Kaitlyn Howen

Enthusiast
DISC Type : i

Senior Customer Success Manager at Total Expert

Charlotte, North Carolina, United States

Overview

Kaitlyn is a Senior Customer Success Manager at Total Expert, specializing in the mortgage technology and CRM space. With a background in technical account management, she focuses on helping customers achieve their goals through product expertise and integration support. She studied Communications at East Carolina University and is described as very detail-oriented.

Outside of her professional role, Kaitlyn is passionate about her work environment and the people she collaborates with. She is also a mother, drawing motivation from her family and finding fulfillment in balancing her career with her personal life.

During her time at university, Kaitlyn was a published writer for the student paper, The East Carolinian.

Personality Overview

Consensus Focused

Amiable & Agreeable

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They are more about building relationships than just cutting deals. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Customer Success
Her career progression from technical account manager to a senior customer success role highlights her focus on building relationships and ensuring positive customer outcomes.
Mortgage Technology
Has deep industry experience from roles at Intent Modern Mortgage Marketing and Motivator Mortgage Marketing, focusing on CRM and digital marketing for the sector.
SaaS Integrations
Previously provided consultative services regarding API functionality, showing her expertise in helping customers leverage technical integrations to meet their goals.

Media Appearances

Kaitlyn has no verified media appearances

Work History

11-2025
Senior Customer Success Manager at Total Expert
3-2022 - 11-2025
Technical Account Manager at Total Expert
4-2021 - 3-2022
Customer Outcomes Manager at Total Expert
1-2019 - 12-2020
Client Liaison & Training Specialist at Intent Modern Mortgage Marketing
10-2017 - 1-2019
Marketing Support Specialist at Motivator Mortgage Marketing and Mortgage CRM

Education

2013 - 2017
Communications from East Carolina University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Charlotte, North Carolina, United States Job Level : N/A Designation : Senior Customer Success Manager at Total Expert
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Insights For Selling To Kaitlyn

During A Call Or A Meeting

DO's

  • 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
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kaitlyn is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Kaitlyn

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Kaitlyn move?

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

  • If it seems really necessary, they can take small risks.

You And Kaitlyn

Personality Compatibility


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