Caio Carvalho

Activist
DISC Type : Cd

Analista de Qualidade e Customer Experience (CX) at Grupo HDI

São Paulo, São Paulo, Brazil

Overview

Caio Carvalho is a Customer Experience specialist with 20 years of experience, primarily in the insurance sector. Currently an Analyst at Grupo HDI, he focuses on quality, process improvement, and NPS management. Colleagues describe him as an active listener and a problem-solving expert with a strong vision for CX.

His background includes a degree in Physical Education, which provides a unique foundation for his people-centric approach to leadership and customer relations. This likely informs his disciplined and empathetic strategies in his corporate roles.

Unique fact: He is a two-time award winner for customer service excellence from Consumidor Moderno.

Personality Overview

Perfectionist

Value Conscious

Meticulous

They care equally about the product and its potential impact.  They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Customer Satisfaction
His entire career is focused on enhancing the customer journey, managing NPS, and ensuring service excellence to boost satisfaction and loyalty.
Process Improvement
He consistently works on analyzing workflows, identifying operational gaps, and implementing improvements to optimize the customer experience.
Leadership Development
He has completed multiple courses in leadership and people management, reflecting a strong interest in team development and effective coordination.

Media Appearances

Caio has no verified media appearances

Work History

9-2024
Analista de Qualidade e Customer Experience (CX) at Grupo HDI
12-2023 - 9-2024
Analista em Gestão de Prestadores e Customer Experience (CX) at Grupo HDI
7-2018 - 12-2023
Analista Gestão de Prestadores at Liberty Seguros Brasil
6-2016 - 7-2018
Operador de Sinistros at Liberty Seguros Brasil
4-2014 - 7-2015
Coordenador de Operações at Europ Assistance Brasil

Education

2005 - 2008
Licenciatura em Educação Física from E-ATT

More Information

Social Presence :

Prographics :

Exp : 17 Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Analista de Qualidade e Customer Experience (CX) at Grupo HDI
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Insights For Selling To Caio

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Refer to testimonials from others in similar positions

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid long winding pitches, stay objective
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caio is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Caio

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Caio move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Caio take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Caio

Personality Compatibility


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