Jorge Pineda

Inquisitor
DISC Type : Ic

Senior Manager, GTM Finance at Trellix

United States

Overview

Jorge Pineda is a Senior Manager of GTM Finance at Trellix with 10 years of experience in the SaaS industry. A graduate of UC Irvine, he specializes in FP&A, strategic planning, and sales finance, with a strong ability to build business partnerships and establish credibility quickly across organizations.

He has extensive hands-on experience with a wide array of finance and sales software, including Workday, Anaplan, NetSuite, Salesforce, and Clari.

Personality Overview

Value Driven

Assertive

Example Seeker

They are generally good communicators and can be hard to convince.  They often ask many questions and rely heavily on information and documentation. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

GTM Finance
His current role is Senior Manager, GTM Finance, and he has a background in supporting go-to-market and sales organizations at companies like Trellix and Sophos.
SaaS Financial Strategy
With a decade in the SaaS industry, he focuses on P&L management, revenue forecasting, and strategic financial modeling to accelerate long-term growth.
Renewals & Retention
He has direct experience building bottoms-up renewal plans and analyzing key metrics like ARR and Gross/Net Retention to support customer success.

Media Appearances

Jorge has no verified media appearances

Work History

11-2025
Senior Manager, GTM Finance at Trellix
12-2024 - 11-2025
Senior Manager, Sales Finance & Analysis at Sophos
12-2021 - 11-2024
Finance Manager, FP&A at Imperva
7-2019 - 12-2021
Senior Financial Analyst at Paciolan
1-2018 - 6-2019
Financial Analyst at Paciolan

Education

Bachelor of Arts - BA from UC Irvine

More Information

Social Presence :

Prographics :

Exp : 9 Location : United States Job Level : Middle Designation : Senior Manager, GTM Finance at Trellix
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Insights For Selling To Jorge

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Help them understand the risk aspect fully while inspiring confidence
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jorge is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jorge

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Jorge move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Jorge take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Jorge

Personality Compatibility


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