Kristin Fitzpatrick

Go-getter
DISC Type : d

Cloud Account Executive, Financial Services, Tableau at Salesforce

Boise, Idaho, United States

Overview

Kristin is a top-performing tech sales executive at Salesforce with a decade of experience, specializing in Tableau for the financial services industry. A graduate of Humboldt State University, she has a proven track record of surpassing quotas and achieving Presidents Club at both Salesforce and LinkedIn.

Colleagues consistently describe her as passionate, determined, and innovative, often using terms like "rockstar" and "firework. " She is actively involved in her professional community, having participated in the Boise Young Professionals mentorship program to coach others.

Unique fact: While at FinancialForce, she was ranked the #1 Outbound Business Development Representative in the United States.

Personality Overview

Challenger

Direct & Candid

Self-Confident

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Data Analytics
Her current role is focused on Tableau, and she actively posts about innovations like Conversational Analytics, helping customers gain faster insights from their data.
Financial Services Tech
As a Cloud Account Executive for Financial Services, she specializes in addressing the unique technology and data challenges within the banking and finance industry.
Sales Mentorship
Multiple colleagues highlight her role as a mentor who helped their development. She has also been involved in formal mentorship programs.

Media Appearances

Kristin has no verified media appearances

Work History

6-2025
Cloud Account Executive, Financial Services, Tableau at Salesforce
10-2023 - 6-2025
Named Account Executive (High-Tech) at Salesforce
4-2022 - 10-2023
Enterprise Account Executive at LinkedIn
10-2018 - 4-2022
Account Executive - Talent Solutions at LinkedIn
1-2018 - 8-2018
Enterprise Business Development at FinancialForce

Education

2008 - 2012
Bachelor of Arts (B.A.) from Humboldt State University
2012 - 2013
Political Science from Boise State University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Boise, Idaho, United States Job Level : Middle Designation : Cloud Account Executive, Financial Services, Tableau at Salesforce
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Insights For Selling To Kristin

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Refer to testimonials from others in similar positions
  • Be crisp while making the pitch

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kristin is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Kristin

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kristin move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Kristin take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Kristin

Personality Compatibility


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