Rose Marie Cupo

Examiner
DISC Type : cs

Account Executive, Financial Services at Perficient

New York, New York, United States

Overview

Rose is an Account Executive at Perficient, focusing on helping financial services leaders achieve strategic goals through AI, digital transformation, and BPO. Described by colleagues as having a contagious drive and perseverance, she has a history of success with Fortune 500 companies. She holds a BA from Stockton University.

While her professional focus is clear, she maintains an interest in the broader trends shaping her industry by following major technology and financial institutions like Google and UBS.

Rose is a recipient of the prestigious "Women In Financial Sales Award, " an honor given by nomination only to exemplary women in the field.

Personality Overview

Process Oriented

Overcautious

Tough To Convince

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

AI in Financial Services
Her new role has an "AI-first mindset, " and her recent posts focus on AI-ready data strategies and generative AI for the financial sector.
Digital Transformation
A core theme in her professional headline and experience, she focuses on helping large enterprises transform and modernize through digital solutions.
Strategic Account Growth
Her experience centers on driving revenue and margin growth by orchestrating and executing strategic account strategies for large, complex enterprises.

Media Appearances

Rose has no verified media appearances

Work History

7-2025
Account Executive, Financial Services at Perficient
1-2022 - 7-2025
Senior Business Development Executive - Global Industries | Financial Services at Iron Mountain
9-2020 - 12-2021
Senior Business Development Executive, Global Digital Solutions - Banking | Mortgage at Iron Mountain
10-2012 - 9-2020
Senior Business Development Executive at Iron Mountain
10-2000 - 9-2004
Manager, Account Services at Iron Mountain

Education

BA from Stockton University

More Information

Social Presence :

Prographics :

Exp : 17 Location : New York, New York, United States Job Level : N/A Designation : Account Executive, Financial Services at Perficient
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Insights For Selling To Rose Marie

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • 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 Rose Marie is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Rose Marie

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Rose Marie move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Rose Marie take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Rose Marie

Personality Compatibility


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