Operations & project management
Weekly priorities, capacity planning, SOPs and follow up, so every person knows what is theirs this week.
~20people coordinated across 4 projects
Operations & Project Manager
I own operations from the first brief to delivery.
Operations and project manager with strengths in marketing operations, AI enablement, client insights and legal operations. I coordinate people, campaigns and processes, and document them so the work keeps moving.
Operations & Project ManagementMarketing OperationsAI EnablementClient InsightsLegal Operations
RemoteAny time zoneEnglish and SpanishFull time
Open to new rolesRemote · EN / ES
0K+billed as an independent contractor
0people led as COO
0client briefs delivered
0ad rejections in 135 campaigns
01
What I own
Five areas, one way of working: clear owners, documented steps and numbers that show it works.
Marketing operations
Creative pipeline, ad account setup, conversion tracking and campaign QA for Meta Ads in three European markets.
~400creatives a week, from brief to launch
Client insights
Client calls and briefs turned into clear consumer insights for clients, product teams and leadership.
738client briefs for about 140 clients
AI enablement
AI agents, SOPs and workflows with Claude, and training people to run them on their own.
~90%of a manual client service automated
Legal operations
Contract review, terms of service, due diligence and dispute resolution, kept practical so the business keeps moving.
LLBLawyer, Universidad Central de Venezuela
02
Case files
Four operations I ran, what I built in each one and what changed after.
Case CS1 · Marketing operations
Codeswitcher
A performance marketing business running Meta Ads in Germany, Austria and Switzerland
- Situation
- When I joined, tasks and messages were spread across tools and roles were not yet defined, and the first ad launches of a pay per call project were getting rejected.
- What I built
- One ClickUp workspace with spaces per project, statuses and naming rules, 7 role manuals with video walkthroughs, and a compliance checklist with a dedicated QA role before every launch.
- Result
- About 20 people working from one place, about 400 creatives a week moving from brief to launch, and 0 rejections across the next 135 campaigns.
0ad rejections in the next 135 campaigns
~400creatives a week
Anonymized campaign report available on request
Case TW2 · AI enablement & insights
Tastewise
An AI SaaS company in food tech, where I owned the survey service end to end for over three years
- Situation
- Client requests kept growing, and each 10 question survey still took 2.5 to 3 hours of manual work to prepare, run and deliver.
- What I built
- AI agents, skills and SOPs in Notion for the survey service, plus a low code automation for survey data that 3 of the 4 people on the team adopted.
- Result
- About 90% of the manual work automated, a 10 question survey down to about 35 minutes, and 738 client briefs delivered for about 140 clients.
~90%of the manual work automated
~1,050surveys across 10 markets
Anonymized portfolio available on request
Case VS1 · Paid acquisition
The Vida System
A high ticket coaching and mentoring business, where I ran paid acquisition and later prepared the company for a possible sale
- Situation
- The business needed a steady flow of qualified sales calls to grow, and there was no team, content pipeline or acquisition funnel built for that volume yet.
- What I built
- I selected and led a team of 6, and built the funnel from ad to booked call, with a landing page, VSL, Typeform qualification, GoHighLevel follow up and a creative testing system.
- Result
- Around USD 12,000 a month in ad spend managed for about 11 months, and 3 winner ads, one with around USD 50,000 in sales.
~$50Kin sales from a single ad
6person marketing team led
Recommendation from the owner in Voices
Case IK1 · Operations & hiring
Iron Keepers
A B2B facility security services company, where I was COO and legal representative
- Situation
- Some roles could not be filled with the requirements the company was asking for, and there was no incident system or clear guide on how to act in each situation.
- What I built
- Role requirements matched to what the market could offer, rebuilt payment, hiring, risk and records processes, an incident management system, an operations manual and contract review criteria.
- Result
- From roles the company could not fill to waiting lists of up to 20 qualified people per role, across a team of 50.
50people in the operation I ran
Up to 20qualified candidates waiting per role
References available on request
03
How I work
01Map
I learn how the work runs today, who owns each part and where it gets stuck. (Operational assessment for the CEO, Codeswitcher.)
02Systematize
Clear owners, one shared workspace, and SOPs and checklists people can follow without asking. (ClickUp workspace and 7 role manuals, Codeswitcher.)
03Run
Weekly priorities, capacity tracking and quality checks, with each week's data feeding the next one. (Demand and capacity reports for upper management, Tastewise.)
04Hand off
Everything documented and trained, so the team keeps running it without depending on me. (Up to 6 people trained in AI workflows, Zeahlot LLC.)
04
Voices
What managers, clients and teammates wrote about working with me.
Dalya RaviaManager, Client Insights team
Tastewise
Tastewise
“He owned one of our research solutions end to end. He managed a high volume of client requests and consistently delivered ahead of deadlines.”
Client, CodeswitcherMarketing Campaign Coordinator
313 hours, Aug to Nov 2026
313 hours, Aug to Nov 2026
“Cesar delivers careful, well-organized work and takes real ownership of what he builds.”
Zeahlot LópezOwner
The Vida System
The Vida System
“Cesar's guidance has been crucial as my business has embarked on a merger and acquisition journey.”
Jacques BotbolCRO
Tastewise
Tastewise
“Was great to work with Cesar for 3 years. He is a hard worker with great analytic capabilities & high loyalty to where he works.”
Avi ZuckTastewise
“He was quick to adopt new tools, processes and features... and he adapted well to the shift toward AI-driven ways of working.”
Cristina FuentesTeammate
“He provided such objective perspectives and data-driven opinions.”
Client, 40 page legal paperUpwork, 2020
“Cesar is a serious, punctual and very prepared professional, he did the job perfectly.”
05
Toolbox
Daily use
ClickUpAsanaNotionSlackGoogle WorkspaceMeta Ads ManagerClickMagickDigistore24Notion AIMarketing tracking systemsClaude · Projects, Cowork, Claude Code, skills and agentsFal.aiHiggsfield
Working level
GoHighLevelSalesforceMeta CAPIn8nGoogle Apps Script · low code automations
06
Track record
2012 to 2018
Universidad Central de VenezuelaLawyer, Bachelor of Laws (LLB)Law degree behind my contract and legal operations work.
2016 to 2019
Iron KeepersCOO & Legal RepresentativeRan a 50 person operation, hiring, budget, risk and contracts.
2020 to 2022
Recarga RápidoCustomer SuccessRemote customer care and success for a telecommunications company.
2023 to 2025
The Vida SystemOps & Marketing CoordinatorLed a team of 6 and built the acquisition funnel.
2023 to 2026
TastewiseClient Insight SpecialistOwned the survey service end to end with AI agents.
2025 to today
Zeahlot LLCOperations & Legal AdvisorOperations, legal advice and AI enablement for the owner.
2026 to today
CodeswitcherProject Manager & Marketing Campaign CoordinatorOperations and Meta Ads delivery in Germany, Austria and Switzerland.
07 · Contact
Let's talk about your operation.
Tell me what is slowing the work down, and I'll tell you how I would start. Open to full time remote roles in any time zone, in English or Spanish, and I reply within a few hours.