Sharmila Patel

Collaborator
DISC Type : is

Chief Financial Officer at VidMob

San Ramon, California, United States

Overview

Sharmila Patel is the CFO of VidMob, bringing over two decades of financial and operational leadership from the technology sector. She has held executive roles at Health IQ and Ten-X, and has a history of guiding companies through significant growth phases.

Her career showcases expertise across diverse tech verticals, including creative platforms with VidMob, insurtech at Health IQ, and online commercial real estate with Ten-X.

Personality Overview

Consensus Builder

Appreciative

Good Listener

Win-win scenarios can appeal strongly to them.  They are more likely to go for proven solutions. 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.

Topics They Care About

Scaling Tech Companies
Her career is defined by leading finance and operations to guide high-growth technology companies like VidMob and Health IQ into their next expansion phases.
Operational Efficiency
She has a track record of holding dual COO/CFO and Finance/Operations roles, demonstrating a focus on streamlining business processes for profitability.
Intelligent Creative
As CFO of VidMob, a leader in the Intelligent Creative category, she is financially guiding a platform that connects creative performance with data.

Media Appearances

Sharmila has no verified media appearances

Work History

5-2022
Chief Financial Officer at VidMob
5-2018 - 4-2022
CFO at Health IQ
6-2017 - 5-2018
COO/CFO - CRE at Ten-X Commercial
9-2015 - 5-2018
SVP of Finance and Operations at Ten-X Commercial
3-2015 - 8-2015
SVP Finance at Inform Media Group

Education

Sharmila has no verified education history

More Information

Social Presence :

Prographics :

Exp : 11 Location : San Ramon, California, United States Job Level : Leadership Designation : Chief Financial Officer at VidMob
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Insights For Selling To Sharmila

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • Be visibly appreciative of their actions during your interactions
  • Summarize the key points at the end of the conversation

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Don’t ask too many questions that sound too dry and objective
  • 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 Sharmila 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 Sharmila

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

Insights For Deal Planning

    How fast (or slow) will Sharmila move?

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

  • They are unlikely to take many risks.

You And Sharmila

Personality Compatibility


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