Joshua Kuper, CFA

Researcher
DISC Type : Cs

Sales Director, VP (Enterprise Account Executive) - Portware Enterprise at FactSet

San Francisco, California, United States

Overview

Joshua has no verified overview

Personality Overview

Soft Communicator

ROI Seeker

Perfectionist

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Joshua has no verified topics they care about

Media Appearances

Joshua has no verified media appearances

Work History

8-2019
Sales Director, VP (Enterprise Account Executive) - Portware Enterprise at FactSet
9-2017 - 8-2019
Sales Engineer - Portware Enterprise at FactSet
7-2013 - 9-2017
Front Office Sales (Datafeeds, Analytics, Workstation) at FactSet
5-2010 - 8-2010
Finance Internship at Greenberg Financial Group
4-2009 - 4-2010
Finance Internship at RBC Wealth Management

Education

2007 - 2011
Bachelor of Science in Business Administration from University of Arizona
2008 - 2011
Bachelor of Science in Business Administration from University of Arizona - Eller College of Management

More Information

Social Presence :

Prographics :

Exp : 13 Location : San Francisco, California, United States Job Level : Leadership Designation : Sales Director, VP (Enterprise Account Executive) - Portware Enterprise at FactSet
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Insights For Selling To Joshua

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joshua is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Joshua

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Joshua move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Joshua take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Joshua

Personality Compatibility


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