Joshua Lown
Contact Center Operations Specialist | Senior Workforce Management Analyst
Largo, Florida, United States
Summary

A dynamic Workforce Management (WFM) and Operations specialist with over a decade of progressive experience leading high-impact initiatives in fast-paced, customer-centric environments. I thrive on transforming complex data and intricate operational challenges into clear, actionable strategies, consistently delivering measurable improvements through innovative system design, empowered team leadership, and strategic process optimization.
My expertise spans advanced forecasting and scheduling, real-time workforce optimization, robust data visualization, and scalable process automation. I have successfully architected and deployed enterprise-grade reporting ecosystems, multi-layered operational frameworks, and statewide task management platforms, leveraging advanced tools like Smartsheet (Enterprise), Zendesk Explore, and Playvox, complemented by custom scripting for enhanced efficiency and sustainability.
Beyond technical prowess, I excel as a connective leader, seamlessly bridging the gap between technical teams, frontline operations, and executive stakeholders. My strength lies in translating intricate data insights into practical operational realities and strategic business directives, consistently driving human-focused solutions that are built for scale and sustained organizational growth.
Top Skills & Expertise
Honors & Awards
- Executive Mentorship Program
- Q1 2024 Supervisor MVP Award
- Q3 2024 Manager Spotlight Award
Workforce Management & Operations
Tools & Technologies
Leadership & Interpersonal Skills
Customer Service & Sales
Professional Timeline
Trulieve

At Trulieve, I ascended from Contact Center Supervisor to Senior Workforce Management Analyst, playing a pivotal role in optimizing multi-channel contact center operations. My contributions spanned strategic workforce planning, advanced forecasting, schedule modeling, real-time adherence, coupled with designing automation solutions that significantly boosted reporting accuracy and efficiency. I drove high-impact projects from charter development to successful delivery, always aligning operational strategies with measurable business outcomes.
Senior Workforce Management Analyst May 2024 – Present (1 year 2 months)
Clearwater, Florida, United States
- Orchestrated enterprise-level workforce planning across high-volume voice, chat, and email channels, overseeing all facets of short- and long-term forecasting, dynamic schedule modeling, real-time adherence, and intraday performance management to ensure optimal service levels and resource utilization.
- Provided critical data-driven insights and recommendations to executive leadership, directly influencing strategic decisions on SLA compliance, agent utilization, and staffing capacity, primarily through expert use of Smartsheet, Zendesk Explore, and Playvox.
- Developed and deployed innovative automation and scripting solutions that significantly reduced manual workload and boosted reporting accuracy, accelerating data delivery and enhancing operational efficiency.
- Led the comprehensive Quality Assurance function, strategically aligning QA scoring, coaching methodologies, and compliance outputs with core performance standards and overarching business goals, driving continuous improvement in agent performance.
- Spearheaded and managed high-impact, cross-functional projects across the contact center, from charter development and stakeholder coordination to successful delivery, utilizing advanced data analysis, seamless system integrations, and targeted process redesigns to achieve key business objectives.
Contact Center Supervisor June 2023 – May 2025 (2 years)
Clearwater, Florida, United States
- Directed and mentored a high-performing team of agents, cultivating a culture of excellence and accountability through hands-on leadership and individualized development plans.
- Systematically resolved complex customer escalations, preventing churn and enhancing customer satisfaction, while conducting targeted coaching sessions and leading team meetings that consistently improved performance metrics.
- Proactively monitored and analyzed key performance indicators (KPIs), collaborating cross-functionally to identify and resolve root causes of complex customer issues, leading to improved issue resolution time.
- Served as a primary escalation point, providing immediate, expert-level support and accurate system information to frontline customer service teams, minimizing downtime and increasing first-contact resolution.
- Contributed strategic insights to the recruitment and hiring process, actively participating in interviews and evaluating candidates to ensure alignment with team needs and organizational culture.
Superior Group of Companies

My tenure at Superior Group of Companies saw me lead and direct their international Customer Care team, fundamentally shaping the customer experience across all interaction points. I was instrumental in managing and monitoring key performance indicators across diverse customer-facing departments, alongside implementing and overseeing comprehensive staff development and training programs globally. This role honed my ability to manage complex operations and foster consistent service excellence on an international scale.
Customer Care Manager July 2017 – February 2023 (5 years 8 months)
Seminole, Florida
- Orchestrated and provided strategic direction for the international Customer Care team across Superior Group of Companies and Superior Uniform Group, profoundly enhancing global customer experience.
- Directed and optimized operations for both on-site staff and multiple remote functional sites, ensuring seamless coordination and consistent service delivery across diverse geographical locations.
- Developed and meticulously monitored robust KPI frameworks across various customer-facing departments, utilizing data analytics to drive performance improvements and achieve critical service level agreements.
- Designed, implemented, and oversaw comprehensive staff development and training programs globally, elevating agent proficiency and fostering a high-performance customer service culture.
- Collaborated strategically on business development and sales initiatives, providing expert customer-facing insights that directly supported revenue growth and client retention objectives.
- Exercised fiscal responsibility by reviewing and approving significant spending related to customer-facing operations, optimizing resource allocation and cost efficiency.
The Office Gurus

Across several impactful roles—Supervisor of Call Center Operations, Team Leader, Lead Agent, and Customer Service Representative—my journey at The Office Gurus was defined by a relentless drive for operational efficiency and team development. I was responsible for motivating call center professionals, analyzing critical business metrics, and collaborating with international sites on strategic operational initiatives. From managing KPIs and client relationships to supporting payroll and recruitment, I consistently delivered quality output and fostered a high-performing environment.
Supervisor of Call Center Operations August 2015 – July 2017 (2 years)
Tampa/St. Petersburg, Florida Area
- Led, motivated, and empowered call center professionals to consistently exceed performance targets and adhere to stringent client and company standards, fostering a high-achieving environment.
- Developed and maintained sophisticated reporting mechanisms for critical business metrics, including list management, agent efficiency, scheduling adherence, time management, billable hours, and campaign strategy, translating complex data into actionable insights.
- Collaborated cross-functionally with international sites to develop and implement cohesive operational strategies, ensuring global alignment and consistent service delivery.
- Ensured the delivery of consistently high-quality output that rigorously adhered to guidelines set by both clients and The Office Gurus, maintaining superior service standards.
Team Leader October 2014 – July 2015 (10 months)
Tampa/St. Petersburg, Florida Area
- Drove achievement of diverse strategic objectives, including comprehensive team development, rigorous KPI management, and effective client relationship cultivation.
- Provided crucial cross-departmental support, contributing significantly to payroll reconciliation, technical support resolution, and strategic recruitment initiatives.
Lead Agent July 2014 – September 2014 (3 months)
Tampa/St. Petersburg, Florida Area
- Successfully completed a rigorous Manager-in-Training program, rapidly developing foundational management skills critical for operational leadership.
- Seamlessly transitioned into an acting Team Leader role, applying newly acquired leadership principles to daily operations.
- Accountable for key operational functions including precise time and payroll management, vigilant KPI monitoring, and active team-building initiatives.
Customer Service Representative September 2013 – June 2014 (10 months)
Tampa/St. Petersburg, Florida Area
- Consistently delivered exceptional customer service across diverse client demographics, leveraging advanced phone communication skills to exceed client satisfaction benchmarks.
- Expertly resolved complex customer inquiries, providing accurate and timely information that enhanced customer experience and reduced follow-up contacts.
Mortgage Investors Corporation

As a Team Lead at Mortgage Investors Corporation, I provided critical sales and customer support for representatives assisting veterans with VA home loan refinancing. This role was foundational in developing my analytical prowess, as I utilized key analytics to measure and plan for KPI achievement. I also gained invaluable experience in developmental training, providing feedback, and presenting proficiency statistics to VIP executives, demonstrating my early aptitude for data-driven leadership and operational insight.
Team Lead August 2012 – September 2013 (1 year 2 months)
Tampa/St. Petersburg, Florida Area
- Provided critical sales and customer support leadership to a distributed team of on-site and remote representatives, specializing in assisting veterans with VA home loan refinancing.
- Applied rigorous analytical methods to measure and strategize for optimal KPI achievement, consistently exceeding performance targets.
- Designed and delivered targeted developmental training, constructive feedback, and ongoing support to enhance representative proficiency across all locations.
- Conducted comprehensive analysis of proficiency statistics, delivering compelling presentations to VIP executives that effectively justified staffing results and informed future resource allocation strategies.
Key Projects & Initiatives
Project Atlas
Spearheaded the end-to-end development and successful implementation of Project Atlas, a transformative statewide task management and reporting platform. This initiative centralized task oversight, standardized accountability, and dramatically enhanced visibility across all retail operations, leading to significant boosts in efficiency and informed strategic decision-making.
Project Details
- Designed a robust, multi-layered system architecture leveraging interconnected Smartsheet dashboards, dynamic spreadsheets, and intuitive reporting views to streamline task and reporting workflows across the enterprise.
- Directed comprehensive implementation efforts across all retail locations nationwide, including designing and delivering user training and ongoing support, ensuring seamless adoption and high user engagement.
- Developed sophisticated tools and actionable insights that facilitated enterprise-level strategic planning, establishing a comprehensive statewide system for task management, accountability tracking, and proactive early warning detection.
- Led all phases of the project lifecycle, from meticulous initial planning and innovative system design to critical stakeholder alignment, meticulous rollout strategy, and the development of long-term scalability plans.
- Engineered dynamic reporting solutions and automated key performance indicator (KPI) pathways, resulting in substantial reductions in administrative overhead and marked improvements in cross-functional coordination between retail operations and corporate oversight.
- Project Atlas stands as a foundational operational tool for Arizona’s retail footprint, continuously supporting daily execution excellence, informed strategic planning, and overall operational superiority.
- **Associated with:** Smartsheet, SharePoint, Data Analysis, Project Management.
Contact Center Operations and Procedures Project
Orchestrated the comprehensive Contact Center Operations and Procedures Project, a critical initiative focused on standardizing content management across diverse platforms and ensuring the delivery of accurate, up-to-date information to all contact center staff. I led strategic efforts to identify, catalog, archive, digitize, and integrate all foundational documentation, culminating in the creation of a unified, enterprise-wide knowledge base.
Project Details
- Systematically identified, meticulously cataloged, securely archived, precisely digitized, and seamlessly integrated all existing Standard Operating Procedures (SOPs) and critical reference materials into the centralized digital workspace.
- Spearheaded the development of a unified knowledge base and a comprehensive documentation repository, leveraging SharePoint and Smartsheet to create a single source of truth for all operational data.
- Established and maintained seamless access to essential operational information for all contact center staff, directly enhancing consistency and accuracy across all communication channels and customer interactions.
- Significantly streamlined training, onboarding, and information dissemination processes, reducing new hire ramp-up time and improving overall team proficiency.
- Achieved a quantifiable reduction in manual time spent searching for data and minimized information discrepancies, thereby establishing a robust and scalable framework for all future process documentation and operational knowledge management.
- **Associated with:** Smartsheet, SharePoint, Data Analysis, Project Management.
Masterminds Committee
Served as a key member of the Masterminds Committee, a prestigious internal initiative tasked with identifying and cultivating high-potential leaders for strategic problem-solving. I was instrumental in the development and recruitment of a four-person team of innovative leaders, empowering them to identify and implement creative solutions for critical business challenges. This program significantly fostered a collaborative environment, enhancing advanced problem-solving capabilities and executive-level presentation skills.
Project Details
- Contributed to the selection and mentorship of 4 emerging leaders within the company, guiding their efforts to direct cross-functional teams in developing innovative solutions.
- Drove the development and recruitment of a specialized team focused on identifying high-impact areas of opportunity within the customer experience lifecycle, leading to actionable recommendations.
- Leveraged this program as a powerful catalyst for fostering creative problem-solving, enhancing strategic thinking, and honing the ability to articulate complex ideas and data to VIP executives.
- Successfully delivered a comprehensive presentation and detailed proposal to the executive leadership team, outlining actionable strategies derived from committee insights.
Your Next Project Could Be Here!
Ready to transform your operations with data-driven strategies and innovative solutions?
Let’s Discuss!Education

St. Petersburg College
Associate of Arts (AA), Business Administration and Management, General
2011-2014 | **Graduated with Honors**
Focused on core business principles and organizational management, developing a strong foundation in strategic planning and operational efficiency.
Activities and societies: Alpha Phi Omega

Seminole High School
High School Diploma
2007 – 2010 | **Graduated with Honors**
Engaged in various extracurricular activities fostering leadership and teamwork skills, including:
- President of Choir
- Debate Team
- Chess Club
- Spanish Club
Let’s Connect!
I’m always open to meaningful connections, knowledge-sharing, and conversations about how great operational leadership can redefine what’s possible for businesses and their people.