Kathryn Steele Zoldan, PMP

Questioner
DISC Type : c

Account Director at SEI

Greater Philadelphia, United States

Overview

Kathryn has no verified overview

Personality Overview

Cautious & Analytical

Systematic

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to analyze every situation thoroughly.
 It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Kathryn has no verified topics they care about

Media Appearances

Kathryn has no verified media appearances

Work History

7-2015
Account Director at SEI
9-2002 - 7-2015
Account Manager at SEI
8-1996 - 9-2002
Director at Capital Resource Advisors (formerly Investment Counseling, Inc.)
7-1993 - 8-1996
Associate Economist at WEFA Group

Education

1989 - 1993
BA from Colby College

More Information

Social Presence :

Prographics :

Exp : 32 Location : Greater Philadelphia, United States Job Level : Mid-senior Designation : Account Director at SEI
URL has been copied!

Insights For Selling To Kathryn

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathryn is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Kathryn

  • 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 Kathryn move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Kathryn take some risk or not?

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


You And Kathryn

Personality Compatibility


Other SEI Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.