Kelly Mullaney

Enthusiast
DISC Type : i

VP Applied AI at Juniper Square

Seattle, Washington, United States

Overview

Kelly Mullaney leads the Applied AI strategy at Juniper Square, focusing on building systems and policies to enhance productivity. Her career evolved from leading customer education at large fintech firms like Envestnet to pioneering internal AI enablement. She holds Bachelor of Arts degrees from Arizona State University and the University of Washington.

Outside of her formal role, Kelly is a passionate and hands-on builder who experiments extensively with the latest AI technologies. She spends her time creating practical tools from scratch, such as personal AI assistants, automated documentation platforms, competitive intelligence systems, and entire e-learning courses using generative AI.

She built a 37-agent competitive intelligence system using AI to feed information directly into Slack.

Personality Overview

Story Driven

Non-Confrontational

Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They prefer to build relationships rather than staying totally transactional.

Topics They Care About

AI in Education
Her career has focused on leveraging technology for customer education, now centered on using AI to reimagine and automate documentation, e-learning, and help centers.
Hands-on AI Projects
Actively builds her own platforms and tools, including a help center and an e-learning course, demonstrating a deep interest in the practical application of AI.
Agentic AI
Explores and builds with multi-agent AI systems, such as creating a competitive intelligence platform and a personal assistant using Anthropic's Managed Agents.

Media Appearances

Kelly has no verified media appearances

Work History

4-2026
VP Applied AI at Juniper Square
9-2023 - 4-2026
VP, Enablement & Product Education at Juniper Square
1-2019 - 9-2023
SVP, Head of Customer Education at Envestnet, Inc
VP, Customer Education at Envestnet | Tamarac

Education

Bachelor of Arts - BA from Arizona State University
Bachelor of Arts - BA from University of Washington

More Information

Social Presence :

Prographics :

Exp : 7 Location : Seattle, Washington, United States Job Level : Senior Designation : VP Applied AI at Juniper Square
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Ask them how their day is going or exchange some other pleasantries
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Kelly

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Kelly take some risk or not?

  • They can take some low-probability risks if needed.

You And Kelly

Personality Compatibility


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