Sam Farina

Wildcard
DISC Type : sci

Director of Servicing Strategy at Varo Bank

Salt Lake City Metropolitan Area, United States

Overview

Sam Farina leads servicing strategy and customer experience at Varo Bank. She specializes in designing scalable support infrastructure for new financial products, working at the intersection of product development, CX, and regulated banking operations to ensure strong customer outcomes.

At a previous role, she recovered over $300, 000 in past-due balances from insurance companies in just six months.

Personality Overview

Requires Proof

Friendly But Slow

ROI Driven

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Fintech Customer Experience
Leads CX and servicing strategy at a digital bank, with a focus on reducing customer friction and ensuring strong outcomes for new financial products.
Product Operations
Her role centers on translating product innovation into operationally supportable and compliant customer journeys by partnering with Product, Engineering, and Risk teams.
Scalable Servicing
Builds the tools, workflows, and infrastructure to ensure support teams can resolve complex customer issues efficiently as the bank grows its customer base.

Media Appearances

Sam has no verified media appearances

Work History

9-2019
Director of Servicing Strategy at Varo Bank
10-2016 - 9-2018
Forensic Account Manager at Sorenson Forensics
5-2015 - 10-2016
Financial Coordinator at Dana Orthodontics/Westways Dental
9-2012 - 5-2015
Sr. Quality Assurance Manager at SRSolutions

Education

Sam has no verified education history

More Information

Social Presence :

Prographics :

Exp : 12 Location : Salt Lake City Metropolitan Area, United States Job Level : Mid-senior Designation : Director of Servicing Strategy at Varo Bank
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Be prepared for a lot of questions, answer them objectively
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Sam

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Sam take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Sam

Personality Compatibility


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