Rick Jones

Trailblazer
DISC Type : DI

CX Architect at Waterfield Tech

Greater Cleveland, United States

Overview

Rick is an experienced CX Architect at Waterfield Tech, specializing in CCaaS and AI-based self-service solutions. He focuses on understanding customer needs to drive strategic transformation across the entire customer journey. Colleagues describe him as a passionate, strategic, and professional team player who excels as a trusted advisor. He holds a Bachelor of Science from Franklin University.


Rick recently completed certifications in Generative AI, including "AI Productivity Hacks to Reimagine Your Workday and Career. "

Personality Overview

Friendly But Fast

Assertive

Achievement-Oriented

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.
 If they come to believe in your value proposition, they will be your champion.

Topics They Care About

Generative AI in CX
He recently earned certifications in Generative AI and actively promotes Waterfield's xGPT framework for voice and digital self-service solutions.
CX Transformation
His expertise lies in architecting solutions that combine technology and services to improve both agent and customer experiences, moving from legacy systems.
AI Self-Service
He is focused on helping organizations transition to an "AI-first front door" for customer service to drive more efficient self-service interactions.

Media Appearances

Rick has no verified media appearances

Work History

4-2022
CX Architect at Waterfield Tech
2-2020 - 4-2022
Solutions Consultant at Compass Solutions
12-2017 - 1-2020
VP of Sales, NA at Axim Global
2-2017 - 7-2017
Client Sales Executive - Business Manager - Ohio at ShoreTel
5-2016 - 2-2017
Sales Director - Conversational Systems | Intelligent Virtual Assistants | Self-Service at True Image Interactive

Education

Bachelor of Science - BS from Franklin University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Greater Cleveland, United States Job Level : Middle Designation : CX Architect at Waterfield Tech
URL has been copied!

Insights For Selling To Rick

During A Call Or A Meeting

DO's

  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Help them visualize the impact of their decision
  • Address your competition clearly and confidently

DONT's

  • Don't make any commitments that you might not be able to fulfill
  • Don’t hesitate from asking them how they truly feel about your product
  • Don’t force involvement of other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rick is

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

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

Insights For Deal Planning

    How fast (or slow) will Rick move?

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

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

You And Rick

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.