Vikram Rao

Critic
DISC Type : C

Sr. Director / RVP - Enterprise Transformation at Salesforce

New York City Metropolitan Area, United States

Overview

Vikram Rao serves as the Regional Vice President of Sales for Financial Services at Salesforce, demonstrating a clear career progression within the company. A graduate of Baylor Universitys Hankamer School of Business, he was recently recognized as the FINS SB RM of the Year for his outstanding performance in his first management role.

Based on his activities, Vikram appears passionate about professional development, mentorship, and supporting the career growth of others within his industry. Drawing from his education in Texas at Baylor University, he likely maintains a strong connection to his alma mater and may follow local sports.

In his first year as a manager at Salesforce, Vikram was named the Financial Services Small Business Regional Manager of the Year for FY26.

Personality Overview

Negotiator

Objective Thinker

ROI Driven

Unless the value is proven by data, they are unlikely to value fancy features.  They like to take decisions independently and do not seek others' support often. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Financial Services Tech
As a Regional Vice President for Financial Services, his career is centered on applying Salesforce technology to solve challenges in this sector.
Insurance Innovation
He actively shares content about the future of insurance, data solutions for commercial policies, and major industry conferences like #VIC2025.
Sales Leadership
Recently promoted into his first management role, he publicly celebrates his team's success and values the mentorship he receives.

Media Appearances

Vikram has no verified media appearances

Work History

2-2024
Sr. Director / RVP - Enterprise Transformation at Salesforce
8-2021 - 2-2024
Director, Advisory & Professional Services at Salesforce
8-2020 - 7-2021
Director, Global Advisory Services at Salesforce
2-2017 - 8-2020
Global Advisory - Digital Tranformation Success Architect at Salesforce
7-2015 - 1-2017
Program Architect, Global Advisory at Salesforce

Education

MBA from Rutgers University
M.S. from California State University - East Bay

More Information

Social Presence :

Prographics :

Exp : 25 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Sr. Director / RVP - Enterprise Transformation at Salesforce
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Insights For Selling To Vikram

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t try too hard to build a relationship with them
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vikram is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Vikram

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Vikram move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Vikram take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Vikram

Personality Compatibility


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