Kelvin Castro, CRCM, CAMS

Questioner
DISC Type : c

Compliance Officer at Cardless

San Francisco, California, United States

Overview

Kelvin has no verified overview

Personality Overview

Not Easily Convinced

Cautious & Analytical

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They are more likely than others to negotiate on pricing and terms. They prefer to analyze every situation thoroughly.


Topics They Care About

Kelvin has no verified topics they care about

Media Appearances

Kelvin has no verified media appearances

Work History

5-2025
Compliance Officer at Cardless
7-2024 - 4-2025
Senior Compliance Manager at Pomelo
7-2023 - 7-2024
Compliance Manager at Pomelo
7-2022 - 2023
Senior Compliance Manager at Earnin
10-2020 - 6-2022
Compliance Program Manager at Earnin

Education

2008 - 2012
Bachelor of Arts - BA from Williams College
1-2011 - 6-2011
Education details unavailable from The University of Edinburgh

More Information

Social Presence :

Prographics :

Exp : 11 Location : San Francisco, California, United States Job Level : N/A Designation : Compliance Officer at Cardless
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Insights For Selling To Kelvin

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelvin 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 Kelvin

  • 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 Kelvin move?

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

  • Can Kelvin take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Kelvin

Personality Compatibility


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