Zoe Zaiss

Questioner
DISC Type : c

Chief of Staff to CEO & VP of Strategic Operations at WorkBoard

Chicago, Illinois, United States

Overview

Zoe Zaiss serves as the Chief of Staff to the CEO and VP of Strategic Operations at WorkBoard. An OKR Certified Coach with an MBA from Kellogg, she focuses on helping executive teams build digital operating rhythms to drive strategy execution and accelerate results.

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 fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Strategy Execution
Core to her role and a frequent topic in her professional discussions, focusing on helping organizations align for results.
AI for Business
Actively posts about the application of AI agents in strategic operations and the competitive advantage gained from platforms like WorkBoardAI.
OKR Methodology
As an OKR Certified Coach, she has deep expertise in implementing this framework to help leadership teams achieve their goals.

Media Appearances

Zoe has no verified media appearances

Work History

1-2024
Chief of Staff to CEO & VP of Strategic Operations at WorkBoard
6-2023 - 1-2024
Director and EMEA Lead, Strategic Services at WorkBoard
9-2022 - 6-2023
Senior Manager, Strategic Services at WorkBoard
1-2020 - 8-2021
Finance and Process Manager at Fooda
3-2019
Senior Financial Analyst at Fooda

Education

2020 - 2022
Master of Business Administration - MBA from Northwestern University - Kellogg School of Management
Bachelor of Business Administration (BBA) from University of Michigan - Stephen M. Ross School of Business

More Information

Social Presence :

Prographics :

Exp : 9 Location : Chicago, Illinois, United States Job Level : Leadership Designation : Chief of Staff to CEO & VP of Strategic Operations at WorkBoard
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Insights For Selling To Zoe

During A Call Or A Meeting

DO's

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

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 Zoe 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 Zoe

  • 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 Zoe move?

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

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

You And Zoe

Personality Compatibility


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