Account Manager job description template

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Account Manager Job Description

An account manager plays a valuable role in building and maintaining strong relationships with clients, ensuring that their needs are met and that they remain satisfied with the company’s services. Use the template below to craft a job description for hiring an account manager.

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Job Overview

We are seeking a highly motivated and detail-oriented account manager to join our team. The ideal candidate will be responsible for managing client accounts, building relationships, and acting as a key point of contact for customers. You will oversee client communications, address inquiries, and ensure that clients are satisfied with the services provided, ensuring long-term retention and loyalty.

Key Responsibilities

Manage client relationships. Serve as the main point of contact for clients, ensuring their needs are met and addressing any issues that arise.
Maintain account records. Keep detailed records of client interactions, project progress, and account updates.
Identify growth opportunities. Spot opportunities for upselling or cross-selling services to existing clients, adding value to their accounts.
Collaborate with internal teams. Work with sales, marketing, and product teams to ensure that client expectations are met and deliverables are aligned with client goals.
Monitor performance and reporting. Track account performance metrics, report on key outcomes, and suggest areas for improvement.

Qualifications

Proven experience as an account manager or in a similar client-facing role.
Strong understanding of client relationship management, sales, and business development.
Excellent communication and organizational skills.
Ability to manage multiple client accounts and prioritize tasks.
3+ years of experience in account management, sales, or customer service.
Proficiency in CRM software (e.g., Salesforce, HubSpot).
A degree in business administration, marketing, or a related field is preferred.

Preferred Skills

Experience in a specific industry relevant to the role (e.g., technology, healthcare, finance).
Familiarity with project management tools and processes.
Strong negotiation and problem-solving abilities.

Why Join Us?

Be part of a collaborative and dynamic team that values client relationships and growth.
Opportunity to work on meaningful projects with long-term clients.
Competitive compensation package, including performance bonuses.
Flexible work environment with opportunities for professional growth.

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What is an account manager?

An account manager is responsible for managing client relationships, ensuring customer satisfaction, and acting as a liaison between the client and the company. They are key players in maintaining long-term relationships and ensuring that clients are receiving the support they need.

What does an account manager do?

An account manager works closely with clients to maintain strong relationships and ensure their needs are met. They oversee account activities, ensure the delivery of services, and identify opportunities for growing the relationship. Below are five common tasks and duties of an account manager:

Serve as the primary point of contact for clients, managing all client communications.
Maintain detailed account records and update client information regularly.
Collaborate with internal teams to ensure projects meet client expectations.
Identify and act on opportunities to upsell or cross-sell additional services.
Monitor account performance, track client satisfaction, and provide reports to both the client and management.

Common account manager tasks and duties

Account managers handle various tasks to maintain strong client relationships and ensure client satisfaction. Here are some common responsibilities:

Act as the main liaison between the client and the company, addressing concerns and resolving issues.
Maintain detailed records of client interactions and account progress.
Develop strategies for improving client retention and satisfaction.
Proactively identify opportunities for growing client accounts through upselling or cross-selling.
Work with internal teams to ensure client projects are delivered on time and meet expectations.
Communicate regularly with clients to ensure they are satisfied with services and deliverables.
Prepare regular reports on account performance and identify areas for improvement.
Manage multiple client accounts, balancing priorities and client needs.
Ensure that all client data is kept up to date in CRM systems.
Negotiate contract renewals and ensure that client agreements are adhered to.

How to write an account manager job description

Follow these steps to write an effective account manager job description:

Start with a clear job title. Use “Account Manager” and specify the industry if needed (e.g., “Account Manager – Technology”).
Provide a concise overview. Summarize the role’s importance in managing client relationships and ensuring customer satisfaction.
List key responsibilities. Highlight the most important tasks, such as managing client accounts, collaborating with internal teams, and identifying growth opportunities.
Outline required qualifications. Include the necessary experience, skills, and education for the role, such as client relationship management and proficiency in CRM tools.
Mention preferred skills. Identify any additional qualifications that would enhance a candidate’s chances, such as industry-specific knowledge or project management experience.
Highlight company benefits. Share information about your company culture, opportunities for growth, and any unique perks.

FAQ

What is the difference between an account manager and a project manager?

An account manager focuses on maintaining client relationships and ensuring customer satisfaction, while a project manager oversees the delivery of specific projects, managing timelines, resources, and deliverables.

How does an account manager contribute to business growth?

Account managers identify opportunities to upsell or cross-sell services to existing clients, helping to grow client accounts and contribute to the company’s revenue.

Can an account manager work remotely?

Yes, many account managers can work remotely, especially with the help of CRM software and communication tools to manage client relationships.

What skills are important for an account manager?

Account managers need strong communication skills, excellent organizational abilities, and a deep understanding of client relationship management. They should also have experience with CRM tools and project management processes.

How does an account manager track client satisfaction?

Account managers track client satisfaction by monitoring feedback, conducting surveys, and maintaining regular communication with clients. They also use metrics like account performance and client retention rates to assess satisfaction.

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$50 hourly
Amy E.
- 5.0
- (21 jobs)
Conroe, TX
Account Management
Customer Support
Document Review
Customer Service
SaaS
Customer Relationship Management
Email Communication
Social Customer Service
Administrative Support
Business with 1-9 Employees
Business with 10-99 Employees

I am a highly results-oriented individual with over 10 years of experience in customer service. I thrive in team settings and work efficiently to solve customer problems while remaining cool under pressure. With my last few years of employment being remote, I have also learned that I am extremely comfortable with being independent and providing only the highest quality of work with minimal supervision. This shines through with my performance each and every day and with the quality of work I provide. I am highly skilled in live chat, email and phone support. I am familiar with many remote tools such as Zendesk, Freshdesk, HelpScout, LiveChat, Slack and Hipchat to name a few. I also am a very quick learner and catch on to new systems and programs with ease. Some of the qualities I will bring to your team include: • Customer Service: I have a track record of solving all types of customer issues I am faced with in an effective, professional and empathetic manner. My personal KPI’s have always been consistently high and I attribute this to truly putting the customer first and being understanding throughout all interactions. • Professional Attitude: As my references will attest, I have a knack for staying positive and upbeat, regardless of the situation and do my best to create an environment that is non-judgmental and open. • Passion and Motivation: I have a true passion for customer service and take pride in making customers happy. Building relationships and making personal impacts is important to me. I am also highly motivated to progress in my career and eager to grow and succeed with every position I hold.
$13 hourly
Janice L.
- 5.0
- (2 jobs)
Manila, NCR
Account Management
Virtual Assistance
Customer Service
Prospect Research
Cold Email
Customer Relationship Management
Lead Generation
Business Development
Outbound Sales
Cold Calling
Appointment Setting
Outbound Call
Sales
Inside Sales
Sales Development

I have 15 years of sales and customer service experience. I have proven record of success in meeting my goals as well as increasing clients loyalty and satisfaction. I attribute this success to my ability to build connection, understand their pain points, and offer tailored solutions based on their business goals and objectives. SALES SKILLS - Build, grow and nurture relationships from small to large businesses. - Cold calling, cold email, appointment setting and lead generation to acquire new clients. - Account research and LinkedIn prospecting. - Create proposals, sales presentation, closed deals for new clients and contract renewal for existing clients. - Account management, expand awareness and identify new opportunities. - Manage sales pipeline and sources leads.
$10 hourly
Muhammad N.
- 5.0
- (17 jobs)
Peshawar, KP
Account Management
Product Catalog Update
Product Catalog Setup & Optimization
Store Management
Amazon FBA
Amazon Listing
Amazon Listing Optimization
Inventory Management
Amazon Private Label
SEO Keyword Research
Amazon SEO
Amazon PPC
PPC Campaign Setup & Management
Product Research
Amazon Seller Central

Want optimized Amazon listings that rank, convert, and stay compliant? I can help. I’m Muhammad Naeem, an Amazon Catalog Specialist & Account Manager with over 3 years of experience helping private label brands fix, organize, and scale their Amazon businesses—across the US, UK, and EU marketplaces. Whether you're dealing with suppressed listings, flat file headaches, or need someone to manage your entire Amazon store, I’ve got you covered. 💼 Services I Offer: 🛒 Amazon Catalog & Listing Services: ✅ Listing Optimization – SEO-rich titles, bullet points & descriptions that rank and convert ✅ A+ Content – Branded visuals and content to boost engagement & trust ✅ Flat File Management – Bulk listing uploads, cleanups & error-free uploads ✅ Variation Setup – Parent-child listing structuring for better customer experience ✅ Keyword Research & Competitor Analysis – Strategic keyword mapping for visibility ✅ Listing Troubleshooting – Fixing suppressed or inactive listings ✅ Category & Attribute Mapping – Proper classification for maximum discoverability ✅ Brand Registry Support – Getting your brand registered & leveraging A+ features ✅ Image & Bullet Review – Content audits to improve presentation ✅ Case Handling – Amazon support communication to resolve catalog or listing issues 🔧 Full Account Management Services: ✅ End-to-end Amazon Account Management ✅ Competitor & Market Research ✅ Product Launch Strategy & Execution ✅ Performance Monitoring & Listing Health ✅ Customer Service Support ✅ Ongoing Optimization & Growth Planning ✅ Brand Building for Long-Term Success ✅ PPC Ads Management Whether you’re just launching or looking to scale, I provide tailored account management solutions to help you grow faster and smarter on Amazon. 💬 Why Clients Love Working With Me: ⭐ 100% Job Success on related projects ⭐ Excellent communication & reporting ⭐ Deadline-driven and detail-focused ⭐ Ownership mindset — I work like your brand is mine 📩 Let’s connect if: • You need a catalog expert to fix or optimize listings • You want full account management done the right way • You’re ready to scale your Amazon brand, the smart way

$50 hourly
Amy E.
- 5.0
- (21 jobs)
Conroe, TX
Account Management
Customer Support
Document Review
Customer Service
SaaS
Customer Relationship Management
Email Communication
Social Customer Service
Administrative Support
Business with 1-9 Employees
Business with 10-99 Employees

I am a highly results-oriented individual with over 10 years of experience in customer service. I thrive in team settings and work efficiently to solve customer problems while remaining cool under pressure. With my last few years of employment being remote, I have also learned that I am extremely comfortable with being independent and providing only the highest quality of work with minimal supervision. This shines through with my performance each and every day and with the quality of work I provide. I am highly skilled in live chat, email and phone support. I am familiar with many remote tools such as Zendesk, Freshdesk, HelpScout, LiveChat, Slack and Hipchat to name a few. I also am a very quick learner and catch on to new systems and programs with ease. Some of the qualities I will bring to your team include: • Customer Service: I have a track record of solving all types of customer issues I am faced with in an effective, professional and empathetic manner. My personal KPI’s have always been consistently high and I attribute this to truly putting the customer first and being understanding throughout all interactions. • Professional Attitude: As my references will attest, I have a knack for staying positive and upbeat, regardless of the situation and do my best to create an environment that is non-judgmental and open. • Passion and Motivation: I have a true passion for customer service and take pride in making customers happy. Building relationships and making personal impacts is important to me. I am also highly motivated to progress in my career and eager to grow and succeed with every position I hold.
$13 hourly
Janice L.
- 5.0
- (2 jobs)
Manila, NCR
Account Management
Virtual Assistance
Customer Service
Prospect Research
Cold Email
Customer Relationship Management
Lead Generation
Business Development
Outbound Sales
Cold Calling
Appointment Setting
Outbound Call
Sales
Inside Sales
Sales Development

I have 15 years of sales and customer service experience. I have proven record of success in meeting my goals as well as increasing clients loyalty and satisfaction. I attribute this success to my ability to build connection, understand their pain points, and offer tailored solutions based on their business goals and objectives. SALES SKILLS - Build, grow and nurture relationships from small to large businesses. - Cold calling, cold email, appointment setting and lead generation to acquire new clients. - Account research and LinkedIn prospecting. - Create proposals, sales presentation, closed deals for new clients and contract renewal for existing clients. - Account management, expand awareness and identify new opportunities. - Manage sales pipeline and sources leads.
$10 hourly
Muhammad N.
- 5.0
- (17 jobs)
Peshawar, KP
Account Management
Product Catalog Update
Product Catalog Setup & Optimization
Store Management
Amazon FBA
Amazon Listing
Amazon Listing Optimization
Inventory Management
Amazon Private Label
SEO Keyword Research
Amazon SEO
Amazon PPC
PPC Campaign Setup & Management
Product Research
Amazon Seller Central

Want optimized Amazon listings that rank, convert, and stay compliant? I can help. I’m Muhammad Naeem, an Amazon Catalog Specialist & Account Manager with over 3 years of experience helping private label brands fix, organize, and scale their Amazon businesses—across the US, UK, and EU marketplaces. Whether you're dealing with suppressed listings, flat file headaches, or need someone to manage your entire Amazon store, I’ve got you covered. 💼 Services I Offer: 🛒 Amazon Catalog & Listing Services: ✅ Listing Optimization – SEO-rich titles, bullet points & descriptions that rank and convert ✅ A+ Content – Branded visuals and content to boost engagement & trust ✅ Flat File Management – Bulk listing uploads, cleanups & error-free uploads ✅ Variation Setup – Parent-child listing structuring for better customer experience ✅ Keyword Research & Competitor Analysis – Strategic keyword mapping for visibility ✅ Listing Troubleshooting – Fixing suppressed or inactive listings ✅ Category & Attribute Mapping – Proper classification for maximum discoverability ✅ Brand Registry Support – Getting your brand registered & leveraging A+ features ✅ Image & Bullet Review – Content audits to improve presentation ✅ Case Handling – Amazon support communication to resolve catalog or listing issues 🔧 Full Account Management Services: ✅ End-to-end Amazon Account Management ✅ Competitor & Market Research ✅ Product Launch Strategy & Execution ✅ Performance Monitoring & Listing Health ✅ Customer Service Support ✅ Ongoing Optimization & Growth Planning ✅ Brand Building for Long-Term Success ✅ PPC Ads Management Whether you’re just launching or looking to scale, I provide tailored account management solutions to help you grow faster and smarter on Amazon. 💬 Why Clients Love Working With Me: ⭐ 100% Job Success on related projects ⭐ Excellent communication & reporting ⭐ Deadline-driven and detail-focused ⭐ Ownership mindset — I work like your brand is mine 📩 Let’s connect if: • You need a catalog expert to fix or optimize listings • You want full account management done the right way • You’re ready to scale your Amazon brand, the smart way
$13 hourly
Shamila N.
- 5.0
- (5 jobs)
Islamabad, IS
Account Management
Real Estate
Facebook
Virtual Assistance
Social Media Marketing
File Management
Lead Generation
Administrative Support
Email Marketing
Executive Support
Real Estate Marketing
Email Communication
Data Entry

As a versatile virtual assistant with over 12 years of hands-on experience in bookkeeping, financial statement reporting, budgeting, and real estate support (including acquisitions and dispositions), I am well-equipped to assist you with all aspects of your online work requirements. If you are overwhelmed to handle everything on your own or if you feel that your daily administrative responsibilities prevent you from accomplishing your goals and to-do list? Then I think I'm the best match for you. What can I give? Being an Accountant I can do, • Bookkeeping. • Bank Reconciliation and credit cards • Invoicing/billing and credit processing • Accounts Payable/Receivable Analysis • Month-end entry and processing • Downloading Transactions (Bank Feed) adding in the books. • Books Cleanup • General Ledger & balance sheet reconciliation • Processing all standard/recurring journal & month end journal entries • Inventory Management • Invoicing & Billing • Budgeting, Financial reporting and Analysis • Excel bookkeeping Software's Used: Xero, Appfolio and QuickBooks Online As an experienced Real Estate Virtual Assistant, I have vibrant knowledge of • Acquisitions of Properties, • Making Comps to generate offer • Sending Neighbor Letters • Use Sly broadcast for Audio follow ups • Create Property Ad’s for listing on various website. • Manage Real Estate Listings on platforms including FB marketplace, Land.com, Landlistings.com, Zillow, Craigslist etc • Property CRM Management (Investment Dominator, Pebble) • Implementing and creating marketing strategies to find properties to Sale / purchase • Design/create basic graphics and images for mailers, newsletters and flyers, to run social media campaign (using Canva software) • Running marketing campaigns on Kartra, Propstream, Mailchimp, Hubspot stc • I can respond to emails and able to build healthy relations with buyers. • Research for new leads and maintain CRM Database • Project Management • Command on MS Office • Maintain social media Calendar • Property research using Mapright, Realist, IMAPP, GISMap, County Assessors sites I am optimistic and always take my assignment with right attitude of learning new things. I always listen to my clients to analyze their ideas, then work efficiently to give best result to my clients. I ensure this through smooth communication regardless of the Time Zone. Client satisfaction is best attribute which lead me to perfection. I am available anytime. Let's talk!
$8 hourly
Carlo L.
- 5.0
- (6 jobs)
San Fernando, PAMPANGA
Account Management
Etsy
Manage Etsy Site
SEO Competitor Analysis
Product Analytics
Product Design
Facebook Advertising
Social Media Management
Product Research
Optimize Etsy Site
Etsy Listing
SEO Keyword Research
Keyword Research
Spreadsheet Skills
Graphic Design

Hi! I'm Carlo I'm an Etsy Virtual Assistant I turn creative visions into thriving realities. With a blend of strategic insight and personalized support, I help artisans and entrepreneurs navigate the Etsy marketplace with confidence and flair. My passion lies in unlocking the potential of each client, transforming their unique ideas into standout successes. Let's work together to elevate your shop, amplify your reach, and achieve the growth you’ve always dreamed of! CORE VALUES: I am committed to ongoing learning and professional development to stay current with industry best practices and deliver superior results. PURPOSE: My purpose as an Etsy Account Manager is to empower creative entrepreneurs and small businesses to thrive on the Etsy platform. I am dedicated to providing tailored support and strategic insights that drive growth, enhance visibility, and elevate the unique value of each client’s products. By leveraging a deep understanding of the Etsy marketplace and a commitment to exceptional service, I strive to help clients turn their creative visions into successful, sustainable businesses. VISIONS: My vision is to empower Etsy sellers to transform their creative ideas into successful businesses by providing personalized, strategic support. I aspire to be a trusted partner who helps each client navigate the complexities of the marketplace, unlock new opportunities, and achieve sustained growth. By fostering innovation and leveraging deep market insights, I aim to enhance the success of my clients and contribute to a thriving, diverse Etsy community SERVICES AND SKILLS I OFFER ETSY SEO LISTING OPTIMIZATION SERVICES Unlock the full potential of your Etsy shop with expert SEO listing optimization! I specialize in enhancing your product listings to boost visibility and attract more customers. Here’s what I offer: • Keyword Research • Title Optimization • Tag and Attribute Enhancement • Description Refinement • Image SEO • Competitor Analysis • Performance Tracking Enhance your Etsy shop’s visibility and sales with professional SEO optimization. Let’s work together to make your listings shine! BASIC SOCIAL MEDIA MANAGEMENT Enhance your Etsy shop’s online presence with streamlined social media management! I offer essential services to help you stay active and engaged with your audience. Here’s what’s included: • Social Media Setup • Content Planning • Post Creation • Scheduling Posts • Basic Engagement • Performance Monitoring • Brand Consistency Get your Etsy shop noticed with essential social media management that keeps your brand active and engaging. Let’s work together to create a solid social media foundation for your business! DIGITAL PRODUCT CREATION SERVICES Transform your ideas into high-quality digital products with my expert creation services! I specialize in crafting digital items that are visually appealing, functional, and ready for sale on Etsy. Here’s what I offer: • Custom Digital Designs • High-Quality Graphics • Product Formatting • Brand Consistency • Trend Integration • Product Listings • Quality Assurance: • Delivery and Support: Bring your digital product ideas to life with professional design services that capture attention and drive sales. Let’s collaborate to create outstanding digital products for your Etsy shop! PRINT-ON-DEMAND (POD) PRODUCT CREATION SERVICES Elevate your POD business with expertly designed graphics tailored to your products! I specialize in creating eye-catching designs that help your print-on-demand items stand out on Etsy. Here’s what I offer: • Custom Graphic Design • High-Resolution Artwork • Design Versatility • Brand Consistency • Trend Integration • Mockup Creation • File Preparation • Revision and Support • Trend and Competitor Analysis Boost your POD sales with standout graphic designs that captivate and convert. Let’s work together to create visually stunning products for your Etsy shop! ETSY PRODUCT RESEARCH Unlock the potential of your Etsy shop with comprehensive product research! I offer detailed analysis and insights to help you find profitable products and make informed business decisions. Here’s what you can expect: • Market Analysis • Keyword Research • Competitor Analysis • Customer Insights • Product Viability Assessment • Pricing Strategy • Trend Identification • Custom Reports Enhance your Etsy shop’s success with thorough product research that helps you make informed decisions and stay ahead of the competition. Let’s work together to find the perfect products for your shop! I offer FREE listing Optimization Consultation! I will check your listings and offer my advice on how to improve them. I can utilize my eRank and Alura, This means the optimization I deliver will rely on data-related facts. Software and Tools: • Canva • Adobe Photoshop • Adobe Illustrator • Creative Fabrica • Kittl • Photopea • eRank • Maramalead • Alura.io • Everbee • Ideogram • Google Spreadsheet • Google Docs
$34 hourly
Cheyenne H.
- 5.0
- (13 jobs)
Cleveland County, OK
Account Management
Employee Training
Administrative Support
Phone Communication
Customer Retention
Customer Acquisition
Email Communication
Customer Service
Sales

Are you seeking assistance with customer acquisition, follow-up with lost leads, onboarding new clients, customer retention, or account management? These are areas where I excel and take pleasure, and I am eager to put my skills to work in helping your business grow and building trust with your clients. My experience includes several years of remote work with start-ups, as well as the ability to self-manage effectively and maintain a strong drive for perfection. My palpable passion for helping customers succeed and reach their goals is evident in my coaching approach. My friendly, caring, and upbeat personality translates well to my phone presence, as I have a talent for quickly building trust with clients and winning them over, even in challenging situations. I enjoy working collaboratively with others and am a dedicated team player who is always willing to help colleagues. Additionally, I have created training materials and conducted one-on-one and group training. I firmly believe that customer education plays a crucial role in the buying process today, and my goal is to become a Subject Matter Expert in order to provide customers with the knowledge and confidence necessary to make informed decisions. I am excited about the opportunity to work with you and bring my passion, charisma, and strong work ethic to your company.
$39 hourly
Samantha L.
- 5.0
- (3 jobs)
Englewood, NJ
Account Management
Administrative Support
Zapier
Slack
Airtable
Asana
Light Bookkeeping
Presentations
Travel Planning
Email Marketing
Google
Team Management
Organizational Design & Effectiveness
CRM Software
Microsoft Office

I have over 20+ years of experience in Administrative Solutions, Sales and Customer Service. I have been a virtual freelancer since 2019 with Financial Services / Insurance / Wealth Management experience. Qualities: Self-Starter, Disciplined, Organized, Hard Working and Quick response time. I have great phone skills and work well under pressure. I am a quick learner and up for any task that's presented. Soft Skills: • Organized • Problem Solving • Communication • Self Starter • Time Management • Adaptability • Conflict Resolution • Detail Oriented • Critical Thinker • Leadership • Identify Improvements Administrative: • Emails / Filing / CRM upkeep / Data Management • Scheduling meetings / Calendar Management / Event Planning • Travel Coordination • Proposals & Presentations • Expenses / Bookkeeping • Research Expertise • Prioritization Skills Employee & Individual / Group Health Benefits / Financial Services / WMA Background: • Account / Project / Systems Management • Customer Service • Quoting / Proposals / Sales / Cross-Selling • Open Enrollments / Terminations • Submitting & Tracking Claims Software Knowledge: • Document Software: Microsoft Office, Google Suit, Adobe Acrobat • Calendar: Microsoft, Google, Calendly • Email Marketing: HubSpot, ActiveCampaign • CRM: Seibel, HubSpot, Dubsado, Journey Builder, Red Tail, Ease, Applied EPIC, ACM360 • Automation: Zapier, Text Expander • Communication: Slack, Zoom, Loom, Skype, WhatsApp • Project Management: AirTable, Asana, Trello, Monday, ClickUp, Notion • Finance: QuickBooks, PayPal, Wise • Others: CanvaPro, Adobe Premier Pro, DocuSign, FreshDesk, Carrier Sites
$45 hourly
Alton G.
- 4.6
- (2 jobs)
Hillsboro, OR
Account Management
Trade Show Design
Mailchimp
Salesforce
HubSpot
CRM Software
Email Marketing
Social Media Strategy
Project Management
Fundraising
Event Management
Business Development
Marketing
Lead Generation
Sales

Hi there! I'm Alton, a results-driven marketing and sales leader with a passion for helping organizations thrive. My track record includes exceeding revenue goals and boosting brand recognition across the technology and nonprofit sectors, having supported organizations like Intel, the National Multiple Sclerosis Society, AppLovin, and the American Red Cross. I'm fueled by a passion for using innovative marketing and sales strategies, cutting-edge technology, and data-driven insights to make a real difference. I also believe in collaboration, creativity, and the power of building strong, genuine relationships. Whether it's developing compelling marketing and sales campaigns for products and programs launches, leading logistic planning for million dollar fundraising galas, or securing major corporate sponsorships for conferences, I'm dedicated to turning ambitious goals into reality.
$40 hourly
Liudmyla B.
- 5.0
- (8 jobs)
Kharkiv, KHARKIV
Account Management
Software Development
Mobile App Design
UI/UX Prototyping
React
Web Development
App Development
Business Consulting
App Design
Software Consultation
iOS Development
Front-End Development
Graphic Design
Figma

I help companies build high ROI, custom-built web and mobile applications that will get ahead of the competition and optimize performance! My background covers: ▪️ UI/UX Design ▪️ Web, iOS, Android, App Development with an in-house team ▪️Outstaff Services (Full-Stack Developers, Python, Java, React/ React Native, DevOps) ▪️Graphic Design ▪️ Project & Product Management ▪️ Business & Project Analysis ▪️ Workflow Planning & Coordination When you have a great business idea and need someone to help you bring it to life - I am the one who would help you. Find out solid and weak sides, polish the structure and processes, handle the project from the beginning to the successful realization - all these, but not limited to, are the tasks I would be glad to help you. I am looking forward to working with you on Amazing projects!
$80 hourly
Edward C.
- 5.0
- (19 jobs)
Austin, TX
Account Management
Automation
Business Process Reengineering
Business Coaching
Business Consulting
Business Analysis
Business Operations
Leadership Coaching
Project Management
Management Information System
Management Skills
Management Consulting
Team Facilitation
Business Process Management
ClickUp

🎯 3.5 Years of Success at Upwork: Guided our largest clients to achieve their project goals. 🗂️ 3 Years Account Management: A wealth of experience in managing and facilitating client accounts. 💼 10+ Years Leadership & Operations: Expertise in leading teams, both national and international, operating at full capacity. 📊 Project Management Pro: Managed projects up to $5MM, in diverse sectors including high-tech, operations, non-profit, government, and marketing. 🔧 Business Optimization Expert: Specialized in streamlining and automating company operations. Experience working with startups, Fortune 100, US Military, State & Federal Governments, and the Burning Man Festival. 😎 Impossible = Fun! I thrive on challenges and achieving what's deemed impossible. 🗨️ Client Feedback: "Working with Eddie was a great experience. Very professional, clear communication, and definitely a true expert in his field. I would highly recommend working with him" 🎩 Past Roles: Customer Success, COO, Ops Director, Chief Knowledge Officer, Interim CIO, IT Director. 👥 Generalist vs Specialist: I am a generalist with mastery in various fields including Customer Success, Leadership, Operations, Project Management, IT, Emergency Preparedness, Professional Art, International Travel, and Evidence-Based Management. 🎖️ Additional Competencies: Non-Fiction Writing, Support Leadership, Business App Stack Creation, Digital Marketing, Program Management, Public Speaking, Quora (Top Writer).
$35 hourly
Vanessa G.
- 4.8
- (7 jobs)
Orlando, FL
Account Management
Event Planning
Translation
Customer Service
Data Entry
Project Management
Creative Direction
Administrative Support
Typing
Zoom Video Conferencing

⭐Over 15 years of in-person event planning, customer service ⭐Over 10 years of Sales & Account Management ⭐Bachelor Degree in Event Management ⭐CVENT Hybrid Event Certified ⭐Expert in Zoom Meeting & Webinars ⭐Entry-Level Video Editing ⭐Proficient in Event platforms: Whova & Cadence, CVENT and Hopin ⭐Proficient in Google Suites ⭐Successfully converted an in-person Convention fully virtual with a 60-day timeline and increased attendance rate by 3x ⭐Successfully converted an in-person Convention fully virtual with a 15-day timeline and increased attendance rate by half. ⭐Can assist with virtual networking/activity ideas ⭐Proficient in Project Management tools such as but not limited to ClickUp, Asana, Slack, Airtable ⭐ Marketing Campaign Strategy- Pre/Post event
$35 hourly
Doruk Y.
- 5.0
- (8 jobs)
Istanbul, ISTANBUL
Account Management
Clay
Lead Generation Strategy
Lead Generation
Outbound Sales
Sales
A/B Testing
Communication Skills
Marketing Strategy
Sales Copywriting
Digital Marketing

Are you looking to grow your company with the right custom AI automations? The person behind this profile has generated and closed 6-figure deals with sales & marketing and AI automation approach. I've helped many tech companies like QReal (AI/AR start-up, Nasdaq: VRAR), a Dubai-based cyber-security SaaS start-up, and Monday.com (Tel Aviv-based productivity SaaS tool, Nasdaq: MNDY). My clients have achieved their targets through our collaboration. With: - Call Agents that can book meetings - Research SEO agents that can optimize on ICP - Agents to generate or handle media files like images or videos - Fine-tuned marketing agents that can write content in your tone/style My personal favorite client quotes: ✅ "We didn't know AI could land us good deals." ✅ "Finally, we developed a structured approach to our sales cycle and marketing." My clients are getting at least 20% more qualified deals. I cannot help everybody, but we may be a great fit if you are thinking: ⚡️ "There are many automation experts, but I want to work with a top rated freelancer: the one who understands the real world business applications of custom automations." ⚡️ "I understand my business, but I need a strategic automation approach." Working with me, you will: ★ STOP STRUGGLING with lost time and opportunities. ★ Not only get more closed deals and generated leads, but also a system built for your ideal customer profile. ★ Grow your company with a top-notch scientific approach (based on JB Sales: Coach of Salesforce). Not every business is my client, though—some signs we might not be a good fit include: ❌ "Respect for others" is not a core value. ❌ The company is struggling to pay salaries (can't do that in good conscience). My approach to automations is to genuinely understand clients' difficulties, and demonstrate how I can help overcome their challenges. Having lived in both the US and the EU, I thrive in diverse environments. Personality traits: persistence, curiosity, empathy, integrity, adaptability, emotional intelligence, ambition. Tools with hands-on experience: Sendspark, Apollo.io, Expendi.io, Smartlead, Outreach, Monday.com, Zapier, Make.com, n8n, Relevance AI, Pipedrive, Hubspot, Salesforce, Sales Navigator, Capcut, Premiere Pro, ChatGPT, Perplexity, Instantly Out of office: • Improv Actor • Host of a podcast - content creator • Weight-lifting and Brazilian Jiu-Jitsu
$34 hourly
Jade M.
- 5.0
- (8 jobs)
Virginia Beach, VA
Account Management
Client Management
Market Research
Salesforce
Customer Service
Human Resource Management
Marketing Operations & Workflow
Graphic Design
Project Management
Personal Administration
Administrative Support
Asana
Business Management

✪ As a proactive problem solver, I specialize in: ✓ General Project Management (Asana, ClickUp, Trello, Notion, Monday.com, Zoho) ✓ Create Standard Operating Procedures ✓ Data Entry, Research and Data Analysis ✓ Web Research ✓ Email & Schedule Management (Google, Dropbox, Outlook) ✓ Heavy Calendar Management (Google Calendar scheduling) ✓ Task Creation and Workflow Optimization ✓ MS Word, MS Excel, Google Sheets, Google Docs, Forms, and Slides ✓ Virtual Assistance/Admin Support ✓ Web Content Management (WordPress, Thrive theme, Elementor, Beaver Builder themes) ✓ Calendly, Zoom, MS Teams, Google Meet, Skype ✓ Hiring/Recruitment (Selection, Screening, Onboarding, Interviewing, Assessment) ✪ My work ethics include: 🚩 Problem-solving 🚩 Productivity 🚩 Critical Thinking 🚩 Acute Business Acumen 🚩 Efficiency, reliability, timely delivery, and unwavering commitment to quality Building long-term work relationships is important to me, which is why I strive to deliver legendary service to every client. The reviews on my profile speak for themselves. Ready to take your business to new heights? Let's connect and discuss how I can contribute to your success.
$40 hourly
Tanushree G.
- 5.0
- (10 jobs)
Kolkata, WEST BENGAL
Account Management
Tax Strategy
Tax Preparation
US Taxation
Bookkeeping
Accounting Principles & Practices
Tally.ERP
Communications
Tax Law Compliance
Intuit Proconnect Tax
Communication Skills
Xero
Intuit QuickBooks
Tax Return

A Chartered Accountant with 17 years of professional experience in reputed CA Firms and Corporate with exposure in an international work environment. Possess a deep understanding of accounting policies and tax compliance. Passionate in finding effective tools and processes that will ease the flow of Accounting and Internal Control. Have consistently saved costs while increasing profits. Scaling new heights of success with hard work & dedication and leaving a mark of excellence on each step, targeting for senior level assignments in US Taxation. With over a decade of expertise in US tax preparation, tax planning, and wealth optimization, I am a Chartered Accountant committed to delivering exceptional results for businesses and individuals. My extensive practical knowledge includes preparing multi-state tax returns, conducting nexus studies, and implementing strategies to build tax-free wealth. Key areas of specialization: Personal Tax Returns: Managing complex cases with multiple businesses, rental properties, short-term rentals, wages, passive income, and multiple K-1s. Business Tax Returns: Ensuring compliance and accuracy by reviewing books, processing payroll, and preparing 1099s. Strategic Tax Planning: Designing strategies for significant tax-saving opportunities during events like property sales, 1031 exchanges, and business closures. Nexus Studies: Identifying tax obligations across jurisdictions and ensuring compliance while minimizing liabilities. By leveraging my expertise, I have consistently helped clients save hundreds of thousands in taxes and optimize their financial outcomes. If you're looking for a trusted partner to handle your tax complexities and build a path to tax-free wealth, let's connect!
$60 hourly
Ben R.
- 5.0
- (4 jobs)
Amsterdam, NH
Account Management
Strategic Plan
Branding
Brand Strategy
Marketing
Consumer Segmentation
Customer Experience
Customer Acquisition
Brand Development
Copywriting
Brand Identity
Marketing Strategy
Email Marketing
Advertising Strategy

With more than 10 years of experience working in marketing strategy, my passion is developing brands that change behavior and products that solve problems. My clientele vary from sustainability, entertainment, automobile, CPG, tourism, hospitality, technology and alcohol brands.
$110 hourly
Karen P.
- 5.0
- (23 jobs)
Porlamar, NUEVA ESPARTA
Account Management
Brand Management
Influencer Marketing
Organizational Structure
AI Implementation
Operations Management Software
IT Project Management
Project Management
Client Management
Operational Plan
AI Development
AI Consulting
Business Operations
Customer Satisfaction
Marketing Management
Management Skills
Management Consulting
Marketing Strategy

With an Expert-Vetted Badge (top 1% of freelancers on Upwork) and an MBA from Harvard, along with a robust portfolio that includes collaborations with industry leaders such as Google, LinkedIn, and Spotify, I have transitioned from the corporate sector to offer my expertise to niche markets. I've been featured in Buzzfeed and Authority Magazine. As a seasoned operations director and project delivery specialist, I bring a founder's mentality along with a wealth of experience in: ✅ Agentic AI for Operations Efficiency and Business Augmentation/Transformation ✅ AI-Powered Efficiency ✅ Daily Operations Management (Customer Success, Finance, HR, Sales, Production, General Business) ✅ SOP/Workflow/Process Building & Maintenance ✅ Customer Success Best Practices ✅ C-Suite Executive Management & Leadership Consulting ✅ Talent Sourcing/Recruitment ✅ Team Management/Oversight and Reporting ✅ IT/Marketing Project Management ✅ E-commerce Management ✅ Digital Marketing/Advertising Consulting ✅ Product Management I'd like to share some accomplishments from previous clients: 🚀 Optimized operations for a SaaS company, reducing manual workflows by 35% through the implementation of some AI-powered tools such as Zapier and Power Automate, saving over 600 hours annually. 🚀 Revamped SOPs for a logistics firm, which reduced onboarding time by 50% and boosted operational efficiency by 20%. 🚀 Led a multi-team project for a Fortune 500 company, delivering a $1.5M product launch three weeks ahead of schedule by implementing agile project management techniques. 🚀 Increased productivity by 25% for a mid-sized marketing agency by implementing ClickUp best practices and agile frameworks, resulting in faster campaign rollouts and higher client satisfaction scores. 🚀 Streamlined recruitment for a healthcare startup, automating candidate sourcing with smart workflows and delegation systems, which shortened time-to-hire by 40% and reduced hiring costs by 20%. My proficiency extends to a range of essential online tools + many more: ☑️ N8N ☑️ Relevance AI ☑️ Gumloop ☑️ Make ☑️ Zapier ☑️ Jira ☑️ Monday ☑️ Trello ☑️ Slack ☑️ Notion ☑️ Figma/Invision ☑️ Hive ☑️ ClickUp ☑️ Google Suite ☑️ Google Cloud ☑️ Canva ☑️ Adobe Suite ☑️ Webflow ☑️ Squarespace ☑️ Wix ☑️ Wordpress ☑️ Facebook Business Manager ☑️ Google Ads ☑️ Salesforce ☑️ Go High Level ☑️ Hubspot ☑️ Motion ☑️ Guidde ☑️ Scribe ☑️ Flowster ☑️ Bardeen ☑️ Asana ☑️ Power Automate + more! I'm quick at learning and integrating any additional tools your organization utilizes. I'm a huge fan of enhancing operational efficiency, streamlining workflows, and boosting profitability. A core part of my experience involves implementing solutions that automate routine tasks, optimize processes, and provide actionable insights, enabling companies to focus on strategic growth while also keeping teams and talent healthy. Let's collaborate to elevate your vision and drive success. "If you hire people just because they can do a job, they'll work for your money. But if you hire people who believe what you believe, they'll work for you with blood, sweat, and tears." — Simon Sinek
$60 hourly
Vesa G.
- 5.0
- (16 jobs)
Kosove, GJIROKASTËR
Account Management
Business Operations
Communications
Administrative Support
Project Management Software
Digital Project Management
Project Management Support
ClickUp
HubSpot
Trello
Asana
Sales
Sales Operations
Project Management
Operational Plan

I specialize in building personalized systems and optimizing operations to empower businesses to scale effectively. As a ClickUp Certified Expert, I design and implement tailored project management solutions that streamline workflows, reduce costs, and foster high-performing teams. With deep expertise in tools like ClickUp, Trello, Asana, Jira, Monday.com, Basecamp, Slack, Google Suite, MS Office, Hubspot CRM, and more, I ensure your business operates with clarity and efficiency. I help businesses consolidate their operations into a seamless, centralized system that works by often implementing EOS (Entrepreneurial Operating System) from Traction and applying proven strategies. AREAS I CAN HELP YOU ➤ 1️⃣ ClickUp Mastery -> Build and optimize workflows tailored to your business needs -> Automate project management tasks to save time and resources -> Ensure all team operations are consolidated into one organized place 2️⃣ Project Management Solutions -> Expertise in tools like ClickUp, Trello, Asana, Jira, and more to ensure nothing falls through the cracks -> Create systems that eliminate the need for constant follow-ups and reminders -> Drive team alignment, collaboration, and timely project delivery 3️⃣ Scalable Operations -> Develop customized systems and operations designed to scale with your business -> Align teams with organizational goals and reduce operational costs 4️⃣ High-Performance Teams -> Empower teams to perform at their best with tools and processes that foster accountability and collaboration -> Improve team productivity and morale by removing operational bottlenecks 5️⃣ Leadership Coaching & Strategic Growth -> Support in aligning strategic vision, empowering leaders, and transforming team dynamics MY CLIENT RESULTS INCLUDE ➤ ✅ Automated project management processes, saving hours of manual effort ✅ Consolidated everything in one place for seamless operations ✅ Eliminated the need for reminders—everything is systematized and on schedule ✅ Reduced operational costs with efficient workflows and tools ✅ Built high-performing teams aligned with clear goals and accountability ✅ Designed and implemented personalized systems that scale as the business grows ✅ Increased productivity and focus across teams WHAT CLIENTS SAY ➤ "Vesa is an absolute gem. She became my confidant and friend and helped me drive the business forward. She understands how to put systems in place to grow a business. She's an exceptional communicator and knows how to enchant clients. Understands deep psychological research about humanity and how the world works, and helped me to learn and grow as a person and as a leader. Her view of the world is limitless and that can be experienced through her attitude and efforts. Vesa will leave an immense imprint on the world. I cannot recommend her highly enough." -RCY, Owner of RCY Ventures "Vesa is a one in a million find for a company. She has great interpersonal skills and she's very coachable. She belongs in a director-level role. Vesa’s approach to operations and systems has completely revolutionized our workflow. Her ability to simplify complex processes and bring everything together in one streamlined system has made our team more effective than ever -Founder of CPM and 4 other companies 📩 Let’s Collaborate If you're ready to automate your operations, implement ClickUp mastery, or create systems that eliminate chaos, send me a message here on Upwork or email me at vesagoci@gmail.com. Let’s take your business to the next level!
$50 hourly
Adejoju R.
- 5.0
- (3 jobs)
Abuja, FC
Account Management
Financial Trading
Foreign Exchange Market
Forex Trading
Financial Analysis

Professional Forex Trader with 4 Years of Market Expertise Are you looking for a skilled and reliable forex trader to help you maximize your investment returns? With four years of hands-on experience in the dynamic world of forex trading, I am here to offer my expertise and dedication to help you achieve your financial goals. Why Choose Me? Proven Track Record: Over the past four years, I have consistently delivered positive results for my clients. My trading strategies are backed by thorough market analysis and a deep understanding of financial trends. Comprehensive Market Analysis: I utilize a blend of technical and fundamental analysis to make informed trading decisions. My approach ensures that every trade is strategically planned and executed. Risk Management: Your investment safety is my priority. I employ robust risk management techniques to protect your capital while seeking profitable opportunities. Adaptability: The forex market is ever-changing, and I pride myself on being adaptable and responsive to market shifts. This agility allows me to seize opportunities as they arise and mitigate potential risks. Services Offered: Live Trading Accounts: I can manage live trading accounts with a focus on consistent profitability. My strategies are tailored to meet your specific investment objectives. Prop Firm Accounts: Looking to maximize the potential of a prop firm account? I have the skills and experience to navigate the unique challenges and opportunities they present. Personalized Trading Plans: Every investor is unique. I create customized trading plans that align with your risk tolerance, investment goals, and market outlook. Let’s Achieve Financial Success Together Forex trading is not just my profession; it’s my passion. I am committed to delivering excellence and helping my clients succeed in the financial markets. If you are ready to take your trading to the next level, let’s connect and discuss how I can contribute to your success. Contact Me Today: Let’s explore how my forex trading expertise can benefit you. I look forward to the opportunity to work together and achieve outstanding results.
$50 hourly
Gabriel A H.
- 5.0
- (34 jobs)
North Hollywood, CA
Account Management
Financial Modeling
Financial Analysis
Financial Report
Certified Tax Preparer
Business Plan
Xero
Cost Accounting
Financial Planning
Fund Accounting
Financial Accounting
Account Reconciliation
International Accounting Standards
Bookkeeping
Oracle NetSuite

ARE YOU READY TO UNLOCK YOUR BUSINESS'S TRUE FINANCIAL POTENTIAL? With 13+ years of hands-on experience, I specialize in helping fast-growing companies in SaaS, e-commerce, crypto, and real estate optimize their financial systems for maximum profitability. Here’s the deal: I guarantee to find at least 3 WAYS TO BOOST YOUR PROFITABILITY WITHIN 30 DAYS. I’m offering a FREE 30-MINUTE financial review where we’ll dive deep into your financial processes, uncover areas for quick wins, and provide a clear 3-month action plan that accelerates growth. No fluff. No catch. Just actionable insights to drive your business forward. Interested? Message me now to schedule your free review! --- IS YOUR FINANCIAL STRATEGY HOLDING YOU BACK? If you're struggling with inefficient accounting, inaccurate data, or a lack of strategic insights, you're not alone. Navigating complex financial landscapes without a clear, data-driven strategy can feel like you're spinning your wheels. But here’s the thing—effective financial management can transform your business. Top companies use robust financial tools and strategies to make informed decisions and scale rapidly. And you can too. That’s where I come in. --- ABOUT ME: With over 13+ years of experience in SaaS, ecommerce, crypto, and real estate, I have a proven track record of transforming financial operations and driving rapid growth for high-performing companies. I’ve worked in CFO, Accounting Manager, and Senior Platform Operations Accountant roles at major companies like Coinbase, where I managed large-scale projects and multi-million dollar portfolios. I specialize in financial modeling, forecasting, and providing strategic guidance to ensure your business scales with efficient financial systems. --- I WORK WITH: ➜ SaaS Companies: Automating processes, improving revenue recognition, and developing data-driven strategies for scalable growth. ➜ Ecommerce Businesses: Streamlining inventory, improving cash flow, and providing actionable insights that drive profitability. ➜ Crypto & Blockchain Firms: Navigating the complexities of crypto finance and ensuring compliance in a highly regulated space. ➜ Real Estate Companies: Optimizing property budgets and cash flow management for sustainable growth. --- WHAT I BRING TO THE TABLE: ✓ Financial Modeling & Analysis: Build robust, data-driven models for forecasting, projections, and budgeting. ✓ Strategic CFO-Level Insights: Offering high-level guidance to enhance decision-making and drive business growth. ✓ Audits & Compliance: Ensuring your financial systems meet industry standards and best practices. ✓ Cost Accounting & Budgeting: Identifying areas for cost-saving without sacrificing growth potential. ✓ Real-Time Data Tools: Using QuickBooks, NetSuite, Power BI, Tableau, and other cutting-edge tools to analyze and visualize your financial data. --- RECENT CLIENT WINS: ✔️ $30.5M raised in venture funding and debt financing ✔️ 75% YoY revenue growth for an e-commerce client ✔️ Facilitated a $5M division sale through a Special Purchase Agreement ✔️ Managed PPP loan forgiveness for $500K ✔️ Navigated complex IRS and third-party audits --- WHAT MAKES ME DIFFERENT? ➜ 13+ years of experience working with top companies in SaaS, ecommerce, crypto, and real estate. ➜ Proven track record of transforming financial systems and delivering significant ROI through cost-saving and growth-driving strategies. ➜ Hands-on experience in high-level roles like CFO and Accounting Manager at Coinbase, where I managed large-scale projects and multi-million dollar portfolios. ➜ Entrepreneurial spirit as the Founder/CEO of my own consulting firm, helping businesses uncover financial opportunities and optimize strategies. --- MY 4-STEP PROCESS TO SUCCESS: ① Audit: Review your current financials, processes, and systems to pinpoint gaps and opportunities for improvement. ② Plan: Develop a clear, actionable roadmap with quick wins and long-term growth strategies. ③ Implement: Execute the plan, automate processes, upgrade systems, and set up custom dashboards for real-time visibility. ④ Optimize: Continuously monitor and fine-tune your financials, offering ongoing strategic guidance to ensure you hit your goals. --- READY TO GET STARTED? Book your FREE 30-minute financial review today! Let’s discuss your challenges, identify opportunities for immediate profitability, and explore how I can help your business scale. No obligation, no cost—just valuable insights to drive your financial success. But hurry—MY CALENDAR FILLS UP FAST, and I can only take on a few new clients each month. So, don’t miss out on your chance to unlock your business’s financial potential! Ready to accelerate growth? LET'S TALK! I look forward to helping you scale your business. — Gabriel H.
$40 hourly
John M.
- 5.0
- (14 jobs)
Corregidora, QUE
Account Management
Outbound Sales
Sales Development
Content Management Plan
Lead Generation
Outreach Strategy
Relationship Management
Sales Management
Salesforce Lightning
Business Development
Sales Prospecting Software
Business with 100-999 Employees
Instructional Design

Hello there! I'm Jonathan Marin, a family man who cherishes exploring new places, experiencing diverse cultures, and savoring delectable cuisine. Professionally, I've established my own consultancy firm that specializes in a wide range of services, from sales and business development projects to global sales strategies and tech stack implementation. Additionally, I offer educational services centered around instructional design, among many others. With over 15 years of experience in the global markets, spanning North America, EMEA, and APAC, I proudly bear the title of a multilingual global sales and commercial expansion BDM, as well as an accomplished Instructional Designer. My extensive background includes working across various industries, including SAAS/TECH, Insurance, Education, Finance, Blue Chip Services, and Franchising. Throughout my journey, I have built a solid reputation and a proven track record in sales and events. I excel in prospecting, forecasting, and delivering captivating demo presentations. My proficiency with tools like SalesForce, Outreach.io, Sales Navigator, ZoomInfo, High-Velocity Sales, Hubspot, Citrix, and many more have empowered me to drive success for my clients consistently. Alongside my sales expertise, I take pride in my ability to skillfully handle complaints and nurture strong client relationships. Meeting targets and beating deadlines is a challenge I eagerly embrace, and my results speak for themselves. As an advocate for company growth and surpassing targets, I bring a creative, efficient, and organized approach to the table. I firmly believe that a well-structured tech stack is essential for success, and I thrive on keeping track of metrics and setting realistic expectations. If you're seeking a dedicated professional who can help your company flourish and achieve its goals, look no further. Let's connect on a video call and explore how I can contribute to your success! John Marin
$65 hourly
Ashleigh G.
- 5.0
- (2 jobs)
Staunton, VA
Account Management
Communications
Project Workflows
Project Scheduling
Task Creation
Task Coordination
Administrative Support
Operational Planning
Business Operations
Marketing Operations & Workflow
Team Management
Campaign Management
Social Media Management
Project Management
Digital Marketing Management

I am a seasoned Operations and Digital Marketing Project Manager with a strong track record of implementing systems, streamlining processes, and consistently delivering projects on time and within budget. My strengths lie in managing people, providing necessary resources for optimal productivity, and orchestrating the seamless coordination of many moving parts to keep projects on track while achieving objectives. I am highly adaptable, thrive under pressure, and embrace challenges as opportunities for personal and professional growth. Known for my effective communication, active listening, exceptional multitasking abilities, and extreme organizational skills in managing interconnected pieces, I am committed to meeting deadlines while consistently delivering outstanding results. I am confident that my experience and skills will add significant value to your project. I look forward to the opportunity to discuss how I can contribute to your success. Best, Ashleigh
$35 hourly
Daniel J R.
- 5.0
- (14 jobs)
Hermosa Beach, CA
Account Management
Administrative Support
Digital Marketing
Video Editing
Project Management
Content Marketing
Content Creation
Lead Generation
Social Media Management

I am a Digital Marketing Specialist and Virtual Assistant with over a decade of experience, I've honed my expertise in driving effective digital strategies and providing top-notch virtual assistance. 🎯 Professional Snapshot: ✅ Digital Marketing Expertise: I specialize in crafting and executing comprehensive digital marketing plans encompassing SEO, SEM, content marketing, and PPC campaigns. My proficiency with analytical tools like Google Analytics and platforms such as WordPress and Google AdWords has been instrumental in optimizing strategies for peak performance. ✅ Virtual Assistance and Project Management: Beyond marketing, my services extend to encompass a broad spectrum of virtual assistance tasks, including administrative support and project coordination. This versatility ensures operational efficiency and the achievement of business objectives across various sectors. ✅ Content Creation and Management: With a knack for CMS management and a creative approach to content creation, I engage audiences through compelling narratives, enhancing brand visibility and fostering customer loyalty. ✅ Customer Success Management: My background in customer success roles has equipped me with a keen insight into sales strategy and lead generation, enabling me to deliver tailored digital marketing solutions that resonate with both content creators and B2B clients. 🎯 Core Competencies: 💠 Adept in various facets of digital marketing and virtual assistance, constantly updated on industry trends and technologies to drive success. 💠 Exceptional project management skills, ensuring efficiency and excellence in deliverables. 💠 Effective communicator, fluent in English and Spanish, capable of engaging with a diverse clientele. 💠 A proactive learner dedicated to innovation and continuous improvement in marketing effectiveness. My digital nomad journey has not only fostered a profound understanding of diverse markets but also instilled a flexible and innovative approach to work. I am eager to leverage my experience and insights to help businesses expand their digital presence and streamline operations. Let's connect to explore how we can collaborate for mutual success.
$80 hourly
Sergio Eduardo Nazareno D.
- 5.0
- (6 jobs)
Vaughan, ON
Account Management
Finance & Accounting
Certified Financial Planner
Financial Model
Financial Statement
Financial Reporting
Financial Management
Financial Modeling
Financial Analysis & Valuation
Management Accounting
Visual Basic for Applications
Financial Analysis
Accounting
Financial Report
Financial Accounting

⚡𝑼𝒏𝒍𝒐𝒄𝒌 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔’𝒔 𝒑𝒐𝒕𝒆𝒏𝒕𝒊𝒂𝒍 𝒘𝒊𝒕𝒉 𝒎𝒚 𝑭𝒓𝒂𝒄𝒕𝒊𝒐𝒏𝒂𝒍 𝑪𝑭𝑶 𝒔𝒆𝒓𝒗𝒊𝒄𝒆𝒔.⚡ 👋𝐌𝐞𝐞𝐭 𝐒𝐞𝐫𝐠𝐢𝐨: A highly experienced Fractional CFO with 15 years of proven success driving financial performance and strategic growth across diverse industries. I specialize in Setting up and Optimizing Finance Departments, leveraging reinvestment strategies to transform businesses into multimillion-dollar enterprises. With tailored solutions for SaaS businesses, I will set up your accounting systems, track key performance indicators, and develop financial models to support your growth. My services ensure that your financial reporting is not only accurate and GAAP-compliant but also presented in a clear and actionable way, empowering you to make informed decisions for your business. 𝑰 𝒄𝒂𝒏 𝒉𝒆𝒍𝒑 𝒚𝒐𝒖 𝒊𝒏 𝒕𝒉𝒓𝒆𝒆 𝒌𝒆𝒚 𝒂𝒓𝒆𝒂𝒔: 𝟏. 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧: 𝐒𝐲𝐬𝐭𝐞𝐦 𝐒𝐞𝐭𝐮𝐩: I will set up your accounting systems, including 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 (𝐐𝐁𝐎) for bank and credit card integration, Gusto for payroll, bill.com for accounts payable, and 𝐑𝐞𝐜𝐞𝐢𝐩𝐭𝐁𝐚𝐧𝐤 for document management. I can also integrate tools like Expensify and TSheets. I will create customized processes for your 𝐒𝐚𝐚𝐒 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬, resulting in a GAAP-compliant monthly report that’s ready for your Board or CFO. 𝟐. 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐥𝐞𝐫: 𝐊𝐏𝐈𝐬 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: I will analyze trends and discuss key developments in regular meetings. I will provide important 𝐒𝐚𝐚𝐒 𝐊𝐏𝐈𝐬 such as 𝐌𝐑𝐑, 𝐀𝐑𝐑, and churn to give you insights into your business performance. 𝟑. 𝐂𝐅𝐎: 𝐅𝐨𝐫𝐰𝐚𝐫𝐝-𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 I will address specific challenges, such as: ▸Building financial models for fundraising (I've raised millions in the SaaS space) ▸Creating and tracking budgets, including sales targets and hiring budgets ▸Managing short-term cash flow for accounts payable and receivable. 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 𝐚𝐧𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲: ⭐Financial Management and Reporting ⭐GAP Analysis and Cost Reduction ⭐Strategic Planning and 5-Year Plans ⭐Streamlining Operations and Processes ⭐Raising Capital and Financing 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: 🏷Budgeting and Forecasting 🏷Financial Modeling and Analysis 🏷Investor Pitch Decks 🏷KPI Reporting Dashboards 🏷Budget Analysis 🏷Business Plan Pro-Forma 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱, 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠: ➡Fractional Controller Services ➡Month-End Close and Reporting ➡Full-Service Bookkeeping ➡Inventory Accounting and Fixed Assets ➡Internal and External Audits ➡Business Tax Preparation 💡 𝐌𝐲 𝐠𝐨𝐚𝐥 𝐢𝐬 𝐭𝐨 𝐛𝐞 𝐲𝐨𝐮𝐫 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐩𝐚𝐫𝐭𝐧𝐞𝐫, helping you optimize cash flow, manage investments, and navigate mergers with tailored solutions that drive long-term success. 💡 𝐈 𝐮𝐭𝐢𝐥𝐢𝐳𝐞 𝐚 𝐫𝐚𝐧𝐠𝐞 𝐨𝐟 𝐭𝐨𝐨𝐥𝐬 including Excel/VBA | R | MATLAB | Tableau | Bookkeeping and Power BI to efficiently manage financial processes and deliver actionable insights. 💡 𝐈 𝐰𝐢𝐥𝐥 𝐒𝐞𝐫𝐯𝐞 𝐲𝐨𝐮 𝐢𝐧: Fractional CFO | CFO | CFO Financial Analyst | Chief Financial Officer | Virtual CFO | Experienced start-up CFO | Fractional CFO support | Virtual CFO | Financial Modeler | Business & Financial Analyst | Financial Management | Financial Reporting | Financial Reporting | Financial modeling | Financial Modeling | CFO Financial Modeler | Financial Analysis and Modeling | Financial Plan | Business Management | Financial Report | Financial Analysis | Budgeting and Forecasting | Investment Management | Cash Flow Optimization | Risk Management | Mergers and Acquisitions Advisory | Budgeting & Cost Control | Financial Reporting & Analysis | Cash Flow Management | Compliance & Risk Mitigation | Business Process Investment & Capital Allocation | Tax Planning & Audit Support | Forecasting | Investment analysis | Investment Analyst | Investment Advisor | Investor Pitch Deck | Investment Writer | Investment Fund | Investment Consultant | Investment Coach | Investment Research | Real Estate Investment Analysis | Investment Pitch Deck | Investment Strategy | Budget Planning | Acquisitions | Cost Management | Financial Analysis & Valuation | Microsoft Excel | Finance | Valuation Expert | Visualization Expert | Accounting & Taxation | Financial Planning | Fundraising | Valuation | Financial Valuation | Financial model | Financial Modelling Expert | M&A Due Diligence | Business Valuation | Business Plans & Valuation Expert | Business Valuation and Forecasting | Excel Expert | Private Equity | Business Planning and Pitch Deck Expert | Account Management | Accounting | Company Valuation | Budget Proposal | Business Plan development | Startup Consulting | Financial Accounting | Financial Reporting | Management Consulting | Tax Preparation. Let’s connect and reshape your financial future together. Looking forward to meeting you. Thanks!
$50 hourly
Lillian M.
- 5.0
- (9 jobs)
Queens County, NY
Account Management
Financial Reporting
QuickBooks Online
Bill.com Accounts Payable
Microsoft Word
Bill.com Accounts Receivable
Accounts Payable Management
Accounts Receivable Management
Financial Report
Microsoft Excel
Zoho Books
Invoicing
Data Entry
Bookkeeping
Bank Reconciliation

Hi there! I’m Lillian, a Professional Bookkeeper with an Accounting Degree and have over 10 years of experience. I am here to help you! I can assist you by providing the following: -Initial setup of accounting software such as QBO, Zoho and Xero -Connecting bank and credit card accounts to your accounting platform -Reviewing and categorizing business transactions -Analyzing financial information and resolving account issues -Perform daily and monthly reconciliations while overseeing cash disbursements -Manage expenses via excel and Expensify -Maintain records of daily payments received and posting payments to the correct account -Proficient at invoice and collections processing -Generate and analyze financial reports that display the company’s profits, equity and cash flow -Process payroll via ADP or Gusto I've worked with a wide range of businesses, from high-profile clientele in the entertainment industry to start-ups and mid-size companies. If you have any questions, message me and let's schedule a chat! Look forward to working with you!
$50 hourly
Leanne C.
- 5.0
- (5 jobs)
Manchester, ENGLAND
Account Management
Digital Marketing Strategy
Price & Quote Negotiation
Affiliate Marketing

With over 17 years of experience in the dynamic world of affiliate marketing, I have navigated various roles within the industry, including positions within affiliate networks, two prominent media agencies, a specialized affiliate marketing management agency, and in-house client roles. My extensive journey across the entire affiliate landscape has equipped me with a comprehensive understanding of the value affiliate marketing can bring. Leveraging this expertise, I strategically plan affiliate campaigns, offering clients valuable insights and adding significant incremental value to their online business. I firmly believe that affiliate marketing, when approached with clear objectives, intelligent strategy, and insightful optimization, can serve as a highly cost-effective revenue stream for diverse business models, minimizing associated risks. My clients can attest to the effectiveness of this approach. My services include: Integration: I facilitate seamless technical integration and program launches. Negotiation: Through my robust relationships with key networks, I negotiate preferential rates for my clients. Strategy: I devise tailored plans and commission structures based on key metrics, aligning with client objectives. Promotion: I plan and execute promotional campaigns during crucial periods, ensuring maximum impact. Recruitment: I have the expertise to access and engage a substantial number of relevant affiliates across diverse types, facilitating integration seamlessly. Analysis & Optimization: My services include in-depth sales performance analysis, affiliate audits, and continuous optimization efforts, all aimed at boosting growth and maximizing return on investment. Collaborating closely with clients, I create bespoke and effective strategies, utilizing proven methods to nurture and grow affiliates contribution to sales. Should you require any further information, please do not hesitate to contact me. Kind regards, Leanne
$55 hourly
Jesse D.
- 5.0
- (10 jobs)
San Francisco, CA
Account Management
Candidate Evaluation
Resume Screening
Recruiting
Human Resource Management
Candidate Recommendation
LinkedIn Recruiting
Candidate Interviewing
Cold Calling
Administrative Support
Sourcing
Applicant Tracking Systems
Lead Generation

Looking to build a winning team? With over 6 years of recruiting experience, I specialize in providing customized recruitment solutions to businesses of all sizes. Whether you need fractional support for a short-term project, full-time recruitment to scale your team, or high-volume hiring, I’m here to help. I work across industries including IT, Engineering, Manufacturing, and Financial Services, offering fast, efficient, and personalized recruiting services to ensure you find the right fit every time. 🔍 What I Offer: Candidate Sourcing: Tailored talent pipelines to ensure you have qualified candidates when you need them. Phone Screens & Pre-Interviews: Ensuring each candidate matches your job requirements and company culture. Candidate Placement: End-to-end support from sourcing to onboarding, ensuring the right hire every time. Flexible Recruitment: From temporary staffing for projects to full-time hires, I offer fractional or ongoing support to fit your needs and budget. 🚀 Why Hire Me? Proven Experience: 6+ years of placing top talent across industries with a fast, reliable process. Industry Expertise: Specializing in IT, Engineering, Manufacturing, and Financial Services—from technical to leadership roles. Speed & Efficiency: Fast placements without compromising quality, saving you time and resources. Tailored Approach: Personalized recruitment strategies designed to meet your company’s unique goals and culture. 💼 Industries & Roles I Specialize In: Information Technology: Machine Learning, AI, Data Science, Software Engineering, Cybersecurity Engineering: Civil, Mechanical, Electrical, Aerospace, Manufacturing Engineering Manufacturing: Production Managers, Quality Engineers, Operations Managers Financial Services: Financial Analysts, Risk Managers, Compliance Officers Corporate & Miscellaneous: Project Managers, Sales Reps, Marketing Specialists, Attorneys ⚖️ Flexible Pricing Options: Hourly Rate: $55.00/hr — Ideal for short-term or project-based recruitment. Weekly Flat Rate: $1,800/week — Unlimited hours for high-priority, high-volume hiring. Monthly Flat Rate: $7,000/month — Ongoing recruitment support with no cap on hours. Retainer + Placement Fee: $500 Retainer + 15% of candidate’s salary after 30 days — Ideal for executive roles or longer recruitment timelines. 🤝 Let’s Connect! Ready to scale your team or hire top talent? Let’s discuss how I can help your business find the right candidates—fast. Message me now to get started, and let’s build the winning team your company deserves.
$125 hourly
Shari S.
- 4.9
- (84 jobs)
Rochester, MI
Account Management
Business Development
Product Roadmap
Social Media Plugin
Product Marketing
Brand Strategy
Digital Marketing
B2C Marketing
B2B Marketing
Sales Management

Shari was featured on Good Morning America and FORBES! Dynamic and results-driven professional with extensive experience in launching marketing campaigns, developing strategies, and driving business growth. Proven track record of leading teams to successful outcomes, leveraging market insights and understanding of current trends to improve ROI. Experienced in digital marketing, content creation, and public relations initiatives. Adept at leveraging digital analytics to measure and optimize marketing campaigns.
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