Tracy Puleo

Captain
DISC Type : DS

National Sales Director at Vimly Benefit Solutions

Buffalo-Niagara Falls Area, United States

Overview

Tracy Puleo is the National Sales Director at Vimly Benefit Solutions, specializing in solving complex enrollment, billing, and quoting challenges for aggregated employer markets. An experienced sales leader in the healthcare and HR technology sectors, she is described by colleagues as a well-rounded and dedicated professional. Tracy studied at the University at Buffalo.

Outside of her sales executive role, Tracy is a purpose-driven individual passionate about driving meaningful outcomes in healthcare. She deeply values her professional network, actively supports her colleagues in their personal challenges, and focuses on building strong, collaborative partnerships with clients and peers.

She has a unique focus on streamlining processes for Association Health Plans (AHPs) and trusts to enhance efficiency.

Personality Overview

Decisive But Calm

Consummate Professional

Dynamic But Sincere

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Healthcare Innovation
Her career is focused on health-tech, and she is passionate about driving meaningful outcomes and improving the member experience in healthcare.
Employee Retention
Previously worked in onboarding solutions and has a stated interest in improving the employee experience, particularly within crucial industries like healthcare.
Client Collaboration
She believes that listening to the voice of the customer and treating clients as partners are key principles for success.

Media Appearances

Tracy has no verified media appearances

Work History

2-2025
National Sales Director at Vimly Benefit Solutions
10-2023 - 1-2025
Vice President Sales and Business Development at Click Boarding
4-2022 - 7-2023
Regional Vice President of Sales at Zipari
11-2021 - 4-2022
Enterprise Regional VP of Sales at HealthJoy
10-2020 - 11-2021
Regional Client Sales Executive at HealthcareSource

Education

Education details unavailable from Hilbert College
Education details unavailable from University at Buffalo

More Information

Social Presence :

Prographics :

Exp : 4 Location : Buffalo-Niagara Falls Area, United States Job Level : Mid-senior Designation : National Sales Director at Vimly Benefit Solutions
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Insights For Selling To Tracy

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tracy is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Tracy

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Tracy move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Tracy take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Tracy

Personality Compatibility


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