Johan Velez

Business Development Executive

Vienna, Vienna, Austria8 yrs 10 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Closed over 100 deals worth 1M EUR.
Built North America into Valutico's dominant revenue market.
Expert in consultative selling for financial professionals.

Stackforce AI infers this person is a SaaS sales expert with a strong focus on financial services.

Contact

Skills

Core Skills

SalesValuationCustomer Engagement

Other Skills

Sales StrategyMergers & Acquisitions (M&A)Investment BankingSales Target ManagementNegotiationNew Business OpportunitiesStructured FinanceSecuritizationTechnical SupportCustomer ServiceBusiness-to-Business (B2B)FinanceClient RelationsCustomer SatisfactionFinancial Reporting

About

I help accounting firms, investment banks, PE and VC funds, and M&A advisors modernize how they run valuations and due diligence by putting AI to work where it actually matters. Over the past four years at Valutico, I have built North America into the company's dominant revenue market, leading sales across North America, DACH, and the Nordics for a platform trusted by 800 firms in 90 countries. What I have learned is that the best deals do not come from pushing a product. They come from understanding a firm's workflow well enough to show them exactly where the friction is and what it is costing them. That is the conversation I try to have every time. Before Valutico, I spent a year at EY in Structured Finance, working directly with investment banks and issuers across the securitization cycle. That experience gave me a perspective most people in SaaS sales do not have. I know what it looks like on the other side of the table. If you are exploring how AI native valuation or due diligence tooling could change the way your team works, I am always happy to connect. Feel free to book some time directly here: https://calendly.com/j-velez-1

Experience

8 yrs 10 mos

Total Experience

2 yrs 11 mos

Average Tenure

4 yrs 9 mos

Current Experience

Valutico

2 roles

Sales Director for North America, DACH & Nordics

Promoted

Jul 2022 – Present · 3 yrs 10 mos · Vienna, Austria · Hybrid

I lead enterprise and mid-market sales across North America, DACH, and the Nordics for Valutic. We boast AI-native valuation and due diligence platforms trusted by 800+ firms in 90 countries.
Since stepping into the Director role, I've closed more than 100 deals totalling in over 1M EUR in contract value, while building North America into Valutico's dominant revenue market. I own the full sales cycle, from prospecting and discovery through demo, negotiation, and close. Working with accounting firms, investment banks, PE and VC funds, M&A advisors, and business brokers who are looking to modernize how they run valuations and diligence workflows.
My approach is consultative by nature. I'm not selling software, I'm helping senior practitioners rethink how their teams spend their time. That means understanding a firm's workflow deeply enough to show exactly where Valutico fits, and staying close through implementation to make sure the value is real from day one.

Sales StrategyCustomer EngagementValuationMergers & Acquisitions (M&A)Investment BankingSales

Business Development Representative

Jun 2021 – May 2022 · 11 mos · United States · Hybrid

This was the role that built my foundation. As a BDR, I was responsible for prospecting and qualifying leads across the US accounting and advisory market; running outbound outreach, booking and conducting introductory demos, and working closely with senior sales to move opportunities through the funnel.
More than anything, this year taught me the language of the people we sell to; valuation professionals, CPAs, and M&A advisors, and what actually moves them from curious to committed. I built deep product knowledge across Valutico's methodology, its integrations with data providers, and the craft of selling a technically sophisticated product to highly analytical buyers.
That foundation shaped the consultative instincts I brought into the Director role, and ultimately the North American expansion that became Valutico's core revenue engine.

New Business OpportunitiesSales Target ManagementSales

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Structured Finance Analyst

Jul 2020 – Jun 2021 · 11 mos · San Antonio, TX

Before moving into SaaS sales, I spent a year inside one of the Big Four working directly with investment banks and finance issuers on structured finance and securitization transactions.
I supported the full securitization cycle — from transaction structuring and advisory through to valuation — across a broad range of asset classes.
That experience gave me something most salespeople don't have: firsthand understanding of how financial professionals think, what they're responsible for, and where the real friction in their workflows lives. It's a perspective I bring into every conversation with the accounting, IB, and M&A professionals I work with today.

ValuationStructured FinanceSecuritization

Apple

2 roles

Technical Expert

Promoted

Mar 2018 – Jul 2020 · 2 yrs 4 mos

Two and a half years at Apple taught me what genuinely consultative selling looks like at scale. As a Technical Expert, I worked directly with customers to diagnose complex problems, match them to the right solutions, and guide them through decisions, often in high-pressure, high-expectation environments.
The skills I built here, active listening, translating technical complexity into accessible language, and building trust quickly, are ones I use every single day in enterprise sales. Apple's standard for customer experience is unmatched, and it set a bar I've carried into every client interaction since.

Technical SupportCustomer ServiceCustomer Engagement

Technical Specialist

May 2017 – Mar 2018 · 10 mos

My entry point at Apple, focused on product knowledge and front-line customer engagement. Built the technical fluency and client-facing communication skills that led to my promotion to Technical Expert within a year.