Sam Whelan

Wildcard
DISC Type : ics

Vice President, Finance at Holy Cross Energy

Glenwood Springs, Colorado, United States

Overview

Sam has no verified overview

Personality Overview

ROI Driven

Curious But Skeptical

Friendly But Slow

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

Sam has no verified topics they care about

Media Appearances

Sam has no verified media appearances

Work History

10-2022
Vice President, Finance at Holy Cross Energy
6-2022 - 10-2022
Vice President, Power Supply and Programs at Holy Cross Energy
11-2020 - 6-2022
Manager, Power Supply at Holy Cross Energy
12-2018 - 11-2020
Supervisor, Portfolio Planning and Rates at Holy Cross Energy
8-2016 - 12-2018
Business & Rate Analyst at Holy Cross Energy

Education

2010 - 2014
Bachelor of Business Administration - BBA from Oklahoma Baptist University
2010 - 2014
Bachelor of Business Administration - BBA from Oklahoma Baptist University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Glenwood Springs, Colorado, United States Job Level : Senior Designation : Vice President, Finance at Holy Cross Energy
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Be prepared for a lot of questions, answer them objectively
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

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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