Stephen M Coulter

Editor
DISC Type : SC

Client Executive at CAC Group

Cincinnati, Ohio, United States

Overview

Stephen has no verified overview

Personality Overview

Slow Buyer

Fact-Driven

Sometimes Friendly

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Stephen has no verified topics they care about

Media Appearances

Stephen has no verified media appearances

Work History

9-2025
Client Executive at CAC Group
4-2025 - 9-2025
Account Executive, Private Equity Group at NFP, an Aon company
3-2024 - 4-2025
Account Executive at Thompson Flanagan
9-2022 - 3-2024
Senior Account Manager at Thompson Flanagan
2-2021 - 7-2022
Client Executive at HAUSER

Education

2011 - 2015
Bachelor of Science in Business Administration from Xavier University
2007 - 2011
Education details unavailable from Boston College High School

More Information

Social Presence :

Prographics :

Exp : 8 Location : Cincinnati, Ohio, United States Job Level : Junior Designation : Client Executive at CAC Group
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Insights For Selling To Stephen M

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid emotional and informal language, stay objective and to the point instead
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephen M is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Stephen M

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Stephen M move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Stephen M take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Stephen M

Personality Compatibility


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