Direct Mail Logistics
His career centers on managing direct mail projects, from data processing and variable data programs to navigating complex USPS regulations and fulfillment.
Process Improvement
A core focus throughout his career has been on streamlining workflows, enhancing communication, and implementing cost-saving measures in production environments.
Client Relationship Management
Emphasizes building strong relationships with clients and vendors to ensure a clear understanding of project requirements and on-time delivery.

Media Appearances

Joseph has no verified media appearances

Work History

7-2020
Senior Planner, Direct Mail at The Phoenix Group of Companies
7-2019 - 4-2020
Senior Account Manager at Sandy Alexander
8-2015 - 12-2018
Customer Service Department Manager | Direct Mail Marketing at Quad/Graphics
5-2003 - 8-2015
Senior Account Manager | Client Services Supervisor | | Direct Mail Print Production at Quad/Graphic, Vertis Communications
3-2001 - 5-2003
Scheduling Supervisor at Vertis Communications

Education

1979 - 1983
Bachelor of Science - BS from Carnegie Mellon University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Harleysville, Pennsylvania, United States Job Level : N/A Designation : Senior Planner, Direct Mail at The Phoenix Group of Companies
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Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t assume a yes just because they have not said no
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Joseph

  • They are unlikely to 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 fastest decision makers, their friendly approach can give false positive signals.
  • 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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