As COO of a growing credit-restoration & financial-education company, I own the operating model — and build the tools, data pipelines, and compliance behind it. Employer, brand and client data are anonymized; every screenshot uses synthetic data.
Full-stack · Compliance
Dispute Workbench
Next.js 16 · Cloudflare · sole architect
Turns a credit report into a defensible dispute
Links every finding to immutable evidence, recommends only fact-supported methods from a 21-method engine, generates bureau letter packages, tracks legal deadlines, and keeps a hash-chained audit trail — with client PII kept out of storage by design.
Real screenshot — staff entry gate (synthetic-data prototype)System architecture
Automation · Data ops
CRM data-engineering
60+ Python scripts · GoHighLevel API
A clean, trustworthy CRM — and provable commission attribution
60+ Python scripts dedupe, migrate, reconcile and QC a live CRM; every destructive operation writes a change log and a backup. Designed a write-once attribution field and backfilled 865 client records so commissions roll up permanently.
PythonGoHighLevel APIIdempotentReversible
60+
automation scripts
865
records backfilled
Reversible-by-design pipeline
Product · Bilingual UX
Credit Analysis Toolkit
Browser apps · EN / ES
A credit report → pricing, strategy & funding-readiness in seconds
A family of browser-based tools that parse a report in-memory and produce an instant plan. When printed totals disagreed with the detail, the parser counts the red-X marks per bureau instead of trusting the total.
A pipeline that consolidates CRM revenue, bank/card, payroll and funding into branded dashboards — 2,089 payments across 33 months, every figure traceable to a named source file.
Python · openpyxlApps ScriptReconciliation
2,089
payments
33
months
Recreation on illustrative sample data
Curriculum · Enablement
Financial-education program
3 tiers · knowledge base
A tiered program that turns clients into informed members
Designed a three-tier curriculum (10 courses / 86 lessons) and a searchable written knowledge base with a build-time PII guard that strips any link exposing client identity.
Curriculum designStatic site · searchPII guard
10
courses
86
lessons
Real screenshot — brand anonymized
SOPs · Governance · AI
The operating system
Knowledge base · custom AI skills
One source of truth, and AI that ships compliant work by default
Authored the internal knowledge base & SOPs, communication standards and escalation matrices, plus custom AI skills (a brand director and a compliant-comms writer) so a remote bilingual team produces on-brand, compliant work.
SOP architectureGovernance & riskCustom AI skillsFCRA · FDCPA · CROA
Real screenshot — custom AI coaching tool, brand anonymized
Real screenshots of deployed tools · brand & data anonymized · synthetic data in all outputs
02
Experience
10+ years across workforce management, real-time operations, training, and operations leadership.
2026 – Present
Operations Lead & COO
Credit-restoration & financial-education company · confidential
Own the operating model of a growing remote company — SOPs, CRM automation, QA, and FCRA/FDCPA/CROA compliance — and build the internal tools, data pipelines and AI automations myself (see the work above). current role · employer withheld
2024 – 2026
Real-Time Management Supervisor
Konnect CX
Led real-time workforce operations across teams; intraday adjustments that protected KPIs and SLAs; Power BI dashboards; root-cause analysis, process improvement, and team OKRs.
Supervised WFM and real-time ops across client accounts — direct reports, coaching, forecasting, adherence, corrective action; Tableau dashboards; SOPs and QA for audit readiness.
2020 – 2024
Learning Support Specialist · Trainer
Atento Guatemala
Built onboarding and training (Articulate 360, Adobe Captivate); administered LMS content (Moodle, Absorb); authored SOPs that cut onboarding ramp time.
2024
Administrative & Data Support Specialist
Contract roles
Maintained CRM records and high-volume Excel data (Pivot Tables, Power Query); built Zapier / Make automations to cut manual workload.
2014 – 2021
Middle School Math Teacher
Village School
Structured instruction, progress tracking, and family communication — foundations in coaching, planning and performance support.
03
Case studies, in depth
Self-taught data-systems & automation work, built against real projects — sectors and clients withheld for confidentiality. Each is problem → method → outcome, with an honest “what I’d do differently.”
I make workflows less painful — sometimes with a better process, sometimes with a spreadsheet, and sometimes with a small app I build and ship myself.
02
Data systems & AI automation
I build pipelines that turn messy, contradictory sources into one record you can trust — and keep it honest with verification, matching, and provenance.
03
Training & instructional design
I turn "how it's done" out of someone's head and into clear guides, onboarding, and training that people can actually follow.
04
People & customer ops
I'm genuinely a people person — warm with customers and teammates, and steady when things get messy. That's usually the part that holds everything together.
05
How I work
A few rules I actually live by — each one learned by getting something wrong first.
01
Write the spec before the work
Sources named, rules fixed, output decided — before anything runs. A vague brief just gives you plausible output nobody can check.
02
Verification is a gate, not a review
Nothing moves on a single pass. A second, independent check has to agree — and if it doesn't, the work stops.
03
An honest gap beats a confident guess
I'd rather flag "we don't know this yet" than fill it with a value that looks right and quietly isn't.
04
Say what the work doesn't do
The limitations note is the one nobody asks for — and the reason everything else can be trusted.
06
Credentials & toolkit
BBA, Business Administration 2020–2024
American School of Management.
Civil Engineering — 6 semesters USAC
Universidad de San Carlos de Guatemala · 2010–2013.
English C2 EF SET 76/100
Certified proficient — comfortable leading client calls and written work in English.
AI Applied to Business ASM 2024
Applying AI tooling to real operations and productivity.
Training Needs Analyst INTECAP 2021
Certified in training-needs analysis and enablement.
HubSpot CRM
CRM, Inbound & related HubSpot platform certifications.
Toolkit TOOLS
Power BI · Tableau · Excel · WFM (NICE, Verint, Genesys, IEX, Calabrio) · Salesforce · Zendesk · Zapier · Make · Power Automate · Python · AI tools.
Verifiable history HR
Employment references and documentation available on request.
07
About
Carolina Ponciano · Guatemala · Remote · EN / ES
Hi — I'm Carolina. I like the parts of a business most people would rather avoid: the messy handoffs, the spreadsheet nobody wants to own, the process that only lives in one person's head.
I've spent my career in operations and customer-facing roles, and the thread that runs through all of it is people — making their day a little easier, their tools a little simpler, their first weeks a lot less overwhelming. When something's repetitive, I'll build a small tool or write the guide so nobody has to suffer through it twice.
In the last year I also taught myself to build proper data systems — pipelines that reconcile thousands of records, check their own work, and flag what they can't be sure of. It's some of the work I'm proudest of, and it grew straight out of the same instinct: make the messy thing trustworthy.
I work remotely from Guatemala, in English and Spanish, and I'm just as comfortable running a call as I am writing an SOP or shipping a little app.
EN · AdvancedES · Native
Let's talk.
Hiring for an operations, ExecOps, or customer-side role? I'd genuinely love to hear what you're working on.