Kristin Palmer

Enigma
DISC Type : cid

Assistant Controller at Connectbase

Greater Boston, United States

Overview

Kristin Palmer is a solution-oriented Assistant Controller at Connectbase with extensive experience in managing accounting operations for various technology companies. A graduate of Grand Valley State University, her peers recognize her as driven, invaluable, and an exceptional worker who consistently improves processes. She has a demonstrated history of stepping up into leadership roles during transitional periods.

Kristin is committed to continuous professional development, frequently completing courses to stay ahead of industry trends. She has recently earned certifications in AI-driven data analysis, Power Query, and corporate financial statement analysis, reflecting a strong interest in leveraging new technologies to enhance her accounting and finance expertise.

She recently completed certifications on "The Future of AI for Finance and Accounting" and "Excel with Copilot: AI-Driven Data Analysis. "

Personality Overview

Hard To Convince

Fast Follower

Challenger

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

AI in Finance
Demonstrated a recent and keen interest by completing certifications in "The Future of AI for Finance and Accounting" and "Excel with Copilot. "
Accounting Operations
Manages and oversees the daily operations of accounting departments, including general ledger, reconciliations, and financial statement preparation.
Process Improvement
Focuses on simplifying reporting, streamlining month-end close, and educating finance teams on software functionalities to boost efficiency.

Media Appearances

Kristin has no verified media appearances

Work History

2-2026
Assistant Controller at Connectbase
2022 - 2-2026
Accounting Manager at Sitecore
2021 - 2022
Accounting Manager at Bullhorn
2020 - 2021
Accounting Manager at Sheehan Family Companies
2016 - 2020
Controller at OnForce

Education

Bachelor of Business Administration (B.B.A.) from Grand Valley State University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Boston, United States Job Level : Junior Designation : Assistant Controller at Connectbase
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Insights For Selling To Kristin

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming

DONT's

  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kristin is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Kristin

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Kristin move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Kristin take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Kristin

Personality Compatibility


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