Lisa Simes

Collaborator
DISC Type : is

Director, Business Systems Analysis at Prudential Financial

Greater Philadelphia, United States

Overview

Lisa Simes is an accomplished Director of Business Systems Analysis at Prudential Financial. With deep experience in the financial services industry, she specializes in IT planning, project portfolio management, and leading analysis teams in Agile, SAFe, and Waterfall methodologies. She is a graduate of Saint Francis University.

Personality Overview

Fair-minded

Consensus Builder

Example Driven

They are more likely to go for proven solutions.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Win-win scenarios can appeal strongly to them.

Topics They Care About

Business Analysis
Manages and oversees the Business Analysis Practice at Prudential, leading teams working in Agile, SAFe, and Waterfall methodologies.
IT Portfolio Management
Previously managed demand for a $24M project portfolio and a $15M business-as-usual portfolio, showcasing expertise in large-scale IT planning.
Strategic Partnerships
Shows interest in major IT service providers like Infosys and Cognizant, indicating a focus on managing strategic partner and vendor relationships.

Media Appearances

Lisa has no verified media appearances

Work History

6-2017
Director, Business Systems Analysis at Prudential Financial
9-2013 - 5-2017
Director of Information Systems, Planning & Strategy Demand & Workforce Management at Prudential Financial
1-2012 - 8-2013
Director, Information Systems at Prudential Financial

Education

1983 - 1987
Bachelor of Arts - BA from Saint Francis University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Philadelphia, United States Job Level : Mid-senior Designation : Director, Business Systems Analysis at Prudential Financial
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • Show genuine interest in solving their problems
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision

DONT's

  • Don’t sound very transactional
  • Don’t push them to make decisions very fast, let them take their time
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Lisa

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Lisa take some risk or not?

  • They are unlikely to take many risks.

You And Lisa

Personality Compatibility


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