Kyle O'Connor

Wildcard
DISC Type : cis

Account Executive, Financial Services at Salesforce

New York, New York, United States

Overview

Kyle OConnor is a Financial Services Account Executive at Salesforce, based in New York. A graduate of Florida State University, he demonstrated strong performance and career growth at his previous company, Meltwater, rising to Senior Sales Consultant. Colleagues describe him as a "great asset" who works with purpose and enthusiasm.

Having attended Florida State University, Kyle likely follows Seminoles athletics. He began his professional career in Miami, which may have fostered an interest in the citys sports scene. He also follows major technology and consulting firms like Oracle and McKinsey & Company.

He earned Deans List distinction for academic excellence multiple times during his university studies.

Personality Overview

Friendly But Slow

ROI Driven

Requires Proof

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Financial Services Tech
Currently serves as an Account Executive on Salesforce's Financial Services team, making this his core professional focus.
Sales Intelligence
Gained significant experience at Meltwater, a company specializing in sales and media intelligence, where he was promoted for his success.
Consumer Insights
Shared a case study on using social media presence to gain actionable insights on consumer preferences, showing interest in the topic.

Media Appearances

Kyle has no verified media appearances

Work History

4-2025
Account Executive, Financial Services at Salesforce
10-2024 - 3-2025
Senior Sales Consultant at Meltwater
6-2023 - 9-2024
Sales Consultant at Meltwater
6-2022 - 6-2023
Sales Intern at FIS
5-2020 - 8-2020
Marketing Intern at The Brandit Agency

Education

7-2019 - 5-2023
Bachelor of Science - BS from Florida State University

More Information

Social Presence :

Prographics :

Exp : 5 Location : New York, New York, United States Job Level : Junior Designation : Account Executive, Financial Services at Salesforce
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them understand the risk aspect fully while inspiring confidence
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Kyle

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Kyle take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Kyle

Personality Compatibility


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