Kelly Stephenson

Questioner
DISC Type : c

Principal, Advisory at KPMG

Charlotte Metro, United States

Overview

Kelly has no verified overview

Personality Overview

Cautious & Analytical

Systematic

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

10-2022
Principal, Advisory at KPMG
10-2019
Managing Director at KPMG US
10-2012 - 9-2019
Director at KPMG US
10-2008 - 9-2012
Manager at KPMG US
12-2006 - 9-2008
Senior Associate at KPMG US

Education

2000 - 2001
MS from University of Florida - Warrington College of Business
1996 - 2000
BSBA from University of Florida - Warrington College of Business

More Information

Social Presence :

Prographics :

Exp : 23 Location : Charlotte Metro, United States Job Level : Senior Designation : Principal, Advisory at KPMG
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

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 some risk if they are confident that they have analyzed the circumstances well.


You And Kelly

Personality Compatibility


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