Kyle Francis in

Kyle Francis

Critic · DISC type C
Workplace Planning Consultant I at Fidelity Investments
📍 Salt Lake City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
13 Years
Current Role
Workplace Planning Consultant I
Job Level
Mid-senior
Location
Salt Lake City Metropolitan Area, United States
Personality Overview

How Kyle shows up

Objective Thinker
Information Seeker
Critic

They like to take decisions independently and do not seek others' support often. Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Kyle cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2025
Workplace Planning Consultant I
Fidelity Investments
9-2024 - 8-2025
Customer Relationship Advocate
Fidelity Investments
4-2021 - 3-2024
Solutions Architect
Qualtrics
8-2014 - 3-2021
Senior Project Manager
Qualtrics
5-2013 - 8-2014
Product Support Analyst
Qualtrics
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1-2009 - 4-2013
Bachelors
Brigham Young University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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