Pat Martin

Observer
DISC Type : ci

Managing Director at Deloitte

Peoria, Arizona, United States

Overview

Pat Martin is a Managing Director at Deloitte, focusing on digital transformation journeys for clients in the High Tech and Financial Services sectors. A senior leader in enterprise cloud computing with a background in SaaS and PaaS, he holds a Master of Science from Columbia University and has extensive experience in M&A integration from his time at Salesforce.

Personality Overview

Example Seeker

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Digital Transformation
His current role at Deloitte focuses on creating and executing digital transformation journeys for clients in the High Tech and Financial Services industries.
Salesforce Ecosystem
He has an extensive background at Salesforce and recently shared content about Agentforce, a new solution from the company for service organizations.
M&A Integration
Previously served as a Senior Director for M&A at Salesforce, where he was responsible for integrating the Customer Success Group functions for acquired companies.

Media Appearances

Pat has no verified media appearances

Work History

8-2021
Managing Director at Deloitte
5-2018 - 8-2021
Sr. Manager at Deloitte
2-2017 - 5-2018
Sr. Director, M&A CSG at Salesforce
2-2016 - 1-2017
Sr. Director, Revenue lifecycle Management Integrations at Salesforce
2-2015 - 1-2016
Sr. Director, Global Specialists at Salesforce

Education

Master of Science (MS) from Columbia University
BSME from Manhattan University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Peoria, Arizona, United States Job Level : Mid-senior Designation : Managing Director at Deloitte
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Insights For Selling To Pat

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Invite them for a social do but don’t rely solely on the relationship
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pat is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Pat

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Pat move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Pat take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Pat

Personality Compatibility


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