Adam Carrillo

• Manage end-to-end client onboarding workflows in a fully remote environment, ensuring seamless activation and adoption.
• Maintain strict HIPAA compliance across all patient and client data interactions, documentation, and communications.
• Coordinate cross-functionally with Sales, Product, and Support teams to align client expectations and drive successful onboarding
outcomes.
• Leverage CRM tools to track onboarding progress, flag at-risk accounts, and proactively resolve friction points.
• Serve as a primary point of contact for new clients during their onboarding journey, translating complex processes into clear,
actionable steps.

• Results-driven inside sales role specializing in digital advertising solutions within the Yelp Ads platform.
• Provided tailored advertising strategies to small and medium-sized businesses using a consultative selling approach.
• Skilled in objection handling, pipeline management, and closing new business.
• Utilized Salesforce to manage pipeline activity, forecast revenue, and maintain accurate records of customer interactions.
• Collaborated cross-functionally with onboarding, support, and account management teams to ensure client satisfaction.

• Managed and tracked internet leads using Advent CRM, ensuring timely follow-up and high conversion rates.
• Proficient in cold calling and scheduling appointments for prospective car buyers, tailoring solutions to individual needs.
• Demonstrated expertise in fraud prevention — identifying fraudulent documentation and mitigating credit theft risks.
• Built strong customer relationships and collaborated with financial institutions to secure financing solutions.

• Guided customers through the vehicle purchase process, showcasing new features and ensuring a seamless handover
experience.
• Coordinated a customer improvement program that increased participation from 50% (2021) to 80% (2022) — a 30%
improvement.
• Managed vehicle inventory and supported logistics operations including tracking vehicle statuses and monitoring shipments.
• Cited in customer testimonials as integral to streamlining the purchase process.