Kathleen Lewis, GRCP, GRCA, CRVPM II

Inquirer
DISC Type : dc

Compliance Analyst at Intapp

Charlotte, North Carolina, United States

Overview

Kathleen has no verified overview

Personality Overview

Judgemental

Hard To Convince

Upfront

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Topics They Care About

Kathleen has no verified topics they care about

Media Appearances

Kathleen has no verified media appearances

Work History

12-2023
Compliance Analyst at Intapp
3-2022 - 12-2023
Talent Acquisition Specialist, HR Ops & Technology at Intapp
11-2021 - 3-2022
Talent Acquisition Specialist at Intapp/ Corps Team
2-2020 - 11-2020
Business Unit Risk and Control Analyst at TIAA
10-2018 - 2-2020
Sr. HRIS Specialist at TIAA

Education

Bachelor of Arts (BA) from Hollins University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Charlotte, North Carolina, United States Job Level : Middle Designation : Compliance Analyst at Intapp
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Insights For Selling To Kathleen

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Refer to testimonials from others in similar positions
  • Highlight the competitive differentiation of your product

DONT's

  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathleen is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Kathleen

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kathleen move?

  • Their decision making speed is somewhere in the middle.
  • Can Kathleen take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Kathleen

Personality Compatibility


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