Rachel Veit, MBA

Questioner
DISC Type : c

Senior Client Relationship Manager at Jack Henry

Springfield-Branson, Missouri Area, United States

Overview

As a Senior Client Relationship Manager at Jack Henry, Rachel Veit leverages over 15 years in finance to support credit unions on the Symitar platform. She holds both an MBA and a Masters in Communication from Drury University, focusing on helping clients unlock technologys potential to strengthen member connections.

Rachel is dedicated to her community, serving on the Jack Henry Springfield Region stewardship committee, jhaCAREs. She actively participates in local networking events that empower professional women, such as 417Bizs "Ladies Who Launch, " demonstrating a commitment to building connections both in and out of the workplace.

She holds two distinct Masters degrees from the same university: an MBA and a Masters in Communication.

Personality Overview

Value Seeker

Not Easily Convinced

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to analyze every situation thoroughly.
 They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Credit Union Technology
Her role is centered on helping credit union leaders utilize Jack Henry's Symitar platform to enhance their member services and technological capabilities.
Client Relationship Building
Operates on the guiding principle that "relationships drive results, " thriving on creating meaningful conversations with executives to foster growth.
Women in Business
Proudly represents her company at events like "Ladies Who Launch" that are designed to celebrate and empower driven professional women in her community.

Media Appearances

Rachel has no verified media appearances

Work History

Senior Client Relationship Manager at Jack Henry
8-2018 - 12-2023
Application Trainer, III at Jack Henry
4-2016 - 8-2018
Accounts Receivable at Jack Henry
2-2015 - 4-2016
Personal Banker at Commerce Bank
1-2014 - 2-2015
Financial Services Assistant at Commerce Bank

Education

1-2022 - 12-2024
Master in Communication from Drury University
2019 - 2022
Master of Business Administration - MBA from Drury University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Springfield-Branson, Missouri Area, United States Job Level : Middle Designation : Senior Client Relationship Manager at Jack Henry
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Insights For Selling To Rachel

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rachel is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Rachel

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Rachel move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Rachel take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Rachel

Personality Compatibility


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