Jorge Rodriguez Posada

Researcher
DISC Type : Cs

Executive Director, Enterprise Customer Experience at Wells Fargo

New York, New York, United States

Overview

Jorge has no verified overview

Personality Overview

Detail Oriented

Process Focused

Perfectionist

They are always well-planned and adopt a systematic approach.  They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Jorge has no verified topics they care about

Media Appearances

Jorge has no verified media appearances

Work History

9-2024
Executive Director, Enterprise Customer Experience at Wells Fargo
7-2022 - 6-2024
Director, Head of Client Experience Transformation, US Retail Bank at Citi
6-2021 - 6-2022
VP, Operations Transformation at Wells Fargo
5-2019 - 12-2020
AVP, Business Strategy and Innovation at L Brands
5-2017 - 4-2019
AVP, Analytics and Customer Insights at L Brands

Education

MBA from Cornell Johnson Graduate School of Management
Bachelor of Science - BS from Universidad de Los Andes

More Information

Social Presence :

Prographics :

Exp : 22 Location : New York, New York, United States Job Level : Senior Designation : Executive Director, Enterprise Customer Experience at Wells Fargo
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Insights For Selling To Jorge

During A Call Or A Meeting

DO's

  • Actively address their concerns around change, risk, and acceptance by users
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid emotional and informal language, stay objective and to the point instead
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jorge is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Jorge

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jorge move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Jorge take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Jorge

Personality Compatibility


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