Umang Merwana

Questioner
DISC Type : c

Product at Intuit

San Francisco Bay Area, United States

Overview

Umang is a product leader at Intuit focused on identity, trust, and risk management. With a background at PayPal and Visa, he has extensive experience in biometrics, AI-driven automation, and regulatory compliance. Colleagues describe him as having a rare blend of technical expertise and business acumen.

He is a co-inventor on a patent for tethering face identifiers to digital accounts for secure authentication.

Personality Overview

Systematic

Not Easily Convinced

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Identity & Biometrics
His career centers on identity proofing and biometrics, including leading facial recognition solutions at PayPal and co-inventing a related patent for secure authentication.
AI in Operations
At Intuit, he focuses on using automation and AI in case management and operations. He also completed an AI Business Fellowship at Perplexity.
FinTech Compliance
His work involves deep experience with financial regulatory compliance, including AML, Sanctions Screening, PEP, and FinCEN requirements.

Media Appearances

Umang has no verified media appearances

Work History

3-2025
Product at Intuit
3-2025 - 8-2025
AI Business Fellow at Perplexity
10-2024 - 3-2025
Product Management at Visa
1-2021 - 6-2024
Product Lead at PayPal
1-2019 - 1-2021
Technology Leadership Program at PayPal

Education

2005 - 2009
B.Tech from Dhirubhai Ambani University

More Information

Social Presence :

Prographics :

Exp : 13 Location : San Francisco Bay Area, United States Job Level : N/A Designation : Product at Intuit
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Insights For Selling To Umang

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Umang is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Umang

  • 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 Umang move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Umang take some risk or not?

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


You And Umang

Personality Compatibility


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