Robert Coleman

Examiner
DISC Type : cs

Account Executive at Salesforce

Atlanta, Georgia, United States

Overview

Robert is an Account Executive at Salesforce, specializing in cloud services, sales, and marketing. He has a history of driving client engagement and business growth in the insurance sector with Beckham Insurance Group and in higher education solutions with Blackbaud. He is an alumnus of the University of Mississippi.

Personality Overview

Status Quo Seeker

Unexpressive

Process Oriented

They are always well-planned and adopt a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Cloud Services
His current focus involves leveraging expertise in cloud services to create bespoke solutions that resonate with the unique needs of clients and foster growth.
Higher Education Tech
Previously managed and expanded sales territories for higher education solutions at Blackbaud, developing strategic plans that propelled business growth.
Insurance Sector
Utilized sales and marketing acumen at Beckham Insurance Group to pioneer innovative approaches to client engagement and satisfaction in the insurance industry.

Media Appearances

Robert has no verified media appearances

Work History

7-2025
Account Executive at Salesforce
4-2021 - 2-2024
Account Executive at Beckham Insurance Group
5-2017 - 2-2021
Account Executive - Higher Education Solutions at Blackbaud
11-2015 - 5-2017
Associate Account Executive - Higher Education Solutions at Blackbaud
8-2014 - 11-2015
Account Manager at Benefitfocus

Education

Education details unavailable from University of Mississippi
Education details unavailable from Woodberry Forest School

More Information

Social Presence :

Prographics :

Exp : 14 Location : Atlanta, Georgia, United States Job Level : Middle Designation : Account Executive at Salesforce
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Robert

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Robert take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Robert

Personality Compatibility


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