JP

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Overview

Jordan Patterson in a gray suit and wine-colored tie outdoors

Jordan Patterson

Business Systems, Process Improvement & AI Automation

Business systems and operations professional with 5+ years across systems implementation, cross-functional process improvement, and customer experience. Turns ambiguous business problems into reliable systems, reporting, and automations.

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Professional experience

Experience and career progression

Current role

Manager, Strategic Initiatives & Customer Experience

Richards & Richards, LLC · April 2025 – Present

Systems

  • Directed the company's HubSpot CRM implementation and migration from its previous CRM within two months.
  • Leads Total Recall Envision (ERP) cleanup and process standardization to improve data quality, consistency, and reporting reliability.
  • Supports data integration and system readiness during business acquisitions.

Earlier roles

  1. Customer Service Manager

    Richards & Richards, LLC · October 2022 – April 2025

    Managed Customer Service operations, implemented Zendesk, standardized workflows, and used recurring service issues to identify broader system and process gaps.

  2. Realtor

    The Ashton Real Estate Group · January 2022 – October 2022

    Managed client relationships, market research, documentation, compliance, and negotiations throughout home-buying and selling transactions.

  3. Technical Support & Sales Representative

    Asurion · January 2020 – November 2021

    Provided remote technical support and troubleshooting while combining clear communication, sales expertise, and solution-based service.

Featured projects

Practical Apps I've Built

Two practical products built through a structured AI-assisted workflow.

Business Launch AI: Tennessee branded project preview

Business Discovery & Funding

Business Launch AI: Tennessee

A business-opportunity and funding exploration app for Tennessee entrepreneurs.

View Live App (opens in a new tab)

Applied skills

Business Systems & Operational Expertise

  • Business Systems

    • CRM administration (HubSpot, Zendesk)
    • ERP optimization (Total Recall Envision)
    • Requirements gathering
    • Data quality, integrity, and governance

  • Process and Operations

    • Process improvement
    • Workflow design
    • Cross-functional leadership
    • Change management
    • Training and documentation

  • Reporting and Automation

    • Reporting and dashboards (Power BI, Excel/VBA)
    • Workflow automation and integrations (n8n)
    • AI and technology evaluation

  • Customer Experience

    • Customer-service operations
    • Service workflow design
    • User adoption
    • Stakeholder management

Tools and technical skills

  • Reporting, Data & Productivity

    • Power BI
    • Microsoft Excel
    • VBA
    • Microsoft SQL Server Management Studio 2019
    • Microsoft 365
    • Google Workspace

  • Business Systems

    • HubSpot CRM
    • Zendesk
    • Total Recall Envision

  • Automation & AI

    • n8n
    • Claude Code
    • Codex
    • Lovable
    • OpenClaw

Background

Education and certifications

Education

Bachelor of Arts in Education

Middle Tennessee State University · 2015

Certifications

  • Google Project Management Professional Certificate (Coursera)
  • HubSpot Inbound Marketing
  • HubSpot Sales Hub Software

Let's connect

Get in touch

Interested in business systems, process improvement, or workflow automation experience?

Email Jordan View LinkedIn (opens in a new tab)Resume PDF

Direct email: jordanpatterson3098@gmail.com