Margaret Hu

Energizer
DISC Type : I

Account Executive at Salesforce

United States

Overview

Margaret is an Account Executive at Tableau with a robust background in the financial services industry. Holding an MBA from New York University, she previously served as a Vice President at Goldman Sachs, managing relationships with hedge fund clients. Her career showcases a successful transition from high finance to technology sales.

Her specialized experience includes the daily profit and loss attribution for complex equity and credit derivatives at both Goldman Sachs and Bear Stearns.

Personality Overview

Big Picture Person

Relationship Oriented

Imaginative

They are always positive and upbeat, so take their promises with a pinch of salt.  They are really good at seeing what the long-term impacts of their decisions could be. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Financial Services
Has extensive experience from her time as a Vice President at Goldman Sachs and as a Business Unit Controller at Bear Stearns.
Data Analytics
Her current role as an Account Executive at Tableau revolves around data visualization and business intelligence solutions.
Hedge Fund Clients
She was responsible for managing client relationships with hedge funds across all strategies and asset classes while at Goldman Sachs.

Media Appearances

Margaret has no verified media appearances

Work History

7-2023
Account Executive at Salesforce
Principal Customer Success Manager at Salesforce
Vice President - Prime Brokerage at Goldman Sachs
Associate - Product Controller at Goldman Sachs
Vice President - Business Unit Controller at Bear Stearns & Company

Education

Bachelor's degree from Cornell University
Master of Business Administration (M.B.A.) from New York University

More Information

Social Presence :

Prographics :

Exp : 2 Location : United States Job Level : Junior Designation : Account Executive at Salesforce
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Insights For Selling To Margaret

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Be friendly and entertaining in your conversation
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid overloading them with too much detail
  • Don’t be excessively objective, be a storyteller
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Margaret is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Margaret

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Margaret move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Margaret take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Margaret

Personality Compatibility


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