Trevin O.

Judge
DISC Type : Dc

Director, CX at ClickUp

San Diego, California, United States

Overview

Trevin is the Director of Customer Experience at ClickUp, where he focuses on maximizing net dollar retention (NDR) through AI and exceptional service. He has a background in wealth management and holds a Bachelors degree from San Diego State University. People who have worked with him describe him as a "consummate professional" and a "thought leader. "

Outside of his professional life, Trevin has an educational background in international economics from his time studying abroad in Barcelona, suggesting an interest in global cultures and travel. He is also a winner of multiple performance-based awards for his business impact and creating an optimal work environment.

Unique fact: Trevin won a performance award at ClickUp, placing him in the top 5 out of 1, 000 employees for his exceptional work ethic and business impact.

Personality Overview

Generally Skeptic

Demanding

Features Driven

They prefer to move quickly, and expect the same from others.  They respond well to strong and respectful communication. They like to stay in control of the negotiation or defining of the terms.

Topics They Care About

AI in Customer Experience
His current role and recent posts focus on using AI, like ClickUp's "Super Agents, " to enhance customer support and unlock productivity for his teams.
Driving Revenue Growth
His headline highlights maximizing Net Dollar Retention (NDR) and his experience includes launching new services that generated millions in Annual Recurring Revenue (ARR).
Professional Services
He manages a global team with a focus on professional services, customer success, and premium support, indicating a deep interest in high-value client engagement.

Media Appearances

Trevin has no verified media appearances

Work History

1-2025
Director, CX at ClickUp
8-2023 - 1-2025
Senior Manager of Support Services at ClickUp
1-2022 - 8-2023
Manager, Priority & Premium Support at ClickUp
6-2018 - 8-2020
Client Service Associate at EP Wealth Advisors
1-2018 - 6-2018
Financial Planning Intern at Donnelly Wealth Advisors, Inc

Education

2014 - 2018
Bachelor's degree from San Diego State University
2017 - 2017
International Economics from Universitat Autònoma de Barcelona

More Information

Social Presence :

Prographics :

Exp : 7 Location : San Diego, California, United States Job Level : Mid-senior Designation : Director, CX at ClickUp
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Insights For Selling To Trevin

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Speak about competitive differentiation that your product offers
  • Be respectful but crisp

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t be in a rush to invite them for a social meet and greet
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trevin is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Trevin

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Trevin move?

  • If convinced, they can reach decisions quite fast.
  • Can Trevin take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Trevin

Personality Compatibility


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