Executive & Operations Support Specialist with Bookkeeping Expertise

Helping founders and teams stay organized, financially accurate, and operationally calm, remotely and reliably.

Hi, I’m Kris Apellado, with over 15 years of experience across office-based and remote roles spanning executive support, administrative operations, bookkeeping, customer support, and business ownership. I bring a strong systems mindset, hands-on operational experience, and the ability to support growing teams with structure, accuracy, and consistency.

About Me

I create. I build. I develop. And when needed, I put out fires without panic.

I build systems from scratch, improves what’s already there, and steps in calmly when things catch fire.

I thrive in the space between strategy and execution. Creating workflows, developing processes, organizing chaos, and keeping businesses moving forward even when priorities shift fast. I don’t just follow SOPs. I design them, refine them, and make sure they actually work in real life.

When things break, get messy, or fall through the cracks, I’m already fixing it. When something doesn’t exist yet, I build it. When a process feels clunky, I streamline it. I’m proactive, resourceful, and comfortable making decisions and act decisively within defined priorities.

Above all, I’m dependable under pressure. I keep operations steady, protect my executive’s time, and make sure problems are handled before they turn into bigger ones.

Professional Experience

Operations Admin | Customer &
Technical Support | BuyLeads.co

Streamlined contracting, onboarding clients, and compliance workflows by improving document tracking and verification, reducing delays and incomplete submissions

Maintained and optimized automations supporting onboarding, lead distribution, follow-ups, and compliance, reducing manual work and improving turnaround time

Coordinated client and agent onboarding, guiding requirements through to activation and ensuring smooth account transitions

Organized renewal, lapse, and follow-up tracking to support stronger policy conservation and retention efforts

Supported commission tracking and debt management by resolving discrepancies and closing documentation gaps with accounting teams

Acted as a central communication hub between clients, agents, and insurance partners to drive faster issue resolution.

Executive Assistant | Operations Assistant | Maniya Health

Strengthened recruitment operations by organizing interview workflows, improving calendar coordination, and ensuring consistent follow-through across hiring stages.

Supported smoother onboarding of candidates and healthcare intakes by preparing organized applicant profiles, screening summaries, and eligibility documentation.

Improved data accuracy and compliance by maintaining structured records in Practice Fusion, applicant trackers, and shared databases.

Enhanced communication flow between leadership, candidates, and patients, contributing to clearer expectations and reduced scheduling issues.

Contributed to workflow improvements by collaborating with leadership to refine scheduling and recruitment processes.

Protected organizational trust by handling sensitive healthcare and applicant information with professionalism, discretion, and HIPAA awareness.

AR / AP Specialist |
Mood.com LLC

Strengthened case file organization and document tracking, improving retrieval speed and reducing missing or incomplete records.

Supported multiple attorneys simultaneously, helping maintain on-time filing of legal documents and court requirements.

Improved documentation workflows by standardizing templates and recordkeeping practices used across the office.

Built a reputation as a trusted support staff member for handling sensitive legal matters and confidential government information.

Contributed to smoother daily operations by coordinating schedules, monitoring deadlines, and ensuring consistent follow-through.

Legal Secretary | Admin and Front Desk | Office of the Mayor

Strengthened case file organization and document tracking, improving retrieval speed and reducing missing or incomplete records.

Supported multiple attorneys simultaneously, helping maintain on-time filing of legal documents and court requirements.

Improved documentation workflows by standardizing templates and recordkeeping practices used across the office.

Built a reputation as a trusted support staff member for handling sensitive legal matters and confidential government information.

Contributed to smoother daily operations by coordinating schedules, monitoring deadlines, and ensuring consistent follow-through.

Owner | Operator – Hideout Internet Café | 2014 – 2020

Built and managed a successful business, handling customer service, staff supervision, inventory, and IT troubleshooting.

Implemented customer-focused strategies that boosted repeat business and sustained profitability.

Managed financials, bookkeeping, and marketing, gaining hands-on business leadership experience.

Customer, Technical, and Billing Support | Sutherland Global | 2011 – 2013

Resolved customer inquiries, billing issues, and technical problems with empathy and accuracy.

Maintained high satisfaction scores through effective troubleshooting and clear communication.

Assisted in reducing average resolution time by ensuring thorough documentation of cases.

Work & Systems Experience

CRM & Task System Management

I design, build, and maintain CRM systems that support day-to-day operations by structuring pipelines, task boards, automations, and internal documentation. This ensures clear visibility, smooth handoffs, and consistent execution across teams using tools like GoHighLevel, ClickUp, and Monday.

Project & Delivery Management

Planned, coordinated, and tracked projects across multiple teams by defining scopes, timelines, owners, and deliverables. Managed task dependencies, milestones, and progress updates through structured boards and workflows to ensure projects stayed on schedule, risks were surfaced early, and stakeholders had clear visibility from kickoff to completion.

Internal Process Optimization

Improved task visibility and follow through by organizing hotlists, priority inbox systems, shared task boards, and internal documentation to reduce friction for decision makers.

Data & Reporting Coordination

Compiled, organized, and validated operational and financial data from multiple systems to support internal reporting, status tracking, and management-level visibility without disrupting day-to-day workflows.

Cross-Team & Client Support

Acted as a reliable point of coordination between executives, internal teams, and external partners by managing requests, clarifying priorities, and ensuring smooth handoffs across systems and timelines.

Quality Control & Follow-Through

Ensured accuracy and completion across recurring tasks by reviewing outputs, validating details, and following through on open items to maintain consistency, reliability, and operational trust.

Core Skills

Executive & Administrative Support CRM & Lead Management Project Management Tools Calendar, Inbox & Task Management Client Onboarding & Management Workflow Optimization & Process Improvement Technical & Platform Support Documentation, Compliance & Recordkeeping Commission, AR/AP & Financial Tracking Cloud File Management Professional Communication Web and Funnel Design Process Automation & System Setup Insurance Operations & Contracting Recruitment & Healthcare Coordination

Tools & Systems

GoHighLevel (GHL) Monday.com ClickUp Asana Notion Google Workspace Microsoft Office Slack Microsoft Teams Zoom Google Meet Skype Google Drive OneDrive Dropbox Excel & Spreadsheet Google Tasks Technical TS Tools QuickBooks Stripe Meta Business Suite Canva LeadProsper.io Practice Fusion GoDaddy

I adapt quickly to new tools and follow documented systems with consistency and accuracy.

Training and Certificates

LogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogo

Why Work With Me

  • Reliable support for recurring operational and finance-adjacent workflows

  • Careful, consistent execution aligned with established SOPs

  • Multi-tasker and tech-savvy, able to adapt across systems, tools, and processes

  • Quick learner who ramps up fast in new platforms and workflows

  • Clear, proactive communication that reduces follow-ups

  • Strong respect for data accuracy, access control, and confidentiality

  • Comfortable operating independently in fully remote environments

  • Practical understanding of executive priorities, time, and decision flow

My goal is simple: to make your operations easier to manage and your decisions easier to make.