Lisa Erwin

Examiner
DISC Type : cs

Director of Product Marketing at Wealthfront

San Francisco, California, United States

Overview

Lisa has no verified overview

Personality Overview

Late Adopter

Overcautious

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

6-2025
Director of Product Marketing at Wealthfront
1-2023 - 6-2025
Product Marketing Lead at Wealthfront
6-2021 - 1-2023
Senior Product Marketing Manager at Wealthfront
10-2020 - 5-2021
Senior Product Marketing Manager at Udemy
4-2019 - 10-2020
Product Marketing Manager at Udemy

Education

Bachelor of Science (B.S.) from University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 11 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Director of Product Marketing at Wealthfront
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Lisa

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Lisa take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Lisa

Personality Compatibility


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