Max Bertram

Questioner
DISC Type : c

Senior Account Executive at Forma.ai

Toronto, Ontario, Canada

Overview

Max has no verified overview

Personality Overview

Not Easily Convinced

Systematic

Value Seeker

It is quite likely of them to ask for pricing or other concessions.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation.

Topics They Care About

Max has no verified topics they care about

Media Appearances

Max has no verified media appearances

Work History

9-2024
Senior Account Executive at Forma.ai
4-2023 - 9-2024
Enterprise Account Executive at Grafana Labs
2-2022 - 10-2022
Account Executive at PagerDuty
5-2021 - 2-2022
Sr. Enterprise Corporate Sales, AE at PagerDuty
2-2019 - 2-2022
Enterprise Corporate Sales, AM at PagerDuty

Education

2010 - 2014
Bachelor of Arts (B.A.) from Western University
2014 - 2015
Advertising and Copywriting from Humber College

More Information

Social Presence :

Prographics :

Exp : 7 Location : Toronto, Ontario, Canada Job Level : Middle Designation : Senior Account Executive at Forma.ai
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Insights For Selling To Max

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • 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 Max 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 Max

  • 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 Max move?

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

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

You And Max

Personality Compatibility


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