Katherine Lucas

Commander
DISC Type : D

Chief Marketing Officer at MissionSquare

Boston, Massachusetts, United States

Overview

Katherine has no verified overview

Personality Overview

Risk-Taker

Impact-Driven

Candid & Clear

They take a lot of pride in personal achievements.  More than the product, they care about the impact of the product. They respond well to strong and respectful communication.

Topics They Care About

Katherine has no verified topics they care about

Media Appearances

Katherine has no verified media appearances

Work History

4-2026
Chief Marketing Officer at MissionSquare
11-2024 - 4-2026
Senior Vice President, Head of North America and Global Clients Division Marketing at State Street
7-2021 - 4-2026
Head of Business and Product Marketing at State Street
11-2018 - 7-2021
Head of Client Experience at State Street
7-2012 - 7-2021
Head of Marketing, North America and Global Head of Account Management at State Street

Education

2005 - 2007
MS from Cornell University
2005 - 2007
MBA from Cornell Johnson Graduate School of Management

More Information

Social Presence :

Prographics :

Exp : 18 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Chief Marketing Officer at MissionSquare
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Insights For Selling To Katherine

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Don't try too hard to forge relationships with them
  • Do not spend too much time focusing on product tech or features
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katherine is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Katherine

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Katherine move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Katherine take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Katherine

Personality Compatibility


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