Veena C.

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DISC Type : cd

Client CTO, Financial Services Insurance Customers at Microsoft

New York City Metropolitan Area, United States

Overview

Veena C. is a Managing Director at Microsoft, leading technology sales and customer success for the Financial Services sector. Colleagues describe her as a "revolutionary leader" who excels at bridging business needs with technology strategy, driving cloud transformation for major insurance and banking clients.

She holds a Master of Science from the University of South Florida and is certified in Microsoft Azure Data Fundamentals.

Personality Overview

ROI Conscious

Upfront

Hard To Convince

They respond well to confident salespeople.  They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

AI in Financial Services
Actively shares content on the future of secure AI adoption in the financial services industry, specifically highlighting technologies like Microsoft's Co-pilot.
Cloud Transformation
Her career at Microsoft and QBE Insurance has centered on creating and executing cloud transformation strategies for large, global financial services accounts.
Customer Success
Her leadership roles have consistently focused on ensuring clients achieve their business objectives and innovate successfully using new technology platforms.

Media Appearances

Veena has no verified media appearances

Work History

11-2025
Client CTO, Financial Services Insurance Customers at Microsoft
4-2022
Customer Success Leader - FSI Banking at Microsoft
4-2017 - 3-2022
Senior Director - Sales and Technology Strategy, Financial Services at Microsoft
12-2012 - 12-2016
VP Business Systems Leader - P&C Insurance at QBE Insurance
10-2010 - 11-2012
Director - Business Systems at QBE Insurance

Education

1999 - 2001
Master of Science from University of South Florida
1995 - 1999
Bachelor of Engineering - BE from Osmania University

More Information

Social Presence :

Prographics :

Exp : 25 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Client CTO, Financial Services Insurance Customers at Microsoft
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Insights For Selling To Veena

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Make sure that you you respond to any queries from them quickly
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Veena is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Veena

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Veena move?

  • Their decision making speed is somewhere in the middle.
  • Can Veena take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Veena

Personality Compatibility


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