Stephanie Moncayo
San Diego ,CA
Summary
High-performing, trilingual business leader with demonstrated success across sales, marketing, and channel management within the B2B SaaS ecosystem. I bring a growth-oriented mindset and a strong record of developing high-impact strategies that drive revenue, organizational alignment, and sustainable scale. I am deeply committed to continuous improvement—both personally and professionally. My leadership philosophy centers on empowering people, cultivating talent, and enabling teams, clients, and partners to achieve measurable outcomes together.
Overview
10
10
years of professional experience
1
1
Certification
Work History
SR. GROWTH ACCOUNT EXECUTIVE
ClickUp
08.2022 - Current
- Own end-to-end new business acquisition for SMB accounts across LATAM, consistently exceeding pipeline and revenue targets
- Carrying $850k annual quota and consistently hitting between 80-120% of quota of quarterly targets (Best quarters: 120%, 157%)
- Promoted to help build and develop a world class sales channel in Latin America, utilizing my language and industry expertise
- Work with BDRs and reselling partners to help build their skills around discos, qualifying, BANT, MEDDIPICC and organizational skills
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
ACCOUNT EXECUTIVE
Lytx
10.2021 - 07.2022
- Focused on acquiring new business in the west coast territory for small to medium sized businesses
- Closed approximately 200k in ACV in 6 months
- Continuously adjusted my strategy, product demonstration, pitch deck and sales cycle process based off results
- Exceptional customer support, ensuring my accounts had the best buying experience even after the sale
- Team lead helping onboard new reps and mentoring reps in need of additional support, especially the SDRs
SALES DEVELOPMENT
Smartsheet
10.2019 - 10.2021
- Engage and qualify inbound leads to discover cross/up sell opportunities to schedule 140 meetings with 45 closed won per month
- At or surpassed quota for the last year and Lunch Club for two consecutive quarters (120% quota or above)
- SDR of the Quarter, across the country out of 32 reps (a goal I set for myself to achieve within a year)
- Generated 2.1 million dollars in pipeline and influenced 1.24 million in closed won deals in a year (#1) with a 40% conversion rate.
PARTNER MARKETING MANAGER
PTC
08.2016 - 10.2019
- Support approximately 100 partners across the Americas including supporting Spanish & Portuguese markets
- Execute onboarding, marketing & sales alignment, planning, budgeting (allocate 500k budget across partner base) and reporting results around partner marketing activity internally and externally
- Create new programs and quarterly plans to hit revenue goals for both PTC and the Partner
- Enable marketer and sales reps to hit 100% adoption every quarter for sales and marketing initiatives
- Portal, Partner monthly newsletter, standardized Partner onboarding process, quarterly webcasts, sales & tech training program, Partner mobile application, marketing & sales resources and full launch
- Executed 41 Partner field marketing events in Q2 including creating all marketing collateral, multi-channel promotional plan, logistics and post-event lead generation
CHANNEL MARKETING SPECIALIST
Turbonomic
12.2015 - 06.2016
- Managed a channel sales team from a marketing standpoint and built a new Partner marketing program from scratch
- Launched Turbo’s first Partner Program within 3 months: created and managed the execution of building a new brand, a Partner
Education
Master of Science - Business Analytics
University of Florida
Gainesville, FL05-2026
Bachelor of Science in Business Administration -
Northeastern University
Boston, MA01.2014
Bachelor of Arts - International Affairs
Northeastern University
Boston, MA01.2014
Skills
- Proficient in Salesforce, Outreach, Gong, ZoomInfo, Hubspot, Marketo, Salesloft, Python, SPSS, SQL, R, Jupyter, Sales Navigator
- Hiring, Onboarding, Pipeline generation and hygiene, KPI management, Discovery, BANT, MEDDPICC, Challenger, Forecasting, Executive level reporting, Playbook execution
- Relationship management, Strategic selling, and Channel Management
Accomplishments
CRN Women of the Channel 2018 & 2017, Northwestern University- Social Media Certification, Hubspot Marketing Certified, SalesForce Certified, CRN Channel Masters Graduate and Winner, Full Tuition Scholarship
Certification
Certifications & Honors: CRN Women of the Channel 2018 & 2017, Northwestern University- Social Media Certification, Hubspot Marketing Certified, Salesforce Certified, CRN Channel Masters Graduate and Winner, Full Tuition Scholarship
Languages
Spanish
Native or Bilingual
Portuguese
Professional Working
Interests
Running, Latin Ballroom Dancing, Traveling, Mentoring/Consulting, Leadership, Team Building, Volunteering (Cantu Dog Foundation)
Timeline
SR. GROWTH ACCOUNT EXECUTIVE
ClickUp
08.2022 - Current
ACCOUNT EXECUTIVE
Lytx
10.2021 - 07.2022
SALES DEVELOPMENT
Smartsheet
10.2019 - 10.2021
PARTNER MARKETING MANAGER
PTC
08.2016 - 10.2019
CHANNEL MARKETING SPECIALIST
Turbonomic
12.2015 - 06.2016
Master of Science - Business Analytics
University of Florida
Bachelor of Science in Business Administration -
Northeastern University
Bachelor of Arts - International Affairs
Northeastern University