Adam Menegoli

Critic
DISC Type : C

IT Business Systems Analyst at Seguros Unimed

São Paulo, São Paulo, Brazil

Overview

Adam Menegoli is an IT Business Systems Analyst at Seguros Unimed with 15 years of experience in finance and process automation. He specializes in SAP FI and financial ERP systems, holding a Bachelors degree from Centro Universitário FAM and a certification in Tax Management.

He shows a strong interest in emerging financial technologies, actively discussing topics like Blockchain and the practical application of modern payment systems like PIX. His interests also include major technology firms like IBM and GE, alongside the health sector.

He is actively exploring the integration of Brazils instant payment system, PIX, into traditional corporate banking file formats.

Personality Overview

Negotiator

Critic

ROI Driven

They prefer to do logical analysis and value evidence over emotions.  It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

Financial Process Automation
Has 15 years of experience optimizing financial routines, from accounts payable/receivable to implementing ERP systems, with a focus on automation and efficiency.
Emerging FinTech
Actively discusses and inquires about modern financial technologies, including Blockchain applications in finance and the implementation of PIX payment systems.
SAP FI Solutions
Identifies as an SAP FI Consultant and completed the SAP Executive Academy, signaling deep expertise in SAP's financial and accounting modules.

Media Appearances

Adam has no verified media appearances

Work History

12-2020
IT Business Systems Analyst at Seguros Unimed
8-2014 - 12-2020
IT Business Systems Analyst at Seguros Unimed
12-2011 - 7-2014
Treasury Analyst at Seguros Unimed
9-2006 - 6-2008
Operations Supervisor at ABN AMRO Bank N.V.
3-2004 - 1-2005
Junior Treasury Assistant at Unimed

Education

2004 - 2008
Bacharelado from Centro Universitário FAM

More Information

Social Presence :

Prographics :

Exp : 16 Location : São Paulo, São Paulo, Brazil Job Level : Mid-senior Designation : IT Business Systems Analyst at Seguros Unimed
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Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Adam

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Adam move?

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

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

You And Adam

Personality Compatibility


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