Zach Shankle

Questioner
DISC Type : c

Portfolio Sales Specialist - Contact Center and Customer Care at Perficient

Fort Myers, Florida, United States

Overview

Zach Shankle is a Portfolio Sales Specialist at Perficient, focusing on contact center and customer care solutions. An alumnus of Boston College with an MBA from the University of Illinois, he specializes in leveraging AI and digital transformation to enhance customer experiences and achieve business outcomes for enterprise clients.

Outside of his core responsibilities, Zach demonstrates a strong commitment to continuous learning in advanced technology. He actively pursues certifications in emerging fields like artificial intelligence, indicating a passion for staying at the forefront of innovation within his industry.

He recently completed certifications in Large Language Models and Conversational AI.

Personality Overview

Price-Sensitive

Value Seeker

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Conversational AI
Demonstrates deep interest through recent certifications and a career centered on designing advanced contact center solutions that improve customer conversations.
Customer Experience
His roles consistently involve working with clients to design roadmaps and solutions that create optimal customer experiences and drive better business outcomes.
Large Language Models
He is actively upskilling in this area, recently finishing courses on both the fundamentals of LLMs and their vulnerabilities.

Media Appearances

Zach has no verified media appearances

Work History

10-2025
Portfolio Sales Specialist - Contact Center and Customer Care at Perficient
1-2021 - 10-2025
Senior Enterprise Solution Consultant at Five9
5-2020 - 1-2021
Director Contact Center Solutions - East at VOX Network Solutions
4-2019 - 3-2020
Solutions Consultant at Interactions LLC
9-2012 - 3-2019
Contact Center Pre-Sales Specialist at Carousel Industries

Education

Bachelor of Arts - BA from Boston College
Master of Business Administration - MBA from Gies College of Business - University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 17 Location : Fort Myers, Florida, United States Job Level : Junior Designation : Portfolio Sales Specialist - Contact Center and Customer Care at Perficient
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Insights For Selling To Zach

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zach 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 Zach

  • 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 Zach move?

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

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Zach

Personality Compatibility


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