Steve Phan

Judge
DISC Type : Dc

Senior Customer Success Manager at Checkr, Inc.

San Francisco, California, United States

Overview

Steve has no verified overview

Personality Overview

Generally Skeptic

Features Driven

Fast But Wary

They like to act fast and expect others to do the same.  They like to be in a position where they can control the conversation and terms. They are not focused on building rapport and relationships.

Topics They Care About

Steve has no verified topics they care about

Media Appearances

Steve has no verified media appearances

Work History

12-2024
Senior Customer Success Manager at Checkr, Inc.
5-2024 - 8-2024
Client Partner at Incredible Health
11-2021 - 6-2023
Senior Customer Success Manager - Enterprise at Workstream
1-2021 - 11-2021
Health and well-being at Career Break
2-2020 - 1-2021
Senior Customer Success Manager at Amplitude

Education

Bachelors of Arts from University of California, Davis

More Information

Social Presence :

Prographics :

Exp : 4 Location : San Francisco, California, United States Job Level : Middle Designation : Senior Customer Success Manager at Checkr, Inc.
URL has been copied!

Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Speak about competitive differentiation that your product offers
  • Refer to testimonials from well-known industry leaders

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Steve

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • They can take decisions very fast if you manage to convince them.
  • Can Steve take some risk or not?

  • The risks don’t matter much to them.

You And Steve

Personality Compatibility


Other Checkr, Inc. Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.