Susan G.

Energizer
DISC Type : I

Operations Analyst at SS&C Technologies

Littleton, Colorado, United States

Overview

Susan has no verified overview

Personality Overview

Enthusiastic

Believer

Imaginative

They are people oriented, friendly and like creating new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Susan has no verified topics they care about

Media Appearances

Susan has no verified media appearances

Work History

1-2025
Operations Analyst at SS&C Technologies
9-2022 - 1-2025
IPX Retirement- Operations Specialist ( IPX-FPS Trust acquired by SS&C) at IPX Retirement
4-2021 - 6-2022
Senior Mutual Funds Recon and Operations Specialist at Envision Financial Systems, Inc.
3-2017 - 4-2021
Mutual Funds Reconciliation and Operations Specialist at Envision Financial Systems, Inc.
4-2016 - 3-2017
Investment Securities Group-Operations Associate RIA Team at Investment Security Group

Education

Education details unavailable from Littleton High School
Journalism & Marketing from Metropolitan State University of Denver

More Information

Social Presence :

Prographics :

Exp : 18 Location : Littleton, Colorado, United States Job Level : Mid-senior Designation : Operations Analyst at SS&C Technologies
URL has been copied!

Insights For Selling To Susan

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Share some stories about how you you have helped people in similar positions succeed
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid cutting into their flow
  • Don’t assume a yes just because they have not said no
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Susan is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Susan

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Susan move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Susan take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Susan

Personality Compatibility


Other SS&C Technologies 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.