Karen Trejo

Critic
DISC Type : C

Sr. Manager de eficiencia comercial at HSBC

Mexico City Metropolitan Area

Overview

Karen Trejo is a Senior Manager of Commercial Efficiency at HSBC, recognized with the Premio Leones award for her work in the field. She holds a diploma in Advanced Customer Experience Management from Universidad Anáhuac and certifications in SQL and Excel, underscoring her data-driven approach to her role.

She is passionate about sustainability, frequently sharing insights on the intersection of finance, nature, and economics. Karen also expresses deep admiration for pioneering women in science, celebrating their role in inspiring future generations and shifting global perspectives on how the world works.

She advocates for integrating Nature Risk (nVaR) into financial models, moving beyond simple dependency metrics to account for shocks like pandemics.

Personality Overview

Information Seeker

Objective Thinker

Critic

They don’t appreciate bells and whistles unless backed by data.  They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Sustainable Finance
Actively posts about sustainable finance forums, ESG risks, and the need for investment in nature, showing a strong professional and personal interest.
Commercial Efficiency
This is her core role at HSBC and the subject of her 2016 'Premio Leones' award, signifying deep expertise in this area.
Economic Impact of Nature
Shares reports on how global GDP is dependent on natural services and the financial risks tied to biodiversity loss.

Media Appearances

Karen has no verified media appearances

Work History

8-2023
Sr. Manager de eficiencia comercial at HSBC
5-2021 - 8-2023
Sr. Manager Contact Center at Farmacias Especializadas
7-2014 - 6-2021
Gerente Eficiencial Comercial at HSBC
7-2006 - 8-2014
Supervisor del centro de contacto at HSBC

Education

2022 - 2023
Diplomado Gestión avanzada de Customer Experience from Universidad Anáhuac
1-2012 - 6-2012
Diplomado from Universidad Nacional Autónoma de México

More Information

Social Presence :

Prographics :

Exp : 19 Location : Mexico City Metropolitan Area Job Level : Middle Designation : Sr. Manager de eficiencia comercial at HSBC
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Insights For Selling To Karen

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karen is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Karen

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Karen move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Karen take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Karen

Personality Compatibility


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