Megan Barnett

Questioner
DISC Type : c

Vice President of Customer Experience at Chase

Greater Mansfield Area, United States

Overview

Megan Barnett is the Vice President of Customer Experience at Chase, where she leads consumer experience strategy. She specializes in using in-depth root cause analysis of customer complaints to drive process improvements and deliver strategic insights. She has progressed through various roles at Chase, starting as a Branch Operations Specialist, and holds a Project Management Certificate.

Personality Overview

Cautious & Analytical

Price-Sensitive

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Customer Experience Strategy
Her entire career at Chase has focused on enhancing the customer journey, from operations to her current role as VP of Customer Experience.
Root Cause Analysis
Leads projects conducting deep dives into customer complaints to identify trends, complaint drivers, and recommend enhancements to policies and processes.
Process Improvement
Collaborates with senior leaders and stakeholders to drive process improvements based on customer feedback and data analysis.

Media Appearances

JPMorgan Chase Senior Leadership Changes. Featured in Business Wire

See Now

Work History

1-2026
Vice President of Customer Experience at Chase
6-2023 - 1-2026
Customer Experience Business Analyst at Chase
3-2017 - 6-2023
Business Analysis Associate at Chase
3-2015 - 3-2017
Branch Operations Specialist at Chase

Education

2009 - 2013
None from Ohio State University-Mansfield Campus
2004 - 2008
Education details unavailable from Crestline High School

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Mansfield Area, United States Job Level : Senior Designation : Vice President of Customer Experience at Chase
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Insights For Selling To Megan

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Megan 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 Megan

  • 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 Megan move?

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

  • Can Megan take some risk or not?

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

You And Megan

Personality Compatibility


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