Adrián Velasco
@adrinvelasco
Onboarding and back-office operations specialist improving SLA, KYC accuracy, and client activation.
What I'm looking for
I’m a results-driven onboarding and back-office operations specialist with 5+ years delivering measurable impact across fintech, insurance, and logistics. I’m known for 95%+ SLA compliance, 100% CRM data accuracy, and reducing operational errors by up to 30% through process redesign and workflow optimization.
In roles like Onboarding Specialist at Numeral and operations support across multiple remote teams, I manage high-volume case pipelines, redesign handoff checkpoints, and partner with compliance, customer success, and operations to remove blockers. I bring hands-on expertise with Salesforce, HubSpot, Zendesk, and reporting in Excel/Google Sheets to keep onboarding clean, clients satisfied, and teams aligned.
Experience
Work history, roles, and key accomplishments
Onboarding Specialist
Numeral
Sep 2024 - Present (1 year 9 months)
Managed 40–60 onboarding cases per month while maintaining 95%+ SLA compliance through structured pipeline tracking and blocker removal. Redesigned handoff checkpoints to reduce onboarding delays by 20% and maintained 100% accuracy for KYC records and CRM entries in Salesforce.
Administrative Assistant
CommonsWealth Ins
Jan 2024 - Sep 2024 (8 months)
Reduced client record errors by 30% by implementing file organization standards and multi-step verification controls. Delivered time-sensitive documentation requests within 24–48 hours and maintained zero missed deadlines across policy documentation and compliance recordkeeping.
Customer Success Ops Coordinator
Boxful
Jan 2023 - Dec 2023 (11 months)
Supported 50+ B2B accounts and increased client satisfaction scores by 15% through proactive follow-up and issue resolution workflows. Improved reporting consistency by 25% using data cleanup and standardized KPI dashboard templates.
Logistics Coordinator
Loadsmart
Jan 2020 - Dec 2022 (2 years 11 months)
Coordinated 20–30 daily shipments and maintained 98–100% order entry accuracy across documentation and system records. Reduced recurring documentation errors by 20% through improved SOP adherence, workflow restructuring, and real-time exception handling.
Education
Degrees, certifications, and relevant coursework
Universidad Dr. José Matías Delgado
Bachelor's Degree in Marketing, Marketing
Earned a Bachelor's degree in Marketing at Universidad Dr. José Matías Delgado in El Salvador.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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