Daniel Neves

Judge
DISC Type : Dc

Coordenador CRM at Jeitto

São Paulo, São Paulo, Brazil

Overview

Daniel Neves is a CRM Coordinator at Jeitto with over 7 years of experience building customer journeys using Salesforce Marketing Cloud. He specializes in structuring CRM departments to meet business goals and holds a postgraduate degree in Marketing. Colleagues describe him as communicative, creative, and detail-oriented.

His team at Jeitto was one of only eight in Latin America chosen by Salesforce and Meta to pilot an exclusive new WhatsApp "Copy PIX" feature.

Personality Overview

Objective Thinker

Demanding

Quality Focused

They are very proud of what they do.  They respond well to strong and respectful communication. More than the product, they care about the effectiveness of the product.

Topics They Care About

Customer Journey Automation
Has over seven years of experience building and automating multi-channel journeys using Salesforce Marketing Cloud to enhance customer engagement and company profitability.
WhatsApp Marketing
His team is actively piloting new WhatsApp functionalities in partnership with Meta, demonstrating a clear focus on leveraging the channel for innovative customer communication.
CRM Department Strategy
He has been responsible for structuring the entire CRM area, including platform, team, and strategy, at multiple fintech companies like Jeitto and Inter Pag.

Media Appearances

Daniel has no verified media appearances

Work History

9-2024
Coordenador CRM at Jeitto
1-2023 - 8-2024
Coordenador CRM at Inter Pag
12-2020 - 1-2023
CRM Senior Analyst at Banco PAN
9-2017 - 12-2020
Analista de CRM Senior at Sem Parar
9-2016 - 9-2017
Analista de CRM e Mídias Sociais Pleno at Sem Parar

Education

2012 - 2014
Pós Graduação em Marketing de Serviços from FAAP - Fundação Armando Alvares Penteado
2005 - 2008
Comunicação Social from Centro Universitário FAM

More Information

Social Presence :

Prographics :

Exp : N/A Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Coordenador CRM at Jeitto
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Refer to testimonials from well-known industry leaders
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Daniel

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They can take decisions very fast if you manage to convince them.
  • Can Daniel take some risk or not?

  • The risks don’t matter much to them.

You And Daniel

Personality Compatibility


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