Madison Jones

Questioner
DISC Type : c

Onboarding Coordinator at Fisher Investments

Dallas, Texas, United States

Overview

Madison Jones is a US PCG Onboarding Coordinator at Fisher Investments, leveraging her marketing degree from Southern Methodist University. She specializes in guiding new clients through the setup process, focusing on accurate documentation and a smooth transition to ongoing services. She holds an expert-level certification in Microsoft Excel.

Driven by a passion for people and connections, Madison values creating meaningful interactions. She has a keen interest in global perspectives, which she explored through a study abroad program. Her background suggests a strong affinity for community building and engagement.

She previously managed social media and developed ambassadorship and sponsored rider programs for an equestrian brand.

Personality Overview

Systematic

Not Easily Convinced

Price-Sensitive

They prefer to fully evaluate every situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Client Onboarding
Her core responsibility at Fisher Investments involves facilitating a seamless and positive onboarding experience for new clients, ensuring all documentation is accurate.
Customer Experience
Expresses a strong desire to work in roles where she can create meaningful interactions and foster community and engagement.
Equestrian World
Previously managed social media, influencer collaborations, and sponsored rider programs for the brand Sport Horse Essentials.

Media Appearances

Madison has no verified media appearances

Work History

7-2024
Onboarding Coordinator at Fisher Investments
6-2021 - 2-2024
Social Media Manager at Sport Horse Essentials
7-2023 - 8-2023
Marketing Intern at MAD Global
8-2022 - 12-2022
Marketing Intern at FieldPulse - Field Service Software

Education

Marketing from SMU Cox School of Business
2020 - 2024
Bachelor of Business Administration - BBA from Southern Methodist University

More Information

Social Presence :

Prographics :

Exp : 2 Location : Dallas, Texas, United States Job Level : Junior Designation : Onboarding Coordinator at Fisher Investments
URL has been copied!

Insights For Selling To Madison

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Madison is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Madison

  • 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 Madison move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Madison take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Madison

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.