Lori Ormerod

Questioner
DISC Type : c

Marketing Operations Specialist at Salal Credit Union

Greater Seattle Area, United States

Overview

Lori has no verified overview

Personality Overview

Price-Sensitive

Cautious & Analytical

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Lori has no verified topics they care about

Media Appearances

Lori has no verified media appearances

Work History

3-2021
Marketing Operations Specialist at Salal Credit Union
8-2017 - 3-2021
Senior Marketing Officer at Valley Strong Credit Union
8-2017 - 3-2021
Senior Marketing Officer at Valley Strong Credit Union
7-2003 - 8-2017
Training Specialist, Procedures Writer, Operations Specialist, Contact Center Officer, Teller at Kern Schools Federal Credit Union

Education

3-2025 - 12-2025
Certification from UW Professional & Continuing Education
2009 - 2011
Bachelor of Science (B.S.) from University of Phoenix

More Information

Social Presence :

Prographics :

Exp : 22 Location : Greater Seattle Area, United States Job Level : Junior Designation : Marketing Operations Specialist at Salal Credit Union
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Insights For Selling To Lori

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lori is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Lori

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Lori move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Lori take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Lori

Personality Compatibility


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