Joshua Levesque

Questioner
DISC Type : c

Senior Client Implementations Business Anaylst at Paymentus

Bristol, Connecticut, United States

Overview

Joshua is a senior business analyst specializing in client implementations for financial institutions. With a history of managing large-scale data conversions and onboarding projects, he successfully led the rollout of an automated data converter as a SCRUM master, improving speed and efficiency.

Beyond his work in the fintech space, Joshua has a notable interest in aeronautics and scientific discovery, demonstrated by his following of organizations like the National Aeronautics and Space Administration (NASA).

He once facilitated the mass on-boarding of 114 financial institutions onto a new bill pay platform in just six months.

Personality Overview

Cautious & Analytical

Price-Sensitive

Not Easily Convinced

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. They prefer to fully evaluate every situation.

Topics They Care About

Fintech Implementation
Managed the bill pay data conversion process for over 75 financial institutions and has a consistent history of successful client onboarding in the payments industry.
Process Automation
Served as the SCRUM master for the development and rollout of an automated client data converter, showing a focus on increasing efficiency through technology.
Large-Scale Onboarding
Has direct experience managing high-volume projects, including the successful onboarding of 114 financial institutions within a tight six-month timeframe.

Media Appearances

Joshua has no verified media appearances

Work History

6-2020
Senior Client Implementations Business Anaylst at Paymentus
3-2016 - 6-2020
Client Implementation Project Manager at Payveris
6-2012 - 7-2015
Billing at Evolution1
5-2008 - 6-2012
Banking Coordinator at Evolution1
2-2006 - 5-2008
Deposit Operations Specialist II at Webster Bank

Education

Joshua has no verified education history

More Information

Social Presence :

Prographics :

Exp : 20 Location : Bristol, Connecticut, United States Job Level : N/A Designation : Senior Client Implementations Business Anaylst at Paymentus
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Insights For Selling To Joshua

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • 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 Joshua 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 Joshua

  • 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 Joshua move?

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

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Joshua

Personality Compatibility


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