Open to opportunities

DC Cole

@dccole

Message

Operations & systems professional building CRM automation, dashboards, and durable SOP-driven improvements.

United States

Message

What I'm looking for

I’m looking to own systems and operations end-to-end—administer CRMs, automate workflows, and deliver KPI reporting through clear SOPs—so high-volume teams run efficiently with lasting, sustainable improvements.

I’m a systems-focused operations professional with 10+ years administering business platforms, resolving technical support requests, and building automation infrastructure. I take ownership from support pattern analysis to root cause resolution, then document clear SOPs and implementation guides so improvements stick.

Currently, I’m managing a multi-platform CRM ecosystem (including GoHighLevel and Circle.so) while building KPI dashboards and reporting systems for leadership visibility. I also execute data loads, validate integrity, coordinate audits, and design Zapier/Make workflows with API and webhook integrations to reduce manual work and increase operational efficiency.

Experience

Work history, roles, and key accomplishments

Current

Operations & Systems Consultant

Current

ARG/ CoHaven Real Estate Investment Team

Jan 2025 - Present (1 year 6 months)

Administered a multi-platform CRM ecosystem and handled technical support requests with responsiveness and ownership. Built documentation (SOPs), KPI dashboards/reporting systems, automations (Zapier/Make), and API/webhook integrations while supporting audits and ongoing process improvements.

GoHighLevel Salesforce Circle.So CRM Administration System Configuration Performance Optimization SOPs Technical Documentation Root Cause Analysis Reporting Systems Zapier Webhooks APIs Systems Integrations Audit Coordination Process Improvement

Sales & Marketing Director

Toco Warranty

Dec 2022 - Jan 2025 (2 years 1 month)

Designed and implemented Salesforce dashboards and KPI tracking to improve real-time performance visibility. Built reporting infrastructure, led process transformation and documentation, and managed vendor performance using structured data analysis and tracking.

Salesforce KPI Reporting performance reporting Data Driven Decision Making Process Transformation Documentation Data Tracking Data Analysis Continuous Improvement

Business Development Executive

Toco Warranty

Jul 2020 - Dec 2022 (2 years 5 months)

Built KPI-driven performance dashboards and reporting frameworks for leadership tracking. Identified and resolved operational inefficiencies through data analysis and process review, and coordinated cross-functional initiatives to improve operational performance and efficiency.

KPI Reporting Performance Tracking Data Analysis Operational Efficiency Process Optimization Process Reviews Cross functional Coordination

Operations & Client Support Manager

Toco Warranty

Jun 2017 - Jul 2020 (3 years 1 month)

Managed daily operations and client support for high-volume sales interactions. Led support request intake, prioritization, and resolution for 100+ weekly interactions, implemented CRM-based performance tracking, and maintained documentation and compliance standards with training materials.

client support Issue Resolution Performance Tracking Documentation & Compliance Process documentation

Chief Operating Officer

1Vision Marketing

Jun 2014 - Jul 2017 (3 years 1 month)

Designed and implemented operational systems to support organizational growth. Built automated systems to reduce administrative errors and manual data entry, created operational tracking/reporting workflows and process documentation, and oversaw operations including financial tracking, payroll, and inventory management.

Automation Process documentation Payroll Management Inventory Management