Sarah Miller

Observer
DISC Type : ci

Client Success Manager at Zoe Financial

New York, New York, United States

Overview

Sarah is a Client Success Manager at Zoe Financial with a background in advising private equity healthcare firms at AlphaSights, where she generated over $1M in revenue. A graduate of American University, she also has experience in marketing and fundraising, having broken records by raising over $650, 000.

Her personal interests combine her passions for healthcare and communications, which she explored during an internship at the Psychiatric Institute of Washington. Sarah has also spent time studying abroad in Italy, where she embraced a slower pace of life, and is certified in First Aid and CPR.

Unique fact: While working in marketing for a hospital, she successfully launched its first-ever podcast series.

Personality Overview

Curious

Example Seeker

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They often ask many questions and rely heavily on information and documentation. They are generally strong communicators and are not easy to convince.

Topics They Care About

Client Relationships
Her roles focus on advising and maintaining relationships with clients, from private equity firms to financial services customers, to identify pain points and drive growth.
Healthcare & PE
Previously specialized in advising and recruiting C-level experts for healthcare-focused private equity firms, demonstrating deep knowledge in this niche sector.
Fundraising & Development
Was a top fundraiser at American University, where she was promoted to supervisor and led a team to raise a record-breaking $650, 000+.

Media Appearances

Sarah has no verified media appearances

Work History

4-2025
Client Success Manager at Zoe Financial
7-2023 - 2-2025
Associate, Client Services (Private Equity - Healthcare) at AlphaSights
12-2019 - 7-2023
Coaching Supervisor at American University
9-2019 - 12-2019
Administrative and Events Assistant at American University
6-2022 - 9-2022
Marketing Assistant at Psychiatric Institute of Washington

Education

2019 - 2023
Bachelor's degree from American University

More Information

Social Presence :

Prographics :

Exp : 4 Location : New York, New York, United States Job Level : Middle Designation : Client Success Manager at Zoe Financial
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Insights For Selling To Sarah

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Focus on immediate action-items rather than the larger goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarah is

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

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Sarah move?

  • They like to analyze well and then make their decisions.
  • Can Sarah take some risk or not?

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

You And Sarah

Personality Compatibility


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