Kelly Baker

Planner
DISC Type : Sc

Chief Financial Officer at EVERSANA

Greater Chicago Area, United States

Overview

Kelly has no verified overview

Personality Overview

Analytical & Cautious

Inflexible

Not Very Vocal

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

4-2020
Chief Financial Officer at EVERSANA
4-2018 - 3-2020
Senior Vice President, Finance at DuPage Medical Group
10-2007 - 3-2018
Senior Vice President Finance, OptumRx at UnitedHealth Group
8-2004 - 9-2007
Equities Trader/Financial Analyst at Goldman Sachs

Education

BS from Union College
MS from New York University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Chicago Area, United States Job Level : Leadership Designation : Chief Financial Officer at EVERSANA
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kelly

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Kelly take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Kelly

Personality Compatibility


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