Julia Yunes Sarquis

Questioner
DISC Type : c

Associate Director at BTG Pactual

São Paulo, São Paulo, Brazil

Overview

Julia Yunes Sarquis is an Associate Director at BTG Pactual with a background in customer research and team leadership. A graduate of ESPM with a degree in Administration, she is certified in Net Promoter Score (NPS), highlighting her expertise in client satisfaction and quality.

She has demonstrated significant career progression entirely within BTG Pactual, recently being promoted to her current director role.

Personality Overview

Price-Sensitive

Value Seeker

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation.

Topics They Care About

Customer Research
Her background includes a role as Team Leader for Customer Research at BTG Pactual and she holds a certification in the subject.
Client Satisfaction
Holds a certification in Net Promoter Score (NPS), indicating a professional focus on mapping and improving consumer satisfaction.
Team Leadership
Progressed from a team leader position to an Associate Director role, showcasing her leadership growth within a single company.

Media Appearances

Julia has no verified media appearances

Work History

12-2022
Associate Director at BTG Pactual
12-2021 - 12-2022
Team Leader Customer Research - BTG Pactual at BTG Pactual
1-2021 - 12-2021
B2C - Quality at BTG Pactual

Education

2017 - 2020
Bacharelado em Administração from ESPM Escola Superior de Propaganda e Marketing

More Information

Social Presence :

Prographics :

Exp : 4 Location : São Paulo, São Paulo, Brazil Job Level : Mid-senior Designation : Associate Director at BTG Pactual
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Insights For Selling To Julia

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julia is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Julia

  • 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 Julia move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Julia take some risk or not?

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

You And Julia

Personality Compatibility


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