Sara Pultman

Enthusiast
DISC Type : i

Digital Operations Director at Berkshire Bank

Greater Boston, United States

Overview

Sara has no verified overview

Personality Overview

Optimistic

Consensus Focused

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They are more about building relationships than just cutting deals.

Topics They Care About

Sara has no verified topics they care about

Media Appearances

Sara has no verified media appearances

Work History

11-2025
Digital Operations Director at Berkshire Bank
5-2024 - 11-2025
FVP Digital Deposit Strategy & Distribution at Berkshire Bank
3-2023 - 5-2024
First Vice President - Senior Strategy Officer at Berkshire Bank
4-2018 - 6-2021
Vice President, Project Management at State Street
3-2017 - 3-2018
Assistant Vice President, Project Management at State Street

Education

2001 - 2005
Bachelors from Barnard College

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Boston, United States Job Level : Mid-senior Designation : Digital Operations Director at Berkshire Bank
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Insights For Selling To Sara

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sara is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Sara

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Sara move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Sara take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Sara

Personality Compatibility


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