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Patricia Velazquez

@patriciavelazquez

Message

I’m a Customer Support Specialist focused on retention through CRM-driven outreach.

United States

Message

What I'm looking for

I’m looking for a customer support or account-focused role where I can own high-volume outreach, drive retention with CRM-based follow-up, and partner cross-functionally to resolve issues quickly and improve onboarding.

I’m a customer-focused support professional with proven experience managing high-volume client outreach and account relationships. I onboard customers, troubleshoot issues, and guide them through processes using phone, email, and SMS—while keeping CRM and DMS records accurate.

In my current role as a Business Development Specialist, I manage 300–500 active customer leads monthly, place 100–115 outbound prospecting calls daily, and schedule confirmed sales appointments that support a ~70% department show rate. I coordinate customer needs across sales, service, finance, and fleet departments to streamline purchasing and ensure timely, satisfactory outcomes.

Previously at CU Direct, I managed 400 dealer accounts across multiple territories, collaborated with marketing and implementation teams to improve onboarding, and built onboarding playbooks and performance dashboards for sales enablement. Earlier, I worked as a Fraud Analyst monitoring transactions across 700 accounts, analyzing trends to strengthen fraud detection and support compliance—skills I bring into data-driven, empathetic follow-up today.

Experience

Work history, roles, and key accomplishments

Current

Business Development Specialist

Current

Ford Dealership

Jan 2026 - Present (4 months)

Managed 300–500 active customer leads per month and conducted 100–115 outbound prospecting calls daily while handling inbound phone, email, and SMS. Scheduled and confirmed sales appointments, maintained ~70% department appointment show rate, and updated lead/interactions in CRM and DMS while coordinating across sales, service, finance, and fleet.

Lead Management Outbound Prospecting Appointment Setting CRM & DMS Updates Sales Pipeline Management Customer Relationship Management

Dealer Client Experience Manager II

Cu Direct

Mar 2020 - Oct 2024 (4 years 7 months)

Managed a portfolio of 400 dealer accounts across multiple territories, driving retention and growth through consultative recommendations. Partnered with marketing and implementation teams to improve onboarding, and built onboarding playbooks and performance dashboards to support sales enablement.

Dealer Account Management Retention Onboarding Performance Dashboards Cross Functional Collaboration Sales Enablement Stakeholder Management

Sales Support Coordinator

Cu Direct

Sep 2017 - Mar 2020 (2 years 6 months)

Supported field sales teams by resolving account issues and coordinating activation processes to improve dealer experience. Reviewed contracts for compliance and accuracy to expedite approvals while managing multiple systems and maintaining high-quality customer support.

Sales Support CRM System Management Customer Support

Fraud Analyst

Co-op Financial Services

Sep 2015 - Sep 2017 (2 years)

Monitored transactions across 700 credit union accounts to identify fraudulent activity while maintaining compliance and customer protection standards in a high-volume environment. Analyzed transaction trends to support improvements in fraud detection processes.

Fraud Detection Transaction Monitoring Trend Analysis Customer Protection Process Improvement

Operations & Sales Support

Julie’s Gorditas de Nata

Supported daily operations for a specialty Mexican wholesale bakery by managing social media presence, customer engagement, and distributor/retail partner communications. Coordinated product orders and inventory levels, handled vendor supply and delivery logistics, and assisted with business banking and financial organization.

Operations & Support Social Media Management Customer Engagement Order Processing Business Banking