Katie Trafford

Enthusiast
DISC Type : i

Customer Engineer at Pendo.io

Boca Raton, Florida, United States

Overview

Katie has no verified overview

Personality Overview

Non-Confrontational

Optimistic

Story Driven

They are more about building relationships than just cutting deals.  They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

5-2026
Customer Engineer at Pendo.io
10-2025 - 5-2026
Enterprise Customer Success at Pendo.io
10-2022 - 8-2025
Enterprise Account Manager, B2C at Medallia
1-2022 - 7-2022
Enterprise Customer Success Manager at UserTesting
7-2020 - 1-2022
Director Customer Experience at Cendyn

Education

2008 - 2012
Bachelor of Arts (BA) from The University of Alabama

More Information

Social Presence :

Prographics :

Exp : 12 Location : Boca Raton, Florida, United States Job Level : Middle Designation : Customer Engineer at Pendo.io
URL has been copied!

Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Compliment them about their personality if you get a chance
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Katie

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Katie take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Katie

Personality Compatibility


Other Pendo.io Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.