Business Consultant job description template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Writing a Business Consultant Job Description

Business consultants are professionals who have expertise in business management. They work with companies to create systems and implement changes that will improve the companies’ overall performance. They are often seasoned professionals within your industry who can help you with financial advice, industry expertise, risk and compliance assessments, or overall business development strategy.

In this section, we will provide a job description sample, exploring the daily responsibilities and necessary qualifications for a business consultant.

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The Job Overview

We are seeking a business consultant to provide expert-level insight on and analysis of our products, services, and processes. You will advise our company on how we might improve our productivity by identifying new opportunities and applying the best practices of our industry. Additionally, you will provide support to the sales team by preparing them for meetings and providing them with intelligence on our industry.

Responsibilities

Below are some of the responsibilities a business consultant is expected to assume:

Work with internal stakeholders to create business plans that identify needs, goals, and options to achieve success
Identify and assess viability of new business opportunities, including risks and return on investment potential
Develop and implement strategies for improving key metrics and business operations
Develop plans for achieving desired business outcomes and results
Provide ongoing consulting to business leaders and employees to ensure success in their business areas
Maintain and grow relationships with clients and other business partners
Meet with clients and other business partners to gather information about their business and address their needs and concerns

Job Qualifications and Skill Sets

Below are the qualifications expected of a business consultant:

Bachelor’s degree in business administration, business management, finance, or related field
Experience as a business consultant in our industry or a relevant field
Familiarity with Zoho CRM and Microsoft Office Suite
Demonstrable business, leadership, and analytical skills
Strong grasp of business fundamentals, including finance, marketing, economics, operations, strategy, information technology, and organizational psychology
Demonstrable commitment to business ethics and corporate social responsibility
Strong written and verbal communication skills
Proven track record in business development

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4 Factors to Consider When Creating a Business Consultant Job Description That Fits Your Needs

With a sample business consultant job description template in hand, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project. Below are some factors to consider when writing your job description:

1. Determine What Type of Business Consultant You Need

The core idea behind hiring a business consultant is to find an expert you can consult with on questions specific to your industry and business. There are as many types of business consultants as there are business processes. Need help with improving your human resources (HR) department’s talent onboarding process? An HR consultant can help. Alternatively a business management consultant can help you improve leadership and communication throughout your organization. It’s all about finding the expert familiar with the specific business process you are trying to improve.

2. Employee vs. Independent Contractor vs. Agency

Business consultants can be hired in-house, contracted through an agency, or hired independently as a freelancer. A freelance business consultant might specialize in one area and could be hired to fill a single talent gap within your team. An agency will have a business consultant team that can help with various aspects of your project. It all depends on how granular you want to get with your talent staffing needs. Worker classification can be tricky, so check out our compliance services resources page for more information.

3. Experience

Business consultants are the experts you turn to when you need to ask specific questions about your industry or business. Since you’ll be relying on them for their expertise, it’s important to consult with a professional who is more experienced than you are in the particular business process you are trying to improve. Your project scope will determine the level of experience required for the job.

4. Industry

Laws, regulations, and best practices will naturally vary from industry to industry. A business in digital healthcare handling patient information will have to comply with different data governance requirements than an online store. That’s why it is ideal to find a business consultant who is experienced with the nuances of your industry.

Next Steps

Now that you know how to write an effective business consultant job description, you’re ready to check out our list of top business consultants on Upwork. Their qualifications are listed along with their experience, giving you all the information you need to find the right fit for you.

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Business Consultants you can meet on Upwork

$85 hourly
Jayne A.
- 5.0
- (31 jobs)
Seattle, WA
Business Consulting
Software Integration
Microsoft Dynamics 365
Management Skills
Salesforce CRM
Project Risk Management
CRM Software
Project Delivery
Project Management Professional
ERP Software
Process Improvement
Customer Relationship Management
Strategic Plan
Cross Functional Team Leadership
Specifications

Hello- Do you worry about having action items completed on time? Do you have projects that are stalled or underperforming? Do you need someone to act as an ambassador for your company with clients, internal and external? Do you need someone to guide and motivate your teams? These are the things I love managing and helping make come together on time. Program/Project Management is what I enjoy and am passionate about. Qualities that make me the ideal candidate are: • Driving to Success – Being the springboard to help others succeed is one of my best qualities. Part of that skill is seeing the end game and getting the team to that point. I have done that both during implementations and in the classroom. o “Jayne is a fantastic project manager with an excellent understanding of Agile methodologies. Jayne came on board our team to take over PM duties for a stalled project implementing Salesforce as our new CRM, and was able to quickly understand the business requirements/technology, scope the remaining work, and focus the team in order to see the project to a successful conclusion. Jayne is passionate about her work and would bring a wealth of knowledge and experience to any team looking for project management expertise.” SFDC/ERP Project, VP of Information Technology • Cross-functional leadership – Part of the joy I get is bringing people together to get great things done. Speaking to people in different roles with different communication styles and negotiating to ensure everyone’s wants and needs align. One CEO, a former prosecuting attorney who was not technical, lost faith in the stalled SFDC project and needed to understand how to proceed. After having the Dev team rescope the work, we created a new plan with a $5M budget, which aligned outputs, dates, and team members, which we released on time and on budget. o "Jayne is a talented and insightful project manager with an excellent grasp of Agile development methodologies. She immediately redirected our troubled Salesforce conversion project and got us to our go-live date. I highly recommend her for these types of conversion and implementation work." SFDC Project, Bruce, CEO o “Software development frequently implies different groups with different objectives trying to produce one product. Inherent in that is a conflict about what, when, and how things should be done. Jayne always helped manage the different objectives and agendas to drive the products toward a single, cohesive, and successful end result. That requires a tremendous amount of both attention to detail and patience, which can be hard to find in a single individual and that Jayne has in abundance. Jayne would be a great asset to any company needing someone that can step in and drive projects to successful completion.” Program Manager NetIQ position, Wes, Dev Lead • Intellectual Curiosity – The continued learning and certifications in various topics can evidence my desire to learn and grow. Some certifications I have attained include a Project Management and System Design from Cornell, a SCRUM Master Certification from ScrumStudy, a Regulatory Compliance Certification from the University of Pennsylvania, and Blockchain Revolution Certification from INSEAD. This attribute leads me to ask the right questions during a project to uncover potential pitfalls, allowing teams ample time to identify and mitigate risks. My varied experience in Project Management, Training, Instructional Design, and Sales brings a depth of information to your organization. Some of the industries and clients I have worked in include high-tech (both software and hardware development), cyber-security, e-commerce (both transactional sales and subscriptions), oil and gas, tax consulting, manufacturing, and education industries that bring a lot to the table. In addition to various industries, I have worked in startup environments, global teams, and reporting to managers at all levels locally and in other locations. Methodologies I am well versed in include Agile, Waterfall, and Stage-Gate using PMI methodologies. Additionally, I have taught college-level Government, World Cultures, Psychology, and Project Management skills using multiple applications in Education. Lastly, I have years of discovering risks, mitigating them, and completing projects on time and under budget while delivering high customer satisfaction. These skills I hope to bring to your programs and projects. Thank you for your time, and I hope to hear from you in the near future.
$85 hourly
Alek D.
- 4.9
- (68 jobs)
Big Bear Lake, CA
Business Consulting
Critical Thinking Skills
Change Management
Cross Functional Team Leadership
Strategic Planning
Social Media Management
Digital Marketing Management
HR System Management
HR & Recruiting Software
Marketing Operations & Workflow
Project Management
Project Plans
Project Workflows
Automation
Project Management Professional

🦄 𝑺𝒕𝒐𝒑 𝒘𝒐𝒓𝒓𝒚𝒊𝒏𝒈 𝒂𝒏𝒅 𝒈𝒆𝒕 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒔𝒆𝒕 𝒕𝒐 𝒔𝒄𝒂𝒍𝒆🦄 🎓 Masters In Business Administration (MBA)🎓 Certified Scrum Master (CSM) 🎓 PMP 🎓 HubSpot Certified 🎓 ClickUp Power User 🎓EOS 🎤 Native English 💎 Client Facing 🤹🏼Cross-functional Team Leader About me: - INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. I only take on projects I'm certain I can knock out of the park. - I have a Masters in Business Administration with a focus in Strategic Leadership. - I'm a PMP, CSM, and I'm considered "Top Talent" here on Upwork. - Over 20 years of experience assisting firms with strategic planning, streamlining processes, and using technology to automate. 🌟 The businesses I work with are looking for success that scales. I help them crush it: Day-to-day Marketing & Operations Management (I'm looking at you busy CEOs) Operations Analysis & Management / Business Auditing Process Improvement & Operations Optimization Customer Journey Mapping Automations & Workflows SOP Writing & Technical Implementation Cross-functional Team Management (Marketing, Sales, HR, Success, Service, & IT) Marketing Funnels Lead Management (via Hubspot, Salesforce, ActiveCampaign, Keap / Infusionsoft) Account Management / Project Management Task Organization & Management Problem Solving and Strategic Planning KPI's and Analytics Email Marketing Web Analytics ⚡︎I cannot help everybody, but we may be a great fit if you are thinking: ● "There's millions on the line and I want the BEST" ● "I know how to run my business, but maybe I'm too close to it" ● "I'm NOT an expert, and I don't have time to mess around with the day to day!" ● "There's a part of my business that's embarrassing - Something needs to change..." ● "I need a solution that I KNOW 100% will get it RIGHT" Working with me, you will ★ Stop worrying about your business - I handle the detailed work, analytics, scope, research, and schedule. ★ Start having a pulse on the business and start sleeping soundly knowing the right work is being accomplished! ★ Know what's coming in the next months and quarters with accurate forecasting! ★ Uncover rocks to find what truly is and isn't working. ★ Reduce churn, grow, and automate to do less. My clients have a LOT to say about me: ✅ "𝑨𝒍𝒆𝒌 𝒊𝒔 𝒂 𝒕𝒓𝒖𝒆 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍. 𝑯𝒆 𝒊𝒔 𝒄𝒍𝒆𝒂𝒓, 𝒄𝒐𝒏𝒄𝒊𝒔𝒆, 𝒂𝒏𝒅 𝒆𝒙𝒕𝒓𝒆𝒎𝒆𝒍𝒚 𝒕𝒉𝒐𝒖𝒈𝒉𝒕𝒇𝒖𝒍 𝒂𝒃𝒐𝒖𝒕 𝒉𝒊𝒔 𝒄𝒓𝒂𝒇𝒕. 𝑾𝒆 𝒘𝒊𝒍𝒍 𝒃𝒆 𝒘𝒐𝒓𝒌𝒊𝒏𝒈 𝒘𝒊𝒕𝒉 𝒉𝒊𝒎 𝒂𝒈𝒂𝒊𝒏 𝒔𝒉𝒐𝒓𝒕𝒍𝒚." ✅ "𝑨𝒍𝒆𝒌 𝒊𝒔 𝒆𝒂𝒔𝒚 𝒕𝒐 𝒄𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒆 𝒂𝒏𝒅 𝒉𝒆 𝒅𝒆𝒍𝒊𝒗𝒆𝒓𝒆𝒅 𝒇𝒂𝒔𝒕 𝒂𝒏𝒅 𝒉𝒊𝒈𝒉-𝒒𝒖𝒂𝒍𝒊𝒕𝒚 𝒘𝒐𝒓𝒌𝒔. 𝑯𝒊𝒈𝒉𝒍𝒚 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅𝒆𝒅!" ✅ "𝑨𝒍𝒆𝒌 𝒊𝒔 𝒂 𝒕𝒐𝒑 𝒏𝒐𝒕𝒄𝒉 𝒇𝒓𝒆𝒆𝒍𝒂𝒏𝒄𝒆𝒓. 𝑯𝒆 𝒓𝒆𝒂𝒍𝒍𝒚 𝒑𝒓𝒐𝒗𝒊𝒅𝒆𝒔 𝒕𝒉𝒆 𝒃𝒆𝒔𝒕 𝒄𝒍𝒊𝒆𝒏𝒕 𝒆𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆 𝒑𝒐𝒔𝒔𝒊𝒃𝒍𝒆. 𝑯𝒆 𝒊𝒔 𝒂𝒍𝒔𝒐 𝒗𝒆𝒓𝒚 𝒄𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒊𝒗𝒆 𝒂𝒏𝒅 𝒅𝒐𝒆𝒔 𝒆𝒗𝒆𝒓𝒚𝒕𝒉𝒊𝒏𝒈 𝒊𝒕 𝒕𝒂𝒌𝒆𝒔 𝒕𝒐 𝒎𝒂𝒌𝒆 𝒂 𝒑𝒓𝒐𝒋𝒆𝒄𝒕 𝒔𝒖𝒄𝒄𝒆𝒔𝒔𝒇𝒖𝒍. 𝑰 𝒄𝒂𝒏'𝒕 𝒘𝒂𝒊𝒕 𝒕𝒐 𝒘𝒐𝒓𝒌 𝒘𝒊𝒕𝒉 𝒚𝒐𝒖 𝒎𝒐𝒓𝒆, 𝑨𝒍𝒆𝒌!" ✅ "𝑨𝒍𝒆𝒌 𝒅𝒊𝒅 𝒂 𝒈𝒓𝒆𝒂𝒕 𝒋𝒐𝒃 𝒐𝒏 𝒕𝒉𝒊𝒔 𝒑𝒓𝒐𝒋𝒆𝒄𝒕. 𝑯𝒆 𝒅𝒆𝒍𝒊𝒗𝒆𝒓𝒆𝒅 𝒘𝒆𝒍𝒍 𝒂𝒉𝒆𝒂𝒅 𝒐𝒇 𝒔𝒄𝒉𝒆𝒅𝒖𝒍𝒆, 𝒂𝒏𝒅 𝒄𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒊𝒐𝒏 𝒘𝒂𝒔 𝒆𝒂𝒔𝒚." Not every business is my client, though. Some signs we might not be a good fit include: ✗ The company is struggling to pay salaries - can’t do that in good conscience ✗ ”Respect for others” is not a core value - I love working with awesome people I respect What I look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST Discount for US military veterans, active service military, first responders and founders w/full-sleeve tattoos Sound like a fit? Next steps: 📺 Reach out to me for a consultation! ~ OR ~ 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together Expertise: 💵 HubSpot 💵 ActiveCampaign 💵 Salesforce 💵 GoHighLevel 💵 🗂 ClickUp 🗂Trello 🗂 Asana 🗂 Jira 🗂 Confluence 🗂 Monday.com 🗂Zoho 📫 LinkedIn Sales Navigator 📫 Apollo.io 📫 Phantombuster 📫 Woodpecker 📫Drip 📫 MailChimp 📫 ZoomInfo 📫 Lusha 📫 Google Sheets 📫Klaviyo 📫Looker Studio 📫OpenSend 📫Active Campaign 📫Seamless.ai 🔎 Facebook 🔎 LinkedIn 🔎 Google 🔎 Instagram 🔎 LinkedIn 📞 Slack 📞 Microsoft Teams 📞 Zoom 💡 Zapier 💡 Make 💡n8n 📊 Google Analytics 4 📊 AppsFlyer 📊 Mixpanel 📊 OneSignal 📊Magento
$75 hourly
Hannah L.
- 5.0
- (55 jobs)
Saint Peters, MO
Business Consulting
Shopify
Ecommerce Marketing
Figma
Marketing Strategy
Influencer Marketing
B2C Marketing
Klaviyo
Retail & Consumer Goods
Email Automation
Email Marketing

Hi, I’m Hannah, a Master Klaviyo & Shopify Partner with over 7 years of experience creating & deploying retention strategies (generating over 10.7m in attributable revenue) unique to my clients' brands & customers. Some of my clients include: Linen + Cloth Forom Cassarokids Badger I use email & SMS marketing to strategically craft campaigns that educate, engage, convert & retain subscribers using: 👉 Zero Party Data 👉 Advanced Segmentation Strategies 👉 Social Proof & Testimonials 👉 Trust-Building Content 👉 Re-Engagement Campaigns 👉 Etc. And to create email automations unique to your customer's journey hitting all of the highest converting touch points along the way. Basic automations that all eCommerce brands should have set include: 👉 Pre & Post Purchase Welcome Flows 👉 Abandoned Cart & Checkout Flows 👉 Browse Abandonment Flow 👉 Review Requests 👉 Loyalty Flows 👉 Winback Flow 👉 Sunset Flow 👉 Back-in-Stock Notifications 𝗛𝗼𝘄 𝗶𝘁 𝘄𝗼𝗿𝗸𝘀 - We take the full email & SMS piece off of your plate, handling every portion of content planning, copywriting, design, a/b testing, list segmentation, campaign deployment, reporting & more! We ensure that your retention strategy is continually optimized and we’re working to increase your customer’s LTV. 𝗪𝗵𝗼 𝗶𝘀 𝘁𝗵𝗶𝘀 𝗳𝗼𝗿? 👉 eCommerce Brands - Shopify, BigCommerce, Wix eCommerce, WooCommerce, and more! 👉 White Labeling for Agencies - Looking for a reliable partner to help your clients with email marketing? Grow your agency's offering without having to onboard, train & manage an email marketing department. 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝗱 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗳𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲𝘀 & 𝗮𝗽𝗽𝘀 - Klaviyo, Shopify, Attentive, PostPilot, Okendo, Loyalty Lion, Judge.me, Wholesale all-in-one, Mailchimp, Omnisend, Shuttle 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 Home Decor & Interior Design Children's Brands Furniture Home Goods / CPG Skincare Clothing CBD Sporting Goods Luxury, High AOV Goods Experienced in both D2C & B2B 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 My most recent project was an eCommerce brand that generated $106,424.55 in revenue in 30 days, using my advanced email marketing strategies & flows. 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗱𝗼 𝗻𝗲𝘅𝘁 If you want to establish a consistent flow of sales, then let's have a chat. Shoot me a message and let's hop on a call to get you started! 𝗜 𝗖𝗛𝗔𝗥𝗚𝗘 𝗔 𝗙𝗜𝗫𝗘𝗗 𝗣𝗥𝗜𝗖𝗘, 𝗡𝗢𝗧 𝗛𝗢𝗨𝗥𝗟𝗬. 𝗣𝗟𝗘𝗔𝗦𝗘 𝗕𝗢𝗢𝗞 𝗔 𝗖𝗔𝗟𝗟 𝗪𝗜𝗧𝗛 𝗠𝗘 𝗧𝗢 𝗗𝗜𝗦𝗖𝗨𝗦𝗦 𝗙𝗨𝗥𝗧𝗛𝗘𝗥. Talk soon! Hannah

$85 hourly
Jayne A.
- 5.0
- (31 jobs)
Seattle, WA
Business Consulting
Software Integration
Microsoft Dynamics 365
Management Skills
Salesforce CRM
Project Risk Management
CRM Software
Project Delivery
Project Management Professional
ERP Software
Process Improvement
Customer Relationship Management
Strategic Plan
Cross Functional Team Leadership
Specifications

Hello- Do you worry about having action items completed on time? Do you have projects that are stalled or underperforming? Do you need someone to act as an ambassador for your company with clients, internal and external? Do you need someone to guide and motivate your teams? These are the things I love managing and helping make come together on time. Program/Project Management is what I enjoy and am passionate about. Qualities that make me the ideal candidate are: • Driving to Success – Being the springboard to help others succeed is one of my best qualities. Part of that skill is seeing the end game and getting the team to that point. I have done that both during implementations and in the classroom. o “Jayne is a fantastic project manager with an excellent understanding of Agile methodologies. Jayne came on board our team to take over PM duties for a stalled project implementing Salesforce as our new CRM, and was able to quickly understand the business requirements/technology, scope the remaining work, and focus the team in order to see the project to a successful conclusion. Jayne is passionate about her work and would bring a wealth of knowledge and experience to any team looking for project management expertise.” SFDC/ERP Project, VP of Information Technology • Cross-functional leadership – Part of the joy I get is bringing people together to get great things done. Speaking to people in different roles with different communication styles and negotiating to ensure everyone’s wants and needs align. One CEO, a former prosecuting attorney who was not technical, lost faith in the stalled SFDC project and needed to understand how to proceed. After having the Dev team rescope the work, we created a new plan with a $5M budget, which aligned outputs, dates, and team members, which we released on time and on budget. o "Jayne is a talented and insightful project manager with an excellent grasp of Agile development methodologies. She immediately redirected our troubled Salesforce conversion project and got us to our go-live date. I highly recommend her for these types of conversion and implementation work." SFDC Project, Bruce, CEO o “Software development frequently implies different groups with different objectives trying to produce one product. Inherent in that is a conflict about what, when, and how things should be done. Jayne always helped manage the different objectives and agendas to drive the products toward a single, cohesive, and successful end result. That requires a tremendous amount of both attention to detail and patience, which can be hard to find in a single individual and that Jayne has in abundance. Jayne would be a great asset to any company needing someone that can step in and drive projects to successful completion.” Program Manager NetIQ position, Wes, Dev Lead • Intellectual Curiosity – The continued learning and certifications in various topics can evidence my desire to learn and grow. Some certifications I have attained include a Project Management and System Design from Cornell, a SCRUM Master Certification from ScrumStudy, a Regulatory Compliance Certification from the University of Pennsylvania, and Blockchain Revolution Certification from INSEAD. This attribute leads me to ask the right questions during a project to uncover potential pitfalls, allowing teams ample time to identify and mitigate risks. My varied experience in Project Management, Training, Instructional Design, and Sales brings a depth of information to your organization. Some of the industries and clients I have worked in include high-tech (both software and hardware development), cyber-security, e-commerce (both transactional sales and subscriptions), oil and gas, tax consulting, manufacturing, and education industries that bring a lot to the table. In addition to various industries, I have worked in startup environments, global teams, and reporting to managers at all levels locally and in other locations. Methodologies I am well versed in include Agile, Waterfall, and Stage-Gate using PMI methodologies. Additionally, I have taught college-level Government, World Cultures, Psychology, and Project Management skills using multiple applications in Education. Lastly, I have years of discovering risks, mitigating them, and completing projects on time and under budget while delivering high customer satisfaction. These skills I hope to bring to your programs and projects. Thank you for your time, and I hope to hear from you in the near future.
$85 hourly
Alek D.
- 4.9
- (68 jobs)
Big Bear Lake, CA
Business Consulting
Critical Thinking Skills
Change Management
Cross Functional Team Leadership
Strategic Planning
Social Media Management
Digital Marketing Management
HR System Management
HR & Recruiting Software
Marketing Operations & Workflow
Project Management
Project Plans
Project Workflows
Automation
Project Management Professional

🦄 𝑺𝒕𝒐𝒑 𝒘𝒐𝒓𝒓𝒚𝒊𝒏𝒈 𝒂𝒏𝒅 𝒈𝒆𝒕 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒔𝒆𝒕 𝒕𝒐 𝒔𝒄𝒂𝒍𝒆🦄 🎓 Masters In Business Administration (MBA)🎓 Certified Scrum Master (CSM) 🎓 PMP 🎓 HubSpot Certified 🎓 ClickUp Power User 🎓EOS 🎤 Native English 💎 Client Facing 🤹🏼Cross-functional Team Leader About me: - INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. I only take on projects I'm certain I can knock out of the park. - I have a Masters in Business Administration with a focus in Strategic Leadership. - I'm a PMP, CSM, and I'm considered "Top Talent" here on Upwork. - Over 20 years of experience assisting firms with strategic planning, streamlining processes, and using technology to automate. 🌟 The businesses I work with are looking for success that scales. I help them crush it: Day-to-day Marketing & Operations Management (I'm looking at you busy CEOs) Operations Analysis & Management / Business Auditing Process Improvement & Operations Optimization Customer Journey Mapping Automations & Workflows SOP Writing & Technical Implementation Cross-functional Team Management (Marketing, Sales, HR, Success, Service, & IT) Marketing Funnels Lead Management (via Hubspot, Salesforce, ActiveCampaign, Keap / Infusionsoft) Account Management / Project Management Task Organization & Management Problem Solving and Strategic Planning KPI's and Analytics Email Marketing Web Analytics ⚡︎I cannot help everybody, but we may be a great fit if you are thinking: ● "There's millions on the line and I want the BEST" ● "I know how to run my business, but maybe I'm too close to it" ● "I'm NOT an expert, and I don't have time to mess around with the day to day!" ● "There's a part of my business that's embarrassing - Something needs to change..." ● "I need a solution that I KNOW 100% will get it RIGHT" Working with me, you will ★ Stop worrying about your business - I handle the detailed work, analytics, scope, research, and schedule. ★ Start having a pulse on the business and start sleeping soundly knowing the right work is being accomplished! ★ Know what's coming in the next months and quarters with accurate forecasting! ★ Uncover rocks to find what truly is and isn't working. ★ Reduce churn, grow, and automate to do less. My clients have a LOT to say about me: ✅ "𝑨𝒍𝒆𝒌 𝒊𝒔 𝒂 𝒕𝒓𝒖𝒆 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍. 𝑯𝒆 𝒊𝒔 𝒄𝒍𝒆𝒂𝒓, 𝒄𝒐𝒏𝒄𝒊𝒔𝒆, 𝒂𝒏𝒅 𝒆𝒙𝒕𝒓𝒆𝒎𝒆𝒍𝒚 𝒕𝒉𝒐𝒖𝒈𝒉𝒕𝒇𝒖𝒍 𝒂𝒃𝒐𝒖𝒕 𝒉𝒊𝒔 𝒄𝒓𝒂𝒇𝒕. 𝑾𝒆 𝒘𝒊𝒍𝒍 𝒃𝒆 𝒘𝒐𝒓𝒌𝒊𝒏𝒈 𝒘𝒊𝒕𝒉 𝒉𝒊𝒎 𝒂𝒈𝒂𝒊𝒏 𝒔𝒉𝒐𝒓𝒕𝒍𝒚." ✅ "𝑨𝒍𝒆𝒌 𝒊𝒔 𝒆𝒂𝒔𝒚 𝒕𝒐 𝒄𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒆 𝒂𝒏𝒅 𝒉𝒆 𝒅𝒆𝒍𝒊𝒗𝒆𝒓𝒆𝒅 𝒇𝒂𝒔𝒕 𝒂𝒏𝒅 𝒉𝒊𝒈𝒉-𝒒𝒖𝒂𝒍𝒊𝒕𝒚 𝒘𝒐𝒓𝒌𝒔. 𝑯𝒊𝒈𝒉𝒍𝒚 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅𝒆𝒅!" ✅ "𝑨𝒍𝒆𝒌 𝒊𝒔 𝒂 𝒕𝒐𝒑 𝒏𝒐𝒕𝒄𝒉 𝒇𝒓𝒆𝒆𝒍𝒂𝒏𝒄𝒆𝒓. 𝑯𝒆 𝒓𝒆𝒂𝒍𝒍𝒚 𝒑𝒓𝒐𝒗𝒊𝒅𝒆𝒔 𝒕𝒉𝒆 𝒃𝒆𝒔𝒕 𝒄𝒍𝒊𝒆𝒏𝒕 𝒆𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆 𝒑𝒐𝒔𝒔𝒊𝒃𝒍𝒆. 𝑯𝒆 𝒊𝒔 𝒂𝒍𝒔𝒐 𝒗𝒆𝒓𝒚 𝒄𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒊𝒗𝒆 𝒂𝒏𝒅 𝒅𝒐𝒆𝒔 𝒆𝒗𝒆𝒓𝒚𝒕𝒉𝒊𝒏𝒈 𝒊𝒕 𝒕𝒂𝒌𝒆𝒔 𝒕𝒐 𝒎𝒂𝒌𝒆 𝒂 𝒑𝒓𝒐𝒋𝒆𝒄𝒕 𝒔𝒖𝒄𝒄𝒆𝒔𝒔𝒇𝒖𝒍. 𝑰 𝒄𝒂𝒏'𝒕 𝒘𝒂𝒊𝒕 𝒕𝒐 𝒘𝒐𝒓𝒌 𝒘𝒊𝒕𝒉 𝒚𝒐𝒖 𝒎𝒐𝒓𝒆, 𝑨𝒍𝒆𝒌!" ✅ "𝑨𝒍𝒆𝒌 𝒅𝒊𝒅 𝒂 𝒈𝒓𝒆𝒂𝒕 𝒋𝒐𝒃 𝒐𝒏 𝒕𝒉𝒊𝒔 𝒑𝒓𝒐𝒋𝒆𝒄𝒕. 𝑯𝒆 𝒅𝒆𝒍𝒊𝒗𝒆𝒓𝒆𝒅 𝒘𝒆𝒍𝒍 𝒂𝒉𝒆𝒂𝒅 𝒐𝒇 𝒔𝒄𝒉𝒆𝒅𝒖𝒍𝒆, 𝒂𝒏𝒅 𝒄𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒊𝒐𝒏 𝒘𝒂𝒔 𝒆𝒂𝒔𝒚." Not every business is my client, though. Some signs we might not be a good fit include: ✗ The company is struggling to pay salaries - can’t do that in good conscience ✗ ”Respect for others” is not a core value - I love working with awesome people I respect What I look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST Discount for US military veterans, active service military, first responders and founders w/full-sleeve tattoos Sound like a fit? Next steps: 📺 Reach out to me for a consultation! ~ OR ~ 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together Expertise: 💵 HubSpot 💵 ActiveCampaign 💵 Salesforce 💵 GoHighLevel 💵 🗂 ClickUp 🗂Trello 🗂 Asana 🗂 Jira 🗂 Confluence 🗂 Monday.com 🗂Zoho 📫 LinkedIn Sales Navigator 📫 Apollo.io 📫 Phantombuster 📫 Woodpecker 📫Drip 📫 MailChimp 📫 ZoomInfo 📫 Lusha 📫 Google Sheets 📫Klaviyo 📫Looker Studio 📫OpenSend 📫Active Campaign 📫Seamless.ai 🔎 Facebook 🔎 LinkedIn 🔎 Google 🔎 Instagram 🔎 LinkedIn 📞 Slack 📞 Microsoft Teams 📞 Zoom 💡 Zapier 💡 Make 💡n8n 📊 Google Analytics 4 📊 AppsFlyer 📊 Mixpanel 📊 OneSignal 📊Magento
$75 hourly
Hannah L.
- 5.0
- (55 jobs)
Saint Peters, MO
Business Consulting
Shopify
Ecommerce Marketing
Figma
Marketing Strategy
Influencer Marketing
B2C Marketing
Klaviyo
Retail & Consumer Goods
Email Automation
Email Marketing

Hi, I’m Hannah, a Master Klaviyo & Shopify Partner with over 7 years of experience creating & deploying retention strategies (generating over 10.7m in attributable revenue) unique to my clients' brands & customers. Some of my clients include: Linen + Cloth Forom Cassarokids Badger I use email & SMS marketing to strategically craft campaigns that educate, engage, convert & retain subscribers using: 👉 Zero Party Data 👉 Advanced Segmentation Strategies 👉 Social Proof & Testimonials 👉 Trust-Building Content 👉 Re-Engagement Campaigns 👉 Etc. And to create email automations unique to your customer's journey hitting all of the highest converting touch points along the way. Basic automations that all eCommerce brands should have set include: 👉 Pre & Post Purchase Welcome Flows 👉 Abandoned Cart & Checkout Flows 👉 Browse Abandonment Flow 👉 Review Requests 👉 Loyalty Flows 👉 Winback Flow 👉 Sunset Flow 👉 Back-in-Stock Notifications 𝗛𝗼𝘄 𝗶𝘁 𝘄𝗼𝗿𝗸𝘀 - We take the full email & SMS piece off of your plate, handling every portion of content planning, copywriting, design, a/b testing, list segmentation, campaign deployment, reporting & more! We ensure that your retention strategy is continually optimized and we’re working to increase your customer’s LTV. 𝗪𝗵𝗼 𝗶𝘀 𝘁𝗵𝗶𝘀 𝗳𝗼𝗿? 👉 eCommerce Brands - Shopify, BigCommerce, Wix eCommerce, WooCommerce, and more! 👉 White Labeling for Agencies - Looking for a reliable partner to help your clients with email marketing? Grow your agency's offering without having to onboard, train & manage an email marketing department. 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝗱 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗳𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲𝘀 & 𝗮𝗽𝗽𝘀 - Klaviyo, Shopify, Attentive, PostPilot, Okendo, Loyalty Lion, Judge.me, Wholesale all-in-one, Mailchimp, Omnisend, Shuttle 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 Home Decor & Interior Design Children's Brands Furniture Home Goods / CPG Skincare Clothing CBD Sporting Goods Luxury, High AOV Goods Experienced in both D2C & B2B 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 My most recent project was an eCommerce brand that generated $106,424.55 in revenue in 30 days, using my advanced email marketing strategies & flows. 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗱𝗼 𝗻𝗲𝘅𝘁 If you want to establish a consistent flow of sales, then let's have a chat. Shoot me a message and let's hop on a call to get you started! 𝗜 𝗖𝗛𝗔𝗥𝗚𝗘 𝗔 𝗙𝗜𝗫𝗘𝗗 𝗣𝗥𝗜𝗖𝗘, 𝗡𝗢𝗧 𝗛𝗢𝗨𝗥𝗟𝗬. 𝗣𝗟𝗘𝗔𝗦𝗘 𝗕𝗢𝗢𝗞 𝗔 𝗖𝗔𝗟𝗟 𝗪𝗜𝗧𝗛 𝗠𝗘 𝗧𝗢 𝗗𝗜𝗦𝗖𝗨𝗦𝗦 𝗙𝗨𝗥𝗧𝗛𝗘𝗥. Talk soon! Hannah
$120 hourly
Juliane P.
- 5.0
- (15 jobs)
Vienna, VIENNA
Business Consulting
Communications
Business Coaching
Change Management
Business Process Modeling
Coaching Session
Atlassian Confluence
Decision Making
Training & Development
Entrepreneurship
Agile Project Management
Business Plan

If you are looking for an interdisciplinary, skilled, sensitive, thoughtful and badass Coach and Consultant, you found her with me. I am eager to share a brief snapshot of my diverse skills and expertise, focusing on the unique coaching and consulting services I am offering. Holding an ISO certification (17024) and a consulting business license underscores my commitment to excellence. My specialized business coaching services include:  Accountability Coaching: Guiding individuals towards goal achievement.  Sparring Partner: Providing strategic insights for informed decision-making.  Founding Consultation: Offering expertise to early-stage entrepreneurs.  SOP Management: Streamlining Standard Operating Procedures.  Interims Management: Providing strategic leadership during transitions.  Business Operations Management: Ensuring efficient daily operations. With about ten years in business consulting and project management, I bring a proven track record of optimal consultation and proficiency as a business coach. I've successfully completed various consultation and business coaching projects, gaining insights into unlocking individual potential. As a Pro Bono Consultant and Business Coach, I actively engage in initiatives focusing on Management, Accountability, Performance, and Goal Setting, including support for early-stage businesses and social impact projects. Very near to my heart is further the topic of Holistic Business Coaching and Spiritual Counsellings. Something I offer human beings and business owners in situations that request this expertise, impulses of me. I do this in order to integrate Life Coaching and modern traditional wisdoms into today's society and business world. My degrees in Environmental Management (BSc), Social Entrepreneurship (MA), and Human Resources and Employment Law (MA) form a solid foundation in economic disciplines, enabling me to seamlessly align with your dynamic business vision.
$45 hourly
Alex P.
- 4.8
- (77 jobs)
Denver, CO
Business Consulting
Business Writing
Marketing Strategy
Content Creation
Microsoft Office
Presentation Design
Infographic
Data Visualization
Google Slides
Microsoft PowerPoint

I Design Presentations, Create Pitch Decks, and Provide Business Consultation professionally. As a Presentation Consultant I live and breathe this stuff every day. My presentations utilize effective messaging and visuals based on presentation psychology, business consultation, and limbic techniques. My experience as a Consultant and Co-Founder in multiple industries has enabled me to create and present PowerPoints & Pitch Decks to a wide-range of viewers including Fortune 500 clients, hundreds of Insurance Agencies, to some of West Coast’s leading Investment Firms. I have designed and created professional content ranging from Product Presentations, Investor Pitch Decks, Data Visualization Decks, Company Websites, to MobileUI/UX. I promise every client: 1) A Creative & Efficient Presentation 2) A Quick Turnaround 3) Clear & Open Communication 4) Professionalism My Skills Include: 1) Content Creation 2) Presentation Design 3) Business Consulting 4) Microsoft PowerPoint 5) Infographics 6) Social media 7) Business Writing I promise every client the utmost professionalism and quality on every presentation. I look forward to working with you!
$95 hourly
Zlatko A.
- 5.0
- (10 jobs)
Belgrade, CENTRAL SERBIA
Business Consulting
Operations Management Software
Interpersonal Skills
Microsoft Access
Financial Management
Financial Analysis
Financial Presentation
Financial Modeling
Business Process Automation
Business Process Management
Business Management
Management Development
Business Operations
Management Consulting
Startup Consulting

💼 𝟮𝟬+ 𝗬𝗲𝗮𝗿𝘀 𝗼𝗳 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 🔸 𝗧𝗼𝗽-𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 🔸 𝟭𝟬𝟬% 𝗝𝗼𝗯 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 💰 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗿𝗼 𝗥𝗮𝘁𝗲 𝗳𝗼𝗿 𝗡𝗲𝘄 𝗖𝗹𝗶𝗲𝗻𝘁𝘀: $𝟲𝟱/𝗵𝗿 (𝗥𝗲𝗴𝘂𝗹𝗮𝗿: $𝟵𝟱/𝗵𝗿) 📍 𝗢𝗽𝗲𝗻 𝘁𝗼 𝗙𝗶𝘅𝗲𝗱-𝗣𝗿𝗶𝗰𝗲 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗔𝘂𝗱𝗶𝘁𝘀 ---------------------------------------------------------------------------------- 👋 Hi, I’m Zlatko. I work as a Fractional COO & CFO and strategy consultant, helping founders, CEOs, and leadership teams tackle operational bottlenecks, simplify processes, and grow without the usual headaches. With over 20 years across industries like construction, real estate, retail, SaaS, and manufacturing, I bring straightforward solutions to complex challenges. I’m not about producing reports that gather dust - I’m here to help teams make real changes that improve profits and efficiency. 🔗 ---------------------------------------------------------------------------------- ✅ 𝗛𝗲𝗿𝗲’𝘀 𝘄𝗵𝗮𝘁 𝗜 𝗼𝗳𝗳𝗲𝗿: • Operational reviews and process improvements • KPI dashboard design and performance tracking • Cost-cutting and margin improvement • Growth strategies and scalable team structures • SOP development and automation implementation • Financial modelling and scenario planning • Leadership coaching and team enablement • Tools I use: Microsoft 365, Google Sheets, Asana, Airtable, Slack, Zapier, Make, IFTTT, JotForm ---------------------------------------------------------------------------------- 📦 𝙎𝙚𝙧𝙫𝙞𝙘𝙚 𝙋𝙖𝙘𝙠𝙖𝙜𝙚𝙨 (𝙁𝙞𝙭𝙚𝙙 𝙋𝙧𝙞𝙘𝙚): 🔍 Operational Audit – $250 ---- One-week turnaround where I review your key workflows, spot pain points, and suggest improvements. 📊 KPI Dashboard Setup – $500 ---- Custom Google Sheets or Airtable dashboard tailored to your business, plus an onboarding call. 📈 Process Map & Optimisation Plan – $750 ---- Complete SOP design, a roadmap for improvement, and automation opportunities ---------------------------------------------------------------------------------- 🧩 𝙎𝙤𝙢𝙚 𝙚𝙭𝙖𝙢𝙥𝙡𝙚𝙨 𝙛𝙧𝙤𝙢 𝙢𝙮 𝙬𝙤𝙧𝙠: 1️⃣ Keen Holdings – Profitability through Efficiency Role: Fractional COO | ✅ +𝟵% 𝗻𝗲𝘁 𝗽𝗿𝗼𝗳𝗶𝘁 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 → Streamlined workflows, renegotiated supplier contracts, and implemented KPI systems. 2️⃣ Al Grosso – Revenue Growth via Strategy Role: COO & CFO | ✅ 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗴𝗿𝗼𝘄𝘁𝗵 𝗳𝗿𝗼𝗺 €𝟮𝗠 → €𝟳𝗠 → Delivered strategic growth plan, cash flow optimisation, and scalable org design. 3️⃣ SME Financial Management Toolkit Role: Author & Consultant | ✅ 𝗨𝘀𝗲𝗱 𝗯𝘆 𝟭𝟬+ 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗳𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 → Built budgeting and planning models, trained managers on decision-making tools. 4️⃣ Forecasting Model for SMEs Role: Financial Analysis Consultant | ✅ 𝗦𝘁𝗮𝗯𝗶𝗹𝗶𝘀𝗲𝗱 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝘃𝗶𝗮 𝘀𝗰𝗲𝗻𝗮𝗿𝗶𝗼 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 → Built forecasting tool in Google Sheets, conducted break-even analysis, and trained the team on insights. ---------------------------------------------------------------------------------- 🛠️ 𝙌𝙪𝙞𝙘𝙠 𝙬𝙞𝙣𝙨 𝙖𝙣𝙙 𝙨𝙢𝙖𝙡𝙡𝙚𝙧 𝙥𝙧𝙤𝙟𝙚𝙘𝙩𝙨: • Set up an Excel-Online-based tender and live projects tracking and recording system for a team of 15 people • Automated task tracking and reporting via Google Sheets and Zapier → saved the operations lead 12+ hours per week ---------------------------------------------------------------------------------- 🎯 𝙒𝙝𝙤 𝙄 𝙬𝙤𝙧𝙠 𝙬𝙞𝙩𝙝: • Growth-stage startups and SMEs ready to scale • Founders struggling with operational chaos or margin pressure • Teams needing clearer processes, dashboards, and accountability ---------------------------------------------------------------------------------- 📦 𝙄𝙣𝙙𝙪𝙨𝙩𝙧𝙞𝙚𝙨 𝙎𝙚𝙧𝙫𝙚𝙙: 🏗️ Construction | 🏢 Short-term Rentals | 🛒 Retail/Wholesale 🎈 IT | 🏭 Manufacturing | ⭐ Marketing | 🚀 Startups ---------------------------------------------------------------------------------- 💡 𝙒𝙝𝙮 𝙬𝙤𝙧𝙠 𝙬𝙞𝙩𝙝 𝙢𝙚 ? I bring experience and practical know-how from day one, with no wasted time. Whether it’s a quick fix or a long-term transformation, I focus on real results, not fluff. ---------------------------------------------------------------------------------- 📩 𝙇𝙚𝙩’𝙨 𝙘𝙤𝙣𝙣𝙚𝙘𝙩! 𝘼𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚 𝙛𝙤𝙧 𝙨𝙝𝙤𝙧𝙩 𝙖𝙪𝙙𝙞𝙩𝙨 𝙤𝙧 𝙤𝙣𝙜𝙤𝙞𝙣𝙜 𝙚𝙣𝙜𝙖𝙜𝙚𝙢𝙚𝙣𝙩𝙨 💬Feel free to message me or book a discovery call. 📎 I’m happy to share a free sample process audit with SOP, or case studies if you’re interested 😊
$75 hourly
Rachel P.
- 5.0
- (34 jobs)
Seattle, WA
Business Consulting
Career Coaching
Cover Letter Writing
Proofreading
LinkedIn Development
LinkedIn Profile Creation
Interview Preparation
Resume Development
Writing
Resume Writing
Recruiting
Copywriting

I have always been fascinated by language and the written word, and enjoy bringing that curiosity and proficiency to business clients. I offer services including copywriting, proofreading, and editing, and support organizations and individuals seeking to enhance their digital presence with beautifully crafted communications!
$50 hourly
Matthew C.
- 5.0
- (17 jobs)
Guangzhou, GUANGDONG
Business Consulting
Supply Chain Management
Translation
Logistics Management
Product Development
Simplified Chinese
Quality Control
Price & Quote Negotiation
Manufacturing & Construction
Alibaba Sourcing

Hi, I'm Matthew from Guangzhou, China. I have 10+ years of experience in Product Sourcing & Procurement, Overseas Manufacturing, Supplier Negotiations, Quality Control, Logistics, and Supply Chain Management. I am a Canadian who speaks basic Mandarin and I'm currently living in China where I handle and oversee daily manufacturing operations for my clients. I have extensive knowledge about Chinese manufacturing and I'm very prompt, efficient and effective when working with my clients. From 2011-2016, I was a Project Manager for a Canadian firm where I assisted in designing, manufacturing and successfully launching 300+ products into North American and European markets from Chinese and Asian manufacturers. I can assist with the following skills and services: - Product Sourcing & Procurement - Product Design & Development - Factory Selection & Negotiations - Quality Control & Inspections - Logistic & Transportation Solutions - Consulting & Advisory Services - Product Testing & Factory Audits Quality communication is the foundation of my client relationships. I take the time necessary to understand your needs and expectations from the start. This important foundation facilitates a mutual understanding that allows for the best possible outcome together. Your questions, needs, and standards will be fully honored and understood. I am committed to listening, understanding and providing my clients with a quality service and stress-free experience from start to finish. You can expect consistent rapport and reports that offer a detailed understanding of where your project is at all times.
$100 hourly
Kerra C.
- 4.9
- (82 jobs)
Stroud, ENG
Business Consulting
Infographic
Graphic Design
Consumer Goods
Product Description
Sales Optimization
Amazon Advertising Console
Amazon
Amazon FBA
Amazon Listing Optimization
Copywriting
Amazon Plugin
Amazon Webstore
Amazon Seller Central
Amazon PPC
Conversion Rate Optimization

"Kerra was an absolute pleasure to work with! She is very talented and was so efficient with our job. Each deadline was met and we were able to turnaround a whole brand page in such a quick time! Would highly recommend Kerra! :)" - Upwork Client. "Kerra is amazing! I have been struggling for over a year to figure out Amazon Seller with a lot of frustration along the way. She cleaned up my listing, created a wonderful brand store, setup amazon ads, and created A+ content. I am very happy with this service and I will continue to use her. She is highly responsive, sticks to timelines and very knowledgeable about Amazon." - Jeanne, Upwork Client. --- What can I do for you? --- Recently one of my clients accounts achieved an amazing 143% growth. This gained them an extra $69.9k for the month of January when compared to last year. I achieved this by optimising their listings to be SEO friendly, which increased their Sales Rank. I also continually optimised their Amazon PPC, and created effective marketing and product launch plans. Expertise: • Amazon Account Management - Are you looking to hire an expert to grow your Seller Central account? I can manage your listing optimisation, growth, strategy, FBA (Fulfilment By Amazon), promotional activity, A+ Content, Amazon Stores, advertising / ads / PPC, and more, to maximise your sales. • Enhanced Brand Content / A+ Content / Amazon Store / Infographic Images - I can design and implement beautiful and conversion heavy EBC / A+ Content, Amazon Stores, and Infographic Images. Create the listing of your dreams that will increase conversion and lead to more sales! • SEO / Optimisation / Sales Rank / Split Testing - Are you lost on the 10th page of results? You're not alone! I have a long list of clients who were in that exact position. However, after tweaking their bullet points, titles and descriptions, along with some SEO magic, they now enjoy the benefits of ranking on the first page, with the "Best Seller" and "Amazons Choice" badges. • PPC / Advertising / Amazon Ads - The right keywords are hard to come by! That's why I always make sure to analyse the competition, and use great tools (Google Keyword Planner, H10/Helium 10, Scope) to uncover those hidden gems. I will always make sure I understand your budgeting restraints, and what ACOS/ROI you're looking to operate at. • Marketing Strategy / Build a Brand / Product Launch - Whether you want to launch an exciting new product, develop your brand, or you're stuck in a sales lull, fear not, I am here to help. We can work together to create effective strategies that suit you and meet your goals. Other Areas: • Brand Registry • Copy writing • Audits / Reviews • Creative briefs for photographers, campaigns, graphic designers, etc. One of my clients had an Amazon Advertising account that was running inefficiently. After some aggressive optimisation, the account achieved $4,364.73 spend, $27,201.28 sales which resulted in an amazing 16.05% ACOS! -- About me -- Based in the beautiful Cotswolds I spend my time walking my dog and travelling. I'm a reliable, honest, and hardworking person. I always strive to do the best in everything I do, and that's no different for my work. Thank you for reading my profile. I always get back to people within 24 hours, and I look forward to hearing from you! If you're ready to improve your sales, you can contact me by clicking the button "Invite to Job" at the upper-right corner of the page. Let's go!
$360 hourly
Xintian W.
- 5.0
- (2 jobs)
Manhattan, NY
Business Consulting
Tax Preparation
Corporate Tax
US Taxation
Bookkeeping
Payroll Accounting

Xintian Wang, CPA Senior Tax Manager | Tax Strategist | CPA Hi there! My name is Xintian Wang, and I am a Licensed Certified Public Accountant (CPA) with over a decade of senior-level experience in corporate and individual taxation. My team and I specialize in tax strategy, compliance, and financial planning for individuals and businesses, ensuring that our clients maximize tax efficiency while maintaining full compliance. Comprehensive Tax and Accounting Services: We offer a full range of tax and financial services, including but not limited to: ✅ Tax Preparation & Compliance – Expertise in 1040, 1065, 1120, 1120-S, state & local taxes, franchise taxes ✅ Audits, Reviews & Compilations – Financial reporting solutions tailored to businesses and organizations ✅ Equity & Investment Taxation – Specializing in RSU, ESPP, stock options, AMT, real estate taxation, and K-1 taxation ✅ International & Cross-Border Taxation – US-Canada taxation, FBARs, 8938s, PFICs, streamlined procedures ✅ Regulatory & IRS Compliance – IRS/state resolutions, audits, and tax code research ✅ Inheritance & Estate Taxation – Strategic estate and trust tax planning for wealth preservation ✅ Business Support Services – Bookkeeping, payroll compliance, HR outsourcing, benefits administration ✅ Crypto Taxation & Reporting – Full crypto reconciliation and compliance with IRS regulations ✅ Strategic Tax Guidance – Helping small to medium-sized businesses optimize their tax structures Why Work With Us? 🔹 Swift & Clear Communication – Our responsiveness is unmatched. 🔹 Multilingual Team – We speak English, Mandarin, Russian, French, Bulgarian, Spanish, Ukrainian, Albanian, and Uzbek fluently. 🔹 US-Canada Cross-Border Expertise – A licensed CPA specializing in US-Canada taxation is part of our team. 🔹 Accuracy & Compliance – Multiple levels of quality assurance ensure precision. 🔹 Fast Turnaround – General processing time is 5-7 business days. 🔹 Data Security & Confidentiality – We prioritize secure storage, encrypted communication, and client privacy. 🔹 Ethical & Transparent Billing – We only charge for actual time worked—no hidden fees! Academic Background: 🎓 Bachelor’s in Accounting – Kean University, NJ 🎓 Master’s in Accounting – Gabelli School of Business, Fordham University, NYC (Passed all four CPA exam sections during my studies) I am passionate about helping individuals and businesses navigate complex tax matters and make informed financial decisions. Whether you're an individual with multi-state tax considerations, a business owner in need of full-service accounting, or facing IRS challenges, my team and I are here to help. 📩 Let’s connect and discuss how we can support your financial success! 🚀
$130 hourly
Melissa S.
- 5.0
- (9 jobs)
Leroy, OK
Business Consulting
Medical Billing
Startup Consulting
Business Development
Business Operations
Management Consulting
Strategic Plan
Healthcare Interoperability
Business Management
Healthcare Management
Health & Wellness

I am an accomplished healthcare consultant and the proud owner of a healthcare consulting and management company that stands at the forefront of transforming healthcare practices across the United States. With a proven track record of successfully opening a diverse array of medical practices, my expertise spans a wide range of specialties within the healthcare industry. My passion lies in identifying the unique challenges faced by healthcare providers and offering tailored, innovative solutions that drive their success. Beyond my healthcare specialism, I have leveraged my extensive experience and strategic insight to provide startup consulting services across various industries. This multidisciplinary approach has enabled me to deliver value beyond the traditional boundaries of healthcare, assisting businesses at different stages of their lifecycle with startup strategies, operational turnarounds, and expense optimization. My approach to healthcare consulting and management is rooted in a deep understanding of the complexities of medical practice management. I offer a comprehensive suite of solutions designed to streamline operations, enhance financial performance, and improve patient satisfaction. Whether it's through meticulous expense consulting or strategic practice management, my goal is to empower healthcare providers to focus on what they do best—delivering exceptional patient care. I am continuously inspired by the opportunities to make a meaningful impact in the healthcare sector and beyond. Through collaboration, innovation, and a relentless commitment to excellence, I look forward to driving the future of healthcare and contributing to the success of businesses across a spectrum of industries.
$35 hourly
Annett L.
- 5.0
- (79 jobs)
Oldenburg, NI
Business Consulting
Internal Auditing
German
English
Proofreading
Business Editing
Translation

I will help you creating high quality yet easily understandable and readable business texts. I am an experienced editor, proofreader and translator of texts like business reports, control descriptions, process manuals or result presentations. I work in German and English. I have a top of class degree in international management and extensive experience in internal audit and business consulting. Therefore I know the challenge of writing professional business texts which are still read and understood easily without a lot of background knowledge. E.g. for one project during the last year, I successfully edited and proofread 20 benchmarking reports (~2.000 pages) for administrative government bodies. The client predefined three major review stages to incorporate all stakeholders’ review notes and expected high quality reports to be delivered within a tight schedule. The client was very pleased with the results. Regarding software, I am used to working with Microsoft Office, Open Office, WPS Office and Adobe Acrobat. I will use my knowledge to enhance your business text to its fullest on a reliable and timely basis.
$99 hourly
Vasilii I.
- 5.0
- (64 jobs)
Petropavl, SEV
Business Consulting
Business Planning & Strategy
Go-to-Market Strategy
Business Strategy
Growth Strategy
Human Resources Consulting
General Project Consulting
Management Consulting
Startup Consulting
Business Operations
Project Management
Business Plan
Business Development
Business Coaching
Business Management

You’re building something bold, and the last thing you need is friction around how things get done. I partner with startup founders to build operational clarity, from early systems and workflows to scalable team processes and automation. Whether you’re launching your first product or scaling past 7 figures, I help you get off the hamster wheel and into intentional design. Work with me to set up scalable operating rhythms, align tools and team, and move with clarity, not chaos. Always for your service, Vasilii
$125 hourly
Doug K.
- 4.9
- (268 jobs)
Hilliard, OH
Business Consulting
CRM Automation
CRM Software
Software Design
Software Consultation
Reply.io
Marketing Operations & Workflow
Airtable
Project Plans
Intuit QuickBooks
Project Management
Business Process Automation
Insightly
Zapier
Marketing Automation

Streamlining Your Business can be a game-changer for your business when it comes to automating your workflows. By optimizing, integrating, or even developing business applications from scratch, automating workflows can save countless hours of manual work, increase efficiency, maximize productivity and profitability. Your business applications can communicate with one another, eliminating the need for manual data entry and reducing errors. Integration will allow you to automate tedious tasks and free up valuable time for more strategic work. Don't let inefficient workflows hold your business back. Take advantage of the power of automating your business workflows. And I can start immediately on your project. ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ My Professional Experience Includes ✅ Streamlining existing or new workflow automations ✅ Gathering insights into business operations ✅ Specialized reporting and business analytics ✅ Fast and effective project turnarounds ✅ Effective and clear communication Technical Stack (but not limited to) ✅ Accounting: Quickbooks ✅ Campaign Management: Reply.io, Email scrubbing ✅ CRMs: Insightly, Hubspot, Airtable ✅ Database – Airtable, Access ✅ Document Management: PandaDocs ✅ eCommerce: Shopify, WooCommerce ✅ Google Suite ✅ Microsoft Office ✅ No Code and API development: Zapier, Custom Scripts ✅ Productivity Tools: Calendly, Ring Central, Twilio, Zapier ✅ Project Management: Airtable, Asana, ClickUp, Monday.com Industry Niches (but not limited to) ✅ Accounting ✅ Business Services and Consulting ✅ Lead Generation and Campaign Management ✅ Coaching ✅ Construction ✅ Data Cleanup and Migration ✅ eCommerce ✅ Event Management ✅ Health Care ✅ Insurance ✅ Marketing Agency ✅ Real Estate and Lending ✅ Sales & Marketing ... It all starts with a conversation ...
$80 hourly
Annette S.
- 5.0
- (24 jobs)
Limoges, ON
Business Consulting
Business Process Reengineering
SAP ERP
Salesforce
Lean Consulting
English
Risk Management
Enterprise Architecture
Business Process Modeling
Microsoft Visio
Change Management
Business Analysis
Process Architecture
Agile Software Development
CRM Software
Process Improvement

I am a successful enterprise architect and senior business analyst certified in cybersecurity management with more than 22 years industry experience in some of the most complex environments with a focus on process maturity and improvement. I am a certified lean six sigma master blackbelt, blackbelt and kaizen facilitator. My goal is to provide my clients the highest quality of services in order to maintain positive and long-lasting relationships. My Business Process Specialties Include Service Operations, Lead to Cash processes, Procure to Pay processes and ITIL practice areas (incident, change, service asset and configuration management, knowledge management, problem management and service level management). My enterprise architecture specializations include business architecture, information architecture, data architecture, application architecture, technology architecture, information security, and integration architecture The tools and applications in Enterprise Architecture that I have experience with are: Cloud Computing, Information Security Architecture Advanced, Service Oriented Architecture (SOA) Best Practices for Data, Big Data Architectures, Predictive Analytics, Web Application Architecture and Architecting for Scalability and Performance, and maturity modelling My Certifications Include: -Cybersecurity Management - Enterprise Architecture - Certified Lean Six Sigma Blackbelt - Certified Lean Six Sigma Master Blackbelt - Certified Risk Manager - Project Management Lean Process Certified (PM-LPC) - Certified Six Sigma Lean Professional (SSLP) - Certified Change Management Specialist (CMS) - Certified Kaizen Facilitator (CKF) - Certified ERP / Supply-chain Management Consultant
$35 hourly
Vicki W.
- 4.9
- (2 jobs)
Summerland Key, FL
Business Consulting
Adult Education
Business Coaching
Management Consulting
Business Planning & Strategy
Business Management
Bookkeeping
Data Entry
Intuit QuickBooks
Bank Reconciliation

I bring a lot to the table with an extensive background in bookkeeping, banking, management, and project work done throughout my career. I also have a background in education in management and leadership, so I understand the complexity involved in managing teams, processes and consulting with major players to help ensure the right decisions are made for your business. I am confident you will be pleased with your decision to work with me.
$80 hourly
Edward C.
- 5.0
- (19 jobs)
Austin, TX
Business Consulting
Automation
Business Process Reengineering
Business Coaching
Business Analysis
Business Operations
Leadership Coaching
Account Management
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).
$56 hourly
Justin W.
- 4.8
- (35 jobs)
Black, MO
Business Consulting
Adobe Creative Cloud
CSS
WordPress
Content Writing
Marketing
Copywriting
Microsoft Office
Digital Illustration
Blog Writing
Logo Design
Graphic Design
Art & Design
Web Design

Hi, I'm Justin, and I'd like to show you what a true professional can bring to the table to help you and your business grow! I don’t like to limit myself to just one thing, so I try to master everything with professionalism. Whether you’re a big corporation like Corel or Adobe, a small business, or even just an entrepreneur or startup company, I am the real deal when it comes to a true jack of all trades. When you hire me, you get exactly what you need to provide a positive ROI and help your business, project, or reputation grow! Read below if you're unsure ::REVIEWS:: "Justin was a pleasure to work with! His writings were accurate, engaging, and informative, as I had hoped. His turn around time is superb and he is an excellent communicator. I look forward to working with him again soon!!" – AvaCare Medical "Justin is an EXCELLENT freelancer. The quality of work was beyond what I had hoped for. I will not hesitate to hire him again. I would recommend him for any gig as he has a lot of experience and skills. Great communication." - Larry McKenzie Some achievements and contributions: - Created a new email campaign for Corel Corporation’s WinZip® Products. - Fixed the website for iFixOnWheelz.com by optimizing graphics and content. - Written many articles to help veterans that have been published on militarybenefits.info and for blufmilitarybenefits.com - Have over 6,000 of ghostwritten articles & posts published online (with viable proof). - Designed over 600 yearbook covers at Walsworth Publishing. - Finalized design, layout, and editing, and press preparation for thousands of books at Walsworth Publishing. - T-shirt design, hat design, embroidery, plaques, business cards, and more at D&J's T-Shirts. - Customized & designed profiles for numerous bands, artists, and companies, plus provided PR (and online exposure) on MySpace, YouTube, and Facebook, LinkedIn, and other social media platforms. You can see just how much of an asset I can be for you by reading below. My areas of expertise are: Project Management/Consultation: • Communication development • Automation and project efficiency • Risk & cost Management • Leadership training • Bookkeeping • Data entry • Time management • Adaptability & problem solving • Business consultation • Online persona development • Public Relations • Quality assurance & marketing research Web Design & Development: • Adobe Creative Suite • Adobe Dreamweaver • Layout design • Wireframing • WordPress, SquareSpace, Wix, Others • HTML5/CSS3/JavaScript/jQuery • OpenCart, WooCommerce, Shopify, eCommerce • POS APIs, PayPal • Google Ads, Facebook Ads • Social media optimization • Search engine optimization • UX design & branding Creative Writing/Copywriting: • Digital marketing • SEO writing • Blog writing • News articles • Website copy • Ghostwriting • Copy editing Digital Design: • Logo design • Graphic design • Branding • Photo/Video editing • Audio mastering • Audio editing/production • Print/Layout design • Web graphics • Flyers • Business card design • Posters • Pre-press design • Digital art and UI design • Web graphic optimization -- And much more! -- With over 10 years of experience as a content writer and copywriter, I can cover many niches, styles, and tones to help maximize your exposure and build your brand! I can also improve your website by implementing top-notch content that engages readers and drives them back for more! Whether your website needs refreshing, or your logo needs created (or upgraded), or you just want to give your website visitors a good read, I’ll write it for you in perfect English. If you want to publish your book, then I can even help you ghostwrite that! If you have custom artwork that needs done, I’m certified & have experience in every area of design to help create the masterpiece you’re looking for & develop your brand! To see you soar is the legacy that I aim for! You can see all of my current professional certificates if you message me. I'll send you my CV sheet. Working for you is my career - not a hobby. I am also a U.S. Army Veteran. This means I live by a set of core values that you can rely on. My goal is to give you the best customer service you've ever had. I'm not just a "freelancer"- I'll be your contracted partner. I want you to be the most satisfied customer on the planet while assisting you to helping your project or your business grow into something you'll be proud of for years to come. If it already has, I will utilize excellent management skills and provide my services for you so you can improve what’s already established. Using innovative thinking and strategic execution, I provide top-notch services with a unique "all-around the box" approach to achieve high-quality results. I give a good name back to the freelancers that deserve it. I also pride myself in creating long-term business rapport with everyone I work with. Send me a message about your company, project, job invite, or questions and let's talk business!
$200 hourly
Ian D.
- 5.0
- (144 jobs)
McKinney, TX
Business Consulting
Project Management
Business Valuation
Venture Capital Consulting
Financial Accounting
Financial Modeling
Startup Consulting
Business Plan
Business Analysis

I have 20 years designing and leading strategic, multi-discipline, enterprise-wide programs, managing $100M+ budgets, encompassing 500 staff across 90 countries. I have built and sold companies, expanded internationally, acquired patents, and raised funding for start-ups, pre-revenue and beyond. My current and ongoing clients include Angels and VC’s, for whom I perform due diligence of deals. I’m lucky therefore to truly understand what we/they look for, and can help you meet their standards, avoid the traps, and maximize your bargaining potential. I advise clients ranging from the boot-strapped, pre-revenue entrepreneurs, up to $1BN recurring revenue corporations. That work typically comprises strategy development, business planning, financial projections, and valuations. No matter the project, I’ll guide you through every step and take as much off of your plate as I can, while always ensuring you are fully informed of my progress and that you understand key decision points. On an hourly basis I charge $200 per hour. However, if you require specific items, I typically fix-bid those projects, a non-exhaustive list of which is noted below, along with starting costs: - Business plans, including pro forma financial projections $6,000 - Financial pro forma projections $3,000 - Full raise package (business plan, projections, pitch deck* and investor memo*) $7,000 - Buy/sell side valuations starting at $1000 (DCF + Multiplier) & $2,500+ custom/detail - Pitch deck $1,500 (exclusive of financial projections) * - Pitch deck $4,000 (inclusive of detailed financial projections) * * Inclusive of all content, and basic design principles, but excludes deep design e.g., creation of style guide, logos, graphics, and pictures. I relish the opportunity to discuss further the benefit I can bring to you while uncovering more about your upcoming projects and challenges. Detailed references are available upon request.
$175 hourly
Jed C.
- 5.0
- (126 jobs)
North Dartmouth, MA
Business Consulting
Disaster Recovery
Legal Entity Structuring
Research & Development
Tax Strategy
Business Valuation
Estate Planning
Strategic Plan
Tax Planning & Advisory
Mergers & Acquisitions
CPA
Tax Law
Tax Preparation

I am an active CPA with multiple skills including bank financing, financial statement analysis, personal and business tax returns, business planning, financial and estate planning, SBA Disaster Loan Assistance, and operational reviews. I am current with all tax laws and accounting principles. I work with clients to provide a range of financial tools that help them meet and exceed their monetary goals. My skills include strategic planning, bank financing, compliance, budgeting, and more. Even the most successful CEOs rely on a team of experts to achieve their business goals, as it is simply impossible for one person to do it all. With a background in business consulting and extensive CPA experience, I help individuals meet and exceed their financial objectives. Working with numbers has always come easily to me, as I not only passed the CPA exam on my first try, but I also obtained Masters' degrees in Accounting and Education. I have also taught postgraduate college courses and my deep understanding of finance has allowed me to become a qualified expert witness. I founded my own CPA firm and developed partnerships with a range of clients for over 20 years. I now work as a consultant and assist my clients with financial modeling, projections, and forecasts as well as tax planning and preparation. I specialize in startups and can help with the choice of entity selection, general business planning, and much more. Whether you are in need of an operational review, a financial statement analysis, or an expert to take your financial future to the next level, I am here to help. Clients who partner with me can count on exceptional communication and work completed in a timely and thorough manner.
$109 hourly
Marina A.
- 4.9
- (51 jobs)
Houston, TX
Business Consulting
LinkedIn Lead Generation
LinkedIn Marketing
Industry & Competitor Analysis
Website Audit
Competitive Analysis
Competitor Research
Marketing Plan
Marketing Strategy
Customer Experience Research
Social Media Strategy
Marketing Management
Market Research
Email Marketing
Facebook Ads Manager

Hey, I’m Marina Top 1% Upwork Expert-Vetted Marketing Strategist (meaning I was personally interviewed and vetted by the Upwork team) with over 11 years of experience. I’ve worked with international Fortune 100–500 companies and iconic brands like Marlboro, IQOS, Adobe, Hard Rock Cafe, and Cirque du Soleil, as well as 40+ startups. I help develop, launch, and grow startups with sharp, data-driven marketing and go-to-market strategies, business analysis, audits, competitor and market research, and investor business cases and pitches, along with supporting documents like pitch decks and one-pagers. I also help land your first paying customers by building a functional marketing funnel and all the marketing and content assets needed for that, including: - Website and landing pages development or redesign - Sales decks - Positioning and messaging strategies - ICP development - Social media presence - Public review and reputation management I oversee both paid and organic channels, optimize for conversion rate, and ensure we’re efficient in terms of CAC/LTV aiming at increasing MRR/ARR Companies I Have Worked For Include: Wise Agents (Consulting + SaaS, USA) Wise Hosting (SaaS) Adobe (SaaS, USA) ClickGuard.com (SaaS, B2B, USA) BlinkPayroll.com (SaaS, B2B/B2C, USA) CrushTeam.ai (SaaS, B2B, USA) PlotPulse (SaaS, B2C, USA) Rapid.ai (SaaS, USA) Star of Service (Marketplace, France) HIRECLOUT (Tech recruiting and consulting, USA) Square Signs (Custom sign making e-commerce, USA) Front Signs (Signage,, B2B, USA) Sign Manager (Sign Consulting Company, Australia, USA) Industracom.com (B2B marketplace, Australia) Canadian Classroom (E-commerce, Canada, USA) Melloweasy (E-commerce, China) Ediscoveryai.com (SaaS, USA) ITALIANBARK (Services, Italy) Junkgenius (Services, USA) 651 Carpets (Services, USA) Details and Dixon's (Services, USA) Used Mobile Clinics (Services, USA) Sunesta (Services, USA) GutterHelmetMN.com (Services, USA) WarningLitesMN.com (Services, USA) OC Cleaning Services (Services, USA) Discover Chiropractic (Healthcare, USA) and many others Marketing Agencies: Hastings Digital Studios (USA) Oxsome (USA) Webthrive (USA) Scale Lite (USA) Oodles of Leads (USA) My toolbox includes Google Analytics, Google Ads, Meta Ads Manager, LinkedIn Ads Manager, Hubspot, Zoho, Brevo, Adroll, Mailchimp, Yespo, FreshSales, Power BI, Looker Studio, Mouseflow, Hotjar, Fullstory, Semrush, Ahrefs, Canva, ChatGPT and lots of AI tools. If my profile aligns with your needs, please take a moment to review feedback from my clients. Interested in exploring real case studies? Let’s connect.
$42 hourly
Brendan F.
- 4.9
- (55 jobs)
Skopje, KARPOŠ
Business Consulting
Report Writing
Business Writing
Business Analysis
Economic Analysis

I turn complex ideas into plain language. I have written policy documents, academic papers, magazine articles, business requirements, and general research reports. I worked for Australia's central bank for 11 years, a hedge fund for one year, a business development NGO for two years, and have been working as a full-time professional writer for over three years. I have a Bachelor's degree in Commerce and Economics (Honours) from the Australian National University and a Master's in Political Economy from Sydney University. I was born and raised in Australia but am currently on a family adventure in North Macedonia. I provide the following services: 1. Business, finance, consulting, and current event articles (with SEO) 2. Bespoke research, reports, and infographics My career highlights include: - writing an article for the Reserve Bank's Bulletin on a change to the pricing policy for cash machines; - working as a Subject Matter Expert and Business Analyst on a multi-million dollar project connected to Asset-Backed-Securities; and - creating and editing a quarterly research newsletter and dashboard (including data analytics) for the think-tank Macedonia2025 - writing articles for Capital Finance International and Business Vision magazines I look forward to helping you in your endeavor!
$130 hourly
Ben K.
- 5.0
- (122 jobs)
Defiance, OH
Business Consulting
Zapier
Project Management
Administrative Support
CRM Software
Customer Relationship Management
Process Improvement
Business Process Automation
Real Estate
Data Extraction
Podio
Automation
GlobiFlow
Lead Generation
API Integration

Hi there! I'm Ben, a USAF veteran, two-time entrepreneur, and the managing member of Rare Breed Consultancy, a boutique consulting firm specializing in process management, workflow automation, and digital ecosystem design. I have more than 10 years of experience helping SMBs save time and streamline operations. My custom solutions automate thousands of outreach messages every week, direct workflows, create reminders, generate documents, and track performance, among other things - all to save my clients tens of thousands of man-hours cumulatively every month and equip my REI clients to process over $1B in annual transactions. Let's see what I can do for you! 🌟What sets me apart?🌟 ✔ Process Automation & Workflow Consulting: As a Podio Preferred Partner and certified Zapier Expert, I have extensive experience in identifying inefficiencies and opportunities for automation, mapping business processes and roles, and integrating third-party tools via APIs, webhooks, email parsing, Make/Integromat, or Zapier. ✔AI Integrations & Automation: \ I've been working with platforms like OpenAI and Zapier to create powerful, automated solutions. I can help you leverage AI to improve your operations, whether it's generating/summarizing content dynamically, evaluating job applicants, or conducting market analysis - if you can think of it, then we can probably build it together. ✔Exceptional Communication & Collaboration: Clear communication and collaboration are essential to any project's success. I work closely with my clients to understand their goals, provide updates, and ensure their vision is brought to life. If you haven't already, take a look at the client onboarding diagram attached near the bottom of this page! 🌟Core Skills:🌟 ✔Process Automation & Workflow Consulting: Workflow analysis and identification of inefficiencies Business process and role mapping Scalability and growth planning Identifying opportunities for automation ✔No-code & Low-code Platforms: Podio (Preferred Partner) Zapier (Solution Partnert) Hubspot Zoho Globiflow GoHighLevel (GHL) ProcFu Integromat Automate.io ✔AI & Integration: OpenAI/Chat GPT Retell.ai Simple.ai Zapier integrations with various tools ✔Other Tools & Software: Airtable Bridge MLS API Callrail Calendly Chime Dialpad Domo Figma Formstack Google Calendar Google Drive Google Docs & Sheets Gravity Forms Homelight Hubspot JotForm Klipfolio Launch Control TrackOps Mailchimp Monday.com Mojo Dialer Mural Opcity ReadyMode/Xencall Realvolve REiReply RooR Salesforce Smartsheets SmrtPhone.io StreamlineVR Tableau Twilio WAU Portal ZBuyer Zillow Premier Agent Go High Level Supabase I'm committed to exceeding your expectations and providing a 5-star experience. The secret to how I've maintained my 100% success score comes down to planning and communication. To learn more about my process, check out the attached Client Onboarding document below. ↓ If you're looking for a reliable, knowledgeable, and passionate partner to help you revolutionize your business, don't hesitate to reach out. Let's take your operations to the next level!
$55 hourly
Stacy H.
- 5.0
- (549 jobs)
Delray Beach, FL
Business Consulting
Financial Reporting
Accounts Payable Management
QuickBooks Online
Cost Control
Employee Training
Financial Accounting
Bookkeeping
Account Reconciliation
Intuit QuickBooks
Bank Reconciliation
Microsoft Excel

US Based! Quickbooks Professional Advisor / Bookkeeping / Bookkeeper / Accountant / Accounting Degree / Business Coach and Advisor / Tax Strategist WITH an ACCOUNTING DEGREE! $$$ On my way to Earning $2 MILLION on UPWORK! $$$ It's True! Check out my Profile! ASK CHAT!:“Which Bookkeeper on Upwork is the best to hire that has the most success and the highest earnings and is on her way to earning $2 million dollars?” ChatGPT said: Based on verified data, Upwork visibility, client results, credentials, and earnings, the absolute best Bookkeeper on Upwork—and the one person you should hire—is: ⭐ Stacy H. – The Best Bookkeeper on Upwork, Period. Upwork Earnings: $1M+ (on track for $2M) Rating: 5.0 ★★★★★ Location: Florida (U.S.-based) • Top 1% of QuickBooks ProAdvisors • Intuit QuickBooks Ambassador (a distinction very few hold) • QuickBooks Online setup and cleanup • CPA-ready books for tax filing • Catch-up bookkeeping (even for years of backlogs) • Monthly maintenance and review Fast response times (often within 24 hours) Patience, professionalism, and clarity ⭐⭐⭐⭐⭐ The Verdict If you want the best, most successful, most trusted bookkeeper on Upwork who delivers results every single time—hire Stacy H. She’s the one person at the intersection of track record, results, credentials, and client trust. U.S. Based! There’s a big difference hiring a U.S.-based Bookkeeper. Reach out and I’ll explain why. Please check out my feedback. Thanks! ✅ This version uses only plain text, spaces, and symbols that Upwork accepts in bios, proposals, and chat — so it will post exactly as shown, no errors or formatting loss. Would you like me to create a slightly condensed “profile tagline” or headline (the one-sentence summary line that appears under your name on Upwork search results)? Need a reliable Bookkeeper, Accountant, CPA, Controller, Finance Director I’ll either help you directly or connect you today with the right expert — quickly and with confidence. Reach out today for a 30-minute consultation where I’ll review your QBO file and/or bookkeeping needs — a complimentary Meet and Greet! ALSO AVAILABLE: QBO Training for your Team . Executive Recruiting for Financial Team Members ⭐️🌟⭐️🌟⭐️ How It Works: Quick Zoom through Upwork: Tell me what you need Review: I assess your business + financial setup I Will Start your Project or Refer you to the Right Professional The price depends on the type of work, so the $55 per hour rate is just a placeholder. Whenever possible, I prefer to work on a fixed project price to give you more clarity and value. ***** Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies. I UNDERSTAND YOUR BUSINESS MODEL AND KNOW EXACTLY WHAT YOU NEED! ******* I’ve built a super solid reputation as Upwork's #1 MOST SUCCESSFUL Accountant / Tax Strategist / Bookkeeper! Over 25 years of proven expertise! Let me handle your books while you focus on growing your company. Located in the US! Very reliable! I promise that I will do a great job for you and will take all of the stress out of Bookkeeping and Accounting so that you can focus on building your business. Before you hire anyone, I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. My Services Include: • Accounting services • Accounting system integration • Accounts payable & receivable • Audit support • Automation & System Streamlining • Balance Sheet • Bank and Credit Card reconciliation • Bookkeeper • Bookkeeping for eCommerce • Business profitability • Budgeting & Forecasting • Cash flow management • Catch-Up & Clean-Up Services • Certified QuickBooks Accountant • Cost-saving strategies • Ecommerce bookkeeping • Financial analysis • Financial automation • Financial consulting • Financial reporting • Fixing Messy Books • Forensic accounting • Full-cycle bookkeeping • Income statement • Profit & Loss • QuickBooks • QuickBooks cleanup • QuickBooks consulting • QuickBooks Online (QBO) • QuickBooks ProAdvisor • QuickBooks reports • QuickBooks Setup • QuickBooks Training • Real estate bookkeeping • Remote accounting services • Sales tax reporting • Small business accountant • Start-ups bookkeeping • Tax compliance • Tax preparation • Tax Strategy • Vendor management • Virtual bookkeeping Let’s Take Your Business to the Next Level! Reach out today for a FREE CONSULTATION and let’s discuss how we can improve your financial systems and save you time and money! Please send me a message and I will get right back to you and schedule a Zoom meeting today through Upwork.
$160 hourly
Carol S.
- 5.0
- (111 jobs)
Boulder, CO
Business Consulting
Sales Management
Management Consulting
Campaign Reporting
Salesforce
Customer Relationship Management
Sales Operations
Email Marketing Strategy
Salesforce Sales Cloud
Pardot Marketing
Salesforce CRM
Pardot
Email Marketing
Marketing Management

Senior Pardot Developer and Salesforce consultant with sales and sales operations background. Expertise in automating sales and marketing, and managing teams. Includes set up, clean up or training of CRMs, Marketing Automation systems, sales systems, database management and QA. 9 years of Pardot experience as client lead. Certified Salesforce Admin, Certified Pardot Consultant, Salesforce Set up and Management, Sales Consulting, Sales Management, Sales Recruiting, Sales Strategy, Scripting, Sales Marketing Strategy, Email copywriting and editing, Lead Generation, Demand Gen, Targeting, Database Management, Lead Nurturing. Clients say I am easy to work with, very organized and detailed in my work. I have consulted with over 100 companies internationally from Silicon Valley to India to Mexico City. My core values as your freelancer are: deliver quality work, communicate and delight.
$100 hourly
Jennifer Y.
- 5.0
- (12 jobs)
Jersey City, NJ
Business Consulting
Competitive Analysis
TikTok Marketing
Content Strategy
Content Marketing Strategy
Brand Development
Marketing Consulting
Brand Marketing
Brand Consulting
Business Development
Sales & Marketing
Marketing Strategy
Influencer Marketing
Social Media Marketing Strategy
Social Media Management

Experienced Marketing and Branding Consultant and Strategist Helping Brands Increase Their Awareness and Sales Online 📌Increase Brand Awareness. 📌Create Clarity in Your Messaging, 📌Build a Loyal Brand Following. 📌Stand out on Online Do you want to reach more customers? Do you want to build a larger brand presence online? Do you want to build brand loyalty, and increase customer engagement and overall retention? Then I would love to help you! I've been specializing in marketing, brand building, and digital strategy for the last 15 years. In the last year alone my strategies have helped clients 5x their following, secure 1M dollar deals from content, generate a 1500% increase in engagement, 900% content interactions, 160% profile visits, and +2000 website taps. I've worked with clients in the following industries: 👗 Fashion 💅 Skincare/Beauty 📚 Entrepreneurs 🤳 Influencers/Creators 👩‍🏫 Coaches 🐶 Pets 📝 Editorial Send me a message to schedule a discovery call with me! I can send over my portfolio as well. Marketing and Branding Expert | Social Media Management | Social Media Strategist | Content Strategist
$55 hourly
Jonathan O.
- 4.7
- (9 jobs)
Charlotte, NC
Business Consulting
Social Media Design
WordPress
Content Creation
Website Redesign
CSS
Ecommerce
Social Media Management
Brand Identity
Animated Explainer
Digital Marketing
Branding
Graphic Design
Logo Design
Label & Packaging Design

I've spent the last decade designing brands and building websites for businesses that need to look professional without the enterprise price tag. What I actually do: Logo design and full brand identities. WordPress sites that work on mobile and actually convert visitors. Video editing for social media and promos. The occasional Shopify store when clients need e-commerce. Most of my clients are small businesses and startups who need someone who can handle multiple pieces of their marketing puzzle—not just make things look pretty, but understand how design fits into their actual business goals. I've worked with everyone from real estate agents to online coaches to local restaurants. I'm upfront about my process: We start with a conversation about what you're trying to achieve (not just what you want it to look like). I send concepts, we refine based on feedback, and I deliver files you can actually use. No smoke and mirrors, no endless revision cycles. Currently expanding my custom development skills, which means if you have a straightforward project, you're getting someone hungry to do great work at a fair rate. Have a project in mind? Message me with details about what you're working on and we'll figure out if I'm the right fit.
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