Tamara Reid

Observer
DISC Type : ic

Client Services Manager at Financial Engines

Wilsonville, Oregon, United States

Overview

Tamara has no verified overview

Personality Overview

Assertive

Example Seeker

Curious

They often ask many questions and rely heavily on information and documentation.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Tamara has no verified topics they care about

Media Appearances

Tamara has no verified media appearances

Work History

7-2018
Client Services Manager at Financial Engines
3-2017
Student at College Studies -Business Managment
11-2015 - 6-2018
Executive Assistant at Temporary Contracts (PGE, Cintas, TIAA-Cref, Competitive Edge Recruiting, Oregon Nurses Association)
9-2014 - 6-2015
Executive Assistant at Xerox
Executive Assistant at OVP Venture Partners

Education

Education details unavailable from Portland State University
Education details unavailable from UCLA

More Information

Social Presence :

Prographics :

Exp : 11 Location : Wilsonville, Oregon, United States Job Level : Middle Designation : Client Services Manager at Financial Engines
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Insights For Selling To Tamara

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Be prepared for a lot of questions, answer them objectively
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tamara is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Tamara

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Tamara move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Tamara take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Tamara

Personality Compatibility


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