Karen Y.

Critic
DISC Type : C

Relationship Manager, Mid-Market Diversified at CIBC

Canada

Overview

Karen has no verified overview

Personality Overview

ROI Driven

Critic

Information Seeker

They choose to analyze logically and value facts to emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Karen has no verified topics they care about

Media Appearances

Karen has no verified media appearances

Work History

5-2025
Relationship Manager, Mid-Market Diversified at CIBC
10-2022 - 5-2025
Relationship Manager, Independent Business Diversified at CIBC
8-2021 - 10-2022
Associate, Commercial Banking at CIBC
4-2020 - 8-2020
Consulting Intern at OHCO
8-2019 - 12-2019
COMM 398 Teaching Assistant at The University of British Columbia

Education

2016 - 2021
Bachelor's degree from UBC Sauder School of Business
2020 - 2020
Education details unavailable from Universitat Pompeu Fabra

More Information

Social Presence :

Prographics :

Exp : 5 Location : Canada Job Level : Middle Designation : Relationship Manager, Mid-Market Diversified at CIBC
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Insights For Selling To Karen

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t try too hard to build a relationship with them
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karen is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Karen

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Karen move?

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

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

You And Karen

Personality Compatibility


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