Juan Munoz, CAMS

Observer
DISC Type : ci

Compliance Manager at Zip Co

New York, New York, United States

Overview

Juan has no verified overview

Personality Overview

Value Driven

Assertive

Example Seeker

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Juan has no verified topics they care about

Media Appearances

Juan has no verified media appearances

Work History

7-2022
Compliance Manager at Zip Co
5-2021 - 7-2022
Compliance Analyst at Zip Co
8-2018 - 5-2021
Compliance Analyst at Premier Consulting Partners US
5-2016 - 4-2017
Vice President of Outreach at FIU's Student Programming Council
2-2016 - 7-2016
Director of Marketing at FIU's Summer Fest

Education

2014 - 2017
Bachelor's degree from Florida International University

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York, New York, United States Job Level : Middle Designation : Compliance Manager at Zip Co
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Insights For Selling To Juan

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Help them realize that there is no personal risk in making this decision
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juan is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Juan

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Juan move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Juan take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Juan

Personality Compatibility


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