Simon M.

Trailblazer
DISC Type : DI

Head of CX Solutions at Plata Card

Mexico City, Mexico

Overview

Simon is a customer-centric Director of Customer Experience with over eight years of experience, currently leading CX Solutions at Plata Card. He specializes in data-driven strategies and operational management to proactively solve customer problems. Colleagues describe him as having a good and optimistic approach to new challenges.

Driven by a passion for helping others, Simon feels most energized when he is hands-on and collaborating with teams to find solutions. This personal motivation aligns with his professional goal of making a significant impact on financial inclusion for consumers across Mexico.

He is the recipient of the "Values Star Award" for his exceptional ability to adapt to and influence change in a fast-paced environment.

Personality Overview

Friendly But Fast

Charismatic

Assertive

They respond better to a combination of speed and relationship.  They are charming and have the ability to align others behind their decisions. They do not mind taking risks and can make hard decisions, if necessary.

Topics They Care About

Proactive CX
His motto is "Preventing problems is the best Customer Experience, " focusing on proactively solving issues before they impact the customer.
Financial Inclusion
He is passionate about his mission at Plata Card to become the go-to financial relationship for Mexican consumers and make a meaningful difference.
Operational Excellence
Focuses on scaling teams and driving efficiency through process automation and insightful data dashboards at companies like Plata Card and Shopee.

Media Appearances

Simon has no verified media appearances

Work History

11-2024
Head of CX Solutions at Plata Card
11-2023
Head of Customer Service at Plata Card
3-2023 - 11-2023
Head of Customer Success at NAMES WORLD
10-2021 - 11-2022
Head of Customer Service, Listings & Content - MX at Shopee
10-2017 - 10-2021
Sr. Manager Quality, Insights and Analytics / Customer Experience at TeleTech

Education

Education details unavailable from Universidad Valle Del Bravo

More Information

Social Presence :

Prographics :

Exp : 12 Location : Mexico City, Mexico Job Level : Mid-senior Designation : Head of CX Solutions at Plata Card
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Insights For Selling To Simon

During A Call Or A Meeting

DO's

  • Help them visualize the impact of their decision
  • Display high self-confidence and expect them to have a strong personality.
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don't make any commitments that you might not be able to fulfill
  • Avoid unnecessary negativity or slowness
  • Don’t hesitate from asking them how they truly feel about your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Simon is

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

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Simon move?

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

  • They can take risks if necessary.

You And Simon

Personality Compatibility


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