Kelly L.

Judge
DISC Type : Dc

Enterprise Account Executive at Anaplan

New York City Metropolitan Area, United States

Overview

An Enterprise Account Executive at Anaplan who is deeply experienced in financial services, with a career spanning from a Senior Vice President role at Citi to consulting at EY and Deloitte. People who have worked with her describe her as dedicated, persistent, and focused. She holds a Bachelor of Business Administration from the University of Washington.

Driven by a conviction to close the gap between brilliant strategy and slow, manual data work, she is passionate about helping leaders execute ideas at speed. This fascination with high-stakes, data-driven decision-making, cultivated during her time in top-tier banking, is the core motivation for her work.

She won first place out of 60 teams in a Microsoft Bing case competition by recommending an acquisition and development strategy involving Yelp and Foursquare.

Personality Overview

Demanding

Fast But Wary

Quality Focused

They respond well to strong and respectful communication.  They do not care very much about building rapport or relationships. They are less concerned about the product and more about its potential impact.

Topics They Care About

Financial Transformation
Her career has centered on driving large-scale operational change and untangling complex processes for global financial institutions at both Citi and EY.
Connected Planning
Believes connected planning is the solution to the 'universal friction point' between high-level strategy and the slow, manual data work that often hinders execution.
AI in Business
Actively pursuing certifications and sharing content on how AI models can deliver tangible value, moving beyond theory to practical application in financial services.

Media Appearances

Kelly has no verified media appearances

Work History

3-2026
Enterprise Account Executive at Anaplan
10-2023 - 3-2026
Senior Vice President - COO Transformation at Citi
3-2022 - 10-2023
Senior Consultant - Finance Strategy & Transformation at EY
5-2021 - 3-2022
Associate - Capital & Liquidity Management - Treasury at JPMorgan Chase & Co.
8-2020 - 4-2021
Consultant - Program & Financial Operations at Deloitte Consulting

Education

Bachelor of Business Administration (B.B.A.) from University of Washington

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York City Metropolitan Area, United States Job Level : Middle Designation : Enterprise Account Executive at Anaplan
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Make sure that you circle back fast on any action items, it wins their trust
  • Objectively showcase the impact that your product creates

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t be in a rush to invite them for a social meet and greet
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Kelly

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • If convinced, they can reach decisions quite fast.
  • Can Kelly take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Kelly

Personality Compatibility


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