Hector Villafana

Judge
DISC Type : Dc

VP, CRM at Redwood Investment Management, LLC

Scottsdale, Arizona, United States

Overview

Hector is the VP of CRM at Redwood Investment Management, specializing in Go-To-Market business systems, AI-enabled workflows, and scalable system implementations. A University of Arizona alumnus, he holds multiple Salesforce certifications and has a proven track record of driving business growth through technology.

Outside of his professional life, Hectors interests include sports, entertainment, finance, and technology. He is passionate about philanthropy, with a particular focus on supporting causes that benefit underserved people and animals.

He once saved 17% on a total project cost by strategically completing project items internally.

Personality Overview

Fast But Wary

Objective Thinker

Generally Skeptic

They are not focused on building rapport and relationships.  They are very proud of what they do. They like to act fast and expect others to do the same.

Topics They Care About

CRM Strategy
As VP of CRM, he has managed Service Cloud implementations, developed roadmaps, and integrated systems like Salesforce and HubSpot to drive efficiency.
Team Leadership
He reflects on experiences to unlock his team's potential and is actively involved in hiring high-impact roles to work closely with him.
Sales Operations
His work focuses on enabling sales and client service teams, implementing tools like Service Cloud Voice and optimizing operational workflows.

Media Appearances

Hector has no verified media appearances

Work History

12-2023
VP, CRM at Redwood Investment Management, LLC
11-2020 - 12-2023
CRM Manager at Redwood Investment Management, LLC
11-2019 - 10-2020
SaaS Developer at Creative Systems and Consulting
9-2018 - 9-2019
Salesforce Administrator at Cognizant
9-2018 - 1-2019
Salesforce Business Analyst at Cognizant

Education

2013 - 2018
Bachelor of Science (B.S.) from University of Arizona

More Information

Social Presence :

Prographics :

Exp : 9 Location : Scottsdale, Arizona, United States Job Level : Senior Designation : VP, CRM at Redwood Investment Management, LLC
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Insights For Selling To Hector

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Speak about competitive differentiation that your product offers
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Avoid being too verbose
  • Don’t be in a rush to invite them for a social meet and greet
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Hector is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Hector

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Hector move?

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

  • The risks don’t matter much to them.

You And Hector

Personality Compatibility


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