Stephanie Funk, MBA

Visionary
DISC Type : Ds

Seasonal Sales Associate at Macy's

Greater Philadelphia, United States

Overview

Stephanie is a marketing project manager with a background in the financial services industry, having driven hundreds of projects to completion at major firms like Vanguard and SEI. She holds an MBA from Villanova University and has recently earned certifications in AI for Marketing. Colleagues describe her as diligent, a quick learner, and exceptionally detail-oriented.

Outside of her professional life, Stephanie is interested in a variety of activities that keep her active and engaged. Her personal passions include biking, fitness, and traveling. She is also an avid dog lover, making it a great topic for conversation.

Unique fact: She is the recipient of the Orange Star Award for being a "go-to person" who improves efficiency and accuracy.

Personality Overview

Goal-Oriented

Objective Evaluator

Risk Tolerant

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Process Improvement
Her experience includes revamping and guiding entire business processes to improve project delivery efficiency for marketing teams at firms like SEI.
Marketing with AI
She recently completed certifications in "AI for Marketing" and "Generative AI for Digital Marketers, " showing a proactive interest in new technologies.
Financial Services Communications
Managed over 300 communication projects for plan participants and over 150 fund change and legal notice communications while at Vanguard.

Media Appearances

Stephanie has no verified media appearances

Work History

12-2025 - 12-2025
Seasonal Sales Associate at Macy's
1-2025
Marketing and Administrative Specialist at Actively Seeking New Opportunities
7-2023 - 12-2024
Communications Project Manager at Vanguard
12-2020 - 4-2023
Marketing Analyst | Project Management at SEI
1-2015 - 1-2019
Marketing Communications Specialist | Marketing Project Management at Voya Financial

Education

Master's from Villanova University
B.A. from Muhlenberg College

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Philadelphia, United States Job Level : Junior Designation : Seasonal Sales Associate at Macy's
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Insights For Selling To Stephanie

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Let them know of potential risks but suggest mitigation methods alongside
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building
  • 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 Stephanie 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 Stephanie

  • 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 Stephanie move?

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

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

You And Stephanie

Personality Compatibility


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