Roni Goodman

Questioner
DISC Type : c

Business development at Careteam Technologies

Canada

Overview

Roni is the founder of PiTCH and a financial analyst specializing in translating complex data into actionable strategies for startups and SMEs. Her expertise covers financial modeling, valuation, and market research across tech, fintech, and healthcare. She holds an MBA from The University of British Columbia.

Outside of work, she is a passionate advocate for sustainability, with a keen interest in Canadas climate-tech sector. As a mother of two, she values family and has structured her career to allow for travel and time with her children. She also actively supports gender equality.

Unique fact: She once intentionally took a career step-back to work remotely, prioritizing raising her two young children and traveling with them in their early years.

Personality Overview

Systematic

Price-Sensitive

Value Seeker

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Startup Financial Strategy
Her work focuses on financial modeling, forecasting, and valuation to support fundraising and growth planning for startups and SMEs.
Climate-Tech Sector
She has a stated passion for sustainability and follows innovative founders doing meaningful work in the Canadian climate-tech sector.
Gender Equality
She posts about International Women's Day, advocating for the advancement of gender equality and the presence of women in decision-making roles.

Media Appearances

Roni has no verified media appearances

Work History

2022
Business development at Careteam Technologies
2019 - 2022
Investment & Fund Manager at Premia
2015 - 2019
Financial Analyst & Portfolio Manager at Premia
2013 - 2015
Financial Newsletter Advisor at Credit Suisse
2010 - 2012
Financial and Marketing Strategy I Eli Hurvitz (Founding President and CEO of Teva Pharmaceutical) at Eli Hurvitz, Founder of Teva Pharmaceuticals

Education

Master of Business Administration from The University of British Columbia
Business Administration from York University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Canada Job Level : N/A Designation : Business development at Careteam Technologies
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Insights For Selling To Roni

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roni is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Roni

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Roni move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Roni take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Roni

Personality Compatibility


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