Lambert R. Batongbacal

Sharpshooter
DISC Type : DC

Recall Specialist at MarketSource Inc.

Stockton, California, United States

Overview

Lambert is a business relationship and customer service professional with experience in administrative support, billing, and quality assurance. He holds a Bachelor of Science in Business Administration from California State University of East Bay. Colleagues consistently describe him as organized, prompt, and a professional who goes above and beyond.

He is committed to continuous learning, having completed certifications on topics like leveraging strengths, effective communication, and embracing change. He follows major corporations such as Siemens and Bank of America, showing an interest in the technology and financial sectors.

Across multiple recommendations, people he has worked with refer to him as a "gem to work with. "

Personality Overview

Fast But Analytical

Rigorous & Demanding

Thorough Evaluator

They like to act fast and expect others to do the same.  They are very proud of what they do. More than the product, they care about the effectiveness of the product.

Topics They Care About

Client Relationships
His experience as an Account Relationship Manager and glowing recommendations highlight his focus on building and maintaining strong institutional and client connections.
Financial Administration
His background as a Billing Specialist and with IRA services shows expertise in accounts receivable, collections, and processing investment requests accurately.
Professional Development
He actively pursues self-improvement, sharing his certifications and coursework in areas like change management and communication skills.

Media Appearances

Lambert has no verified media appearances

Work History

5-2024
Recall Specialist at MarketSource Inc.
5-2023 - 2-2024
Billing Specialist at GLS
8-2021 - 3-2022
Customer Service Specialist at Mercer Advisors
6-2016 - 3-2020
Account Relationship Manager at IRA Services Trust Company
1-2014 - 6-2016
Customer Service Representative at IRA Services Trust Company

Education

1987 - 1991
Bachelor of Science Business Administration from California State University of East Bay

More Information

Social Presence :

Prographics :

Exp : 29 Location : Stockton, California, United States Job Level : Junior Designation : Recall Specialist at MarketSource Inc.
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Insights For Selling To Lambert R.

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Be respectful but crisp
  • Objectively showcase the impact that your product creates

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Avoid being too verbose
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lambert R. is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Lambert R.

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Lambert R. move?

  • They can take decisions very fast if you manage to convince them.
  • Can Lambert R. take some risk or not?

  • The risks don’t matter much to them.

You And Lambert R.

Personality Compatibility


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