Julie Roth

Questioner
DISC Type : c

Customer Success Manager at Microsoft

Hummelstown, Pennsylvania, United States

Overview

Julie is a Customer Success Manager at Microsoft specializing in healthcare products. With a Masters in Executive Leadership from Penn State and previous director-level roles at WellSpan Health, she brings extensive experience in healthcare management, digital health, and strategic account management to her role, focusing on successful technology adoption.


Julie has a unique background spanning hospitality, healthcare administration, and now the tech industry, showcasing her adaptability and diverse leadership experience.

Personality Overview

Price-Sensitive

Not Easily Convinced

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to analyze every situation thoroughly.
 It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Healthcare Technology
Her career is focused on the intersection of healthcare and technology, from serving as Director of Digital Health at WellSpan to managing Microsoft's healthcare products.
Customer Adoption
In her current role, she is responsible for ensuring customers successfully adopt, utilize, and extract maximum value from Microsoft's suite of healthcare solutions.
Digital Transformation
Her past experience in digital health indicates a strong interest in the strategic shift from traditional to digitally-enabled healthcare systems and patient engagement.

Media Appearances

Julie has no verified media appearances

Work History

6-2023
Customer Success Manager at Microsoft
3-2022 - 6-2023
Director-Digital Health at WellSpan Health
8-2019 - 3-2023
Senior Practice Manager at WellSpan Health
2-2012 - 7-2019
MOA II at Penn State Health
6-1997
Vice President at Roth Hospitalities

Education

5-2022 - 12-2023
Master of Management from Penn State Smeal College of Business
Graduate Certificate from Penn State Smeal College of Business

More Information

Social Presence :

Prographics :

Exp : 28 Location : Hummelstown, Pennsylvania, United States Job Level : Middle Designation : Customer Success Manager at Microsoft
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Julie

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Julie move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Julie take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Julie

Personality Compatibility


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