Julie Wingate Lacey

Enthusiast
DISC Type : i

VP, Brand & Marketing at CPA Ontario

Toronto, Ontario, Canada

Overview

Julie is a results-driven marketing leader with over 15 years of experience scaling B2C and B2B tech companies like Ancestry. ca and Dell. A graduate of McGill University, she has a strong record of delivering significant growth in ecommerce, DTC, and SaaS environments, currently as VP, Brand & Marketing at CPA Ontario.

Originally from a small town near Ottawa, Julie is a mother to three energetic boys. Friends describe her as having a contagious laugh and vibrant energy, with a talent for bringing people together and a commitment to being the "bringer-of-fun. " She values her role as a mother and family coordinator above all.

When asked to describe herself, she lists her roles as "Mother" and "Family Coordinator" before mentioning her professional titles.

Personality Overview

Optimistic

Non-Confrontational

Amiable & Agreeable

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

DTC Growth
Demonstrated major success leading direct-to-consumer internet provider oxio to 78% net subscriber growth and its eventual acquisition.
Go-to-Market Strategy
Has a history of building and leading innovative go-to-market strategies for startups, scale-ups, and established brands like Ancestry. ca.
Team Leadership
Passionate about building high-performance teams, fostering strong bonds, and celebrating team achievements, as shown in her social media posts.

Media Appearances

Julie has no verified media appearances

Work History

6-2024
VP, Brand & Marketing at CPA Ontario
1-2024 - 10-2024
Head of Marketing at Roam
6-2022 - 3-2024
VP of Marketing at oxio
3-2020 - 6-2022
Head of Marketing, North America at EcoOnline Global
12-2018 - 2-2020
Head Of Marketing at Intercap Inc.

Education

Bachelor of Commerce from McGill University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Toronto, Ontario, Canada Job Level : Senior Designation : VP, Brand & Marketing at CPA Ontario
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Ask them how their day is going or exchange some other pleasantries
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Julie

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Julie move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Julie take some risk or not?

  • They can take some low-probability risks if needed.

You And Julie

Personality Compatibility


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