Krista Glatthaar, CEP

Questioner
DISC Type : c

Director, Corporate & Executive Giving Relationship Manager at Fidelity Charitable®

Cleves, Ohio, United States

Overview

Krista has no verified overview

Personality Overview

Not Easily Convinced

Value Seeker

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to do thorough analysis of any situation. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Krista has no verified topics they care about

Media Appearances

Krista has no verified media appearances

Work History

5-2021
Director, Corporate & Executive Giving Relationship Manager at Fidelity Charitable®
4-2016 - 4-2021
Director, Executive Services Officer at Fidelity Investments
4-2007 - 3-2016
Sr. Client Service Manager, Stock Plan Services at Fidelity Investments
7-2003 - 3-2007
Sr Stock Plan Executive services Representative at Fidelity Investments

Education

Education details unavailable from Northern Kentucky University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Cleves, Ohio, United States Job Level : Senior Designation : Director, Corporate & Executive Giving Relationship Manager at Fidelity Charitable®
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Insights For Selling To Krista

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Krista is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Krista

  • 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 Krista move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Krista take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Krista

Personality Compatibility


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