Susan Unger

Initiator
DISC Type : Di

Director, Partner Engagement at CFO Consulting Partners

New York City Metropolitan Area, United States

Overview

Susan has no verified overview

Personality Overview

Conviction Driven

Friendly Challenger

Confident

They respond well to objective pitches but also attach some value to relationships.  They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something.

Topics They Care About

Susan has no verified topics they care about

Media Appearances

Susan has no verified media appearances

Work History

4-2025
Director, Partner Engagement at CFO Consulting Partners
1-2025
Client Success Architect at Kopp Consulting, Sales Outsourcing Provider of the Year
7-2023 - 12-2024
Director of Sales, Wealth Management at Informa
3-2021 - 2-2023
Senior Director, Brand Partnerships - Investopedia at Dotdash Meredith
10-2014 - 12-2020
Business Development Manager at Kopp Consulting, LLC, Sales Outsourcing Provider of the Year

Education

Professional Certificate Digital Media Marketing from Fordham Gabelli School of Business
M.B.A. from Pace University - Lubin School of Business

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Director, Partner Engagement at CFO Consulting Partners
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Insights For Selling To Susan

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Get them to a point where they are ready to bat for your product internally
  • Clearly address the competitive aspects

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Susan is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Susan

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Susan move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Susan take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Susan

Personality Compatibility


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