Kari M. Erickson, CPA, MST

Supporter
DISC Type : s

Partner/COO at Mahoney | CPAs and Advisors

St Paul, Minnesota, United States

Overview

Kari has no verified overview

Personality Overview

Thoughtful In Approach

Slow To Decisions

Social Proof Driven

Their motivation stems from the impact that their decisions can have on the organization.
  They are good and approachable with everyone, internally and externally. They usually go by the book, following all rules and procedures.

Topics They Care About

Kari has no verified topics they care about

Media Appearances

Kari has no verified media appearances

Work History

1-2024
Partner/COO at Mahoney | CPAs and Advisors
1-2018 - 1-2025
Director at Mahoney | CPAs and Advisors
1-2015 - 12-2017
Senior Tax Manager at Mahoney | CPAs and Advisors

Education

2013 - 2016
Master’s Degree from William Howard Taft University
1997 - 2001
BA from Saint Mary's University of Minnesota

More Information

Social Presence :

Prographics :

Exp : 11 Location : St Paul, Minnesota, United States Job Level : N/A Designation : Partner/COO at Mahoney | CPAs and Advisors
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Insights For Selling To Kari M.

During A Call Or A Meeting

DO's

  • Focus your pitch on the impact that you could help them have on their organization
  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.

DONT's

  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kari M. is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Kari M.

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Kari M. move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Kari M. take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Kari M.

Personality Compatibility


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