Theresa Glasgow

Enthusiast
DISC Type : i

Office Manager at IDA Structural Engineers, Inc.

Oakland, California, United States

Overview

Theresa is an experienced administrative professional with over 20 years in finance and auditing across the engineering, education, and insurance industries. She specializes in financial management, budget administration, and audit compliance, providing key support for strategic decision-making.


She has specialized experience as a Premium Auditor, reviewing workers compensation audits to determine earned premium.

Personality Overview

Consensus Focused

Non-Confrontational

Amiable & Agreeable

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Financial Administration
Her career is founded on financial management, including accounts payable/receivable, payroll processing, budget administration, and reconciling accounts across various industries.
Audit and Compliance
With a background as a Premium Auditor and a focus on compliance, she ensures accuracy in accounting records and financial transactions.
Operational Efficiency
As an office manager and administrator, she has a history of managing department workflow, vendor relationships, and month-end close procedures to improve operations.

Media Appearances

Theresa has no verified media appearances

Work History

7-2024
Office Manager at IDA Structural Engineers, Inc.
8-2017 - 7-2024
Administrative Assistant at San Diego Unified School District
2011 - 2016
Office Administrator at Arrowhead General Insurance Agency
2005 - 2011
Premium Auditor at Arrowhead General Insurance Agency

Education

Theresa has no verified education history

More Information

Social Presence :

Prographics :

Exp : 20 Location : Oakland, California, United States Job Level : Middle Designation : Office Manager at IDA Structural Engineers, Inc.
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Insights For Selling To Theresa

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Ask them how their day is going or exchange some other pleasantries
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Theresa is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Theresa

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Theresa move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Theresa take some risk or not?

  • They can take some low-probability risks if needed.

You And Theresa

Personality Compatibility


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