Juliana Felipe

Galvanizer
DISC Type : Id

Customer Success Associate at Popmenu

Barueri, São Paulo, Brazil

Overview

Juliana Felipe is a customer success professional focused on driving client value through data-driven insights and strategic planning. With experience at companies like Popmenu and Bureau Works, she excels in managing client relationships and project execution. She holds a Bachelors degree from Estácio and is certified in Microsoft Power BI.

Colleagues describe her as highly adaptable and consistent, with a natural ability to build client trust while anticipating what needs to be done to ensure success.

Personality Overview

Self-Assured

Pragmatic

Persuader

They prefer to ensure that they are in control of the situation.  A combination of speed and relationship gets the best response from them. They are not against taking risks and can make tough decisions when required.


Topics They Care About

Client Value Realization
Her career is centered on ensuring clients achieve success and derive maximum value from the solutions they use.
Data-Driven Insights
She leverages analytics tools and her Power BI certification to identify performance trends and customer behavior insights.
Proactive Engagement
She focuses on conducting proactive client outreach to strengthen relationships, reestablish value, and increase engagement.

Media Appearances

Juliana has no verified media appearances

Work History

7-2025
Customer Success Associate at Popmenu
8-2024 - 7-2025
Customer Success Analyst at Bureau Works
1-2024 - 7-2024
Project Manager at Bureau Works
5-2019 - 5-2023
Customer Success Analyst at TCI SISTEMAS INTEGRADOS

Education

6-2023 - 7-2023
Course from VGC International College
2019 - 2022
Bachelor’s Degree from Estácio

More Information

Social Presence :

Prographics :

Exp : 6 Location : Barueri, São Paulo, Brazil Job Level : N/A Designation : Customer Success Associate at Popmenu
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Insights For Selling To Juliana

During A Call Or A Meeting

DO's

  • You might need to keep the conversation on track, they tend to slide off-topic
  • Take a friendly, informal yet confident approach while pitching
  • Help them weigh the risks by sharing how others made similar decisions

DONT's

  • Don’t rely too much on what they promise, make your own deductions
  • Don’t make promises that are hard to keep
  • Don’t be excessively objective, focus on building a story first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juliana is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Juliana

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Juliana move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Juliana take some risk or not?

  • If necessary, they will be ready to take risks.

You And Juliana

Personality Compatibility


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