Josh Taylor, M.S.

Examiner
DISC Type : cs

Real Estate and Investment Management

United States

Overview

Josh is a Senior Customer Success Account Manager with over 12 years of experience supporting Fortune 500 clients at Microsoft. A top performer with notable achievements, including exceeding revenue targets by over 30%, he is a U. S. Air Force veteran specializing in cybersecurity and holds a Masters in Technology Commercialization.

Outside of his primary role, Josh is an active real estate investor, managing a portfolio of residential properties and acquisitions. He is also a recognized mentor, having received an award for his dedication to coaching peers and improving team performance through his guidance.

Unique fact: During his time in the Air Force, Josh served as both a Cyber Security Specialist and an Aircraft Armament Systems Technician.

Personality Overview

Late Adopter

Unexpressive

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

Customer Success
Serves as a trusted advisor for Fortune 500 customers, guiding them from strategy and roadmap planning through implementation to drive high satisfaction and adoption.
Digital Transformation
Specializes in helping large enterprise customers navigate their digital transformation journey, owning the customer experience for new product implementations and migrations.
Cyber Security
A U. S. Air Force veteran who specialized in protecting client systems and networks. Holds a Microsoft certification in Security, Compliance, and Identity Fundamentals.

Media Appearances

Josh has no verified media appearances

Work History

6-2020
Real Estate and Investment Management
7-2013 - 9-2025
Senior Program Manager (Customer Success) at Microsoft
5-2004 - 6-2013
Cyber Security Specialist and Aircraft Armament Systems Technician at United States Air Force

Education

5-2015 - 5-2016
Masters of Science in Technology Commercialization from Texas McCombs School of Business
8-2012 - 5-2013
Masters of Science from Louisiana State University

More Information

Social Presence :

Prographics :

Exp : 21 Location : United States Job Level : N/A Designation : Real Estate and Investment Management
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Insights For Selling To Josh

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Josh is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Josh

  • 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 Josh move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Josh take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Josh

Personality Compatibility


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