Kelvin Zhong

Observer
DISC Type : ic

Innovation Senior Manager at Moss Adams

Columbus, Ohio, United States

Overview

Kelvin has no verified overview

Personality Overview

Value Driven

Assertive

Curious

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Kelvin has no verified topics they care about

Media Appearances

Kelvin has no verified media appearances

Work History

1-2024
Innovation Senior Manager at Moss Adams
1-2021 - 2-2024
Tax Innovation and Strategic Manager at Moss Adams
7-2018 - 1-2021
Tax Innovation and Strategic Senior at Moss Adams
7-2016 - 7-2018
Tax Staff at Moss Adams
6-2015 - 12-2015
Billing Analyst at Hathaway-Sycamores Child & Family Services

Education

2012 - 2016
Bachelor’s Degree from California State Polytechnic University-Pomona

More Information

Social Presence :

Prographics :

Exp : 13 Location : Columbus, Ohio, United States Job Level : Middle Designation : Innovation Senior Manager at Moss Adams

Interested in

Sports

Spartan Race

Health & Outdoor

Spartan Race, Spartan Race

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Insights For Selling To Kelvin

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Help them realize that there is no personal risk in making this decision
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelvin is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Kelvin

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Kelvin move?

  • They like to analyze well and then make their decisions.
  • Can Kelvin take some risk or not?

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

You And Kelvin

Personality Compatibility


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