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Marcelo Melendez Argentin
Onboarding Operations Analyst @Bitso
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WORK HISTORY
Onboarding Operations Analyst @Bitso
At Bitso Business, I play a key role in streamlining onboarding processes, managing CRM operations, and supporting cross-functional collaboration to improve customer experience and operational scalability. I stepped into an interim ownership role of HubSpot, developed standardized response templates now used across Zendesk, and collaborated across departments from Finance and Sales to Product and Compliance to resolve issues and drive value across the client journey.Notable accomplishments include supporting strategic accounts like BetMéxico, automating communications, and exploring the use of Sales Navigator.Key Responsibilities & AchievementsTook interim ownership of HubSpot, leading CRM data extraction, dashboard creation, and cross-departmental reporting workflows.Developed Zendesk response templates, improving consistency and quality of client communication.Spearheaded onboarding for SPEI task force and high-priority clients, including BetMéxico, delivering smooth activations under tight timelines.Collaborated with cross-functional teams (Product, Compliance, OTC, Marketing, and Engineering) to resolve onboarding bottlenecks and improve workflows.Supported Bridge onboarding backlog contributing to faster time-to-value for clients.Served as a key liaison between technical and non-technical teams, ensuring alignment across Engineering, KYB, and Account Management.Explored LinkedIn Sales Navigator to evaluate its strategic impact on sales outreach and cost-efficiency.Technical Skills:Fintech OperationsCRM Management HubSpotCross-Functional CollaborationClient Success StrategyCustomer Experience OptimizationProcess AutomationProduct ActivationRFI Process ManagementB2B SaaS SupportStrategic Client OnboardingCompliance & KYB SupportCustomer Journey MappingWorkflow AutomationOnboarding FrameworksSoft Skills:Stakeholder CommunicationTeam CollaborationRapid Learning & AdaptabilityInitiative & OwnershipConflict Resolutio
EDUCATION
Universidad Panamericana
Bachelor's degree, International Business/Trade/Commerce
Universidad Panamericana
Bachelor's degree, Accounting and Business/Management
ABOUT MARCELO MELENDEZ ARGENTIN
Onboarding Operations Analyst at Bitso As an Onboarding Operations Analyst at…
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