Joe Testa

Initiator
DISC Type : Di

Chief Experience Officer (CXO) at OpenMethods

Greater Pittsburgh Region, United States

Overview

As the Chief Experience Officer at OpenMethods, Joe leverages over 20 years of expertise in customer experience and operational excellence. A West Virginia University alumnus and a certified Lean Six Sigma Green Belt, he is recognized by peers as a forward-thinking, strategic-minded leader and a functional expert in his field.

Joe is deeply passionate about the world of customer service, viewing it as a core driver for business change and success. He follows industry leaders like Oracle and Target to stay informed on market trends and innovations.

He is a recipient of Oracles top "Excellence in Contact Center" award, as voted on by industry peers.

Personality Overview

Risk-Accepting

Friendly Challenger

Conviction Driven

They respond well to objective pitches but also attach some value to relationships.  They usually prefer to drive the conversation. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Iconic Customer Experience
His professional focus and recent social media activity highlight a vision for creating truly memorable and effective customer interactions, which he calls "Iconic CX".
Contact Center Automation
He frequently posts about the critical role of workflow automation and AI integration in enhancing contact center efficiency and accuracy.
Strategic Team Building
His profile emphasizes a strong record of building entire departments from scratch, including organizational design, recruitment, and professional development.

Media Appearances

Joe has no verified media appearances

Work History

11-2017
Chief Experience Officer (CXO) at OpenMethods
12-2015 - 4-2018
Executive Committee Member (Customer Advisory Board) at Oracle
7-2009 - 11-2017
Vice President, Omnichannel Customer Care at Academy Sports + Outdoors
8-2006 - 7-2009
Senior Director, Customer Care (Direct to Consumer) at GSI Commerce
8-2006 - 9-2007
Director, Contact Center Operations at Accretive Commerce

Education

Regents B.A. from West Virginia University
Education details unavailable from Morgantown High School

More Information

Social Presence :

Prographics :

Exp : 35 Location : Greater Pittsburgh Region, United States Job Level : Leadership Designation : Chief Experience Officer (CXO) at OpenMethods
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Insights For Selling To Joe

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Acknowledge their status and position during the conversation
  • Focus on the big picture and the strategic value of your product

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joe is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Joe

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Joe move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Joe take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Joe

Personality Compatibility


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