Linda Joers

Examiner
DISC Type : sc

Managing Director at Deloitte Tax LLP

Milwaukee, Wisconsin, United States

Overview

Linda Joers is a Managing Director at Deloitte Tax LLP with deep expertise in Sales and Use Tax consulting. She is a frequent speaker on multistate tax topics and earned her Bachelor of Business Administration from Ottawa University.

She has been a Certified Member of the Institute for Professionals in Taxation (CMI) for over two decades, since 2004.

Personality Overview

Late Adopter

Unexpressive

Tough To Convince

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Sales & Use Tax
This is her core specialty. She is a national consultant and frequent speaker on the subject.
Multistate Taxation
Her role requires a national perspective, and she recently engaged with content on the future of multistate tax.
Tax Professional Development
Expressed interest in empowering the "next generation of tax professionals" through industry symposiums.

Media Appearances

Linda has no verified media appearances

Work History

8-2018
Managing Director at Deloitte Tax LLP
5-2002 - 8-2018
Senior Tax Manager at Deloitte Tax LLP
8-1999 - 5-2002
Staff Accountant at Arthur Anderson LLP
9-1992 - 1999
State Tax Analyst at Johnson Controls

Education

1999 - 2003
BBA from Ottawa University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Milwaukee, Wisconsin, United States Job Level : Mid-senior Designation : Managing Director at Deloitte Tax LLP
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Insights For Selling To Linda

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Linda is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Linda

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Linda move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Linda take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Linda

Personality Compatibility


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