Summary
Overview
Work History
Education
Skills
Languages
Timeline
Core Professional Strengths
PROFESSIONAL TITLE
Generic

Stephanie Velasco

Pico Rivera

Summary

Client-focused Account Executive transitioning into enterprise client support and coordination, with 8+ years of experience in SaaS, IT, cloud, and security solutions. Proven ability to manage full client lifecycles—from onboarding and training to technical troubleshooting and account management. Skilled in SQL fundamentals, CRM systems, and enterprise software support. Recognized for building trusted client relationships, delivering clear technical presentations, and ensuring client satisfaction in fast-paced environments. Fluent in English and Spanish, with strong communication and problem-solving skills tailored to healthcare and enterprise clients.

Overview

11
11
years of professional experience

Work History

Account Executive

Kaseya
Miami, Florida
07.2023 - Current
  • Provided consultative support for IT infrastructure, cloud, and security SaaS solutions, engaging both technical and business stakeholders.
  • Delivered product demos and training sessions to ensure client adoption and satisfaction.
  • Collaborated with Sales Engineers and partner teams to configure solutions and resolve client issues.
  • Maintained accurate forecasting and opportunity tracking in Salesforce CRM.
  • Applied SQL fundamentals to analyze client data and ensure solution accuracy.
  • Consistently exceeded sales targets while ensuring long-term client success.

Account Executive

2nd Gear
Costa Mesa
08.2021 - 06.2023
  • Acted as primary client contact, gathering requirements and tailoring proposals to healthcare and enterprise clients.
  • Coordinated project deliverables and timelines, ensuring smooth implementation of IT solutions.
  • Delivered training and onboarding sessions for new clients, enhancing solution utilization.
  • Managed high-volume outreach and follow-up, maintaining strong client relationships.
  • Achieved 127% of monthly quota for two consecutive years while ensuring client satisfaction.

Inside Sales Representative

Western Exterminator
Anaheim
02.2015 - 11.2020
  • Provided first-line support and troubleshooting for residential and commercial clients.
  • Managed client accounts, scheduling services, and resolving issues to ensure satisfaction.
  • Delivered proposals and trained clients on service processes.
  • Consistently exceeded sales targets, earning 4× President’s Club recognition.
  • Maintained detailed documentation of client interactions and solution performance.

Education

Associates - Business

Rio Hondo College
Whittier, CA
06-2014

High School Diploma -

Nogales High School
La Puente, CA
06-2010

Skills

  • Core professional strengths
  • Consultative selling and negotiation
  • Full-cycle sales and pipeline management
  • Strategic account management and relationship building
  • Strong communication and presentation skills

Languages

Spanish
Native or Bilingual

Timeline

Account Executive

Kaseya
07.2023 - Current

Account Executive

2nd Gear
08.2021 - 06.2023

Inside Sales Representative

Western Exterminator
02.2015 - 11.2020

High School Diploma -

Nogales High School

Associates - Business

Rio Hondo College

Core Professional Strengths

  • Detail oriented and organized
  • Sales and negotiation skills
  • Developed ability to work in a fast-paced environment
  • Self-motivated
  • EQ skills to empathize with clients
  • CRM Software Experience
  • Fluent in Spanish and English
  • Account Management
  • Revenue Generation

PROFESSIONAL TITLE

Client Support & Account Management | SaaS Solutions | Bilingual Technical Training

Stephanie Velasco