J.C. Valles
About J.C. Valles
J.C. Valles is an Enterprise Account Executive at Talkdesk in the Dallas-Fort Worth Metroplex, with extensive experience in financial services and customer engagement strategies.
Enterprise Account Executive at Talkdesk
J.C. Valles is currently serving as an Enterprise Account Executive at Talkdesk in the Dallas-Fort Worth Metroplex. In this role, he has been instrumental in driving customer engagement strategies by leveraging innovative solutions such as AI, Knowledge, and Analytics & Insights. He actively participates in discussions and development strategies aimed at helping contact centers positively impact their bottom line. His efforts contributed to Talkdesk's achievement of the Gold Award at the Globee 2021 Sales and Customer Service Excellence Awards.
Experience at CoreLogic
J.C. Valles worked at CoreLogic for six years, occupying different roles. From 2017 to 2021, he served as a Senior Solutions Specialist in the United States. Prior to this role, from 2015 to 2017, he was an Account Executive in the Dallas/Fort Worth Area. His tenure at CoreLogic equipped him with in-depth knowledge and skills crucial for client relationship management and solution-oriented sales approaches.
Roles at Fidelity Investments
J.C. Valles has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments over six years. His positions included Financial Services Representative (2008-2010), Premium Services Representative (2010-2011), Investment Solutions Representative (2011), Retirement Solutions Representative (2011-2012), Portfolio Specialist (2012-2014), and Pricing Analyst at J.P. Morgan Asset Management (2014-2015). These roles, all based in Westlake, Texas, endowed him with deep expertise in portfolio management, retirement solutions, and client services.
Education and Professional Development
J.C. Valles holds a Master of Business Administration (MBA) from The University of Dallas, which he completed in one year from 2019 to 2020. Additionally, he earned a degree in Spanish & Finance from the University of North Texas, where he studied from 2001 to 2006. This strong educational background supports his adeptness in both financial services and customer engagement strategies.