Hire the Best Smartsheet Specialists

More than 3,000 reviews on G2
Rating is 4.5 out of 5.
4.5/5
of Upwork by G2 peer reviewers
Huai K.

Shah Alam, Malaysia

$20/hr
5.0
6 jobs

I help teams and executives plan, track, and report projects clearly using Smartsheet and Power BI, turning complex workflows and data into actionable dashboards and structured project execution. With over 15 years experience, my strength is bridging project management, operations, and data reporting, so stakeholders always know what’s happening, what’s next, and where risks are. 🔧 What I Help Clients With 📌 Project & Program Management ✔️ End-to-end project coordination and tracking ✔️ Timeline, budget, and resource monitoring ✔️ Stakeholder updates and progress reporting ✔️ Risk tracking, issue logs, and change management ✔️ Workflow automation for recurring processes 📊 Smartsheet Setup & Automation ✔️ Smartsheet project plans, sheets, reports & dashboards ✔️ Automated alerts, approvals, and status updates ✔️ Portfolio-level reporting for executives ✔️ Standardized templates for repeatable projects 📈 Power BI Dashboards & Reporting ✔️ KPI and management dashboards ✔️ Data modeling and Power Query transformations ✔️ ETL from Excel / CSV / SQL sources ✔️ Clean, decision-focused visuals for leadership ⚙️ Business Operations & Process Improvement ✔️ Business and Financial analysis, payback, breakeven ✔️ Workflow optimization across teams ✔️ Vendor, supply chain, and inventory reporting ✔️ Operational dashboards for visibility and control 🎯 What Sets Me Apart 🔹 Execution-focused: I don’t just build dashboards — I make sure they’re usable and maintained 🔹 Dual Expertise: Skilled in both business analysis and project management 🔹 Customized approach: Not a standard cookie-cutter answer, I build your tailored solutions 🔹 Structured & deadline-driven: Clear plans, clear timelines, clear delivery 🔹 Strong communicator: Regular updates, no surprises 🔹 Fast learner: Can adapt quickly to your tools and environment 🔹 Detail-oriented: Especially in reporting accuracy and workflow logic I’m comfortable supporting busy executives and distributed teams who need reliable project visibility without micromanagement. 🌍 Global & Cross-Functional Experience I’ve worked with teams and stakeholders across USA, Canada, UK, Hong Kong, Taiwan, Singapore, and China, supporting multinational operations and cross-cultural collaboration. 🛠 Tools & Technical Skills 🔹 Project & Collaboration 🔹 Smartsheet (Sheets, Reports, Dashboards, Automations) 🔹 Microsoft Teams, Zoom, Google Meet 🔹 Data & BI 🔹 Power BI (Data Modeling, DAX basics, Visual Design) 🔹 Power Query & Power Pivot 🔹 SQL (data extraction) 🔹 Advanced Microsoft Excel (analysis & reporting) 🔹 Reporting Focus 🔹 Executive dashboards 🔹 Project & portfolio reporting 🔹 Operational KPIs 📩 Ready to Get Started? If you need help setting up project tracking, building Smartsheet dashboards, or creating Power BI reports, send me a message and tell me: 1️⃣ Your project goal 2️⃣ Your current tools/data 3️⃣ Your timeline Let’s make your projects and reporting easier to manage 🚀

  • Smartsheet
  • ETL
  • Data Analysis
  • Data Extraction
  • Analytical Presentation
  • Microsoft Power BI
  • Power Query
  • SQL
  • Microsoft Excel
  • Microsoft Excel PowerPivot
  • Analytics Dashboard
  • Program Management
  • Virtual Assistance
  • Content Research
  • Microsoft Project
James B.

Porter, Texas

$90/hr
5.0
5 jobs

Project Controls and Operations Consultant with 25+ years of experience supporting construction, energy, infrastructure, manufacturing, and industrial projects. Specialized in: Primavera P6 & Microsoft Project Scheduling Project Controls & Earned Value Management Smartsheet, SharePoint & Power BI Systems PMO & Workflow Development Forecasting, Reporting & Dashboard Automation Construction Operations & Execution Support Experienced in supporting projects throughout the full lifecycle, including planning, scheduling, forecasting, reporting, resource management, and operational process improvement. I help organizations improve project visibility, communication, forecasting, and execution by developing practical, scalable management systems and reporting workflows that support real-world operations — not just software administration. My background includes large-scale utility, power generation, infrastructure, telecom, manufacturing, and industrial construction projects, with extensive experience collaborating directly with project managers, field teams, engineers, contractors, and executives.

  • Smartsheet
  • Management Consulting
  • Program Management
  • Contract Management
  • Project Management
  • Microsoft SharePoint Administration
  • Microsoft SharePoint Development
  • Data Analysis Consultation
  • Microsoft Power BI Data Visualization
  • Analytical Presentation
  • Primavera P6
Falan R.

Bakersfield, California

$65/hr
5.0
13 jobs

I believe we're more than the work we deliver-it's about the impact we create through great work. With a deep passion for project management, I thrive on driving value, efficiency, and scalability, optimizing resources to turn vision into reality, especially alongside teams who prioritize people and purpose.

  • Smartsheet
  • Project Management
  • Implementation
  • Strategy
  • Stakeholder Management
Leroy N.

Plano, Texas

$85/hr
5.0
16 jobs

6+ years of experience using Smartsheet. Smartsheet Subject Matter Expert. Smartsheet Project Management Certified. Core Product Certified. System Administrator Certified. Control Center Blueprint Builder Certified. Community Champion within the Smartsheet Community. Smartsheet is my full-time job! I specialize in designing and building fully customized Smartsheet systems, including: 1.) Custom Solutions - Developed customized sheets, reports, and dashboards specifically designed for engineers, designers, finance teams, and project management, ensuring optimized workflows 2.) Training and Development - I have facilitated department meetings, conducted group meetings, and provided one-on-one training sessions to ensure effective communication and knowledge sharing within the team 3.) SOP Library - Designed and implemented standard operating procedures (SOPs) for utilizing Smartsheet, providing clear guidelines to streamline processes and enhance user efficiency 4.) Migration - Converted data and projects from Excel/Microsoft Project into Smartsheet, ensuring a seamless transition and integration for enhanced project management 5.) Automation- Eliminated manual inputs by implementing automation solutions, including email, notifications, conditional formatting, and update requests, to enhance efficiency and reduce errors I've supported teams in Healthcare, Finance, Aerospace, and Telecommunications, tailoring each solution to match their workflows, priorities, and visibility needs. If you are looking for someone who can take your process pain points and turn them into streamlined Smartsheet systems, you're in the right place. Whether you have a new account on Smartsheet or an existing account that needs streamlining and best practices, I can help. Let's jump on a call to talk about how I can help make your operations more efficient and your data more actionable. --- Smartsheet skills: - License Management - Nested Formulas - Training - Reporting - Dashboard Design - Dynamic View - Data Mesh - Data Shuttle - Control Center - Work Apps - Automation - Template Design - Process Flow Diagram Additional skills: - 3+ years of Project Management experience - 10+ years of experience in MS Excel. - 5+ years of SAP/Inventory Management - 5 years of CRM - 4 years of Supply Chain Logistics - 1 year PowerBI, SQL, Tableau, and Salesforce Smartsheet SME | Smartsheet Expert | Smartsheet Professional | Smartsheet Subject Matter Expert | Smartsheet Guru | Smartsheet Dashboard | Smartsheet Support | Smartsheet Custom Solution

  • Smartsheet
  • Project Management
  • Analytics
  • Database Management System
  • Excel Macros
  • Microsoft Excel
  • Data Analysis
  • Project Management Office
  • Program Management
  • Automation
  • API
  • Project Workflows
  • Status Reports
  • KPI Metric Development
  • Project Scheduling
Amir A.

Toronto, Canada

$75/hr
5.0
4 jobs

Most PMOs produce reports. I build the systems that produce decisions. After 12 years running project controls on programs from $60M to $400M (EPC, construction, SaaS, ERP), I've seen the same pattern: PMOs that track everything but influence nothing. Executives get slide decks. Nothing gets decided. I come in, find the real gaps, and build governance frameworks, executive dashboards, and AI-powered PMO systems that leadership actually opens on Monday morning. What I build: → PMO governance from scratch: RAID logs, intake processes, change control workflows, RACI charts, and templates teams actually use (not bypass) → Executive dashboards (Power BI + Smartsheet) with live CPI/SPI, S-Curves, risk heatmaps, and one-page flight plans → AI-powered PMO operating systems: automated status synthesis, risk flagging, and reporting via Make + Claude API → Integrated master schedules in Primavera P6 and MS Project: from 25-project construction portfolios to 5,000-task EPC programs → EVM reporting (CPI, SPI, variance analysis) that finance and executives can read without a translator At Algonquin College, I built the PMO governance framework for a $75M ERP transformation across 7+ workstreams, eliminated 10+ hours per week of manual reporting, chaired the Change Control Committee, and integrated MS Project, SharePoint, JIRA, and Excel into a single reporting system. Over the past year I've extended this work into small businesses and SaaS development companies, teams that need the same discipline but with a lean approach. For these clients I typically deploy Smartsheet or Asana as the operating backbone, scaled to fit the team size and budget without the enterprise overhead. ------------------------------------------------- How I work: I don't need 3 weeks of onboarding calls before I start. I diagnose fast, build faster, and hand off with documentation your team can actually use. Week 1 - Diagnostic: I find the real problems, not just the obvious ones. Week 2–3: Build: governance frameworks, dashboards, automation, schedules. Delivery: A working system, full handoff documentation, and a 30-minute walkthrough call. Everything is deliverable-driven and async-friendly. If you want structured weekly check-ins, I build those in. If you prefer async-only, that works too. I respond within 12–24 hours and communicate in plain language, no consultant-speak. Not sure if this is the right engagement? Start with the Free PMO Health Check [link in profile] before you commit to anything. ------------------------------------------------- What clients say: "Grateful for Amir's expertise in all things PMO, governance and the hands on ability to demonstrate how to execute. The most difficult challenge at Algonquin was controlling the hybrid approach which included getting change management buy-in for the various ceremonies, multiple control tools (vendor/3rd party included) such as MS Project/Project Server, SharePoint, Jira, Service Now, SmartSheets and Azure DevOps. Amir is tremendously skilled in monitoring the governance impacts in near real time and making the necessary adjustments for delivery. I always think of Amir for his early consultation when I need to approach a new engagement. Thanks Amir!" Sam Wong - Algonquin College ------------------------------------------------------ "Amir has been working with our organization "PAND Settlement Service" for the past six years in various capacities, including five years as a strategic advisor and board member, where he played a key role in building the governance backbone of our organization. His strategic mindset, structured approach, and ability to translate complex project data into clear executive direction have significantly strengthened our operational efficiency and long-term planning. In addition to his leadership contributions, Amir has delivered high-impact PMP, Excel, and Project Management workshops for our community and designed a comprehensive Educational Email Course for our employment program, all of which received remarkable feedback. Most recently, as a member of our Board of Directors, he continues to advise at the executive level, providing valuable insight on organizational roadmap development and strategic growth." Kaveh Shakouri - Board Member at PAND Settlement Services -------------------------------------------------------- PMO implementation | PMO governance | executive dashboard | Power BI | Smartsheet | project controls | Primavera P6 | MS Project | earned value management | EVM | integrated master schedule | critical path analysis | RAID log | change control | AI automation | Make | PMO health check | portfolio management | EPC project management | construction scheduling | ERP implementation | project management consultant | PMP | governance framework | risk management | business analysis | process mapping | PMO setup | project portfolio management

  • Smartsheet
  • Project Management Office
  • Microsoft Project
  • Primavera P6
  • Project Schedule & Milestones
  • Project Scheduling
  • Portfolio Management
  • Risk Management
  • S-Curve Graphs
  • Analytics Dashboard
  • Corporate Governance
  • Microsoft Power BI
  • Make.com
  • RAID Administration
  • Change Management
  • Data Integration
  • Project Management Professional
  • Agile Project Management
Ranjithkumar G.

Coimbatore, India

$9/hr
5.0
28 jobs

I help businesses eliminate manual reporting and save hours every week by building automated Excel and Google Sheets systems. If you're dealing with messy data, repetitive reports, or time-consuming spreadsheets, I can turn them into clean, automated dashboards that update automatically and are easy to use. I specialize in building end-to-end reporting workflows — from data collection (Google Forms) to structured datasets and real-time dashboards. I also build Smartsheet-based workflows and reporting systems for teams that need structured project tracking. What I can help you with: • Automated Excel & Google Sheets reporting systems • KPI dashboards for sales, operations, and performance • Data cleaning, structuring, and consolidation • Google Forms to dashboard automation • Smartsheet workflow and reporting automation I focus on delivering solutions that are reliable, scalable, and designed for real business use — not just one-time fixes. If you need a clean, automated system instead of manual work, feel free to reach out. I’m happy to review your requirement and suggest the best approach.

  • Smartsheet
  • Microsoft Excel
  • Microsoft Power BI
  • Data Cleaning
  • Dashboard
  • Data Visualization
  • Business Intelligence
  • Microsoft Excel PowerPivot
  • Google Sheets
  • Analytical Presentation
  • Spreadsheet Automation
  • Google Forms
  • Python
  • Data Analysis
  • Automation
  • Data Transformation
  • Business Report
  • Database Report
  • Business Analysis

How it works

Post a job for free Post a job

Tell us what you need. Create your own job post or generate one with AI then filter talent matches.

Hire top talent fast

Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.

Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

Payment simplified

Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.

Don't just take our word for it

Smartsheet specialist hiring guide

A Smartsheet specialist can transform how your team manages projects, workflows, and data — from building automated dashboards that provide real-time visibility to designing complex multisheet solutions that connect departments. Beyond basic spreadsheet skills, experienced specialists bring expertise in workflow optimization, system integrations, data migration, and change management that help businesses maximize their Smartsheet investment. 

What does a Smartsheet specialist do?

A Smartsheet specialist designs, builds, and optimizes custom work management solutions and automated workflows within the Smartsheet platform. They help organizations streamline operations by leveraging Smartsheet's advanced features to improve visibility, collaboration, and efficiency. 

For Smartsheet specialists, day-to-day responsibilities typically include:

  • Configuring and implementing Smartsheet workspaces, sheets, and templates tailored to business processes

  • Designing automated workflows using formulas, conditional logic, and integrations with tools like Microsoft 365, Google Workspace, Salesforce, or NetSuite

  • Building real-time dashboards and reports for executive visibility and decision-making

  • Migrating data from legacy systems (Excel, MS Project, other project management platforms)

  • Training teams on Smartsheet best practices and creating documentation

  • Optimizing existing Smartsheet environments for performance and governance

  • Setting up Centers of Excellence and establishing platform governance frameworks for enterprise clients

Whether you're implementing Smartsheet for the first time or scaling existing solutions across your organization, the right specialist can accelerate adoption and deliver measurable efficiency gains.

How to hire a Smartsheet specialist on Upwork

Hiring the right Smartsheet specialist starts with clearly defining your needs and evaluating candidates based on relevant experience. Follow this four-step process to find and hire qualified freelancers on Upwork.

Step 1: Post a job

A well-crafted job post is your first opportunity to connect with specialists who have the exact Smartsheet expertise your project requires.

  • Draw from this project manager job description to create a clear, detailed job post outlining your project goals, required technical skills, and expected deliverables.

  • Describe your specific project scope, such as whether you’re implementing Smartsheet from scratch, migrating from Excel, or building executive dashboards.

  • List any required integrations, such as Salesforce, NetSuite, Microsoft 365, or Google Workspace.

Use the Job Post Generator, powered by Uma™, Upwork's Mindful AI, to quickly draft a customizable job post based on a few sentences about your requirements.

Step 2: Evaluate candidates

Successful Smartsheet implementations depend on finding specialists whose technical depth and project history align with your specific use case.

  • Review proposals carefully, focusing on past implementations and specific Smartsheet capabilities.

  • Use Upwork's filters and search capability to narrow candidates by expertise level, hourly rate, location, and Smartsheet-specific skills.

  • Review portfolios for concrete examples of dashboards, automated workflows, or successful migrations similar to your needs.

You can use Upwork’s instant video interviews to screen applicants for a best-fit shortlist, with Uma providing side-by-side candidate comparisons.

Step 3: Interview your top choices

Direct conversations reveal how candidates approach problem-solving and whether their working style complements your team's needs. Similar to interviewing project managers, use this stage to explore their technical decision-making process.

  • Ask candidates to walk you through their approach to migrating data into Smartsheet from legacy platforms.

  • Inquire about how they determine which workflows should be automated versus kept manual.

  • Request examples of complex formulas they’ve built and their process for training end users.

Upwork Messages allows you to schedule and conduct live video interviews on the platform, with call transcripts and summaries available after the calls.

Step 4: Agree on scope and begin work

Before starting the work, use Upwork’s contracting step to put a firm agreement in place.  Documenting project parameters before work begins protects both parties and sets the foundation for a successful engagement.

  • Establish clear expectations by defining deliverables, milestones, and payment structures up front.

  • Choose a fixed-price contract for well-defined projects like basic setup or dashboard creation.

  • Opt for hourly contracts with weekly limits for ongoing optimization, support, or training needs.

  • Utilize Upwork's contract workroom tools for secure messaging, file sharing, and milestone tracking.

Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this article. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyze and determine the tools or services that would best fit their specific needs and situation.

The rates and information provided in this article are based on current data and industry sources available at the time of publication. Freelance rates can vary depending on factors such as experience, location, project scope, and market conditions. Readers are encouraged to conduct their own research to confirm current rates and trends, as this information may change over time.

How much does hiring a Smartsheet specialist cost?

Similar to other project managers, a Smartsheet specialist on Upwork generally costs $19-$45 per hour. Rates vary depending on the project complexity, the specialist's experience level, and the type of engagement. 

Below are typical costs for hiring Smartsheet specialists for projects commonly found on Upwork:

Basic setup and training

$500-$1,500 /project

Entry-level to mid-level
  • Initial workspace configuration
  • Basic template setup
  • One-hour team training session

Workflow automation and dashboards

$1,500-$4,000 /project

Mid-level to senior-level
  • Custom automation build
  • Multisheet workflow setup
  • Executive dashboard creation

Enterprise implementation

$5,000+ /project

Senior-level or specialist
  • Full platform rollout
  • Data migration from legacy systems
  • Integration with existing tools (Salesforce, NetSuite, Jira)

Ongoing optimization and support

$1,000-$3,000 /month

Mid-level to senior-level
  • Monthly workflow audits
  • Template updates and user training
  • Performance monitoring and reporting

Strategic consulting

$3,000-$7,500+ /project

Expert or executive-level
  • Center of Excellence design
  • Multidepartment rollout strategy
  • Change management planning

FAQs about Smartsheet specialists

Frequently asked questions

Is hiring a Smartsheet specialist worth it?

Yes, hiring a Smartsheet specialist is often worth the investment for businesses implementing the platform at scale or looking to unlock advanced features beyond basic project tracking. Specialists bring efficiency in areas like automated workflows, complex formulas, cross-sheet references, and integrations that would typically take teams weeks or months to figure out independently. Many organizations report significant productivity gains and reduced manual errors after working with Smartsheet experts — particularly when migrating from legacy tools or building solutions for multiple departments.

What exactly is Smartsheet?

Smartsheet is a cloud-based work management platform that combines the familiar interface of spreadsheets with powerful features for project management, automation, and collaboration. It's used by teams to plan projects, track workflows, create dashboards, and connect data across departments, going well beyond what traditional spreadsheet tools can handle.

Is Smartsheet hard to learn?

Smartsheet's basic functions are accessible to anyone comfortable with spreadsheets, but mastering advanced capabilities — like complex formulas, multisheet workflows, automations, and integrations — requires significant time investment. Hiring a specialist allows you to leverage these powerful features immediately while your team focuses on using the platform rather than building it.

What does a Smartsheet consultant do?

A Smartsheet consultant handles implementation, workflow design, automation setup, dashboard creation, and user training, operating much like a Smartsheet specialist. Some consultants also offer strategic services like building Centers of Excellence or leading large-scale organizational rollouts.