Coverage model
US-aligned / 24-7
Bilingual team design for continuity across channels and shifts.
Everest Operations Management builds and runs nearshore teams for revenue operations, customer support and back-office execution. We combine process discipline, bilingual talent and AI-enabled workflows so you scale with control.
Agent + AI workbench
Human performance, technology speed
Bilingual operations
English and Spanish customer coverage
Execution discipline
QA, compliance and daily KPI governance

Human + tech operations model
Operations Command View
Built for organizations that need consistent quality, measurable outcomes, and fast iteration across customer-facing operations.
Ramp-Up Window
2-4 weeks
Coverage
US-aligned / 24-7
Core Functions
Sales, CX, Back Office
Governance
SLA + QA + Reporting
Core promise
We do not sell seats. We run accountable operations tied to business KPIs.
Inspired by top corporate operators, this model focuses on executive clarity and operational accountability from day one.
Coverage model
US-aligned / 24-7
Bilingual team design for continuity across channels and shifts.
Launch speed
2-4 weeks
Phased onboarding with training, QA and reporting already defined.
Control cadence
Daily SLA + QA
Management routines with trend review, escalation and action owners.
Execution scope
Back Office + Freight + Omnichannel
One operating partner across customer and process-heavy workflows.
Revenue Reliability
Consistent lead response, conversion discipline and retention operations.
Risk & Compliance Control
Structured QA, traceable process flows and policy-aligned execution.
Operational Transparency
Dashboards and reporting that leadership can act on quickly.
Everest Operations Management was created to help companies run customer-facing teams with higher consistency and better operational control. We act as an extension of your business, not an external vendor disconnected from outcomes.
Our model combines people, process and technology to deliver dependable performance in sales, customer service and operational support environments.
Operating principles
50+
Projects delivered
2+
Countries represented
Location alone does not create performance. Consistent results come from an operating model where people, technology and leadership rituals are designed to execute with discipline.
Pillar 01
Real-time collaboration with U.S. teams shortens response loops, improves coaching cadence and strengthens customer outcomes.
Pillar 02
Recruitment and training systems built for high-volume operations ensure stable staffing and predictable service quality.
Pillar 03
Every account runs with SLA definitions, QA scorecards, leadership routines and decision-ready reporting.
Pillar 04
You can increase capacity without losing control, because the process foundation is designed before growth.
We design each engagement around your targets: faster conversions, better customer experience, stronger retention and cleaner operational throughput.

Tracking + QA + AI support
Revenue programs with measurable control
SLA-driven support across channels
Operational reliability for critical processes
Technology that amplifies team productivity
Our method gives leadership visibility from day one and keeps execution aligned with business priorities as demand grows.

Live process tracking
Phase 01
Define goals, service scope, KPIs, reporting rhythms and compliance boundaries before launch.
Phase 02
Recruit, certify and deploy teams with workflows, scripts, tooling and quality controls already in place.
Phase 03
Operate with active supervision, QA calibration, SLA governance and live management dashboards.
Phase 04
Use performance data to improve conversion, reduce friction and increase productivity over time.
This enterprise layer combines back-office rigor, freight tracking discipline, omnichannel orchestration and AI-assisted decision support into one operating model.
Model
Everest IntelligenX Matrix
Focus
Back Office + Freight + Omnichannel
Outcome
Governed, scalable execution

Enterprise orchestration layer

Knowledge + AI + operational telemetry
Everest Operations Management is designed so leadership teams can scale faster without losing operational control, compliance consistency or service quality.
Structured teams handling document flow, data QA, account administration and operational compliance.
Live KPI instrumentation across sales and service workflows with clear escalation and ownership.
Integrated execution across voice, email, chat and ticket channels with consistent playbooks.
Load tracking, POD follow-up, dispatch support and exception workflows with complete traceability.
AI-enabled decision layer supporting quality, supervision and controlled automation.
SLA frameworks, QA calibration and policy controls embedded into daily operations.
We roll out modules in phases so your daily operation stays stable while performance and governance improve.

Tracking + dispatch visibility
Unified handling of lead response, sales support, retention and customer success with omnichannel consistency.
High-volume process execution for billing, documentation, reconciliation and administrative support.
Dispatch, ETA monitoring, POD recovery and exception management for freight and logistics programs.
Role-based guidance and continuously updated operational knowledge driven by real interaction data.
Each industry playbook includes services, technology experience and operating controls specific to the compliance and commercial reality of that sector.
Omnichannel customer operations, billing back office and retention workflows for high-volume utility programs.
View industry solutionPolicyholder support, claims intake and renewal operations with audit-ready execution standards.
View industry solutionSecure customer support, back-office verification and process tracking for regulated finance environments.
View industry solutionBack-office freight operations, dispatch coordination and omnichannel shipment visibility.
View industry solutionCustomer success, technical support and lifecycle operations for growth-stage SaaS organizations.
View industry solutionPatient communication support, scheduling back office and controlled omnichannel service operations.
View industry solutionWe align execution with the metrics that matter to leadership: conversion, service quality, efficiency and sustainable growth.

Omnichannel intelligence
Faster onboarding
2-4 weeks
Structured launch plans reduce time-to-performance for new programs.
Service quality control
SLA + QA
Clear scorecards and calibration routines keep standards consistent.
Leadership visibility
Daily reporting
Operational dashboards provide rapid insight for tactical decisions.
Scalable staffing
Elastic capacity
Recruitment and training pipelines support controlled growth without disruption.
Share your current goals and constraints. We will map a realistic operating model for your team, timeline and growth targets.
What happens next
Form connected to CRM workflow (InsightX / Everest stack).