Trevin O. in

Trevin O.

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Director, CX at ClickUp
📍 San Diego, California, United States

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.

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Experience
7 Years
Current Role
Director, CX
Job Level
Mid-senior
Location
San Diego, California, United States
Personality Overview

How Trevin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Trevin cares 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).
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Career

Work history

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

Media appearances

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Education
2014 - 2018
Bachelor's degree
San Diego State University
2017 - 2017
International Economics
Universitat Autònoma de Barcelona
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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