david gallegos
@davidgallegos
Customer Success Operations specialist driving workflow adoption and compliant process improvements.
United StatesWhat I'm looking for
I’m a Customer Success Operations specialist with a strong background in process improvement, documentation accuracy, and workflow guidance for B2B clients. As a U.S. Army Veteran, I bring leadership, attention to detail, and a bias for operational excellence in mission-critical environments.
At Justworks, I’ve managed a high-volume SMB portfolio on a SaaS HR/payroll platform, focused on workflow adoption and user enablement. I identify usage gaps, educate users to reduce repeat issues, deliver onboarding and training to accelerate time-to-value, and escalate trends to Product and Ops to strengthen the platform experience and knowledge base.
Previously at CoreLogic (Cotality), I led Professional Quality Management by reviewing completed work for accuracy, identifying error patterns, and providing feedback to individuals and teams. I also created reporting on error trends to guide training needs, SOP revisions, and process improvements, while recommending QC adjustments to improve productivity without sacrificing accuracy or compliance.
Earlier, I served as a Passport Acceptance Lead at Tarrant County, where I led compliance and documentation efforts to ensure applications met federal requirements, managed office workflows in a high-volume setting, and produced daily and monthly activity reporting for accounting and audit needs. Before that, I was an Aviation Operations Specialist (Sergeant E-5) in the United States Army, supervising 10+ soldiers and maintaining flight logs and operational records with strict accuracy and safety standards.
Experience
Work history, roles, and key accomplishments
Managed a high-volume SMB customer portfolio on a SaaS HR/payroll platform, driving workflow adoption and user enablement. Identified usage gaps, delivered onboarding and training, and escalated key trends to Product and Ops to improve retention and reduce repeat issues.
Professional Quality Management
CoreLogic
Jun 2021 - May 2022 (11 months)
Performed quality reviews of completed work for accuracy by identifying error patterns and coaching individuals and teams. Supported SaaS workflow and reporting documentation, created error-trend reporting to guide training and SOP updates, and recommended QC adjustments to improve productivity while maintaining compliance.
Passport Acceptance Lead
Tarrant County
Feb 2020 - Jun 2021 (1 year 4 months)
Led compliance and documentation efforts to ensure passport applications met federal requirements in a high-volume, accuracy-focused environment. Managed office workflows and case decisions, maintained records aligned with Department of State guidelines, and produced daily and monthly reporting for accounting and audit needs.
Completed monthly and quarterly inventory counts across $500K+ in products and supported daily fulfillment by processing 200+ online orders. Coordinated truck intake and shipment preparation while maintaining stock levels in a $700K+ volume location.
Aviation Operations Specialist
United States Army
Feb 2012 - Feb 2016 (4 years)
Coordinated mission schedules, flight clearances, route planning, and communications for aviation operations with strict accuracy requirements. Supervised and evaluated 10+ soldiers, maintained flight logs and operational records, and provided weather analysis and alerts to support readiness and risk prevention while ensuring safety and compliance reporting.
Education
Degrees, certifications, and relevant coursework
Western Governor University
Bachelor of Science, Communication
Bachelor of Science in Communication at Western Governor University, with expected completion in 2026.
Diamond Hill-Jarvis High School
Completed studies at Diamond Hill-Jarvis High School (year: 2007).
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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