Janine Moreno

Evaluator
DISC Type : cds

CXO Advisory Program Director at Dialpad

United States

Overview

Janine Moreno is a Technology, Operations, and Communications Executive with over 25 years of experience in the financial services industry, currently serving as a CIO Advisor at Zoom. She specializes in business transformation, technology adoption, and strategic program development. She is a graduate of Mercy University.

She has a strong passion for developing junior talent through mentorship and various training programs. Recognized as a team builder with high emotional intelligence, she is dedicated to helping others bring their authentic selves to work and fostering their professional growth.

She publicly championed her team at Zoom for the OnConferences 2023 TOP 100 TECHNOLOGY TEAM AWARD.

Personality Overview

Quality Focused

Hard To Convince

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Talent Development
Demonstrates a strong passion for developing junior talent through mentorship, training programs, and forums to attract and retain high-performing individuals.
Operational Transformation
Experienced in designing and managing programs to support large-scale operational change and process automation within the financial services industry.
Technology Adoption
Focuses on ensuring businesses are trained in new tools and technologies, having previously managed teams responsible for technology training and communications.

Media Appearances

Janine has no verified media appearances

Work History

1-2026
CXO Advisory Program Director at Dialpad
10-2021 - 12-2025
CIO Advisor / Global Program Manager at Zoom
9-2019 - 11-2020
Global Head of Outreach & Engagement - AWM Ops Change Mobilization at J.P. Morgan Wealth Management
8-2015 - 9-2019
Global Head of AWM Technology Training, Awareness & Innovation NOW at J.P. Morgan Wealth Management
9-2010 - 8-2015
Head of Business Management Office – AM Infrastructure Application Services at J.P. Morgan Wealth Management

Education

Education details unavailable from J.P. Morgan Technology Executive Leadership Program (TELP)
Senior Management & Credit Training Program from Citicorp Institute of Global Finance

More Information

Social Presence :

Prographics :

Exp : 17 Location : United States Job Level : Mid-senior Designation : CXO Advisory Program Director at Dialpad
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Insights For Selling To Janine

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Janine is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Janine

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Janine move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Janine take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Janine

Personality Compatibility


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