Kelly Hoback
Operational Transformation Leader | Customer Operations and Implementation | AI Architecture | CX Strategy | People Development
- Nashville, TN
- 941.220.9356
- kelly.hoback@outlook.com
AI agents and automation: architecture, training, governance, escalation logic, continuous optimization
Customer operations and implementation: onboarding playbooks, go-live criteria, self-serve workflows, support systems
Support operating systems: intake, triage, routing, knowledge base design, macros, SLAs, QA sampling
Operational analytics: KPI dashboards, root-cause visibility, operational bottleneck detection
Cross-functional execution: product, engineering, marketing, finance, operations, compliance partnership
Team development: manager enablement, training systems, operating cadence and accountability
Voice + omnichannel AI support system (Flip AI + Gorgias AI): replaced IVR, unified ticketing across phone, email, chat; built taxonomy, macros, dashboards, and escalation logic to drive higher FCR and measurable deflection.
AI governance and decision frameworks: confidence thresholds, do/don’t boundaries, human-in-the-loop escalation, auditability, and rollback plan design.
Support operating system: help center and knowledge base architecture, intake and triage, routing rules, escalation paths, macros, SLAs, QA sampling, and reporting.
AI-assisted operational process redesign: used AI to analyze process documentation, map decision logic, identify root causes, and design future-state workflows to accelerate diagnosis and execution.
Gorgias AI (expert) | Flip AI (expert) | Zendesk AI + Copilot | ChatGPT (custom GPT builds) | HubSpot CRM | Salesforce | Shopify | Amazon Connect | NetSuite | Power BI | Figma | Amazon Seller Central
CCXP in progress
MIT (2017) | Introduction to Financial and Managerial Accounting
Gorgias Academy | Shopify Power User
A3 Lean Process Management
Operations and CX leader who builds AI-driven systems that scale onboarding, support, and execution. I design AI end-to-end: tool selection, agent architecture, governance guardrails, training, measurement, and continuous optimization. 10+ years building operational infrastructure across healthcare-adjacent distribution and high-velocity environments, with a focus on reducing reactive support, improving time-to-value, and turning workflows into repeatable playbooks.
Promoted to Head of Operations with full P&L responsibility and interim COO authority; led CX, Operations, Warehouse, Returns, and Facilities
Recovered 60,000 units ($6M value) of orthotic footwear across warehouse backlogs, closed retail locations, unprocessed DC shipments, and mislabeled inventory; improved inventory accuracy in Amazon FBA.
Expanded AI orchestration across operations, including conversational flows, agent-assist logic, and knowledge guidance systems; ensured governance, adoption, and measurable performance.
Designed operating cadence and governance across contact center, warehouse, and returns; audited vendor relationships and eliminated non-performing contractors.
AI outcomes (agent architecture + deployment)
Selected and deployed Gorgias AI + Flip AI; architected “Ava” AI agent with personality, parameters, governance guardrails, and escalation logic.
Implemented Flip AI voice to eliminate IVR and deliver real-time responses; unified omnichannel ticketing in Gorgias AI across email, chat, and escalation routing.
Designed taxonomy (tags, categories, dispositions) and built macros and workflows to measure escalations, speed agent task completion, and drive higher FCR.
Built dashboards tracking AI performance, accuracy, escalation patterns, and trends; ran weekly iteration cycles using live operational data.
Results (AI)
Improved AI accuracy 30% and reduced escalations 30% within 30 days.
Reduced peak-time queueing to near-zero with 24/7 instant responses and intelligent routing to specialists for complex cases.
Team development
Led organization-wide ChatGPT adoption and enablement; taught teams practical use cases for scheduling, communication, training, employee engagement, and task automation.
Developed 5 managers into effective operators through training, coaching, and clear operating rhythms.
Consolidated the contact center model to a lean expert team and rebuilt governance (help desk architecture, taxonomy, SOP framework, training redesign, and incentive realignment) to reduce preventable refunds and rework.
Built VOC and operational dashboards that made patterns visible and drove weekly performance improvement.
Human outcomes (foundation + governance)
Hired to diagnose and fix major operational breakdowns across customer service and the contact center.
Consolidated the team from 27 agents to 5 core agents plus 2–3 seasonal temps.
Built the operational foundation: help desk architecture, knowledge base overhaul, taxonomy, SOP framework, training redesign, and website updates.
Realigned incentives to reward legitimate problem-solving and reduce preventable refunds and rework.
Results (human)
Improved operational accuracy 30%, reduced escalations 40%, and strengthened FCR and response times through workflow redesign and governance.
Partnered with the CFO on a vendor audit, including terminating a non-performing training contractor ($52k/year, zero deliverables).
Promoted to VP of Customer Experience to expand transformation and scale AI.
Provide operational transformation and CX strategy for organizations implementing AI at scale.
Design support operating systems: intake, triage, routing, escalation paths, knowledge base governance, QA sampling, and KPI dashboards.
Build AI governance and rollout frameworks so teams automate repeatable work without automating dysfunction.
Selected consulting builds
AI-powered support system (Zendesk AI + Copilot): built complete support infrastructure for a high-growth construction company. Designed the help center and knowledge base from scratch, implemented workflows and governance guardrails, configured AI deflection, and structured intake fields (budget, timeline, preferences) to improve prioritization and planning. AI now handles ~40% of inquiries autonomously with proper escalation and stronger data capture.
Custom GPT with guardrails (KM Market Brand Research): built a custom GPT for executive-level market intelligence with evidence-first standards (no invented numbers), clear separation of facts vs assumptions, credible-source prioritization, and repeatable outputs (brief/report/deck). Used it to redesign a small business client’s strategy and 30/60/90 plan, driving a 25% sales increase in week one after launch.
AI-assisted operational process redesign (ChatGPT): analyzed client process documentation, identified inefficiencies and root causes, mapped decision logic, and designed future-state workflows. Reduced time-to-recommendation from weeks to days while increasing clarity and implementation readiness.
Led CX for a national laboratory supply distributor during rapid growth and supply chain constraints.
Redesigned routing and escalation workflows across phone, chat, and email; partnered directly with the compliance team to ensure state compliance across lab supply, Rx, and medical supply distribution workflows.
Implemented HubSpot CRM with workflows, routing rules, AI chat automation, and dashboards; standardized SOPs and training programs.
Built and delivered monthly Power BI reporting for the CEO, surfacing CX and operational KPIs, trends, and bottlenecks to drive decisions.
Team development
Owned onboarding training program, continuous learning, and employee engagement activities
Promoted one new manager of customer service, one executive assistant, and one Government Bids department Lead
CRM (Salesforce) design, routing workflows, and multi-state operations; supported expansion into 7 states.
Led the transition from residential to commercial operations, landing and managing the company’s first commercial project and establishing the operational playbook for future commercial work.
Opened and operationalized a new location; built playbooks and a cross-functional operating cadence.
Clinical Operations (MAXhealth), Operations & Supply Chain Manager (ZipKord Solutions), Playbook Author (Autodesk BIM 360 Ops)