Kathleen Forte

Visionary
DISC Type : Ds

Head of Sales & Customer Success at David Energy

New York, New York, United States

Overview

Kathleen has no verified overview

Personality Overview

Early Adopter

Goal-Oriented

Fast But Thoughtful

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Kathleen has no verified topics they care about

Media Appearances

Kathleen has no verified media appearances

Work History

10-2025
Head of Sales & Customer Success at David Energy
5-2025 - 10-2025
Head of Sales at David Energy
7-2024 - 1-2025
Global Senior Director of Sales, Deel IT at Deel
4-2024 - 1-2025
Global Vice President of Customer at Hofy
7-2023 - 3-2024
Global Head of Account Management at Greenhouse Software

Education

Bachelor of Science from Penn State University

More Information

Social Presence :

Prographics :

Exp : 4 Location : New York, New York, United States Job Level : Mid-senior Designation : Head of Sales & Customer Success at David Energy
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Insights For Selling To Kathleen

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathleen is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Kathleen

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Kathleen move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Kathleen take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Kathleen

Personality Compatibility


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