Liza Z.

Evaluator
DISC Type : Csd

Senior Manager, Compliance at SoFi

San Francisco Bay Area, United States

Overview

Liza has no verified overview

Personality Overview

Fast But Analytical

Hard To Convince

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Liza has no verified topics they care about

Media Appearances

Liza has no verified media appearances

Work History

7-2023
Senior Manager, Compliance at SoFi
3-2021 - 7-2023
Senior Manager, Compliance Oversight & Programs at Silicon Valley Bank
8-2019 - 2-2021
Manager, Compliance Oversight & Programs at Silicon Valley Bank
10-2016 - 8-2019
Senior Consultant, Financial Services Risk Management at EY
8-2014 - 9-2016
Consultant, Financial Services Business Advisor Program at EY

Education

2010 - 2013
Bachelor of Science in Finance from Penn State University
2013 - 2014
Master of Science from University of Pittsburgh Joseph M. Katz Graduate School of Business

More Information

Social Presence :

Prographics :

Exp : 12 Location : San Francisco Bay Area, United States Job Level : Middle Designation : Senior Manager, Compliance at SoFi
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Insights For Selling To Liza

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Liza is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Liza

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Liza move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Liza take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Liza

Personality Compatibility


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