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Diego BarreraDB
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Diego Barrera

@diegobarrera1

Client Success & Operations leader with 12+ years optimizing processes and retaining high-value accounts.

Spain
Message

What I'm looking for

I’m looking for a remote-friendly team where I can own end-to-end client delivery and operations—improving onboarding, retention, and KPIs—while leading cross-functional stakeholders. Fintech/CX environments where process optimization and automation matter excite me.

I’m an Operations and client success professional with 12+ years managing cross-functional teams, high-value accounts, and complex client lifecycles across remote US-based and international roles. I’m comfortable owning a process end-to-end — from onboarding to retention to optimization — and I bring equal parts strategic thinking and hands-on execution.

In my current role as Hiring Manager at Leverage, I manage full-cycle recruiting for US-based companies, from client intake and job scoping to candidate sourcing, screening, interviews, and signed offers. I’ve maintained a high-velocity pipeline, closing ~35% into active placements and generating $250K+ in revenue with 30+ successful placements while owning client relationships through offer negotiations and placement fees.

Previously, as Operations & Client Success Manager at FinElevate, I led US operations and end-to-end client delivery for financial portfolios ranging from €2M to €35M ARR. I onboarded new clients by setting up tools (including QuickBooks Online, Mindbody, and 1Password) and managing system migrations with minimal disruption, and I built scalable SOPs and dashboards that improved data accuracy, team visibility, and communication.

Earlier CX and operations leadership roles strengthened my ability to turn ambiguity into measurable performance. At ZipTransfer and Hugo Technologies, I directed EMEA/LATAM CX operations, redesigned training, introduced KPI structures, and built QA frameworks—driving productivity gains, stronger CSAT outcomes, and process compliance. With a Green Belt Lean Six Sigma background, I consistently use KPI development, QA/performance tracking, and workflow automation to help teams deliver reliably and grow.

Experience

Work history, roles, and key accomplishments

FI

Operations & Client Success Manager

FinElevate

Nov 2024 - Apr 2025 (5 months)

Led US operations and end-to-end client delivery for financial portfolios ranging from €2M to €35M ARR as the main point of contact for key accounts. Built scalable SOPs and dashboards to improve data accuracy and visibility, and onboarded new clients with minimal disruption via tools like QuickBooks Online and Mindbody.

AA

Account Manager & Client Onboarding

Atlas Assistants

Jul 2024 - Nov 2024 (4 months)

Managed onboarding for 18+ executive clients, achieving a 100% match rate and a perfect onboarding completion rate. Standardized documentation and feedback workflows to cut time-to-productivity by 50% and resolved 100% of client and assistant issues on first contact.

ZI

Customer Experience Lead

ZipTransfer

Mar 2023 - Oct 2023 (7 months)

Directed EMEA customer experience operations, overseeing SLA compliance, ticket routing, and fraud/security processes in a high-volume digital environment. Improved productivity by 15%, reduced headcount requirements by 11%, increased accuracy by 30% with QA forms, and delivered 90% CSAT while resolving 8 of 10 queries immediately.

HT

CX Support Area Lead

Hugo Technologies

Sep 2021 - Aug 2022 (11 months)

Co-developed SOPs, training materials, and QA programs for ride-hailing and delivery operations across LATAM, improving protocol adherence by 20%. Built 3 QA frameworks to raise process compliance by 25% and implemented tools including Omnia, Zendesk, and an app chatbot to drive 26% operational efficiency gains.

CT

Operations Manager, Team Leader & CSR

Cognizant Technologies

Jun 2013 - Feb 2020 (6 years 8 months)

Progressed from Customer Service Rep to Team Leader and Operations Manager over 7 years, managing global tech and insurance clients across large cross-functional teams. Built SOPs, QA frameworks, and training materials that reduced errors by 15% and improved account performance by 10% on average, while driving a 40% productivity increase and 17% revenue growth through Lean Six Sigma initiatives.

Education

Degrees, certifications, and relevant coursework

IB

iFP Barcelona

Business Administration & Finances

2022 - 2023

Studied Business Administration & Finances at iFP Barcelona from 2022 to 2023.

US

UJMD El Salvador

Marketing

2005 - 2009

Studied Marketing at UJMD El Salvador from 2005 to 2009.

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