Experience
A perspective built inside businesses.
Caitie Puma has worked across the operating layers where strategy becomes daily work: executive support, chief of staff responsibilities, HR, estate operations, process design, technology, automation, and employee training.
First Class Management has provided hands-on consulting since July 2020.
The operating perspective
Understand first. Improve second.
Caitie's approach is to enter the business, speak with the people doing the work, learn the exceptions as well as the standard process, and build improvements that fit the company.
That perspective matters in AI work. A tool can perform a task without understanding why the task exists, what happens next, or where a person's judgment protects the business.
Client-reported result
Benefiting from Claude within hours.
“Freefall Presentations, Ltd. has benefited from First Class Management's insights in a number of ways. Most recently, First Class Management recommended that we integrate Claude into our organization. With the assistance and instruction First Class Management provided, we were successfully benefiting from Claude within a matter of hours and doubled our productivity. In addition to Claude, First Class Management has referred excellent recruitment prospects to us that helped fulfill our needs on a number of occasions.”
Mark, President, Freefall Presentations, Ltd.
Client-reported result. The productivity result was not independently measured by First Class Management.
Founder and operator proof
Sole founder and CEO of WorkSource.
WorkSource Global, Inc. is a Delaware C-Corporation headquartered in Charlotte. Its product is a hiring marketplace and verified alternative to traditional job boards.
The platform publicly launched in mid-July 2026 and is live at theworksource.com. More than 240 people signed up between public launch and August 17, 2026. WorkSource is actively onboarding employers.
Real talent. Real jobs. Verified every step.
Functional experience
Operating responsibility below the strategy layer.
- AI implementation and employee training
- Process design and automation
- HR operations
- Chief of staff and executive operations
- Estate and household operations
- Hiring and onboarding workflows
- Client and vendor coordination
- Live-event and talent operations
Business environments
Experience across coordination-heavy environments.
This range reflects hands-on operating experience. Technical, regulatory, and industry-specific requirements are qualified for each engagement, with specialists involved where needed.
- 01Commercial employee benefits and health-plan providers
- 02Car dealerships
- 03Horse farms and equestrian operations
- 04Travel agencies
- 05Professional organizing companies
- 06Family offices
- 07Private estate management
- 08Social media management
- 09Celebrity and influencer management
- 10Artist management
- 11International talent booking
- 12Concerts and live events
- 13Craft beer festivals
- 14International sports competitions
What Caitie leads
Operating leadership with qualified specialists where required.
Caitie leads business discovery, opportunity prioritization, owner setup and training, workflow design, employee enablement, and operating handoff.
When a project requires specialized engineering, legal, privacy, security, or regulatory work, that need is identified and qualified specialists are involved.
A practical first conversation
See whether this operating approach fits your company.
Discuss Your BusinessOr email caitiepuma@firstclassmanagement.co