Juan Carlos Orozco

Activist
DISC Type : Cd

Customer Success Guide at Salesforce

Mexico City Metropolitan Area

Overview

Juan Carlos is a Customer Success Guide at Salesforce with a background as an Innovation Analyst. He holds a Masters degree in Economics and Innovation Policies and is 5x Salesforce certified, recently completing an MIT program in No-Code AI and Machine Learning to enhance organizational decision-making.

He is a highly motivated lifelong learner, having achieved "Legend" status on Salesforces Trailhead platform. His posts emphasize the importance of perseverance and consistency in reaching goals. His past experience as a clinical psychologist suggests a deep interest in personnel development and motivation.

Before entering the tech industry, Juan Carlos worked as a clinical psychologist focusing on recruitment and staff development.

Personality Overview

Logical And Quick

Observative

Meticulous

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Salesforce Ecosystem
He is a 5x certified Customer Success Guide at Salesforce and has achieved "Legend" status on the Trailhead learning platform, showing deep engagement.
No-Code AI Solutions
Recently completed an MIT program in No-Code AI and Machine Learning, believing it is transforming how organizations design solutions and make decisions.
Process Automation
In his innovation analyst role, he focused on automating global project management using the SCRUM methodology and improving platform interfaces.

Media Appearances

Juan has no verified media appearances

Work History

2-2025
Customer Success Guide at Salesforce
11-2019 - 2-2025
Psicólogo clínico at Aleph Centro Comunitario
3-2024 - 10-2024
Asesor finanzas públicas at Congreso de la Ciudad de México.
3-2021 - 4-2024
Trading Specialist at The Funded Trader
11-2022 - 5-2023
Analista en innovación at Teralia

Education

8-2020 - 5-2022
Maestría en economía from Universidad Autónoma Metropolitana
2015 - 2019
Licenciatura from Universidad Autónoma Metropolitana

More Information

Social Presence :

Prographics :

Exp : 4 Location : Mexico City Metropolitan Area Job Level : N/A Designation : Customer Success Guide at Salesforce
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Insights For Selling To Juan Carlos

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juan Carlos is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Juan Carlos

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Juan Carlos move?

  • Their decision making speed is somewhere in the middle.
  • Can Juan Carlos take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Juan Carlos

Personality Compatibility


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