Summary
Overview
Work History
Education
Skills
Technical Skills
Certification
Timeline
Generic
NICOLE ORTEGA

NICOLE ORTEGA

Customer Operations Manager
Newberg,OR

Summary

Operations and project leader with a track record of implementing process improvements and developing effective training programs. Expertise in cross-functional collaboration and delivering measurable outcomes in dynamic environments. Proven ability to create scalable documentation systems and lead high-impact initiatives. Skilled in operational strategy, performance analytics, training development, and stakeholder engagement.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Customer Operations Manager (AET Team Leader)

Cash App
Portland, OR
11.2022 - 08.2025
  • Lead cross-functional, multi-channel escalation teams (voice, chat, email) with Tier 2 support operation scope, driving real-time queue strategy, and performance improvements.
  • Developed an implemented a comprehensive training program for overnight partner specialist tracking 1800+ merchant actions across nine categories with 100% accuracy.
  • Designed and developed LATAM BPO integration tools, generating 58 advocate responses and identifying 38 high potential candidates for mentorship programs.
  • Create the AET style guide, standardizing, communication interaction, flows, and humanized support guidelines now serving as a reference across teams.
  • Led the audit of 36 knowledge articles collaborating with L&D and MET to improve accuracy, usability, and escalation resolution times.
  • Drove cross functional partnerships with MET and L&D teams to align documentation, enhance training content and implement standardized onboarding processes.
  • Managed real-time support workflows (SLA, adherence, concurrency standards, FIFO handling) to ensure resolution speed and quality in high volume escalation channels.
  • Contributed to team earning #2 in an AET wide KPI competition meeting or exceeding set performance benchmarks.
  • Coached and developed team members via structured feedback loops, performance conversations, and growth planning, strengthening specialist capabilities over time.

Selected Contributions:

  • Analyzed CSAT metrics, advocate action rates, and quality trends – drove KPI improvements targeting insight utilization, and reducing repeat escalations by 15-20%, contributing to the #2 team ranking across AET.
  • Ensured compliance with escalation, documentation, standards, audit, readiness, and PII protocols by implementing a GFORM-based reporting solution.
  • Streamline knowledge based navigation with improved bookmarks and documentation systems for BPO advocates.
  • Designed mentor-to-sidekick ratio analysis tools to optimize resource allocation.

Customer Success Advocate - Voice Support

Cash App
Portland, OR
02.2022 - 11.2022
  • Driver for success - consistently meeting or exceeding metrics when it comes to Adherence, ACW, and QA scoring. Results driven and customer focused to provide resolution to each call.
  • Collaboration and engagement across teams to foster efficiency, performance expectations, and understanding of workflows to ensure success through Voice Support
  • Leader in case calibrations with Senior Leadership present in order to create a better understanding of all the new workflows that come with the role.

Meat and Seafood Team Leader

Whole Foods Market
LAKE OSWEGO, OR
07.2021 - 02.2022
  • Assess, motivate and empower team members to work to build customer satisfaction and loyalty, to support retention and growth.
  • Foster positive employee relationships through communication, training and developmental coaching.
  • Coordinated merchandising strategy for assigned area, created and maintained abundant and eye-catching store displays and recommended advertising approaches.
  • Allocated resources and organized processes within assigned area of responsibility to drive efficiency and productivity.
  • Created and distributed monthly, quarterly and annual reports to management regarding performance.

Assistant Manager

Tilly's
GLENDORA, CA
08.2015 - 08.2018
  • Achieved sales goals exceeding $10k daily with 10 direct reports per day and 30 employees on staff.
  • Organized 400 hours worth of scheduling, workflows and shift coverage to meet expected business demands.
  • Implemented training processes for newly hired employees and supervised department managers, shift leads and production personnel.
  • Traveled to open new stores and create their visual merchandising.
  • Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
  • Enforced company policies and procedures to strengthen operational standards across departments.

Education

Bachelor of Science - Social Science

University of Oregon
Oregon

Associate of Science - General Studies

Chaffey College​
California
05.2018

Skills

  • Strategic project leadership
  • Process and documentation improvement
  • Cross-functional team collaboration
  • Data driven decision-making
  • Training program development
  • KPI & performance tracking
  • Stakeholder communication
  • Operational efficiency

Technical Skills

  • Google workspace
  • Excel
  • Notion
  • Google forms
  • Data visualization tools
  • Performance tracking systems (Looker, Observe)
  • Process documentation tools (CF1/SalesForce, Amazon Connect, Regulator, Marqueta, Toolbox)
  • AI Systems (Goose, ChatUI, ChatGPT)

Certification

CCO Interviewer Training completion Jan. 2023

Culture Champion Tier 2 Certification, Whole Foods / February 2022

Culture Champion Certification, Whole Foods / June 2018

Timeline

Customer Operations Manager (AET Team Leader)

Cash App
11.2022 - 08.2025

Customer Success Advocate - Voice Support

Cash App
02.2022 - 11.2022

Meat and Seafood Team Leader

Whole Foods Market
07.2021 - 02.2022

Assistant Manager

Tilly's
08.2015 - 08.2018

Bachelor of Science - Social Science

University of Oregon

Associate of Science - General Studies

Chaffey College​
NICOLE ORTEGACustomer Operations Manager