Roberto Balderas

Critic
DISC Type : C

Subdirector Soporte Operativo Centro de Contacto at AFIRME Grupo Financiero

Monterrey, Nuevo León, Mexico

Overview

Roberto is a Subdirector at AFIRME Grupo Financiero with over 18 years of experience administering IT systems for contact centers. He focuses on implementing technology to enhance efficiency in collections, telemarketing, and customer service. He holds a Masters degree in IT Management from Universidad Tecmilenio.

He recently earned a certification in ChatGPT, showing a keen interest in applying new AI technologies to solve business challenges.

Personality Overview

Information Seeker

Critic

Precise

It is very likely that they will negotiate pricing or other important terms.  They prefer to do logical analysis and value evidence over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

AI in Customer Service
He recently obtained a ChatGPT certification and posts about AfiBot, indicating a focus on applying AI like chatbots to improve contact center operations.
Contact Center Efficiency
His primary role involves implementing technological projects and administering applications to make collections and customer service operations more efficient.
Future Strategic Planning
He is involved in forward-looking strategy, as shown by his social media post about planning for "RETOS 2026" (2026 Challenges) at AFIRME Grupo Financiero.

Media Appearances

Roberto has no verified media appearances

Work History

10-2008
Subdirector Soporte Operativo Centro de Contacto at AFIRME Grupo Financiero
10-2008
Subdirector Centro de Contacto at AFIRME Grupo Financiero
10-2008
Gerente de Medición y Control at AFIRME Grupo Financiero
10-2008
Jefe de Sistemas Operativos de Call Center at AFIRME Grupo Financiero
10-2008
Predective Dialer Manager at Former AIG

Education

2013 - 2014
Maestría Gestión de Tecnologías de la Información from Universidad Tecmilenio
2014 - 2014
Diplomado Desarrollo de Habilidades Gerenciales from Canaco Monterrey

More Information

Social Presence :

Prographics :

Exp : 22 Location : Monterrey, Nuevo León, Mexico Job Level : Middle Designation : Subdirector Soporte Operativo Centro de Contacto at AFIRME Grupo Financiero
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Insights For Selling To Roberto

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roberto is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Roberto

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Roberto move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Roberto take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Roberto

Personality Compatibility


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