Katie Chan

Questioner
DISC Type : c

Senior Marketing Operations Manager at Motive

San Francisco Bay Area, United States

Overview

Katie has no verified overview

Personality Overview

Value Seeker

Not Easily Convinced

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They are more likely than others to negotiate on pricing and terms. They prefer to do thorough analysis of any situation.

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

4-2024
Senior Marketing Operations Manager at Motive
4-2021 - 4-2024
Marketing Technology & Operations Analyst at Okta, Inc.
4-2020 - 3-2021
Marketing Operations Associate at Okta, Inc.
6-2019 - 3-2020
Marketing Associate at Okta, Inc.
1-2017 - 8-2018
Teaching Assistant at UC Berkeley Electrical Engineering & Computer Sciences (EECS)

Education

2015 - 2019
B.A. Political Economy from University of California, Berkeley
Education details unavailable from Dougherty Valley High School

More Information

Social Presence :

Prographics :

Exp : 8 Location : San Francisco Bay Area, United States Job Level : Middle Designation : Senior Marketing Operations Manager at Motive
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Katie

  • 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 Katie move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Katie take some risk or not?

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


You And Katie

Personality Compatibility


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