Theresa Liu

Enthusiast
DISC Type : i

Head of Investor Strategy & Business Operations at LendingClub

San Francisco, California, United States

Overview

Theresa has no verified overview

Personality Overview

Consensus Focused

Non-Confrontational

Amiable & Agreeable

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Theresa has no verified topics they care about

Media Appearances

Theresa has no verified media appearances

Work History

4-2016
Head of Investor Strategy & Business Operations at LendingClub
6-2012 - 4-2016
Vice President, Technology Banking at J.P. Morgan Securities
6-2009 - 5-2012
Associate, Natural Resources Investment Banking at J.P. Morgan Securities
1-2006 - 2-2007
Systems Project Lead, Chemicals at ExxonMobil
12-2004 - 1-2006
Systems Associate, Refining & Supply at ExxonMobil

Education

MBA from Harvard Business School
BBA from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 20 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Head of Investor Strategy & Business Operations at LendingClub
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Insights For Selling To Theresa

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible
  • 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

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Theresa

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Theresa move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Theresa take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Theresa

Personality Compatibility


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