Operations · Executive Support · Client Relations

The person founders trust to keep everything moving so they can run the business.

I take the moving parts off your plate. I manage priorities, lead teams, keep clients informed, build systems that make delivery consistent, and flag risks before they become problems. More than ten years of experience has taught me how every part of a business connects. I bring ownership, structure, and visibility, so you always know what is moving, what needs attention, and what comes next.

What I Handle

Hand it off to me. Get your time back.

Every business is different. I learn how yours works and take care of whatever you hand me.

Executive Support

Your Time, Protected

I manage your calendar, inbox, priorities, meetings, and next steps, so your day runs the way you planned it. I sort competing requests by what matters most and handle the details you should not have to carry.

You Get Fewer decisions to make and nothing falling through the cracks.

Operations

Operations That Run Without You Watching

I run daily execution, scheduling, workforce coordination, quality control, and reporting. I build the trackers and workflows that keep everything on schedule, week after week.

You Get One clear view of what is running, what is at risk, and what is done.

Client Relations

Updates Before Anyone Has to Ask

Whether it is you, your team, or your clients, I am the calm point of contact. I set expectations early, surface issues before they escalate, and follow through on every commitment.

You Get No surprises, and no one left waiting for an answer.

People Leadership

A Team Held to a Clear Standard

I oversee recruitment, onboarding, training, coaching, performance monitoring, attendance, and payroll. I have led teams of up to 20 people in a corporate office setting, and I have managed a remote team while coordinating up to 20 clients.

You Get A team that meets its targets without you managing every detail.

Ways I Can Support You

Just for You

Executive Assistant

One dedicated person who learns how you work and supports you directly, so you can focus on the work only you can do.

For Your Business

Operations Manager

I take ownership of the daily running of your business. You set the direction, and I keep it moving.

Across Everything

Right Hand to a Founder

Executive support, operations, client relations, and team leadership in one trusted person who keeps you informed throughout.

Project Based

Systems Build

A defined project to turn your processes into SOPs, trackers, and CRM workflows that hold up through growth and turnover.

Selected Work

Needs spotted, systems built, results delivered.

Real work from real businesses. Some started as problems, others were gaps I spotted early. Each one made the business easier to run.

Data Insights

State Performance Dashboard

Noticed
During performance reviews, the founder sometimes wondered which states produced the strongest leads.
Built
A dashboard that tracks every client handoff by state and ranks states by lead quality and transfer volume.
Result
Gave the founder clear visibility into which states deliver the best leads.
Record Keeping

Lead Transfer Tracker

Noticed
Transfers were only reported as a daily count in end of day reports, with no record of which leads went to which client.
Built
A tracker that records every lead transfer with the client, date, and key details.
Result
A complete record, ready to share with clients or leadership the moment they need it.
KPI Tracking

Performance Scorecard

Problem
There was no single view of how each team member and each client account was performing.
Built
A scorecard that tracks each team member's daily activity, conversion rates, and results by client, with weekly and monthly totals.
Result
Clear visibility into each team member's performance and early warning on client accounts with low conversion, so attention goes where it is needed most.
Operating System

Operations Command Center

Problem
Tasks were scattered, with no single source of truth for the owner or the team.
Built
A central hub in Notion with clear ownership, priorities, an SOP library, and a quick way for the owner to add tasks.
Result
One clear overview of everything in progress, in one place.
Payroll

Payroll Validation System

Problem
Pay depended on hours worked and individual workload, which changed week to week and was easy to miscalculate by hand.
Built
A payroll workbook that tracks daily hours and workload for each team member, applies the correct pay rate, calculates bonuses, and produces a payslip for review and approval.
Result
Accurate, consistent pay every cycle, with every payslip checked before release.
Service Continuity

Team Coverage Plan

Noticed
There was no plan for when a team member was absent, which left their clients without support.
Built
A documented process that assigns another team member to cover for anyone who is out.
Result
No client is left without support, and team members are fairly compensated for covering.
Hiring

Onboarding System

Problem
New hires had to learn the tools, processes, and client expectations quickly, often by asking the same questions again and again.
Built
A structured first week with a day by day training plan, a new hire dashboard with daily routines, call guides, and message templates, plus shadowing sessions with experienced team members.
Result
Every new hire gets the same structured start and one place to find everything they need.
Training

Team Development Sessions

Problem
The team knew the scripts, but needed stronger habits around ownership, client care, and communication.
Built
A series of training sessions covering proactive work habits, client care, communication with prospects, and building client relationships, plus visual SOPs for key processes.
Result
Shared standards for how the team works with clients and prospects, beyond the call script.
Automation

CRM Optimization

Noticed
The CRM was not set up for how the team actually worked. Leads were hard to prioritize, automated texts were getting few replies, and callbacks went to a shared number that no one could answer.
Built
Smart lists that sort leads by priority and asset level, rewritten text message automations that start a real conversation, and a dedicated phone number for each team member.
Result
More focused calling, more replies from new leads, and every callback reaching the right person.

Want someone who takes care of what you need before you even ask?

Let's Talk

How I Work

The habits behind the results.

The standards I hold myself to, whatever the role.

Ownership First

If something needs to get done, I take it on without waiting to be told. I see it through and keep everyone updated along the way.

Anticipate Needs

A slipping schedule, a quiet client, a missing report. I notice what is coming and handle it before it becomes a problem.

Priorities Before Tasks

I sort work by what affects clients, revenue, and people most, then share the order so no one is guessing.

Clear Communication

Leadership hears the real status. Teams get expectations in writing. Clients hear from me early and often.

Client Care

Every client is a partner for the long run. I check in often, celebrate their wins, and look for ways to make their work easier.

Structure That Lasts

Anything done from memory becomes an SOP, a tracker, or a workflow, so it holds up through turnover and growth.

Recommendations

In their words.

From the founders and clients I supported to the managers above me and the team I led.

Founder

"One of Dii's greatest strengths is her sense of ownership. She is resourceful, organized, dependable, and capable of operating with a high degree of independence."
"She has played an important role in bringing structure, accountability, and consistency to our operations. She has earned my trust and my full recommendation."

Founder and Client

"I never wondered where something stood, because Dii already knew, and more often than not she had already handled it."
"If you are considering bringing Dii onto your team, do it. Whoever gets her next is getting someone who owns outcomes, not tasks."
Managed Dii Directly

"One of the best managers I have managed and worked with. She has strong team management skills that make her and any team she handles meet client goals. I would highly recommend her to any supervisory or team manager position."

JC
Juan Carlos TantocoOperations Leadership
Managed Dii Directly

"A born leader, selfless and a critical thinker. She drove the team to meet site targets day after day, and showed real strength and resilience through the pandemic."

AA
Aileen Aguirre CastilloOperations Leader, CX and SLA Compliance
Reported to Dii Directly

"One of the most brilliant people I have ever worked with. Her team management skills made our team exceed the client's expectations. She is truly a valuable asset to absolutely any team."

RY
Rogelen YebanCustomer Service Representative, EXL Service
Fellow Assistant Manager

"She is amazing at her job. She makes sure everyone is on the same page and focused on the main goal, and she brings suggestions on how to get things done. I'd definitely work with her again."

RT
Richard TagalogAssistant Manager, EXL Service
Managed Dii Directly

"Great personality with a high sense of accountability. Independent, and works with a team with ease."

Experience

A career built one step at a time.

I started in customer service for US companies and later grew into sales, team leadership, and operations. Having done the work myself helps me understand what leaders, teams, and clients really need.

  1. DigitalProspecting.io · US, remote

    Operations Manager

    Lead daily operations for a remote lead generation team serving financial professionals. Own team performance, client accounts, payroll, scheduling, reporting, SOPs, and CRM workflows, working directly with the founder.

  2. DepositCloud · US, remote

    Resident Service Advisor

    Manage enrollments, refunds, and account concerns across the resident lifecycle for multifamily, student, and affordable housing operators, working with property management teams to resolve issues accurately and on time.

  3. EXL Service Philippines

    Assistant Manager

    Led the team's performance and service quality against client targets, including performance reviews, coaching, training, and escalations from employees and customers.

    Earlier roles at EXL: Senior Customer Service Specialist and Senior Loan Officer (Sales).

EducationBS Secondary Education, PHINMA Cagayan de Oro College

Systems I Use

GoHighLevelSalesforceNotionGoogle WorkspaceSlackZapierKixieHubstaffZoomCanvaAI Tools

I pick up new platforms fast and usually end up writing the guide for how the team should use them.

Industries I Know

Financial ServicesCredit CardsConsumer LendingLife InsuranceProperty ManagementLead Generation

Remote Setup

  • Dedicated home office
  • Reliable primary internet with backup
  • Power station for outages
  • Professional audio setup

Let's Talk

Need someone dependable at the center of your business?

Tell me a little about your business and what you need help with. I will get back to you with how I can help.

Email
diisagrado@outlook.com