Jeremy Rodriguez Operations portfolio

Portfolio / 2026 / Rutherford, NJ

Operations Manager · Business Operations · Process Improvement

I turn operational friction into systems people can actually use.

Operations leader and business owner with 10+ years of experience designing practical workflows across service, retail, and legal environments.

Open to remote operations roles and select NYC/NJ hybrid opportunities.

View selected work LinkedIn
Jeremy Rodriguez in a black suit and tie
$54K first-year business revenue
5 subcontractors coordinated
20–30 service jobs per month

Where I add value

Operational ownership from intake through outcome.

  • Business & Customer Operations
  • Service & Field Workflows
  • Process Improvement
  • Project Coordination
  • Implementation & Onboarding
  • CRM & POS Implementation
  • Scheduling & Resource Planning
  • Vendor & Subcontractor Coordination
  • Staff Training & Adoption
  • Billing, Collections & Reconciliation
  • Issue Resolution & Customer Communication
  • Microsoft Excel, Square, Codex & ChatGPT

Selected operating systems

Systems built around the way work really happens.

Each case study shows how I translate day-to-day operating problems into clearer handoffs, practical controls, and workflows a team can adopt.

Simplistic Handyman CRM

Home-services operating system

Built a centralized CRM and end-to-end operating model connecting customer intake, estimating, scheduling, subcontractor coordination, invoicing, collections, and closeout.

Context
Owned home-services business
Role
Owner & Operations Manager
Status
Operating business workflow
Scope
5 subcontractors
Result
Approximately $54K first-year revenue
Tools
Proprietary CRM, Codex, ChatGPT
  • One operational source of truth
  • Clear handoffs across every job
  • Weekly revenue and lead-source reconciliation
  1. 1Intake
  2. 2Estimate
  3. 3Schedule
  4. 4Coordinate
  5. 5Invoice
  6. 6Collect
  7. 7Closeout
SR
Sanitized interface demonstration

Jobs

Operational view
JobStatusNext step
Service request 101In progressClient update
Service request 102ScheduledConfirm crew
Service request 103Ready to invoiceReview scope
3Scheduled
2Awaiting confirmation
1Needs assignment
CurrentInvoices tracked
DueFollow-up surfaced
ClosedPayments reconciled

01 Review jobs awaiting scope approval

02 Confirm tomorrow’s assignments

03 Reconcile completed work and collections

IntakeCentralized
HandoffsVisible
Follow-upActionable

Sugarhill Hardware CRM

Customer operations modernization

Replaced fragmented paper and spreadsheet tracking with a centralized workflow from inquiry through completion and collection.

Context
Internal operations modernization
Role
Manager, Business Operations
Status
Implemented operational workflow
Environment
Family-owned hardware and locksmith business
Team
5 people
Operating volume
20–30 labor jobs per month

Before

  1. Paper notes
  2. Separate spreadsheets
  3. Memory-based follow-up

After

  1. Centralized intake
  2. Visible job status
  3. Scheduled follow-up
  4. Collection tracking

Outcomes

Shared visibility across the customer journey

Cleaner internal handoffs

Fewer steps dependent on memory

Sugarhill Hardware POS & Inventory

Retail operations system

Built a replacement point-of-sale workflow and led migration of legacy inventory data to support clearer product tracking and more modern store operations.

Context
Internal retail operations system
Ownership
Workflow design, data migration, and staff adoption
Status
Replacement POS and inventory workflow implemented
Legacy dataValidated recordsStaff adoption
Billing follow-upVendor documentationCharge accountsCollectionsPayroll support
Sanitized interface demonstration

Inventory

ItemCategoryOn hand
Key blankKeysDemo
Door hingeHardwareDemo
PadlockSecurityDemo
Current sale

Hardware item Demo

Service item Demo

Checkout workflowPayment choice, receipt, and account tracking in one flow.
Sales historySearchable payment labels and clear transaction records.
Charge accountsCustomer balances, billing follow-up, and collections visibility.

Ramydia Home Health Care

Schedule-change documentation workflow

Designed and validated a synthetic-first, auditable workflow for determining when home-care schedule and caregiver changes require documentation, while preserving human review and protected RN controls.

Role
Workflow design & AI-assisted validation
Context
Controlled home-care operations use case with synthetic data
Status
Read-only dry run; tested locally and not production deployed
  1. 01Read-only source
  2. 02Normalize change
  3. 03Apply rules
  4. 04Coordinator review
  5. 05Generate editable form
  6. 06Prevent duplicate
Schedule change reviewSynthetic test document
Change type
Caregiver change
Rules result
Documentation required
Review status
Coordinator review
Coordinator notesAction taken
Protected RN regionPreserved and read-only
5unique synthetic events produced 5 test forms
1replay skipped as a duplicate
0changed pixels in the protected RN region
12simultaneous attempts; exactly one reservation acquired

Organic Blends Barbershop

Walk-in and queue operations system

Designed a mobile-first walk-in operation connecting customer check-in, barber selection, service choice, queue routing, visit status, and staff controls.

Context
Customer operations system for a barbershop
Status
Public web workflow; live SMS remains disabled
Availability
Shop-controlled; no Booksy scraping
  • English / Spanish check-in
  • Owner and barber views
  • Duplicate active check-in protection
  • Separate visit and marketing consent
  • Fail-closed SMS controls
  1. 01Scan QR
  2. 02Choose barber
  3. 03Select services
  4. 04Check in
  5. 05Track status
ORGANIC
BLENDS

Welcome.
Scan to check in.

English  |  Español
Organic BlendsOwner queue
Shop controlled
3In queue
1In service
1Ready
Walk-inBarberStatusWait
Walk-in 01First availableIn queueDemo
Walk-in 02Barber 02In service—
Walk-in 03Barber 01Ready—
Sanitized demonstration data

My approach

Start with the real work. Then make the next step obvious.

  1. 01

    Observe the work

    Understand where information begins, who touches it, and where it gets lost.

  2. 02

    Map the handoffs

    Turn informal knowledge into visible stages, ownership, and decision points.

  3. 03

    Build the complete path

    Connect the workflow from intake through reporting instead of optimizing one isolated step.

  4. 04

    Validate and improve

    Test edge cases, protect human judgment, and refine the system around real use.

About

An operator first.

My background spans service operations, retail operations, business ownership, and legal support. I have coordinated teams, customers, vendors, subcontractors, deadlines, billing, collections, and the systems that keep that work moving.

I use AI-assisted development to translate operating judgment into practical tools—but the decisions, safeguards, and human conversations stay grounded in the work itself.

Target roles: Operations Management, Business Operations, Customer Operations, Implementation, Onboarding, Process Improvement, and service-technology operations.

2024–PresentSimplistic HandymanOwner & Operations Manager
2020–PresentSugarhill HardwareManager, Business Operations
2018–2020McCabe, Weisberg & ConwayParalegal Assistant

Better systems start with the real work.

I bring firsthand operating experience to process improvement, implementation, and customer operations.

Let’s talk
jeremyrod147@yahoo.com 914-308-6037 LinkedIn