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# Courtney R\.

**Headline:** Operational Architect \| I Fix What Breaks Between Growth & Execution \| Governance, Ops & CX \| Founder, O\.P\.E\.N Ops™
**Profession:** Principal Consultant
**Location:** Dallas\-Fort Worth Metroplex

## About

Courtney R\. is the Principal Consultant at O\.P\.E\.N Ops™, a founder\-focused operational architecture practice that supports early\-stage, scaling, founder\-led, and PE\-backed companies\. Courtney designs governance infrastructure, decision architecture, authority lanes, and operating systems that help growth proceed without outpacing organizational structure\. Her work centers on translating founder intuition into structured authority, reducing operational friction, stabilizing high\-pressure environments, and building scalable workflows that preserve culture while improving execution velocity\. Through the O\.P\.E\.N Ops™ methodology—Outcome\-led decision\-making, clear authority and communication flow, energy\-aware workflow design, and systems that scale without added friction—Courtney provides fractional COO and Head of Operations support across payments, fintech, CX, risk, merchant operations, and logistics\. She has built end\-to\-end operational frameworks, redesigned reactive workflows, developed SOP and escalation ecosystems, and improved cross\-functional alignment\. Her experience includes directing operations for a payments processor, serving as Symple’s operational architect and de facto COO, running e\-commerce and professional\-writing businesses, and supporting customer experience, enrollment, retention, and public\-service operations\. O\.P\.E\.N Ops™ formalizes consulting work Courtney had been conducting informally since 2018 into a repeatable operational framework\.

## Services

- Notion
- Merchant Acquiring
- Workflow Management
- Artificial Intelligence \(AI\)
- Funding
- Merchant Services
- SOP Development
- Payment Card Industry Data Security Standard \(PCI DSS\)
- Payment Card Processing
- ACH Payments
- Chargebacks
- Dispute Resolution
- Settlement
- Vendor Management
- Risk Compliance
- Continuous Process Improvement
- Customer Experience Strategy
- Operations Management
- Operational Execution
- Operational Control
- Project Management
- Project Planning
- Software Project Management
- Project Coordination
- Customer Service
- Training
- Technical Support
- Microsoft Office
- PowerPoint
- Troubleshooting

## Highlights

- Founded O\.P\.E\.N Ops™, a founder\-focused operational architecture practice formalized from consulting work conducted informally since 2018\.
- Designed the O\.P\.E\.N Ops™ methodology around outcome\-led decisions, clear authority and communication flow, energy\-aware workflows, and systems that scale without added friction\.
- Stabilized multiple startups through strategic diagnostics and workflow redesign\.
- Built scalable operational foundations that reduced reactive fire\-fighting and improved team confidence\.
- Directed multi\-team operations at Peak 5 Payments for an ISO and payments processor handling ACH, card payments, and merchant risk\.
- Owned daily onboarding, merchant support, risk\-review, and chargeback workflows at Peak 5 Payments\.
- Led operational readiness for a major payfac launch, including processor onsite work and compliance and governance alignment\.
- Built SOPs, escalation processes, merchant\-training flows, and documentation from scratch at Peak 5 Payments\.
- Tightened compliance alignment, standardized department communication, and improved merchant experience while supporting growth at Peak 5 Payments\.
- Served as Symple’s operational architect and de facto COO, owning the merchant lifecycle, compliance posture, risk strategy, automation roadmap, and cross\-functional execution\.
- Built end\-to\-end merchant systems across onboarding, activation, support, and retention at Symple\.
- Owned PCI, TIN, AML/BSA, and OFAC workflows and audit\-ready documentation at Symple\.
- Reduced compliance exposure at Symple by tightening PCI, TIN, and AML controls\.
- Standardized Symple’s onboarding\-to\-activation process to improve merchant readiness and retention\.
- Saved Symple internal teams hours per week through automation, documentation, and AI\-powered tooling\.
- Founded Griffin & Adams Professional Writing Services, providing resume writing, interview preparation, career development, and professional\-branding guidance\.
- Managed intake, scheduling, delivery, documentation, and customer\-experience workflows for Griffin & Adams Professional Writing Services\.
- Licensed by the Secretary of State of Texas to provide notary services\.
- Founded and operated Kinky Kouture, an online boutique specializing in adult intimacy products\.
- Owned Kinky Kouture’s P&L, budgeting, cost management, reinvestment strategy, vendor relationships, fulfillment logistics, and multi\-channel marketing\.
- Built Kinky Kouture’s Shopify, social\-media, and automated\-marketing presence to drive traffic and conversion\.
- Used analytics at Kinky Kouture to reduce cart abandonment and optimize merchandising decisions\.
- Supported e\-commerce customer experience across Signet Jewelers brands through social media, live chat, escalated\-case resolution, metrics, and management reporting\.
- Supported recruitment and enrollment for undergraduate and postgraduate online degree programs at major flagship universities through Academic Partnerships\.
- Handled student\-loan consolidation documentation, eligibility research, forgiveness\-program research, escalated accounts, and employee training at Broadsword Advantage\.

## Experience

- **Principal Consultant at O\.P\.E\.N Ops™** (2025\-11\-01–present) — \(Informally operating since 2018\) • O\.P\.E\.N Ops™ is a founder\-focused operational architecture practice built to stabilize early\-stage and scaling companies\. • After years of quietly repairing operational chaos behind the scenes, I formalized O\.P\.E\.N Ops™ into a full methodology designed to create clarity, reduce friction, and build systems that breathe as they grow\. • I partner with founders across Payments, Fintech, CX, Risk, and Operations to turn reactive environments into scalable, predictable operational ecosystems\. • ⸻ • Core Areas of Support • Fractional COO / Head of Operations support • Operational architecture across Payments, CX, Risk, and Merchant Ops • Designing scalable workflows, SOP ecosystems, and cross\-functional alignment • Diagnosing and repairing operational blind spots • Reducing escalations through system clarity and workflow design • Building founder\-friendly systems using the O\.P\.E\.N Ops™ methodology • ⸻ • Impact • Stabilized multiple startups using strategic
- **Senior Director of Operations at Symple** (2022\-05\-01–2026\-02\-01) — This role was secured directly through my professional reputation — not through LinkedIn’s auto\-tag\. • I serve as Symple’s operational architect and de facto COO, owning the merchant lifecycle, compliance posture, risk strategy, automation roadmap, and cross\-functional execution across Support, Underwriting, Tech, and processor partners\. • Operational Leadership • Build end\-to\-end systems across onboarding → activation → support → retention\. • Design SOPs, routing logic, escalation paths, and merchant workflows that reduce friction and churn\. • Implement AI\-native ops, GPT automation, and internal playbooks\. • Risk, Compliance & Regulatory Alignment • Own PCI, TIN, AML/BSA/OFAC workflows and audit\-ready documentation\. • Lead fraud reviews, risk investigations, and partner escalations\. • Serve as the primary point of contact during processor audits and compliance reviews\. • Cross\-Functional Execution • Lead settlement/funding discrepancy workflows, chargebacks, hardware issues, and c
- **Founder at Kinky Kouture** (2020\-07\-01–2025\-12\-01) — Founded and operated a successful online boutique specializing in adult intimacy products\. • Led all e\-commerce operations, customer experience delivery, and brand development while managing vendor relationships, fulfillment logistics, and multi\-channel marketing\. • Key Leadership & Impact • Managed end\-to\-end e\-commerce operations: vendor sourcing, inventory selection, order fulfillment, packaging, and customer service workflows\. • Oversaw product lifecycle management — pricing, promotions, quality control, seasonality planning, and demand forecasting\. • Handled P&L ownership, budgeting, cost management, and reinvestment strategy for sustainable growth\. • Built a multi\-platform digital presence using Shopify, social channels, and automated marketing tools to drive traffic and conversion\. • Implemented return management, customer support systems, and service policies that increased customer retention\. • Developed brand identity, product presentation, packaging standards, and customer e
- **Director Of Operations at Peak 5 Payments** (2018\-10\-01–2021\-06\-01) — Directed multi\-team operations for an ISO/payments processor handling ACH, card, and merchant risk\. • Highlights: • Owned and ran daily operations for onboarding, merchant support, risk review, and chargeback workflows\. • Interface between sales, banking partners, and risk teams\. • Led operational readiness for a major payfac launch \(processor onsite, compliance/governance alignment\)\. • Supported BSA/AML workflows \(without listing yourself as BSA — we keep it clean\)\. • Built SOPs, escalations, merchant training flows, and documentation from scratch\. • Managed high\-volume merchant escalations and complex funding cases\. • Impact: • Tightened compliance alignment, standardized department communication, and improved merchant experience while scaling growth
- **Texas Works Advisor at Texas Health & Human Services Commission** (2018\-01\-01–2018\-09\-01)
- **Enrollment Specialist at Academic Partnerships** (2015\-12\-01–2016\-12\-01) — Assisting major flagship universities with recruitment and enrollment efforts for undergraduate and post\-graduate online degree programs\.
- **Founder at Griffin & Adams Professional Writing Services** (2015\-05\-01–2026\-05\-01) — Provide professional writing, career development, and interview coaching services for job seekers at all levels\. • Key Contributions • Deliver customized resume writing, interview preparation, and professional branding guidance\. • Maintain ongoing client support through email, phone, and social channels\. • Manage business operations including client intake, scheduling, service delivery, documentation, and customer experience workflows\. • Licensed by the Secretary of State of Texas to provide notary services\. • Built a flexible, non\-traditional service model designed for clients with varied schedules and needs\.
- **Customer Support Administrator \(E\-Commerce\) at Signet Jewelers** (2014\-09\-01–2015\-11\-01) — Responsible for supporting E\-Commerce across brands by interfacing with customers through corporate social media assets, tracking and providing customer service metrics and reports, and resolving escalated customer service concerns\. Participates in a variety of social media activities, such as live chat to assist customers with product related inquiries\. Assist with the review, development, and training of customer service policies, procedures, and standards\. Provide reports for management to understand the impact of the social media channel\.
- **Escalation and Retention Specialist at Broadsword Advantage** (2014\-02\-01–2014\-09\-01) — Collected and processed required documentation from clients in order to submit applications for student loan consolidation to U\.S\. Department of Education and designated student loan servicers on the clients' behalf\. Displayed accurate and thorough knowledge of Department of Education rules and regulations concerning current and delinquent student loan accounts as well as borrowers' rights and responsibilities concerning said accounts\. Utilized all available tools to confirm eligibility for consolidation\. Performed in\-depth research to educate customers about various forgiveness programs that are available to borrowers by the U\.S\. Department of Education\. Handled escalated and salvage accounts to retain customers and reestablish a relationship of trust between the client and the company\. Trained new service employees on company policies, procedures, and Salesforce software\. Collected servicing fees on past due accounts\.

## FAQ

### What does Courtney do?

Courtney is an Operational Architect and Founder Transition Advisor\. She designs governance infrastructure, decision architecture, authority lanes, and operating systems for founder\-led and PE\-backed companies preparing for durable scale\.

### What is Courtney’s role at O\.P\.E\.N Ops™?

Courtney is the current Principal Consultant at O\.P\.E\.N Ops™, which has operated informally since 2018\. O\.P\.E\.N Ops™ is a founder\-focused operational architecture practice created to stabilize early\-stage and scaling companies by creating clarity, reducing friction, and building systems that can grow\.

### What is Courtney’s O\.P\.E\.N Ops™ methodology?

O\.P\.E\.N Ops™ stands for Outcome\-led decision\-making, clear authority and communication flow, energy\-aware workflow design, and systems that scale without added friction\. Courtney uses the methodology to build founder\-friendly operational systems that are outcome\-led, people\-centered, energy\-aware, and nimble\.

### What support does Courtney provide through O\.P\.E\.N Ops™?

Courtney provides fractional COO and Head of Operations support operational architecture across payments, CX, risk, and merchant operations scalable workflow and SOP ecosystem design cross\-functional alignment operational diagnostic and repair work escalation reduction and O\.P\.E\.N Ops™\-based system design\.

### What impact has Courtney delivered through O\.P\.E\.N Ops™?

Through O\.P\.E\.N Ops™, Courtney has stabilized multiple startups through strategic diagnostics and workflow redesign\. Her work has reduced operational friction, improved customer experience through clarity\-driven design, reduced reactive fire\-fighting, improved team confidence, and transformed ad\-hoc consulting into a repeatable and measurable operational framework\.

### What did Courtney do at Peak 5 Payments?

At Peak 5 Payments, Courtney directed multi\-team operations for an ISO and payments processor handling ACH, card payments, and merchant risk\. She owned daily onboarding, merchant support, risk\-review, and chargeback workflows connected sales, banking partners, and risk teams and managed high\-volume merchant escalations and complex funding cases\.

### What did Courtney accomplish at Peak 5 Payments?

Courtney led operational readiness for a major payfac launch at Peak 5 Payments, including processor onsite work and compliance and governance alignment\. She supported BSA/AML workflows, built SOPs, escalation processes, merchant\-training flows, and documentation from scratch, and helped tighten compliance alignment, standardize departmental communication, and improve merchant experience while the business scaled\.

### What was Courtney’s role at Symple?

At Symple, Courtney served as operational architect and de facto COO, owning the merchant lifecycle, compliance posture, risk strategy, automation roadmap, and cross\-functional execution across Support, Underwriting, Tech, and processor partners\. Courtney states that this role was secured through her professional reputation rather than LinkedIn’s auto\-tag\.

### What operational systems did Courtney build at Symple?

At Symple, Courtney built systems spanning onboarding, activation, support, and retention designed SOPs, routing logic, escalation paths, and merchant workflows and implemented AI\-native operations, GPT automation, and internal playbooks\. She also led settlement and funding\-discrepancy workflows, chargebacks, hardware issues, and complex merchant escalations while bridging operations and technical teams and managing processor relationships\.

### What risk and compliance work did Courtney handle at Symple?

Courtney owned PCI, TIN, AML/BSA, and OFAC workflows and audit\-ready documentation at Symple\. She led fraud reviews, risk investigations, and partner escalations, and served as the primary contact during processor audits and compliance reviews\.

### What did Courtney accomplish at Symple?

At Symple, Courtney reduced compliance exposure by tightening PCI, TIN, and AML controls\. She standardized onboarding\-to\-activation processes to improve merchant readiness and retention built scalable frameworks that increased productivity and reduced repeated escalations and saved internal teams hours each week through automation, documentation, and AI\-powered tooling\.

### What did Courtney do at Signet Jewelers?

At Signet Jewelers, Courtney supported e\-commerce across brands by engaging customers through corporate social\-media assets and live chat, resolving escalated service concerns, and answering product\-related inquiries\. She tracked customer\-service metrics, prepared management reports on the impact of the social\-media channel, and assisted with the review, development, and training of customer\-service policies, procedures, and standards\.

### What is Courtney’s work at Griffin & Adams Professional Writing Services?

Courtney founded Griffin & Adams Professional Writing Services, where she provides professional writing, career\-development, and interview\-coaching services for job seekers at all levels\. She delivers customized resume writing, interview preparation, and professional\-branding guidance, while providing continuing support through email, phone, and social channels\.

### What business operations does Courtney manage at Griffin & Adams Professional Writing Services?

At Griffin & Adams Professional Writing Services, Courtney manages client intake, scheduling, service delivery, documentation, and customer\-experience workflows\. She built a flexible, non\-traditional service model for clients with varied schedules and needs, and she is licensed by the Secretary of State of Texas to provide notary services\.

### What did Courtney do at Academic Partnerships?

At Academic Partnerships, Courtney assisted major flagship universities with recruitment and enrollment efforts for undergraduate and postgraduate online degree programs\.

### What did Courtney do at Broadsword Advantage?

At Broadsword Advantage, Courtney collected and processed client documentation for student\-loan\-consolidation applications submitted to the U\.S\. Department of Education and designated student\-loan servicers\. She applied knowledge of Department of Education rules, regulations, borrower rights, and responsibilities confirmed consolidation eligibility researched forgiveness programs handled escalated and salvage accounts trained new service employees on policies, procedures, and Salesforce and collected servicing fees on past\-due accounts\.

### What did Courtney do at Kinky Kouture?

Courtney founded and operated Kinky Kouture, an online boutique specializing in adult intimacy products\. She led e\-commerce operations, customer\-experience delivery, brand development, vendor relationships, fulfillment logistics, and multi\-channel marketing\.

### What operational and commercial work did Courtney lead at Kinky Kouture?

At Kinky Kouture, Courtney managed vendor sourcing, inventory selection, fulfillment, packaging, and customer\-service workflows\. She oversaw product lifecycle management, including pricing, promotions, quality control, seasonality planning, and demand forecasting owned P&L, budgeting, cost management, and reinvestment strategy and built a Shopify, social\-media, and automated\-marketing presence to drive traffic and conversion\.

### What did Courtney accomplish at Kinky Kouture?

Courtney implemented returns management, customer\-support systems, and service policies at Kinky Kouture to increase customer retention\. She developed brand identity, product presentation, packaging standards, and customer engagement experiences used analytics to understand behavior, reduce cart abandonment, and optimize merchandising and designed repeatable processes and fulfillment workflows that scaled during peak periods and stabilized daily operations\.

### What was Courtney’s role at Texas Health & Human Services Commission?

Courtney also held a Texas Works Advisor role at Texas Health & Human Services Commission\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/openops

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