Kelly He

Questioner
DISC Type : c

Business Operations and Strategy Manager at Upperline Health

Chicago, Illinois, United States

Overview

Kelly has no verified overview

Personality Overview

Value Seeker

Price-Sensitive

Cautious & Analytical

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

4-2026
Business Operations and Strategy Manager at Upperline Health
11-2025 - 4-2026
Manager, Population Health at Oak Street Health, part of CVS Health
3-2024 - 11-2025
Senior Analyst, Population Health at Oak Street Health, part of CVS Health
3-2024 - 11-2025
Senior Associate, Population Health at Oak Street Health, part of CVS Health
8-2022 - 3-2024
Healthcare Business Transformation Consultant at FTI Consulting

Education

B.S.P.H. from UNC Gillings School of Global Public Health
Minor from The University of North Carolina at Chapel Hill

More Information

Social Presence :

Prographics :

Exp : 6 Location : Chicago, Illinois, United States Job Level : Middle Designation : Business Operations and Strategy Manager at Upperline Health
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Kelly

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Kelly take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Kelly

Personality Compatibility


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