Ray Ramirez, MBA, CFA

Questioner
DISC Type : c

Head of Marketing Finance at SoFi

Rochester, New York, United States

Overview

Ray has no verified overview

Personality Overview

Cautious & Analytical

Price-Sensitive

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Ray has no verified topics they care about

Media Appearances

Ray has no verified media appearances

Work History

4-2024
Head of Marketing Finance at SoFi
2-2023 - 4-2024
Director of Strategy & Finance at Assurance IQ
11-2021 - 9-2022
Director of Business Strategy & Operations at Zillow
12-2019 - 11-2021
Director of Strategic Finance at ASSURANCE IQ
12-2017 - 12-2019
Manager Strategic Initiatives at Prudential Financial

Education

2020 - 2023
Master of Business Administration - MBA from UW Foster School of Business
2007 - 2011
Bachelor of Science (B.S.) from Rutgers University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Rochester, New York, United States Job Level : Mid-senior Designation : Head of Marketing Finance at SoFi
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Insights For Selling To Ray

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ray 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 Ray

  • 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 Ray move?

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

  • Can Ray take some risk or not?

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


You And Ray

Personality Compatibility


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