Juliette Ortega, CPA

Critic
DISC Type : C

Owner at Cloud Smart Accounting

Palos Verdes Peninsula, California, United States

Overview

Juliette has no verified overview

Personality Overview

Negotiator

Precise

ROI Driven

They prefer to analyze logically and value objective facts over emotions.  They are quite likely to negotiate on pricing or other key terms. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Juliette has no verified topics they care about

Media Appearances

Juliette has no verified media appearances

Work History

11-2002
Owner at Cloud Smart Accounting
5-2002 - 9-2002
Staff Accountant/Receiver Administator at Jalmar Properties, Inc.
1-1999 - 5-2002
Senior Accountant, Business Management at Holthouse Carlin & Van Trigt LLP
1-1997 - 12-1999
Senior Auditor at Holthouse Carlin & Van Trigt LLP

Education

1991 - 1995
Bachelors of Business Administration from Loyola Marymount University, College of Business Administration
1988 - 1991
Education details unavailable from Bishop Montgomery High School

More Information

Social Presence :

Prographics :

Exp : 29 Location : Palos Verdes Peninsula, California, United States Job Level : N/A Designation : Owner at Cloud Smart Accounting
URL has been copied!

Insights For Selling To Juliette

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juliette is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Juliette

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Juliette move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Juliette take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Juliette

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.