Hire the Best Atomi Systems ActivePresenter Specialists

Your business shouldn't lose time because people have to remember what to do next. I help businesses identify process gaps, improve inefficient workflows, and build practical CRM and automation systems that reduce manual work, improve visibility, and keep operations moving. With 15+ years of experience in internal audit and business operations, I have spent my career examining how work gets done, identifying control and process gaps, improving workflows, and ensuring responsibilities, approvals, and follow-through are clearly defined. I have combined that process first experience with CRM, workflow automation, business systems, and AI assisted tools to turn fragmented or manual processes into structured, trackable workflows. What I can help you with Process Improvement & Gap Analysis — identify bottlenecks, delays, duplicated work, unclear ownership, and inefficient processes. Workflow Design & Automation — redesign workflows and automate approvals, notifications, reminders, follow-ups, and repetitive tasks. CRM Setup & Optimization — structure pipelines, fields, stages, records, follow-ups, and reporting around your business processes. Business Systems & Dashboards — create centralized systems that improve visibility, accountability, and operational control. Process Documentation & SOPs — document who does what, when, and what happens next. B2B Lead Generation & Outreach — build targeted prospect lists, qualify leads, and design outreach sequences that generate qualified conversations. My approach I don't believe in automating a broken process. I first understand how the business works, identify where things are getting stuck, determine what can be simplified or standardized, and then design the appropriate system or automation. Understand the process → Identify the gap → Improve the workflow → Build the system → Automate where appropriate → Measure the result. Real-world examples Reliever Allowance Processing Gap During an operational review, I identified a 16-day delay in processing a reliever's allowance. The issue was a workflow gap between leave approval, reliever assignment, Regional Manager approval, HR notification, and allowance processing. I mapped the process, identified unclear responsibility and status visibility, and designed a centralized leave and reliever tracking workflow with clear ownership, status tracking, reminders, and escalation points. This solution delivers: faster processing, fewer manual follow ups, clearer accountability, and real time visibility across the entire leave and reliever workflow. New Employee Onboarding Gap I also identified an onboarding case where a newly joined team member remained without required system access and communication resources for approximately two weeks. I examined the process and identified the underlying gap: there was no centralized workflow showing completed requirements, responsible parties, and outstanding actions. I designed a structured onboarding workflow with ownership, status tracking, deadlines, and escalation reminders built directly into the system. This solution delivers: faster credential provisioning, fewer onboarding delays, better cross-department visibility, and eliminated manual follow-up for HR and IT teams. These experiences reflect how I approach process improvement: I don't just identify what went wrong, I look for why the process allowed it to happen and how the system can be redesigned to prevent it from happening again. Tools & Technologies I work with CRM platforms, Airtable, Monday com, GoHighLevel, Zapier, Make, Google Workspace, Microsoft Dynamics Navision, spreadsheets, dashboards, and AI-assisted workflows. I adapt to the systems already used by your business rather than forcing a particular platform where it isn't appropriate. What you can expect You won't just get someone who follows a checklist. You will get someone who looks at the entire workflow, identifies bottlenecks, improves the process, documents it clearly, and helps turn it into a system your team can actually use. Less manual work. Clearer processes. Better visibility. Stronger accountability. If your business has processes that depend on people remembering what to do next, chasing approvals, manually updating spreadsheets, or following up on emails, let's fix that. Send me your current process or operational challenge, and let's identify the gap and build a better way of working.

I help small businesses run smoothly by building the operations, systems, and automations that keep everything moving, without the owner having to hold it all together by hand. With 5+ years managing business operations across multiple companies, I've learned that most small businesses don't need another assistant. They need better systems. So that's what I build: the workflows, automations, dashboards, and digital tools that make a business run cleaner and faster, then I hand them over ready to use. What I deliver: Operations & Automation Workflow automations (Zapier and similar) that eliminate repetitive manual work Custom dashboards and reports so you can see your numbers at a glance Invoicing, inventory, and client-management systems Standard operating procedures and process documentation Business Tools & Web Client portals and internal tools built around how you actually work Custom calculators and forms Websites and landing pages (WordPress / Elementor) Brand kits and on-brand marketing materials How I work: I take on fixed-scope, fixed-price projects with clear deliverables and deadlines. You tell me the outcome you need, I map out how to get there, and I deliver it on time. My clients rate me 5.0 with a 100% Job Success Score because I'm organized, reliable, and I own the result from start to finish. If there's a part of your business that feels messy, manual, or held together with duct tape, send me a message describing it and I'll tell you how I'd systematize it.

Virtual Assistant | CRM & Excel Automation | Reliable Admin Support I help businesses save time and stay organized through CRM administration, Excel automation, and reliable back-office support. With 3+ years of experience at ISS STOXX, Financial Times, and LSEG, I’ve streamlined onboarding, reporting, and workflows for global teams. Services I can offer: ✅ CRM Administration & Data Accuracy – Salesforce,l, Guardian CRM; 500+ records maintained with 100% accuracy ✅ Excel VBA Automation & Reporting – macros, pivot tables, dashboards; reduced manual task time by 90% ✅ Calendar & Email Management VA – Outlook & Gmail scheduling across EST/PST/AEST time zones ✅ Business Reporting & Documentation Support – clear, on‑time KPI and usage reports for leadership ✅ Workflow Automation Specialist – Zapier integrations to cut manual workload and improve efficiency ✅ Document & File Organization – Google Drive, OneDrive, Notion; structured folders and version control ✅ Executive & Admin Assistance – meeting notes, task tracking, project coordination for busy teams ✅ Quality Assurance & Data Auditing – compliance checks with 95%+ accuracy in high‑volume environments ✅ Customer Success & Onboarding VA – account setup, client enablement, usage reporting for SaaS/CRM teams ✅ Process Improvement Consulting – identify bottlenecks, design automation solutions for smoother workflows ✅ Team Communication & Coordination – Slack, Trello, Jira; async updates and cross‑functional collaboration ✅ Social Media & Content Support (Basic) – Canva graphics, post scheduling, light content assistance ✅ Data Validation & Cleanup Specialist – ensure reliable reporting, error‑free datasets, and compliance I work independently, communicate clearly, and deliver accurate results without constant supervision. Let’s discuss how I can support your operations and free up your time.

I coordinate AI data collection operations for Tier-1 tech clients (Google, Amazon, Microsoft) — managing 2,000+ contractors through onboarding, ticketing (HubSpot, Freshdesk), and multilingual task assignment. 4+ years keeping trackers, milestones, and payments accurate in fast-moving AI training environments. Proficient in Google Workspace and Microsoft 365. I also build production automation: a time-tracking platform (SharePoint/QuickBooks), an AI email triage system on Claude, a GPS mileage tracker, and a FastAPI + Supabase backend for an AI training simulator. AI Automation certified (n8n, Claude) | Python, FastAPI, API integrations. Open to Project Coordinator, Operations Coordinator, or AI Automation Specialist roles.

Top Rated Plus on Upwork with 100% Job Success Score, 38,000+ hours, and 84 completed projects, I help businesses improve customer experience, streamline operations, manage projects and teams, and build efficient processes—with AI integrated into the way I work. My work spans customer success, operations, and CRM management for SaaS, eCommerce, education, and service-based businesses — with a particular focus on client retention, dispute resolution, and building systems that keep teams and processes running smoothly without constant oversights. Core Expertise: Customer Success & Retention | Customer Support Operations | Client Onboarding | Community Management | Sales & Lead Management | Dispute Resolution & Retention | Operations Management | Project Management | Team Management | Client Communication | Process Improvement | SOP Development | CRM Management | Workflow Design | Business Coordination | eCommerce Operations Tools & Platforms: CRM, Sales & Customer Management: GoHighLevel, Close CRM, TimelinesAI, Salesforce Project & Team Management: Asana, ClickUp, Slack AI & Automation: Claude, ChatGPT, Zapier, Make, n8n Community & Digital Platforms: SKOOL, WHOP eCommerce: Amazon Seller Central, Keepa, Helium 10, Shopify, Thrivecart Outreach & Email: HubSpot (campaigns), Instantly (cold email), MailerLite, Kit (ConvertKit) Office & Docs: Notion, Canva, Outlook, OneDrive, basic WordPress admin Accounting: Xero AI & Automation: I treat AI and automation as practical tools, not buzzwords — using them to improve communication, streamline repetitive tasks, and keep processes and documentation clear and current

Are you a founder or executive spending too much time managing operational friction and not enough time scaling your business? I fix that. I am not just an administrative assistant; I am an AI-enabled Operations Partner. With over 8 years of experience spanning executive support, technical recruiting, and systems operations, I specialize in turning chaos into structured, scalable infrastructure. I leverage modern workspace tools (Notion, Asana, Trainual) and AI (Claude, Gemini) to multiply your productivity. I don't just manage your inbox; I build the SOPs, automate the workflows, and triage the data pipelines so you can focus entirely on high-level strategy. What I bring to your operations: • Executive Triage & Technical Support: Managing complex calendars, vendor negotiations, and technical onboarding pipelines across global teams. • Systems & Process Architecture: Building out your company's brain. If a workflow isn't documented and automated in Notion, Asana, or Trainual, I will build the SOP for it. • AI-Driven Leverage: Utilizing AI tools to draft executive summaries, synthesize meeting notes, and optimize operational data, saving you hours of manual review. Recent Operational Wins: • Architected and deployed 40+ operational, onboarding, and technical policy modules within Trainual to build scalable company infrastructure. • Managed end-to-end technical recruiting lifecycles across multiple time zones, removing scheduling friction for engineering teams and accelerating time-to-hire. • Streamlined complex data pipelines and optimized Shopify product taxonomies to improve data accuracy and conversion rates. Availability & Time Zones: I am highly flexible and align my schedule with your standard business hours. I am fully equipped to work whatever shift your operations require across US Eastern, European, and APAC time zones, with the sole exception of US Pacific Time. Let's eliminate the friction in your business. Invite me to your job, and let's discuss how we can optimize your operations.