Katie Heffren

Observer
DISC Type : ci

Account Executive at Perk

Boston, Massachusetts, United States

Overview

Katie has no verified overview

Personality Overview

Assertive

Curious

Value Driven

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

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

4-2026
Account Executive at Perk
1-2026 - 4-2026
Senior Sales Development Representative at Perk
6-2024 - 1-2026
Sales Development Representative at Perk
11-2022 - 5-2024
Registered Wealth Management Client Associate at Merrill Lynch
5-2021 - 8-2021
Real Estate Intern at Keller Williams Realty, Inc.

Education

8-2018 - 5-2022
Bachelor of Business Administration - BBA from Auburn University
8-2018 - 5-2022
Finance from Auburn University Harbert College of Business

More Information

Social Presence :

Prographics :

Exp : 5 Location : Boston, Massachusetts, United States Job Level : N/A Designation : Account Executive at Perk
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Persuade objectively how your product will help them achieve their goals
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Katie

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They like to analyze well and then make their decisions.
  • Can Katie take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Katie

Personality Compatibility


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