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Adrián

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Onboarding & Client Operations Specialist | Fintech · SaaS · Logistics
San Salvador, San Salvador Department, El Salvador
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Résumé

Jobs verified_user 0% verified
  • Numeral
    Onboarding Specialist
    Numeral
    Sep 2024 - Current (1 year 10 months)
    • Managed 40–60 active onboarding cases per month with 95%+ SLA compliance, maintaining structured pipeline tracking and real-time status reporting across all client accounts. • Reduced onboarding cycle time by 20% through redesign of internal handoff checkpoints, workflow sequencing, and cross-departmental escalation protocols. • Maintained 100% accuracy across all KYC documentation, client records, and CRM entries in Salesforce — zero compliance incidents across entire tenure. • Partnered with compliance, customer success, and operations teams to identify and resolve client activation blockers, improving time-to-activation metrics. • Contributed to SOP development and process improvement initiatives, standardizing onboarding documentation
  • C
    Administrative Assistant, Back Office
    CommonsWealthIns
    Jan 2024 - Sep 2024 (9 months)
    • Reduced client record errors by 30% by implementing file organization standards and multi-step verification controls across documentation workflows. • Delivered time-sensitive documentation requests within 24–48 hours across multiple concurrent case workflows, maintaining zero missed deadlines throughout tenure. • Managed policy documentation, client follow-ups, and compliance recordkeeping with 100% deadline adherence across all assigned accounts. • Supported back-office operations including data entry, audit preparation, and regulatory filing coordination for insurance compliance processes.
  • B
    Customer Success & Operations Coordinator
    Boxful
    Jan 2023 - Dec 2023 (1 year)
    • Built a proprietary B2B prospect database of 500+ target companies from scratch and personally converted 50+ net-new clients — growing the account portfolio from zero to a fully operational book of business and establishing the customer success foundation for the startup. • Converted multiple net-new accounts through a combination of proactive client engagement, tailored onboarding support, and operational follow-through — directly contributing to revenue expansion. • Drove a 15% increase in client satisfaction scores by redesigning account management workflows and implementing proactive issue-resolution protocols across 50+ B2B accounts. • Improved operational reporting consistency by 25% through data cleanup initiatives and standardized
  • Loadsmart
    Logistics Coordinator
    Loadsmart
    Jan 2020 - Dec 2022 (3 years)
    • Coordinated 20–30 daily shipments with 98–100% order entry accuracy across all documentation, system records, and carrier communications. • Reduced recurring documentation errors by 20% through improved SOP adherence, structured quality checks, and workflow restructuring. • Managed real-time exception handling and end-to-end shipment tracking, ensuring consistent on-time delivery performance across all client accounts. • Liaised between carriers, clients, and internal operations teams to proactively address logistics disruptions and maintain service continuity.
Education verified_user 0% verified
  • Google Cloud
    Generative AI Fundamentals
    Google Cloud
    Jan 2025
  • G
    Google AI Essentials
    Jan 2025
  • U
    Bachelor's Degree in Marketing
    Universidad Dr. José Matías Delgado