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Operations Leadership & Primary Contact

ALEX CODIO

Director of Operations & Primary Contact

Alex Codio is the Director of Operations at CaseSource, bringing more than 20 years of experience leading high-performing teams, optimizing business operations, and driving sustainable growth across healthcare, legal services, business travel, technology, and education.

 

Throughout his career, Alex has led both sales and operational organizations, with success measured by revenue growth, operational excellence, customer experience, and team performance. He has managed national portfolios exceeding $20M, delivered more than 25% year-over-year revenue growth, expanded market share by 40% and generated $2.5M in new revenue while expanding operations across six states.

 

At CaseSource, Alex leads revenue conversion and intake operations, driving performance through KPI management, workforce optimization, process improvement, CRM optimization, and cross-functional collaboration.

 

Alex believes exceptional business results come from creating accountability, developing people, improving processes, and using data to make better decisions. Whether leading sales teams or operational functions, his focus is building scalable systems that improve performance, strengthen customer outcomes, and accelerate growth.

Under his leadership, CaseSource’s revenue and intake operations scale through disciplined process improvement, cross-functional accountability, and a relentless focus on connecting the right resources to the right outcomes for the firms it serves.