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Juan BlancoJB
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Juan Blanco

@juanblanco

Sales Development Representative at Veeam Software, advancing SMB pipeline generation with AI-driven sales tools.

Costa Rica
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At Veeam Software, I spearhead pipeline generation for the SMB segment, engaging prospects on Data Platform and Data Cloud solutions and qualifying leads for handoff to Account Executives. I also independently develop AI-based tools, primarily leveraging Anthropic's technology, to improve pipeline visibility, reporting, and sales performance.

At SomosSeguros, I direct insurance sales across auto, life, health, civil liability, occupational risk, fire, and cargo. I guide clients through the full lifecycle, from needs assessment and coverage proposals to policy issuance, renewals, and claims support, while following SUGESE requirements.

At Fisher Investments, I supported onboarding, account maintenance, and servicing for High-Net-Worth and Ultra-High-Net-Worth clients. I coordinated with service providers and investment teams on complex accounts, including clients with net worths of up to $43M.

Earlier at Amazon, I handled customer inquiries and issue resolution in high-volume service roles, earning recognition for customer satisfaction and performance. I’m bilingual in Spanish and English, and my background also includes systems engineering and cybersecurity engineering studies.

Experience

Work history, roles, and key accomplishments

Veeam Software logoVS
Current

Sales Development Representative

Aug 2026 - Present (2 months)

Spearhead pipeline generation for Veeam's data protection and resilience portfolio within the SMB segment, combining targeted account research, outbound prospecting, and rigorous lead qualification. Engage prospective clients on Veeam's Data Platform and Data Cloud solutions, enforce disciplined Salesforce CRM documentation, and independently architect AI-based tools to elevate pipeline generation

SO
Current

Insurance Broker

SomosSeguros

Jun 2026 - Present (4 months)

Direct new business development end to end — prospecting, advising, and closing insurance sales across auto, life, health, civil liability, occupational risk, fire, and cargo lines for individual and corporate clients. Structure competitive, tailored coverage in partnership with multiple insurance companies regulated by SUGESE, and own the full client lifecycle from needs assessment through claims

FI

Client Operations Associate

Fisher Investments

Jan 2025 - May 2026 (1 year 4 months)

Supported operational processes for High-Net-Worth and Ultra-High-Net-Worth clients with investable assets starting at $500K and net worths of up to $43M, servicing portfolios with assets under management ranging from $500K to over $6M. Partnered closely with Outside Service Providers, Annuity and Investment Counselors, and Portfolio Management teams to facilitate client onboarding, account mainte

Amazon logoAM

Customer Service Specialist

Aug 2022 - Jan 2025 (2 years 5 months)

Managed high volumes of client inquiries and resolved complex issues across diverse customer needs within a fast-paced, customer-focused environment. Collaborated with cross-functional teams to enhance the customer experience while ensuring accuracy, regulatory compliance, and timely resolution of service-related requests.

Education

Degrees, certifications, and relevant coursework

SS

Superintendencia General de Seguros (SUGESE)

Insurance Broker License, Insurance

Earned an Insurance Broker License in 2026.

SO

SomosSeguros

Law 7786/Law 8204 Training, Compliance

Completed training on Law 7786/Law 8204, Anti-Money Laundering and Counter-Terrorism Financing, Code of Ethics, and Sanctions Framework.

SO

SomosSeguros

Insurance Broker Training Program, Insurance

Completed an Insurance Broker Training Program covering brokerage, auto, life, health, civil liability, occupational risk, fire, cargo, compliance, and quoting systems.

UU

Universidad Nacional (National University)

Bachelor's Degree, Systems Engineering

2021 - 2025

Pursued a Bachelor's Degree in Systems Engineering, which remains unfinished.

FU

Fidelitas University

Bachelor's Degree, Cybersecurity Engineering

2025 -

Pursued a Bachelor's Degree in Cybersecurity Engineering, which remains unfinished.

Tech stack

Software and tools used professionally

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