Kaly Samadi

Wildcard
DISC Type : cis

President and Chief Customer Officer at EPMA

Greater Houston, United States

Overview

Kaly Samadi is the President and Chief Customer Officer at EPMA, where he specializes in enhancing organizational performance through project management excellence. He promotes a "Just Enough Management" (JEM) philosophy to simplify workflows, reduce costs, and improve efficiency. He attended Texas A&M University.

He often speaks on the concept of supporting the "accidental project manager"—individuals who manage projects without formal training.

Personality Overview

Friendly But Slow

Requires Proof

ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  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

Topics They Care About

Project Management
He is dedicated to helping organizations improve performance by simplifying the way they work through project management excellence.
Organizational Clarity
Believes that clarity on what matters is more crucial for high-performing teams than simply having more resources.
Team Performance
Asserts that high-performing teams are not just hired but are actively built when leadership, tools, and clarity align.

Media Appearances

Kaly has no verified media appearances

Work History

1-2024
President and Chief Customer Officer at EPMA
1-2022 - 1-2024
Chief Customer Officer (CCO) at EPMA
1-2018 - 1-2022
Executive Vice President at EPMA
3-2011 - 2-2015
Director of Marketing at Elite Marketing Group, Insurance Designers
Brokerage Manager at The Guardian Life Insurance Company of America

Education

1999 - 2004
Education details unavailable from Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Houston, United States Job Level : Leadership Designation : President and Chief Customer Officer at EPMA
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Insights For Selling To Kaly

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kaly is

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

  • 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 Kaly move?

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

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

You And Kaly

Personality Compatibility


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