Kristin Potts

Doer
DISC Type : ds

Marketing Consultant at Freelance

Charlotte, North Carolina, United States

Overview

Kristin Potts is a B2B tech marketing leader who specializes in guiding growth-stage companies and managing M&A integration. A graduate of Indiana University Bloomington, she excels at building and scaling marketing functions to drive revenue. People who have worked with her describe her as strategic, inspiring, and an excellent collaborator.

Kristins recent focus has been on the transformative power of AI in the workplace, particularly within HR. She is passionate about the employee experience, especially during periods of rapid growth and acquisitions, ensuring a unified company culture is fostered.

She successfully scaled Workdays Prism Analytics from an acquired asset into a $73 million ARR revenue driver within just three years.

Personality Overview

Deliberate Doer

Risk-Accepting

Strategic Planner

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

M&A Marketing Integration
Her career features extensive experience leading marketing integration during acquisitions at Workday, Platfora, and Cisco. She recently posted about the importance of the employee experience during this process.
AI in the Workplace
Frequently posts about the impact of AI on the future of work and HR, sharing research and insights from Workday on topics like agentic AI and reskilling.
Scaling B2B Tech
Her work focuses on turning marketing into a strategic growth engine for B2B tech companies, from launching products to building teams and driving revenue post-acquisition.

Media Appearances

Kristin has no verified media appearances

Work History

9-2025
Marketing Consultant at Freelance
8-2016 - 5-2025
Strategic Marketing Leader | Product Launch & GTM Strategy | Cross-Functional Leadership at Workday
10-2013 - 8-2016
Sr. Director, Marketing at Platfora (acquired by Workday)
12-2011 - 1-2014
Go-to-Market and Product Marketing Consulting at Snowcone Marketing
1-2007 - 12-2011
Senior Manager, Security Product Marketing Programs at Cisco Systems

Education

BA from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 18 Location : Charlotte, North Carolina, United States Job Level : Mid-senior Designation : Marketing Consultant at Freelance
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Insights For Selling To Kristin

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kristin is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Kristin

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Kristin move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Kristin take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Kristin

Personality Compatibility


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