Katie Bachand

Energizer
DISC Type : I

IT Project Decision Manager at Optum

Plymouth, Minnesota, United States

Overview

Katie is a Senior Manager of Salesforce Excellence and CRM at Nestlé Health Science with over a decade of experience transforming sales and marketing teams. She leads global initiatives, building predictive, AI-powered systems to drive engagement and growth. She holds a Bachelors Degree from Upper Iowa University.

Beyond her tech career, Katie is a published author of contemporary and sweet romance novels. She is also an entrepreneur, having founded a luxury brand for book lovers. She enjoys coffee, Christmas trees, and binge-baking on weekends, blending her strategic mind with a creative spirit.

She balances a high-level corporate career in Salesforce strategy with her successful work as a published fiction author.

Personality Overview

Big Picture Person

Full Of Energy

Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

AI in CRM
Her current focus involves piloting GenAI solutions and building AI-powered CRM integrations to create predictive systems for sales and marketing teams at Nestlé Health Science.
Salesforce Strategy
Leads Salesforce Excellence, managing global CRM initiatives like the Veeva roll-out to transform how sales and marketing teams connect, engage, and win.
Fiction Writing
A published author of over 10 contemporary and sweet romance novels, she has a deep passion for storytelling and the creative process.

Media Appearances

Katie has no verified media appearances

Work History

2019 - 2020
IT Project Decision Manager at Optum
2018
Fiction Author at Katie Bachand, Author; The Book Haus, Co.
2013 - 2015
Decision Support Analyst at Nestlé Health Science
2010 - 2013
Manager, CRM and Sales Support (Alter-G, now Lifeward) at Lifeward
Senior Manager Salesforce Excellence and CRM at Nestlé Health Science

Education

2004 - 2008
Bachelor's Degree from Upper Iowa University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Plymouth, Minnesota, United States Job Level : Middle Designation : IT Project Decision Manager at Optum
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Talk anecdotally about the customer experience that your product offers
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Katie

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Katie take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Katie

Personality Compatibility


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