Rob Ortiz

Enthusiast
DISC Type : i

Enterprise Expansion Account Manager - Financial Services at RingCentral

Dallas-Fort Worth Metroplex, United States

Overview

Rob has no verified overview

Personality Overview

Consensus Focused

Story Driven

Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials.  They are more about building relationships than just cutting deals. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Rob has no verified topics they care about

Media Appearances

Rob has no verified media appearances

Work History

7-2025
Enterprise Expansion Account Manager - Financial Services at RingCentral
6-2023 - 7-2025
Midmarket Expansion BDR at RingCentral
6-2012
Football Coach at Various Schools
1-2023 - 6-2023
Offensive Line coach at Elizabeth City State University
7-2021 - 1-2023
Offensive Line Coach/Run Game Coordinator at Garden City Community College

Education

2012 - 2013
Communications from Riverside City College

More Information

Social Presence :

Prographics :

Exp : 13 Location : Dallas-Fort Worth Metroplex, United States Job Level : Middle Designation : Enterprise Expansion Account Manager - Financial Services at RingCentral
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Insights For Selling To Rob

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rob is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Rob

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Rob move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Rob take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Rob

Personality Compatibility


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