Kate Cassidy

Questioner
DISC Type : c

Senior Technical Business Analyst at ScotPac Business Finance

Brisbane, Queensland, Australia

Overview

Kate Cassidy is a Senior Technical Business Analyst at ScotPac Business Finance, specializing in business systems development. Her career at ScotPac showcases significant growth, progressing through roles in customer relations, account management, and product management. She holds a Certificate IV in Mortgage Broking.

Based on her background with The Scout Association of Australia, Kate appears to value community and development. Her interests in major financial institutions like NAB and publications such as The Wall Street Journal suggest a keen focus on the broader business and economic landscape.

She has been promoted through at least five distinct roles within ScotPac, demonstrating exceptional company loyalty and versatile growth.

Personality Overview

Cautious & Analytical

Value Seeker

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Business Systems Development
Her role is focused on identifying opportunities for business systems development and leveraging operating systems to grow the business.
Internal Career Growth
She has advanced through multiple roles at ScotPac, from Customer Relationship Officer and Product Manager to her current senior technical position.
Financial Technology
Works in the Technology team of a business finance company, indicating a focus on the intersection of finance and technology to drive growth.

Media Appearances

Kate has no verified media appearances

Work History

7-2022
Senior Technical Business Analyst at ScotPac Business Finance
12-2020 - 7-2022
Business Analyst - Technology at ScotPac Business Finance
6-2020 - 12-2020
Product Manager - Shadow Ledger at ScotPac Business Finance
8-2016 - 8-2017
Broker Assistant at 20/20 Companies
5-2015 - 8-2016
Finance Officer at The Scout Association of Australia, Queensland Branch Inc

Education

Certificate IV - Mortgage Broking from FARSTA
Certificate IV in Business from The Scout Association of Australia

More Information

Social Presence :

Prographics :

Exp : 11 Location : Brisbane, Queensland, Australia Job Level : Middle Designation : Senior Technical Business Analyst at ScotPac Business Finance
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Insights For Selling To Kate

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kate is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Kate

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kate move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Kate take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Kate

Personality Compatibility


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