Kelly Jackson

Wildcard
DISC Type : ics

Head of CRM and Crew Desktop at Vanguard

Malvern, Pennsylvania, United States

Overview

Kelly has no verified overview

Personality Overview

Curious But Skeptical

ROI Driven

Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

1-2025
Head of CRM and Crew Desktop at Vanguard
1-2023 - 4-2025
Head of Product, Personal Investor Automation & Digitization at Vanguard
7-2019 - 12-2022
Senior Product Manager, Open an Account (Retail) at Vanguard
7-2018 - 7-2019
Client Experience Journey Owner (Retail) at Vanguard
3-2016 - 7-2018
Head of Retail Advice Marketing at Vanguard

Education

2003 - 2006
Master of Business Administration (M.B.A.) from Villanova University
1991 - 1995
Bachelor of Arts (B.A.) from Miami University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Malvern, Pennsylvania, United States Job Level : Mid-senior Designation : Head of CRM and Crew Desktop at Vanguard
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Share testimonials from known people and give multiple examples of product value
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Kelly

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Kelly take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Kelly

Personality Compatibility


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