Kevin Levine

Observer
DISC Type : ic

Senior FP&A Analyst, GTM at Calendly

Atlanta, Georgia, United States

Overview

Kevin Levine is a Senior FP&A Analyst for GTM at Calendly, specializing in Go-To-Market finance. His background includes management roles in strategic planning, finance, and revenue operations at INXEPTION and Equifax. He holds a Bachelor of Business Administration from The University of Georgia.

He recently started a new senior position in GTM finance at Calendly, a significant move in his career.

Personality Overview

Value Driven

Example Seeker

Curious

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are likely to ask many questions and look heavily for supporting information. They are generally good communicators and can be hard to convince.

Topics They Care About

GTM Finance
His current role and headline are focused on Go-To-Market (GTM) finance, indicating this is his primary professional concentration.
Financial Planning & Analysis
Previously served as Manager of Strategic Planning & Finance at INXEPTION, showcasing a strong background in FP&A.
Revenue Operations
His experience includes being a Manager of Revenue Operations, highlighting his expertise in optimizing revenue-generating processes.

Media Appearances

Kevin has no verified media appearances

Work History

7-2024
Senior FP&A Analyst, GTM at Calendly
2-2023 - 7-2024
Manager, Strategic Planning & Finance at INXEPTION
1-2022 - 1-2023
Manager, Revenue Operations at INXEPTION
4-2019 - 1-2022
Global Fulfillment Lead at Equifax
2-2018 - 3-2019
Senior Global Fulfillment Analyst at Equifax

Education

2011 - 2015
Bachelor of Business Administration (B.B.A.) from The University of Georgia

More Information

Social Presence :

Prographics :

Exp : 14 Location : Atlanta, Georgia, United States Job Level : Middle Designation : Senior FP&A Analyst, GTM at Calendly
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Be prepared for a lot of questions, answer them objectively
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Kevin

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Kevin take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Kevin

Personality Compatibility


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