Juan Trejo

Juan Trejo Email and Phone Number

Sales and Client Operations Manager @ Climate Impact Partners
Washington, DC, US
Juan Trejo's Location
Washington, District of Columbia, United States, United States
Juan Trejo's Contact Details

Juan Trejo personal email

Juan Trejo phone numbers

About Juan Trejo

I am an experienced Sales Operations Analyst with 5+ years of experience working in SaaS companies. The fast paced environment really helped me in honing my craft! Being able to work at a company where I'm able to learn about different teams pain points provides me the opportunity to showcase my problem solving skills using Salesforce and Excel/Google Sheets. For example being able to pinpoint areas in the sales cycle and how to minimize the about of touch points the company has internally in order to get a faster Closed Won.If you catch me outside of work, I would probably be doing a DIY project (built my own fence - it took longer than expected) and enjoy rides around DC. I also like meeting new people over a cup of coffee or walk in DC. Feel free to reach out at j.ktrejo.jt@gmail.com or message me on LinkedIn as well.

Juan Trejo's Current Company Details
Climate Impact Partners

Climate Impact Partners

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Sales and Client Operations Manager
Washington, DC, US
Juan Trejo Work Experience Details
  • Climate Impact Partners
    Sales And Client Operations Manager
    Climate Impact Partners
    Washington, Dc, Us
  • Climate Impact Partners
    Sales And Client Operations Manager
    Climate Impact Partners Aug 2023 - Present
    London, England, Gb
  • Carto
    Senior Sales Operations Analyst
    Carto Apr 2022 - Dec 2022
    New York, New York, Us
    -Designed and managed Troops.ai signals through Slack that ensured the Sales, Marketing, Finance, Legal and Solution Engineering Teams had real-time notifications on their prospects – led to 50% reduction in the requests solution time.-Resolved EMEA and US Deal Desk’s 50+ weekly outstanding issues, such as Terms & Condition edit requests by the client, and ultimately verifying closed won deals met Finance and Legal standards and initial closed date timeline.-Manipulated SFDC data to calculate complex fields not accessible on Salesforce by exporting to Google Sheets/Excel and using vlookups, ifs, sumifs and index match to complete projects for Salesforce Admin Team.-Created and edited new fields in our Sandbox environment on our standard/ custom objects in order to fullfill executive/manager requests.
  • Onetrust
    Sales Operations Analyst
    Onetrust Jan 2020 - Apr 2022
    Atlanta, Georgia, Us
    -Created and managed weekly, monthly and quarterly KPI dashboards for Americas, APAC, EMEA and ANZ regions.-Performed data integrity checks on Salesforce data to optimize Sales Representative readiness before contacting clients. This includes running vlookups on historical data to find any missing fields on the contact.-Manipulated merger and accusation files to align values in primary SFDC and then imported data into Salesforce via dataloader/datawizard.-Collaborated with the Sales Admin team to update: auto-assignment rules, permission sets, user portals, and new fields within different objects.
  • Alight Solutions
    Client Specialist Ii
    Alight Solutions Nov 2018 - Jan 2020
    Chicago, Il, Us
    -Created complex formulas in Excel that improced end of year payroll verification 40% which in turn gave more time to verify results with SOC2 reporting.-Trained colleague on how to create dashboards using the Cognos Software and issues that would arise when they were getting errors on their Excel formulas.-Advised manager on the best course of action for any issues that our clients were facing as I was the subject matter expert for a couple Fortune 500 companies when it came to their 401k/pension plans.
  • Uber
    Ubereats Operations Analyst
    Uber Apr 2018 - Nov 2018
    San Francisco, California, Us
    -Created a new system, using Excel, to assign out 1,000’s of leads to 25 SDRs that went along with their territory on a bi-weekly bases. -Managed accounts in the South East for 25+ SDRs by creating, updating, and maintaining Salesforce profiles. -Developed a key dashboards that helped optimize lead touch points and gained insights as to how effective the team was utilizing their leads, opportunities and accounts.-Trained new UberEATS employees in Latin American team on the Salesforce, UberEATS platform, and other technical tools needed to be effective within UberEATS.
  • Delta Air Lines
    Ticketing Agent
    Delta Air Lines May 2013 - May 2018
    Atlanta, Georgia, Us
    Customer Service Representative
  • Focusvision
    Adobe Connect Operator
    Focusvision Sep 2016 - Mar 2018
    New York, Ny, Us
  • Georgia State University
    Media Coordinator At Latino Student Services And Outreach
    Georgia State University Jan 2012 - May 2016
    Atlanta, Ga, Us
    Social Media Coordinator
  • Adidas Group
    Retail Associate
    Adidas Group Nov 2013 - May 2015
    Herzogenaurach, Bavaria, De
  • Metropcs
    Sales Associate
    Metropcs Sep 2012 - Mar 2013
    Bellevue, Washington, Us

Juan Trejo Skills

Microsoft Excel Event Planning Customer Service Powerpoint Team Building Microsoft Office Public Speaking Sales Social Networking Microsoft Word Time Management Leadership Teamwork Marketing Research Community Outreach Social Media Marketing Management Training Fundraising Strategic Planning Marketing Strategy Spanish Retail Social Media Outlook Recruiting Tableau Access Weka

Juan Trejo Education Details

  • Georgia State University
    Georgia State University
    General

Frequently Asked Questions about Juan Trejo

What company does Juan Trejo work for?

Juan Trejo works for Climate Impact Partners

What is Juan Trejo's role at the current company?

Juan Trejo's current role is Sales and Client Operations Manager.

What is Juan Trejo's email address?

Juan Trejo's email address is jt****@****ust.com

What is Juan Trejo's direct phone number?

Juan Trejo's direct phone number is +140438*****

What schools did Juan Trejo attend?

Juan Trejo attended Georgia State University.

What skills is Juan Trejo known for?

Juan Trejo has skills like Microsoft Excel, Event Planning, Customer Service, Powerpoint, Team Building, Microsoft Office, Public Speaking, Sales, Social Networking, Microsoft Word, Time Management, Leadership.

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