Meredith Schultz

Energizer
DISC Type : I

Commercial Account Executive - Financial Services at Salesforce

San Diego, California, United States

Overview

Meredith Schultz is a Commercial Account Executive at Salesforce, specializing in the financial services sector. Her career includes experience as a Regional Vice President and an Enterprise Account Executive, demonstrating a strong background in enterprise sales. She holds a degree in Journalism from the University of Arizona.

Her background in journalism sets her apart in the sales field.

Personality Overview

Relationship Oriented

Big Picture Person

Full Of Energy

They are really good at seeing what the long-term impacts of their decisions could be.  They are always positive and upbeat, so take their promises with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Financial Services Tech
Her current role as a Commercial Account Executive at Salesforce is focused specifically on the financial services industry.
Enterprise Sales
Her employment history includes roles like Enterprise Account Executive at Sprinklr and Regional Vice President at Salesforce, indicating a focus on large-scale sales.
CRM Solutions
As a long-term employee at Salesforce, the global leader in CRM, she possesses deep expertise in customer relationship management platforms. [Predicted]

Media Appearances

Meredith has no verified media appearances

Work History

2-2023
Commercial Account Executive - Financial Services at Salesforce
2-2022 - 2-2023
Regional Vice President, Financial Services at Salesforce
11-2020 - 1-2022
Commercial Account Executive - Financial Services at Salesforce
8-2019 - 11-2020
Enterprise Account Executive at Sprinklr
4-2019 - 8-2019
Account Executive - General Commercial, Financial Services at Salesforce

Education

2005 - 2009
Journalism from University of Arizona
2001 - 2005
Education details unavailable from Valhalla High School

More Information

Social Presence :

Prographics :

Exp : N/A Location : San Diego, California, United States Job Level : N/A Designation : Commercial Account Executive - Financial Services at Salesforce
URL has been copied!

Insights For Selling To Meredith

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Talk about their team and how your product will help them do things better and easier
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Meredith is

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

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

Insights For Deal Planning

    How fast (or slow) will Meredith move?

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

  • They can take certain risks that are unlikely to have personal consequences.

You And Meredith

Personality Compatibility


Other Salesforce Employees

Explore more public profiles from related professionals at the same organization.

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.