Sarah Thompson

Visionary
DISC Type : Ds

Lead Strategy and Planning Consultant | Strategy, Digital, and Innovation at Wells Fargo

San Francisco, California, United States

Overview

Sarah is a global payments expert with over 20 years of experience at Fortune 500 companies like Wells Fargo and MasterCard. She specializes in developing complex, global payments initiatives and building C-Suite partnerships. Colleagues and clients describe her as driven, inspirational, and the consummate professional.

She won the "Sales Blazer Award" for successfully selling a multi-country SaaS solution to deliver real-time transactional alerts.

Personality Overview

Fast But Thoughtful

Early Adopter

Risk Tolerant

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Global Payments Strategy
Her experience includes a decade as the Global Account Executive for HSBC at MasterCard, managing complex, multi-country payment initiatives.
Fintech Partnerships
In her strategy role at Wells Fargo, she researches and recommends potential fintech partners for investment and proof-of-concept opportunities.
SMB Banking
She has held multiple roles focused on enhancing the banking experience and bottom line for small and medium businesses (SMB).

Media Appearances

Sarah has no verified media appearances

Work History

11-2022
Lead Strategy and Planning Consultant | Strategy, Digital, and Innovation at Wells Fargo
7-2022 - 10-2022
Client Executive at Barlow Research Associates, Inc.
11-2016 - 9-2021
Strategy Consultant | Small Business Segment at Wells Fargo
10-2013 - 9-2015
Business Leader, HSBC Global Account Executive (VP) at MasterCard
7-2011 - 10-2011
Guest Auditor - Emerging Payment Products at MasterCard

Education

Bachelor’s Degree from The University of Texas at Austin
Bachelor’s Degree from The University of Texas at San Antonio

More Information

Social Presence :

Prographics :

Exp : 28 Location : San Francisco, California, United States Job Level : Senior Designation : Lead Strategy and Planning Consultant | Strategy, Digital, and Innovation at Wells Fargo
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Insights For Selling To Sarah

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Focus on the results that your product produces, expect some strategic questions in return
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarah is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Sarah

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Sarah move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Sarah take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Sarah

Personality Compatibility


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