Katie Daley Infante

Enigma
DISC Type : cid

Senior Manager, Sales at PerformLine

Verona, New Jersey, United States

Overview

Katie Daley Infante is a RegTech sales leader at PerformLine, specializing in go-to-market strategies and client relationships for enterprise solutions. She leverages a background in marketing and compliance to drive growth, drawing from her experience at William Paterson University and a negotiation certification from Yale School of Management. She has a proven record of leading world-class sales teams.

Outside of her professional role, Katie is an active participant in the global financial technology community, frequently traveling for international conferences and events in places like London and Las Vegas. She has an academic interest in ethics, law, and gender studies, reflecting a broader focus on principled engagement and diverse perspectives.

During her time at Red Marker, she helped lead the companys successful acquisition by IntelligenceBank.

Personality Overview

Persuasive & Assertive

Challenger

Fast Follower

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

RegTech & Compliance
Her current role at PerformLine focuses on pioneering risk detection and compliance for marketing content in regulated sectors.
Go-to-Market Strategy
A key focus in her career has been developing and refining GTM strategies to scale sales teams and processes.
AI Innovation
She has expressed that a key takeaway from industry events like Money20/20 is the importance of AI innovation and collaboration.

Media Appearances

Katie has no verified media appearances

Work History

1-2025
Senior Manager, Sales at PerformLine
1-2022 - 12-2024
Global Sales Director at Red Marker
10-2020 - 1-2022
Vice President of Sales - Americas at Red Marker
10-2019 - 10-2020
Senior Business Development Manager - Americas at Red Marker
11-2018 - 10-2019
Sales Manager - New Jersey Team at LEAP Legal Software US

Education

Bachelor of Arts (B.A.) from William Paterson University of New Jersey
11-2024 - 12-2024
The Art of Negotiation Certification from Yale School of Management

More Information

Social Presence :

Prographics :

Exp : 11 Location : Verona, New Jersey, United States Job Level : Middle Designation : Senior Manager, Sales at PerformLine
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked

DONT's

  • Avoid making offhand commitments, understand the root of their concerns first
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Katie

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Katie take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Katie

Personality Compatibility


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