Sarah Potts

Collaborator
DISC Type : si

Director of Accounting Partnerships at Craftable

Costa Mesa, California, United States

Overview

Sarah has no verified overview

Personality Overview

Appreciative

Example Driven

Good Listener

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  They are more likely to opt for solutions that are proven in the market. Scenarios where both sides can come out as winners appeal to them greatly.

Topics They Care About

Sarah has no verified topics they care about

Media Appearances

Sarah has no verified media appearances

Work History

5-2025
Director of Accounting Partnerships at Craftable
2-2024 - 4-2025
Partner Manager, Accounting at Ottimate
8-2017 - 2-2024
Manager, Partner Success at Tebra
8-2018 - 6-2022
Partner Success Manager at PatientPop Inc.
8-2017 - 6-2022
Senior Customer Success Manager at PatientPop Inc.

Education

2002 - 2006
B.A. from UC Santa Barbara

More Information

Social Presence :

Prographics :

Exp : 6 Location : Costa Mesa, California, United States Job Level : Mid-senior Designation : Director of Accounting Partnerships at Craftable
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Insights For Selling To Sarah

During A Call Or A Meeting

DO's

  • Take time to make them feel comfortable before getting to the main pitch
  • Show genuine interest in solving their problems
  • When asking them questions, sound relatable and informal

DONT's

  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t get into excessive details unless prompted
  • Don’t give the impression of being unproven or risky

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarah is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Sarah

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Sarah move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Sarah take some risk or not?

  • They are unlikely to take many risks.

You And Sarah

Personality Compatibility


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