Robert Fein, CRCM

Energizer
DISC Type : I

Principal Compliance Manager at Credit Karma

San Francisco Bay Area, United States

Overview

Robert has no verified overview

Personality Overview

Imaginative

Relationship Oriented

Informal

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. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

8-2019
Principal Compliance Manager at Credit Karma
6-2015 - 8-2019
Compliance Associate at LendingClub
1-2013 - 5-2015
Office of Consumer Affairs - Manager at CBC Companies
1-2012 - 1-2013
Logistics Coordinator at ZOLL Medical Corporation
4-2009 - 12-2011
Client Services Representative at Lender Services, Inc.

Education

Bachelor of Arts (B.A.) from University of Pittsburgh

More Information

Social Presence :

Prographics :

Exp : 16 Location : San Francisco Bay Area, United States Job Level : Mid-senior Designation : Principal Compliance Manager at Credit Karma
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be excessively objective, be a storyteller
  • Avoid ifs and buts, don’t talk too much about the risks etc.

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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