Robert Bertz, CPA

Energizer
DISC Type : I

Chief Financial Officer at Marin Software

Mountain View, California, United States

Overview

Robert has no verified overview

Personality Overview

Informal

Believer

Imaginative

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

4-2019
Chief Financial Officer at Marin Software
10-2014 - 4-2019
Corporate Controller at Enphase Energy
5-2011 - 4-2014
Chief Financial Officer and Controller at Civitas Media/Heartland Publications LLC
12-2008 - 7-2011
Chief Financial Officer at Ensenda
12-2006 - 11-2008
Vice President Finance and Controller at ServiceSource

Education

1982 - 1986
BBA from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 18 Location : Mountain View, California, United States Job Level : Leadership Designation : Chief Financial Officer at Marin Software
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk about their team and how your product will help them do things better and easier
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t assume a yes just because they have not said no
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Robert

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Robert take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Robert

Personality Compatibility


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