Katy Shipp

Pioneer
DISC Type : Dsi

VP, FP&A and Revenue Operations at ActiveProspect

Asheville, North Carolina, United States

Overview

Katy has no verified overview

Personality Overview

Dynamic But Sincere

Driven But Considerate

Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

Katy has no verified topics they care about

Media Appearances

Katy has no verified media appearances

Work History

7-2025
VP, FP&A and Revenue Operations at ActiveProspect
10-2023 - 7-2025
VP, Corporate Finance at Transfr
10-2022 - 10-2023
Vice President of Finance & Controller at AWL, Inc.
10-2019 - 10-2022
Director, Financial Planning & Reporting at AWL, Inc.
12-2017 - 10-2019
Senior Financial Analyst, Planning & Reporting at AWL, Inc.

Education

2010 - 2012
Bachelor of Business Administration - BBA from Texas Tech University - Rawls College of Business

More Information

Social Presence :

Prographics :

Exp : 12 Location : Asheville, North Carolina, United States Job Level : Senior Designation : VP, FP&A and Revenue Operations at ActiveProspect
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Insights For Selling To Katy

During A Call Or A Meeting

DO's

  • During followups, use calls or text if needed, they should be fine
  • Build a trustworthy relationship while keeping the product center-stage
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katy is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Katy

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Katy move?

  • They are generally fast movers and can take quick decisions
  • Can Katy take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Katy

Personality Compatibility


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