Kali Robertson

Wildcard
DISC Type : sci

Regional Finance Director at HomeServices of America

Omaha, Nebraska, United States

Overview

Kali has no verified overview

Personality Overview

ROI Driven

Friendly But Slow

Requires Proof

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Kali has no verified topics they care about

Media Appearances

Kali has no verified media appearances

Work History

11-2024
Regional Finance Director at HomeServices of America
11-2021 - 11-2024
Vice President of Finance at Thrasher
8-2019 - 11-2021
Sr. Director of Accounting & Finance at Thrasher
6-2016 - 7-2019
Controller at Thrasher
7-2015 - 6-2016
Manager, Financial Transactions at Deloitte & Touche LLP (Deloitte Advisory)

Education

2007 - 2011
BSBA from Creighton University's Heider College of Business

More Information

Social Presence :

Prographics :

Exp : 14 Location : Omaha, Nebraska, United States Job Level : Mid-senior Designation : Regional Finance Director at HomeServices of America
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Insights For Selling To Kali

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Invite them for a social do but don’t rely solely on the relationship
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kali is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Kali

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Kali move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Kali take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Kali

Personality Compatibility


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