Adrian Velasco

I’m a results-driven onboarding and client operations professional with 5+ years of cross-industry experience in fintech, insurance, and logistics. I’m known for keeping client onboarding moving in high-volume environments while protecting data integrity and compliance.

In my current onboarding role, I manage 40–60 active onboarding cases per month with 95%+ SLA compliance and maintain structured pipeline tracking and real-time status reporting across client accounts. I’ve reduced onboarding cycle time by 20% by redesigning internal handoff checkpoints, sequencing workflows, and strengthening escalation protocols.

I also bring strong compliance and operational discipline: I maintain 100% accuracy across KYC documentation, client records, and CRM entries in Salesforce, with zero compliance incidents across my tenure. I partner with compliance, customer success, and operations teams to remove activation blockers, while contributing to SOP development and process improvements that standardized onboarding templates across the operations team.

Earlier roles reinforced my operational impact—from reducing client record errors by 30% in insurance back-office work to building a B2B prospect database from scratch (500+ target companies) and converting 50+ net-new clients in logistics/SaaS. I’m Google-certified in AI literacy and bring a continuous-improvement mindset—using workflow design, SOPs, and reporting to drive measurable outcomes.