Adrián

Adrián

About

Detail

Onboarding & Client Operations Specialist | Fintech · SaaS · Logistics
El Salvador
Contact Adrián regarding: 
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Full-time jobs
Starting at USD2.5k/month

Timeline

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Job
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Education

Résumé

Jobs verified_user 0% verified
  • Numeral
    Onboarding Specialist
    Numeral
    Sep 2024 - Current (2 years)
    • 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.
  • I
    Tech suppport specialist
    Ibex Global | AT&T U-verse
    Aug 2018 - May 2020 (1 year 10 months)
    Delivered exceptional customer support by handling a high volume of inbound calls and providing accurate, timely resolutions to customer inquiries. Assisted customers with account management, billing questions, service requests, and troubleshooting while ensuring a positive customer experience. Resolved customer concerns through active listening, empathy, and effective problem-solving, maintaining a customer-first approach in every interaction. Managed customer cases from initial contact through resolution, documenting all interactions accurately in CRM systems. Responded to customer emails, coordinated follow-ups, and ensured all inquiries were resolved within established service standards. Scheduled appointments and callbacks while mainta
  • Att
    Customer support associate
    Att
    Jan 2014 - Jan 2018 (4 years 1 month)
    Managed a high volume of inbound customer calls while delivering timely, professional, and solution-oriented support. Scheduled appointments and coordinated customer follow-ups, ensuring accurate calendar management and timely communication. Managed email correspondence by responding to customer inquiries, organizing inboxes, prioritizing urgent requests, and maintaining clear documentation. Maintained accurate customer records by updating account information, documenting interactions, and tracking service requests in internal systems. Coordinated multiple tasks simultaneously while meeting service level agreements (SLAs) and maintaining a high level of accuracy. Worked across multiple systems and applications to resolve customer issues eff
Education verified_user 0% verified
  • G
    Google AI Essentials
    Jan 2025
  • Google Cloud
    Generative AI Fundamentals
    Google Cloud
    Jan 2025
  • Universidad Dr. José Matías Delgado
    Bachelor's Degree in Marketing
    Universidad Dr. José Matías Delgado
    Jun 2019 - Dec 2019 (7 months)