Rachel Moentmann

Critic
DISC Type : C

Account Director, Commercial Business at Salesforce

San Francisco, California, United States

Overview

Rachel is a San Francisco-based Account Director at Salesforce with a background in managing sales teams at HomeAdvisor. Described by colleagues as a strategic and dedicated client advocate, she holds a BSBA in Marketing and Sustainability from the University of Denvers Daniels College of Business.

During her university years, she took on leadership roles within the Delta Gamma fraternity. Her past community involvement also includes working as a youth soccer referee for the Catholic Youth Council, demonstrating an early interest in teamwork and local engagement.

Her professional motto is a simple equation: "Curiosity + Consistency + Authenticity = Me. "

Personality Overview

Negotiator

Information Seeker

Critic

They are quite likely to negotiate on pricing or other key terms.  They like to take decisions independently and do not seek others' support often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Client Advocacy
Her recommendations emphasize her focus on understanding client needs, building trust, and acting as their advocate.
Sales Leadership
Has direct experience managing and mentoring a sales team of 16 individuals, focusing on exceeding quotas and supporting growth.
CRM Lifecycle
She has publicly stated her belief that a strong CRM like Salesforce is essential for companies at every stage of growth.

Media Appearances

Rachel has no verified media appearances

Work History

3-2024
Account Director, Commercial Business at Salesforce
3-2022 - 3-2024
Account Executive, Growth Business at Salesforce
6-2019 - 1-2022
Sales Manager at HomeAdvisor
8-2018 - 5-2019
Inside Sales Representative at HomeAdvisor
4-2017 - 2-2018
Marketing and Recruiting Intern at Northwestern Mutual

Education

2014 - 2018
BSBA from University of Denver - Daniels College of Business
Global Marketing from Universidad Adolfo Ibáñez

More Information

Social Presence :

Prographics :

Exp : 8 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Account Director, Commercial Business at Salesforce
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Insights For Selling To Rachel

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try too hard to build a relationship with them
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rachel is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Rachel

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Rachel move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Rachel take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Rachel

Personality Compatibility


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