Rich Trace

Captain
DISC Type : DS

Product Leader at Beem Credit Union

Calgary, Alberta, Canada

Overview

Rich has no verified overview

Personality Overview

Decisive But Calm

Planner & Achiever

Dynamic But Sincere

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Rich has no verified topics they care about

Media Appearances

Rich has no verified media appearances

Work History

11-2025
Product Leader at Beem Credit Union
1-2024 - 5-2025
Head of Product at MoveBuddy
6-2023
Founder | Fractional Head of Product at Inertia Into Momentum
4-2022 - 12-2023
Head of Product - MoveSnap at RBCx
1-2021 - 4-2022
Vice President - Lending Solutions at CUNA Mutual Group

Education

Executive Education Program from Cornell University
MBA from Edgewood University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Calgary, Alberta, Canada Job Level : Leadership Designation : Product Leader at Beem Credit Union
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Insights For Selling To Rich

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rich is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Rich

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Rich move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Rich take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Rich

Personality Compatibility


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