Trevor Baker
Mendon,NY
Summary
Results-Oriented Revenue Operations and Sales Professional with experience in CRM administration, marketing automation, and 401(k) Financial Services. Skilled in Salesforce, HubSpot, and Apollo, with a track record of building scalable workflows, data-driven automations, and cross-functional solutions. Combines strong analytical thinking with clear communication to deliver exceptional results in fast-paced, growth-oriented environments.
Overview
7
7
years of professional experience
Work History
Revenue Operations Analyst
Skydog Ops
01.2026 - 03.2026
- Supported revenue operations for a Salesforce and HubSpot consulting firm serving high growth B2B clients, leveraging Salesforce, HubSpot, Apollo, and Excel to streamline workflows and improve sales team efficiency.
- Built a branded automated email notification in Salesforce that triggered when a new sale was finalized, delivering a custom notification to the sale owner and finance team with direct links to the account and opportunity records, a dynamically generated product table showing revenue per line item and total deal value, and the closed date all styled to match company branding.
- Designed and implemented a multi-language email nurture workflow in HubSpot, including logic to route contacts between workflows based on language preference and email sequence position.
- Utilized Apollo for prospecting, sequencing and data enrichment to support pipeline building efforts across client accounts.
- Leveraged ChatGPT for prompt driven development using AI to assist in building automations, troubleshooting workflow logic, and accelerating delivery of CRM solutions for clients.
- Collaborated cross functionally with sales and client success teams to identify automation opportunities and translate business requirements into scalable CRM solutions.
Account Specialist - Retirement 401(k) Services
Paychex Inc
Rochester, NY
04.2025 - 12.2025
- High performing sales specialist responsible for driving revenue growth within the Human Resource Services division by successfully selling 401(k) and retirement plan solutions to new small-to-midsize business clients. Expert in consultative sales, financial advisor channel management, and leveraging CRM (Salesforce/HRIS) for pipeline management.
- Developed and maintained strong client relationships to drive customer satisfaction and retention.
- Collaborated cross-functionally with Sales, Branch, and Service teams to ensure seamless client onboarding and long-term service delivery.
- Served as a mentor and coach to new associates on systems, sales protocols, and successful client meeting strategies.
- Managed all aspects of the sales cycle—from initial contact to contract negotiation—using Salesforce/HRIS for precise pipeline management.
- Negotiated contract terms and pricing structures to maximize profitability while meeting client expectations.
- Conducted product presentations and demonstrations to effectively communicate value propositions.
Advisor I
Delta Sonic
Amherst, NY
12.2024 - 04.2025
- Delivered exceptional customer service by assisting customers in selecting appropriate car wash packages and membership plans.
- Consistently met and exceeded sales targets through effective communication and upselling techniques.
- Resolved customer concerns promptly, ensuring high levels of satisfaction and loyalty.
- Maintained a thorough knowledge of products, promotions, and services to provide accurate and persuasive recommendations.
- Conducted point-of-sale transactions with speed and accuracy, minimizing wait times and enhancing customer experiences.
Advanced Delta Technician
Delta Sonic
Amherst, NY
07.2024 - 12.2024
- Performed troubleshooting and diagnosis on malfunctioning equipment.
- Increased customer satisfaction with prompt and knowledgeable support for various technical issues.
- Collaborated with team members to optimize workflow and enhance service delivery efficiency.
Customer Service Teammate
Go Car Wash
Victor, NY
12.2018 - 08.2022
- Increased customer retention through attentive service and proactive issue resolution.
- Resolved customer inquiries promptly, utilizing product knowledge to enhance service quality and efficiency.
Education
Business Administration - Marketing and Sales Concentration
University at Buffalo
Buffalo, NY12-2024
Bachelor of Science - Business
St. Bonaventure University
Saint Bonaventure, NY01-2022
Skills
- Salesforce HubSpot Apollo
- AI-Assisted Workflow Development
- Prompt Engineering (ChatGPT)
- Microsoft Office Suite
- Communication
- Critical Thinking
- Data analysis
- Sales / Upselling
- Problem-Solving
- Teamwork
- Time Management
- Customer Focus
Timeline
Revenue Operations Analyst
Skydog Ops
01.2026 - 03.2026
Account Specialist - Retirement 401(k) Services
Paychex Inc
04.2025 - 12.2025
Advisor I
Delta Sonic
12.2024 - 04.2025
Advanced Delta Technician
Delta Sonic
07.2024 - 12.2024
Customer Service Teammate
Go Car Wash
12.2018 - 08.2022
Business Administration - Marketing and Sales Concentration
University at Buffalo
Bachelor of Science - Business
St. Bonaventure University