Lee Demby

Inquirer
DISC Type : dc

Director of Revenue at Lumos Data

Charlotte Metro, United States

Overview

Lee Demby is a technology executive and two-time co-founder with a history of leading companies to successful acquisitions. Currently the Director of Revenue at Lumos Data, he draws on his background as a commercial banker and entrepreneur to drive growth in the financial technology sector. He holds both a BSBA and an MBA from Appalachian State University.

Outside of his professional life, Lee is a family man who prioritizes time with his friends and teenage sons. He finds inspiration in challenging outdoor activities and is passionate about maintaining his personal fitness.

Lee has successfully co-founded and scaled two SaaS companies, First Research and Boardroom Insiders, both of which were acquired by major corporations.

Personality Overview

ROI Conscious

Judgemental

Hard To Convince

They respond well to confident salespeople.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Small Business Lending
His current role at Lumos Data focuses on empowering credit unions to provide capital to member entrepreneurs and small business owners, a mission he actively promotes.
Credit Union Growth
He believes credit unions are at a major inflection point for business lending and is focused on building tools to help them capitalize on this unique moment.
Founder Success
As a co-founder of two companies that were successfully acquired (First Research and Boardroom Insiders), he has deep expertise in building and scaling ventures for an exit.

Media Appearances

Lee has no verified media appearances

Work History

8-2024
Director of Revenue at Lumos Data
6-2010 - 1-2022
President & Co-Founder at Boardroom Insiders, Inc.
6-2010
SVP - First Research Channel Sales at First Research/Hoover's, a D&B Company
Co-Founder & SVP of Enterprise Sales at First Research
VP - Commercial Banking Client Manager at Bank of America

Education

1995 - 1997
MBA from Appalachian State University
1991 - 1995
BSBA from Appalachian State University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Charlotte Metro, United States Job Level : Mid-senior Designation : Director of Revenue at Lumos Data
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Insights For Selling To Lee

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Refer to testimonials from others in similar positions
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lee is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Lee

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Lee move?

  • Their decision making speed is somewhere in the middle.
  • Can Lee take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Lee

Personality Compatibility


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