Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Jerry Velasco Lopez

Alexandria

Summary

Strategic operations leader with 6+ years of experience optimizing workflows, leading cross-functional teams, and driving growth across industries including insurance, construction, healthcare, and retail. Proven ability to deliver measurable results through project management, resource planning, and process improvement. Currently launching an independent insurance agency and scaling a premium auto sales venture, reflecting a forward-thinking and entrepreneurial mindset.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Director of Operations

Viva Group
01.2025 - Current


  • Launched and scaled the insurance division from scratch to $600K+ in under 6 months.
  • Recruited, trained, and managed a high-performing sales team across telecom, insurance, and real estate.
  • Supported CEO in rapid multi-state expansion, opening 3 new offices within 2 weeks.
  • Streamlined operations by integrating AI tools, CRMs, and cloud-based communication platforms.
  • Improved performance tracking using Excel and Microsoft 365; developed systems to monitor KPIs and team output.
  • Led adoption of internal tools (Teams, Nextcloud, Communicator) to boost collaboration and efficiency.
  • Established quality assurance processes through call reviews and data analysis to ensure consistent growth.

Project Coordinator

J&B General Contractors
11.2018 - Current


  • Trained and onboarded new staff on standard operating procedures, safety protocols, and project workflows—improving team readiness, performance, and adherence to company standards.
  • Maintained organized and compliant job sites by overseeing workstation cleanliness, enforcing health and safety regulations, and promoting operational discipline.
  • Managed inventory control processes, ensuring timely restocking of materials and supplies to minimize delays and support uninterrupted project timelines.
  • Collaborated with cross-functional teams including project managers, field workers, and suppliers to align project goals, manage expectations, and streamline daily operations.
  • Developed strong relationships with clients, subcontractors, and team members to foster a collaborative work environment and support successful project delivery.
  • Supported site coordination and logistics, contributing to efficient resource allocation and the timely completion of key deliverables.

Sales and Marketing Manager

State Farm
10.2022 - 01.2025


  • Developed and executed integrated marketing strategies to increase brand visibility, market reach, and customer acquisition.
  • Led cross-functional teams in designing and launching targeted campaigns, resulting in improved engagement, client retention, and lead conversion.
  • Analyzed market trends and competitor positioning to refine marketing strategies and optimize product offerings.
  • Trained and mentored junior staff on advanced sales techniques and marketing best practices, contributing to team growth and performance improvement.
  • Collaborated closely with sales leadership to align marketing initiatives with revenue goals and drive overall business growth.
  • Defined and tracked key performance indicators (KPIs) to evaluate campaign performance and implement data-driven adjustments.
  • Interpreted sales and marketing analytics to inform decision-making, enhance targeting strategies, and support continuous improvement.

Sales and Client Relationship Manager

Banfield Animal Hospital
02.2021 - 09.2022


  • Built and maintained strong client relationships through personalized communication and proactive service, significantly improving customer loyalty and retention.
  • Managed client inquiries, concerns, and service requests with speed and professionalism, ensuring a consistently high level of client satisfaction.
  • Developed tailored service recommendations based on individual client needs, supporting upsell opportunities and enhancing overall customer experience.
  • Conducted routine follow-ups and client check-ins to assess satisfaction, gather feedback, and identify opportunities for additional service engagement.
  • Collaborated with internal teams to improve service delivery processes and implement client-focused improvements.

Barista Shift Manager

Starbucks
12.2019 - 02.2021


  • Delivered high-quality customer service in a fast-paced environment, efficiently handling orders, resolving customer inquiries, and ensuring a positive guest experience.
  • Supervised daily shift operations, including staff coordination, task delegation, and maintaining workflow efficiency during peak hours.
  • Operated espresso machines and other café equipment with precision, consistently meeting brand standards for quality and presentation.
  • Maintained a clean, organized, and compliant workspace, adhering to health and safety guidelines.
  • Supported training of new team members on service protocols, product knowledge, and store procedures.

Education

High School Diploma -

Thomas A. Edison High School
Alexandria, VA
05.2020

Skills

  • Bilingual Fluently
  • Operations management
  • Teamwork and collaboration
  • Business development
  • Marketing strategies
  • Direct sales
  • Recruitment
  • Customer retention

Certification

Commissioned Notary Public

  • Resident - State of Virginia


Property and Casualty licensed Insurance Producer

  • Resident License: Virginia
  • Non-Resident License: All other states (active)


Licensed Real Estate Salesperson

  • Licensed State: Virginia


CPR Certified

Languages

English
Native or Bilingual
Spanish
Native or Bilingual
Portuguese
Professional Working

Timeline

Director of Operations

Viva Group
01.2025 - Current

Sales and Marketing Manager

State Farm
10.2022 - 01.2025

Sales and Client Relationship Manager

Banfield Animal Hospital
02.2021 - 09.2022

Barista Shift Manager

Starbucks
12.2019 - 02.2021

Project Coordinator

J&B General Contractors
11.2018 - Current

High School Diploma -

Thomas A. Edison High School

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Jerry Velasco Lopez