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James Crabtree

@jamescrabtree

Training operations professional who created onboarding materials and a standardized scheduling SOP at Convoy Inc. and Coyote Logistics.

United States

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What I'm looking for

I'm seeking an internal-facing role in Learning & Development or Training Operations.

At Neighborly Software, I managed a structured six-week client onboarding process, from requirements gathering through system configuration, launch, and administrator training. I also delivered live training on workflows, program management, and common system updates.

At Convoy Inc., I created training materials and process guides for new Operations Specialist employees and helped train support teams across locations and shifts. At Coyote Logistics (RXO), I created a step-by-step SOP for the Clorox account that helped establish a broader documentation practice across the Scheduling department.

Experience

Work history, roles, and key accomplishments

Client Success Manager

Neighborly Software

Aug 2024 - Jan 2026 (1 year 5 months)

Managed a structured six-week onboarding process for new clients, configuring grant-management programs and delivering live administrator training. Collaborated with internal teams to improve training resources.

Onboarding Training Delivery System Configuration Grant Management Customer Training Cross Functional Collaboration

Operations Specialist (Tier 3)

Convoy Inc.

Jul 2021 - Feb 2023 (1 year 7 months)

Created department-specific training materials and presentations for new Operations Specialists, mentored new employees, and trained overseas support teams and leadership on workflows.

Training Material Development Process documentation Mentorship Presentation Skills Cross Team Training

Customer Care Specialist

Synovus

Apr 2020 - Apr 2021 (1 year)

Supported customers in a regulated banking environment while following established documentation, security, and compliance procedures.

Customer Support Compliance Documentation Banking

Operations Support / Operations Scheduling

Coyote Logistics (RXO)

Jul 2017 - Apr 2020 (2 years 9 months)

Mentored new employees during onboarding, created a step-by-step SOP for the Clorox account, and partnered with management to standardize documentation practices across the Scheduling department.

Mentorship SOP Development Process documentation Cross Training Scheduling

English Instructor

Osaka English Village

Nov 2015 - Oct 2016 (11 months)

Delivered structured English instruction to children, teens, and adults, adapting lessons to different skill levels. Reviewed and refined lesson plans for accuracy and clarity.

Lesson Planning Teaching Adaptability Collaboration