Patti Wold

Energizer
DISC Type : I

Director of Business Development at Finalsite

Princeton Junction, New Jersey, United States

Overview

Patti is a Manager of Account Development at Billtrust, focused on streamlining the B2B order-to-cash process. With a background in sales and marketing, she has progressed through several roles at the company. Colleagues describe her as dedicated, diligent, and having great attention to detail. She holds a BA from the University of Michigan.

Based on her education and stated interests, Patti maintains a strong connection to her alma mater, the University of Michigan. Her career progression from a representative to a team lead and manager suggests a passion for developing talent and building successful teams from the ground up.

Unique fact: Patti describes her professional mission as making the B2B order-to-cash journey "easy peasy. "

Personality Overview

Informal

Relationship Oriented

Big Picture Person

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are naturally enthusiastic, so take their promise with a pinch of salt. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

AR Automation
She frequently promotes webinars and shares content on leveraging automation and new technology, like AI, to improve accounts receivable processes and cash flow.
B2B Payments
Focuses on helping companies improve their B2B payment strategies, including credit card acceptance and managing virtual payments to get paid faster.
Sales Development
Her career progression from a Sales Development Representative to a Manager reflects a deep understanding of sales processes and business development.

Media Appearances

Patti has no verified media appearances

Work History

7-2023
Director of Business Development at Finalsite
11-2022 - 7-2023
Manager, Account Development at Billtrust
2-2022 - 11-2022
Team Lead, Sales Development at Billtrust
2-2021 - 2-2022
Sales Development Representative, Enterprise at Billtrust
4-2015 - 2-2021
Regional Account Director at National CineMedia (NCM)

Education

1984 - 1988
Bachelor of Arts - BA from University of Michigan

More Information

Social Presence :

Prographics :

Exp : 29 Location : Princeton Junction, New Jersey, United States Job Level : Mid-senior Designation : Director of Business Development at Finalsite
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Insights For Selling To Patti

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patti is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Patti

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Patti move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Patti take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Patti

Personality Compatibility


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