Kyle Francis

Critic
DISC Type : C

Workplace Planning Consultant I at Fidelity Investments

Salt Lake City Metropolitan Area, United States

Overview

Kyle has no verified overview

Personality Overview

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.

Topics They Care About

Kyle has no verified topics they care about

Media Appearances

Kyle has no verified media appearances

Work History

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

Education

1-2009 - 4-2013
Bachelors from Brigham Young University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Salt Lake City Metropolitan Area, United States Job Level : Mid-senior Designation : Workplace Planning Consultant I at Fidelity Investments
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Kyle

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Kyle take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Kyle

Personality Compatibility


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