José Soares

Questioner
DISC Type : c

Managing Director & Head of M&A at Omnibees

Greater Faro Area, Portugal

Overview

José has no verified overview

Personality Overview

Cautious & Analytical

Value Seeker

Not Easily Convinced

It is quite likely of them to ask for pricing or other concessions.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

José has no verified topics they care about

Media Appearances

José has no verified media appearances

Work History

2-2023
Managing Director & Head of M&A at Omnibees
7-2020
Head Of Finance at Omnibees
2-2017 - 7-2020
Chief Compliance Officer - CCO @ Brazil at VOQIN'
1-2015 - 2-2017
M&A Manager at PwC Brasil
7-2014 - 12-2014
M&A Manager at PwC Brasil

Education

2019 - 2019
Executive education course from Insper Instituto de Ensino e Pesquisa
2007 - 2008
Erasmus from Academia de Studii Economice din București

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Faro Area, Portugal Job Level : Mid-senior Designation : Managing Director & Head of M&A at Omnibees
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Insights For Selling To José

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with José is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from José

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will José move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can José take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And José

Personality Compatibility


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