Tara Valeri

Questioner
DISC Type : c

Vice President Financial Services at Collabera

Charlotte, North Carolina, United States

Overview

Tara is the VP of Financial Services at Collabera, specializing in IT and technology procurement for the financial sector. With over a decade of leadership, she excels in strategic sales and business development, overseeing portfolios exceeding $150 million. She holds a Bachelor of Science from The University of Toledo.

Outside of work, Tara is involved in community and philanthropic efforts, representing her company at charity events. She shows a strong interest in supporting industry peers, demonstrated by her attendance at events like the Grace Hopper Celebration, which focuses on women in computing.

She recently participated in a charity gala that successfully raised over $370, 000 to support children with life-altering medical conditions.

Personality Overview

Value Seeker

Cautious & Analytical

Systematic

They are more likely than others to negotiate on pricing and terms.  They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Financial Services Tech
Leads strategic sales of IT and technology solutions for top banks, managing portfolios greater than $150 million and driving growth across the U. S. and Canada.
Strategic Sales
Her career is focused on driving profitability and sales growth. She is certified in "Solution Selling" and previously managed sales training programs.
Community Fundraising
Represented Collabera at the CLT Foundation's charity gala, which raised over $370, 000 for children with disabilities, showing a commitment to community impact.

Media Appearances

Tara has no verified media appearances

Work History

12-2025
Vice President Financial Services at Collabera
2015
Director of Financial Services at Collabera
2015
National Account Manager at Collabera
2013 - 2015
Sales Training Program Manager and Client Success Manager at Sales Performance International
2013 - 2013
Sales Consultant at Viva International Group

Education

Bachelor of Science from The University of Toledo

More Information

Social Presence :

Prographics :

Exp : 29 Location : Charlotte, North Carolina, United States Job Level : Senior Designation : Vice President Financial Services at Collabera
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Insights For Selling To Tara

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tara is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Tara

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Tara move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Tara take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Tara

Personality Compatibility


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