Kim Varni

Energizer
DISC Type : I

Senior Manager, Digital Product Management at Charles Schwab

San Francisco, California, United States

Overview

Kim is a senior digital product owner at Charles Schwab with over fifteen years of experience in financial product management and technology implementation. A graduate of UC Davis and a CAIA Charterholder, colleagues describe her as a hard-working, solution-oriented, and extraordinary professional known for leading projects from concept to completion.

Based in the San Francisco Bay Area, Kim is involved in local philanthropy. She is a supporter of The Guardsmen, an organization that raises funds to provide scholarships and camperships for at-risk youth, helping to strengthen the community.

Unique fact: She holds the CAIA Charter, a globally recognized credential for professionals specializing in alternative investments like hedge funds and private equity.

Personality Overview

Believer

Enthusiastic

Relationship Oriented

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are people oriented, friendly and like creating new connections.

Topics They Care About

Financial Planning Tech
Leads the strategy and execution of Charles Schwab’s digital services for advanced financial planning, including retirement, tax, and estate planning.
Salesforce Implementation
Has extensive experience managing Salesforce projects, serving as a subject matter expert and product owner to align the platform with business strategy.
Agile Methodologies
Combines design thinking techniques with Agile development practices to build and deliver modern, scalable technology solutions in the financial sector.

Media Appearances

Kim has no verified media appearances

Work History

4-2021
Senior Manager, Digital Product Management at Charles Schwab
11-2018 - 4-2021
Senior Manager, Salesforce Product Owner for Schwab Asset Management Solutions at Charles Schwab
4-2016 - 11-2018
Senior Manager, Managed Account Product Management at Charles Schwab
10-2013 - 2-2016
Marketing Associate at Broadmark Asset Management LLC
7-2012 - 9-2013
Client Engagement Consultant at NestWise

Education

2002 - 2006
Bachelor of Arts from University of California, Davis
2008 - 2009
Course for Financial Planning from San Francisco State University, Extended Learning Center

More Information

Social Presence :

Prographics :

Exp : 23 Location : San Francisco, California, United States Job Level : Middle Designation : Senior Manager, Digital Product Management at Charles Schwab
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Insights For Selling To Kim

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Talk anecdotally about the customer experience that your product offers
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kim is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Kim

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Kim move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Kim take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Kim

Personality Compatibility


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