Nicole Welch

Supporter
DISC Type : s

Cloud ERP Specialist at Leaf Software Solutions

Zionsville, Indiana, United States

Overview

Nicole Welch is a Cloud ERP Specialist at Leaf Software Solutions, leveraging a background in accounting, finance, and recruiting. A graduate of the University of Southern Indiana, she holds certifications in Sage Intacct and Martus. Colleagues and clients describe her as exceptional, dedicated, and the "best of the best".

Based on her professional interactions and recommendations, Nicole is a highly communicative and supportive individual who genuinely cares about her clients success. She is praised for her ability to listen to others wants and needs, making the process of working with her stress-free and easy.

She successfully transitioned her career from accounting and recruiting into a technical role as a certified ERP implementation consultant.

Personality Overview

Calm

Slow To Decisions

Social Proof Driven

They are unlikely to become strong champions as they don't prefer pushing other people.  They are motivated by the potential impact of their decision on the organization. They maintain good relationships with everyone, internally and externally.

Topics They Care About

Cloud ERP Implementation
As a certified Sage Intacct Implementation Consultant and Martus Product Expert, she focuses on deploying cloud solutions for clients.
Financial Process Streamlining
She expresses excitement in helping clients streamline their accounting processes, drawing from her background as a Senior Accountant.
Budgeting & Forecasting
She is certified in Martus, a tool specifically for helping organizations with budgeting, forecasting, and financial reporting.

Media Appearances

Nicole has no verified media appearances

Work History

8-2025
Cloud ERP Specialist at Leaf Software Solutions
1-2022 - 8-2025
Manager - Accounting & Finance Recruiting at Platinum Recruiting Group
5-2021 - 1-2022
Senior Accountant / Financial Analyst at The Heritage Group
9-2019 - 5-2021
Audit Staff at Dauby O'Connor & Zaleski
8-2017 - 9-2019
Supervisor at Premiere Tan

Education

Bachelor’s Degree from University of Southern Indiana

More Information

Social Presence :

Prographics :

Exp : 8 Location : Zionsville, Indiana, United States Job Level : Junior Designation : Cloud ERP Specialist at Leaf Software Solutions
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Insights For Selling To Nicole

During A Call Or A Meeting

DO's

  • Pause and ask them if they have any questions
  • If possible, connect them to existing customers
  • Engage other key stakeholders on their side and leverage if they approve of your product

DONT's

  • Avoid saying anything that sounds like a risky proposition
  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Don’t don the salesperson avatar, be the friendly advisor instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicole is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Nicole

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Nicole move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Nicole take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Nicole

Personality Compatibility


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