Katie Meyers

Evaluator
DISC Type : dcs

MD/SVP, Data and Rep Technology (Data, Marketing, Sales, Service, Contact Center) at Charles Schwab

Austin, Texas Metropolitan Area, United States

Overview

Katie Meyers is a senior executive at Charles Schwab leading Data and Representative Technology. With 20 years of experience, including a decade in insurance, she excels at leveraging data to execute business strategy and drive transformation. She is a graduate of the Georgia Institute of Technology.


While at Farmers Insurance, she co-led the Executive Artificial Intelligence (AI) Board to mature the company’s application of emerging AI.

Personality Overview

Quality Focused

Fast But Analytical

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Data-Driven Strategy
Her career is focused on advancing analytical, financial, and operational data solutions to power business strategy and accelerate transformation.
Customer Tech Platforms
Leads technology for Charles Schwab's marketing, sales, service, and contact center platforms, directly impacting the customer and agent experience.
AI in Business
Co-led the Executive AI Board at Farmers Insurance, demonstrating a clear focus on coordinating and maturing the application of emerging artificial intelligence in a large enterprise.

Media Appearances

Katie has no verified media appearances

Work History

6-2020
MD/SVP, Data and Rep Technology (Data, Marketing, Sales, Service, Contact Center) at Charles Schwab
6-2019 - 6-2020
SVP, Global Data Technology at Charles Schwab
1-2016 - 5-2019
SVP, Chief Data Officer at Farmers Insurance
9-2013 - 12-2015
VP and Account Executive, Head of Enterprise Data and Business Intelligence at Farmers Insurance
6-2008 - 8-2013
AVP, Head of Enterprise Business Intelligence at Farmers Insurance

Education

1996 - 1998
Master of Science (MS) from Georgia Institute of Technology
1991 - 1996
Bachelor of Science (BS) from Georgia Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 26 Location : Austin, Texas Metropolitan Area, United States Job Level : N/A Designation : MD/SVP, Data and Rep Technology (Data, Marketing, Sales, Service, Contact Center) at Charles Schwab
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Katie

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Katie take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Katie

Personality Compatibility


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