Hire the Best Asana Specialists in San Diego, CA

Hello! I am a marketing professional with a little over four years of experience working across a variety of marketing roles, providing logistical and administrative support to help with marketing efforts. I have a wide range of experience in project management. I also have experience with recruitment, hospitality, and retail. What I can help with: • Project & campaign coordination • Content QA (menus, marketing assets, brand consistency) • Cross-team collaboration (marketing, vendors, ops) • Event coordination & support • Administrative support • Sourcing & recruitment I’m especially strong at catching the small things that make a big difference—whether it’s ensuring menus are accurate and visually appealing or keeping teams aligned to deliver on time. If you need someone organized, detail-oriented, and easy to work with, I’m here to help bring everything together. Additionally, I have a passion for fashion and hospitality, and I would thrive in an environment where I can utilize my creative skills and eye for design!

I’m an independent HubSpot Optimization Specialist and Consultant with a focus on B2B Marketing and Sales funnel implementation and consultation. I help businesses set up, optimize, or fix existing problems in their HubSpot Marketing and Sales hubs for a streamlined end-to-end, Lead-to-Customer conversion funnel. I have 8 years experience working exclusively with HubSpot. I’m certified in: HubSpot Marketing Hub, HubSpot Sales Hub, HubSpot Service Hub, HubSpot Email Marketing, HubSpot Social Media Marketing, and HubSpot Reporting. Solutions: 1. How to set up HubSpot – As powerful and convenient as HubSpot is, it can also be daunting and a bit overwhelming at first. I help businesses get past those initial hurdles in order to set the stage for success. 2. How to use automation – HubSpot’s automated features take the load off your team while nurturing Leads through their entire lifecycle. I help teams eliminate manual tasks for a streamlined process. 3. How to optimize HubSpot – Getting setup is one thing, streamlining all processes from Lead-to-Customer conversion is another. I help teams plan and execute every step in order to establish a powerful funnel. 4. Marketing strategy – Once you’re up and running, then what? It’s time to develop a winning digital marketing strategy to keep new Leads engaged and converting to Sales Qualified Leads. Ask me about my recent projects!

Hi, I’m Katherine (“Kathy”) 👋, a bilingual data professional fluent in English, Spanish, and some Portuguese, with a Master’s in Business Analytics and over 5 years of experience in diverse freelance projects. I specialize in transforming complex data into reliable, actionable insights through data validation, AI training, testing, and market research. Why Hire Me? ⭐ Consistently rated 5 stars on all completed projects 🤝 100% Job Success on Upwork 🤖 Expertise in AI data annotation, quality assurance, and model output review 📊 Proficient in SaaS data cataloging, process automation, and data quality frameworks 🔧 Tech-savvy with a wide range of analytics, research, and project management tools What I Do: Data Annotation & Validation: Image, text, and SaaS data labeling for AI/ML workflows Testing & QA: Bot testing, workflow evaluation, and AI output accuracy review Market Research & Insights: Competitive analysis, trend tracking, and SaaS market mapping Data Management & Virtual Assistance: Data cleaning, organization, and performance tracking Content & Language Support: Translation, localization, and bilingual communication (EN/ES/PT) Digital Marketing Support: WordPress, Substack, Mailchimp, Meta Ads Manager, Hootsuite Tools I Use: Python 🐍 | Excel 📈 | Tableau 📊 | Power Query | RStudio | SPSS | SQL | Jupyter | Notion | Trello | Asana | Slack | Figma (UX testing) | Looker Studio | Google Workspace | Social Blade | Hootsuite | Buffer | Sprout Social | Google Trends Education: 🎓 MS in Business Analytics — National University of Ireland, Galway 🎓 Bachelor’s in Business Administration — Universidad Austral de Chile Languages: Spanish – Native English – Fluent Portuguese – Intermediate Why Work With Me: I bring analytical precision and strong organizational skills to every project. Whether improving AI workflows, validating large datasets, or supporting back-office processes, I ensure structure, insight, and consistency. My clients trust me to deliver clear results that align with their strategic goals.

I work 1-on-1 with each client to understand their unique business needs, objectives, and concerns. With over 8+ years of bookkeeping and accounting experience across industries like property management, software development, hospitality, e-commerce, marketing, and clean energy, I help business owners get their books accurate, up to date, and structured in a way that delivers meaningful financial data for smarter decision-making. By working with me, you save time, money, and energy so you can focus on growing your business. I place a strong focus on accuracy and my expertise spans: • Full-cycle bookkeeping & monthly account reconciliation • Accounts Payable & Accounts Receivable management • Invoicing & collections follow-up • Detail-oriented reconciliations & error-free record keeping • Financial statement preparation (P&L, Balance Sheet, Cash Flow) • Budget vs. actual & variance analysis • Catch-up and cleanup bookkeeping • QuickBooks Online (Advanced) & Xero • AppFolio (property management accounting) • MS Excel (XLOOKUP, VLOOKUP, Pivot Tables, financial modeling) • Clear, responsive communication & customer service I'm a Certified Public Bookkeeper (CPB) candidate through the National Association of Certified Public Bookkeepers (NACPB), and I stay current on accounting standards and best practices as the industry evolves. I deliver accurate, detailed work on time and at a competitive rate, and I'm always excited to build long-term relationships with clients, whether you need ongoing monthly support or a one-time cleanup project.

⭐️ Automation Builder for RevOps | HubSpot Solution Partner | Certified in Marketing Hub, Sales & service Hub & Implementation Expert ⭐️. I help companies streamline and scale their revenue operations through intelligent automation. With 15 years of experience and over 8 years, I design and implement RevOps workflows that transform CRM (e.g. HubSpot) into a true central hub, ensuring real-time data flow and eliminating silos, and empowering teams. ✅ My recent work includes leading the full-scale implementation and centralization of a $100M tech manufacturing company’s RevOps stack, connecting HubSpot with NetSuite, Monday, CIN7, and Segment. ✅ I am Marketing Hub, Sales Hub, and Implementation Certified by HubSpot. I am also the HubSpot and Monday.Com Solution Partner and work out of San Diego, CA. I have 15 years of experience building SOPs and efficiency for those with the right systems and teams. ✅ I architected the integration layer using AWS Lambda, creating scalable automation and centralized data flow across eight departments and platforms. This project also involved designing custom objects, lifecycle automations, and implementing CDHS (Centralized Data Hub System) logic to support revenue growth, operational efficiency, and customer journey visibility. ✅ Here's a snapshot of how I can catalyze growth for your organization: 🧩 1. Systems Architect & Centralization Specialist: I specialize in building centralized, scalable system architectures that connect the dots across departments and data. In a recent implementation for a $100M+ global tech manufacturer, I led the creation of a CDHS (Centralized Data Hub System) on AWS Lambda and n8n, integrating HubSpot, NetSuite, CIN7, Segment, Monday.com, and Shipwell. The result? A unified customer lifecycle view, real-time reporting, and operational alignment across marketing, sales, and logistics- without adding headcount. 🧩 2. HubSpot Expert & Strategic Integrator From startups to mid-market teams, I’ve implemented HubSpot Sales, Marketing, and Service Hubs as a certified partner, optimizing deal stages, lifecycle properties, custom objects, and campaign automation. For a SaaS software company, I cleaned and standardized over 130,000 records, rebuilt the entire deal logic, and integrated HubSpot with Smartlead, Intercom, TypeForm, Mautic, and Google Sheets for real-time synchronization. My work transformed HubSpot into a true central operating system for revenue. 🧩 3. Workflow Automation Specialist I’ve led dozens of automation builds! From simple lead routing to full-blown cross-platform orchestration. For a high-growth B2B SaaS firm, I automated onboarding workflows that connected HubSpot, Stripe, Intercom, and a custom billing engine using webhooks and custom pipelines. In another implementation, I used n8n to trigger post-sale tasks in Monday.com based on HubSpot lifecycle changes. These systems didn’t just save time, they removed human error and created compounding efficiency across the entire RevOps stack. 🧩 4. Sales Funnel Architect & Conversion Optimizer In my work with SMBs and B2B SaaS teams, I’ve rebuilt entire sales journeys, crafting lifecycle-aligned funnels that convert. One example: for a 4-person appliance services startup, I deployed HubSpot-based cadences that prioritized walk-ins and appointment traffic, boosting MQL→SQL conversion by 210% in under 90 days. I don’t just build CRM logic - I bring the strategy behind it, so reps don’t just track deals; they close them. 🧩 5. Omnichannel Engagement Strategist For over a decade, I’ve designed and executed omnichannel campaigns across email, SMS, chat, WhatsApp, and more. My work focuses on lifecycle-based engagement, connecting behavioral signals with outbound/inbound automation. I deployed lead scoring tied to HubSpot behavior tracking and enriched it with Segment and Intercom data, resulting in a 65% reduction in churn and a more than 40% increase in marketing-to-sales conversions. 🧩 6. Customer Success & Enablement Advocate During a multi-system rollout in Austin, I trained over 60 employees on four new tools, including HubSpot- building SOPs, video tutorials, and hands-on workshops. For another client, I implemented an internal LMS system to streamline onboarding and upsell education, contributing to a 170% boost in sales and a 60% reduction in churn. Whether it’s customer-facing onboarding or internal enablement, I ensure every user knows how to make your system work for them. I offer flexible pricing models tailored to your specific needs, project-based or otherwise. Reach out, and let's chart a course to success. Sincerely, Kiefer, ____ Technical Proficiencies: HubSpot, Monday.com, NetSuite, Salesforce, Marketo, ChatAI, AI Tools, Pardot, Google Analytics, Google Ads, ZoomInfo, Video OTT, SaaS, ABM, CRM, API, JIRA, AWS, Klyvio, Drift, Pipedrive, Mautic, Asana, Trello, Slack, Zoom, SEO, Zendesk, N8N, API, Webhoooks, Marketo, Pardot, Asana, Notion, Motion.

👋 Hi, I’m Savanah! I support course creators, coaches, and membership-based businesses as a Member Success & Course Operations specialist, helping keep programs running smoothly and members engaged long term. I’ve spent the last few years working as a Member Success Coach and Course Creator Virtual Assistant, where I acted as the primary point of contact for members and students across paid programs and communities. My focus is always on retention, communication, and making sure people feel supported after they join, not forgotten. Member Success & Community Support • Acting as the main point of contact for members • Moderating and managing Facebook group communities • Tracking engagement and spotting drop-off early • Responding to member questions and directing them to the right resources • Sharing feedback with internal teams to improve the member experience Course & Program Operations • Supporting online courses and live programs behind the scenes • Uploading and organizing course content • Managing student inboxes and ongoing support • Assisting with launches, workshops, and live trainings • Coordinating timelines and keeping deliverables on track Digital Marketing Assistance • Social media scheduling and coordination • Repurposing podcasts into social posts and blog content • Email marketing support and list nurturing • Basic reporting and performance tracking • Keeping tools and workflows organized Tools I work with Notion, Kajabi, Circle, Skool, Asana, Trello, Monday, Airtable, Slack, Zoom, Loom, Facebook Groups, Discord, Canva, CapCut, Adobe Premiere Pro (basic), Meta Business Suite, Hootsuite, Later, Google Analytics, Kajabi, Mailchimp, ConvertKit, ActiveCampaign, Zapier, Calendly, Acuity, Typeform, Google Forms, Google Workspace, Meta Business Suite, Clients tend to stick with me because I’m reliable, communicative, calm under pressure, and focused on systems and long-term retention, not just checking tasks off a list. If you’re running a course, membership, or community-driven business and want someone you can trust to support your members and operations day to day, I’d love to connect.