Kristi Staley, CPA

Questioner
DISC Type : c

Director of Business Development, BD Coaching Programs at BPM LLP

Greater Richmond Region, United States

Overview

Kristi is a purpose-driven CPA and the Director of Business Development at BPM, a top-35 accounting firm. She focuses on driving revenue growth and leads the firms business development accelerator coaching program. She holds an MBA from The University of Queensland and is a recognized ESG Champion.

Outside of work, Kristi has balanced a dynamic career with significant personal milestones, including getting married, having two children, and living in four different states over the past seven years. Her husband is a doctor, and she reflects on the intersection of their professions.

Unique fact: Kristi reflects on how professions like accounting and medicine maintain client trust, especially regarding the growing influence of private equity.

Personality Overview

Price-Sensitive

Systematic

Not Easily Convinced

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

Topics They Care About

Business Development Coaching
She leads BPM's business development accelerator coaching program, helping professionals grow their own client portfolios and strategic accounts.
ESG Initiatives
Identifies as an "ESG Champion" in her professional headline, indicating a strong commitment to environmental, social, and governance principles in business.
Women in Leadership
Has been featured in interviews discussing her career path, mentorship, and the importance of authenticity for women in leadership roles.

Media Appearances

Kristi has no verified media appearances

Work History

8-2018
Director of Business Development, BD Coaching Programs at BPM LLP
10-2011 - 7-2016
Audit and Assurance Manager at Windes
9-2009 - 5-2011
Program Coordinator at Kravis Leadership Institute

Education

2008 - 2011
B.A. from Claremont McKenna College
2017 - 2017
Master of Business Administration - MBA from The University of Queensland

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Richmond Region, United States Job Level : Mid-senior Designation : Director of Business Development, BD Coaching Programs at BPM LLP
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Insights For Selling To Kristi

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kristi 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 Kristi

  • 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 Kristi move?

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

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


You And Kristi

Personality Compatibility


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