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

$65 hourly
Alek D.
- 5.0
- (76 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
- (58 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 9 years of experience creating & deploying retention strategies (generating over 20m in attributable revenue) unique to my clients' brands & customers. Some of my clients include: Linen + Cloth Forom Cassarokids Badger Nood Angela Caglia Alpyn Beauty 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? 👉 Shopify Brands 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝗱 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗳𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲𝘀 & 𝗮𝗽𝗽𝘀 - Klaviyo, Shopify, Attentive, PostPilot, Okendo, Loyalty Lion, Judge.me, Wholesale all-in-one, Mailchimp, Omnisend, Shuttle, Alia 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 Home Decor & Interior Design Children's Brands Furniture Home Goods / CPG Beauty Clothing CBD Sporting Goods Luxury, High AOV Goods Experienced in both D2C & B2B 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 On average, our clients see 30-40% of their revenue coming from Klaviyo and a 14.7x ROI on our services. 𝗜 𝗖𝗛𝗔𝗥𝗚𝗘 𝗔 𝗙𝗜𝗫𝗘𝗗 𝗣𝗥𝗜𝗖𝗘, 𝗡𝗢𝗧 𝗛𝗢𝗨𝗥𝗟𝗬. 𝗣𝗟𝗘𝗔𝗦𝗘 𝗕𝗢𝗢𝗞 𝗔 𝗖𝗔𝗟𝗟 𝗪𝗜𝗧𝗛 𝗠𝗘 𝗧𝗢 𝗗𝗜𝗦𝗖𝗨𝗦𝗦 𝗙𝗨𝗥𝗧𝗛𝗘𝗥. Talk soon! Hannah
$180 hourly
Juliane P.
- 5.0
- (17 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
Some decisions can't be solved by thinking harder. Some blockages don't show up in the strategy deck. Some leadership challenges begin where consulting ends. I work at the intersection of business strategy, leadership development and transformational depth — with 15+ years of hands-on experience in consulting, project management, branding and organizational development. I bring what most advisors don't: the precision of a seasoned business consultant & the perception of someone who sees what's underneath. I work with founders, executives and business owners who are navigating real turning points — not just optimizing what already works. My clients come to me when: • a critical decision won't settle, despite all the analysis • something keeps blocking, and no one can name what it is • growth requires them to change, not just their strategy • they're ready for depth, not just advice I work selectively and with full presence. Not for everyone — for the right ones. If you're reading this and something resonates — reach out. I'll tell you directly whether I can help. BSc Environmental Management · MA Social Entrepreneurship · MA Human Resources & Employment Law ISO 17024 Certified · digital & remote

$65 hourly
Alek D.
- 5.0
- (76 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
- (58 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 9 years of experience creating & deploying retention strategies (generating over 20m in attributable revenue) unique to my clients' brands & customers. Some of my clients include: Linen + Cloth Forom Cassarokids Badger Nood Angela Caglia Alpyn Beauty 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? 👉 Shopify Brands 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝗱 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗳𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲𝘀 & 𝗮𝗽𝗽𝘀 - Klaviyo, Shopify, Attentive, PostPilot, Okendo, Loyalty Lion, Judge.me, Wholesale all-in-one, Mailchimp, Omnisend, Shuttle, Alia 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 Home Decor & Interior Design Children's Brands Furniture Home Goods / CPG Beauty Clothing CBD Sporting Goods Luxury, High AOV Goods Experienced in both D2C & B2B 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 On average, our clients see 30-40% of their revenue coming from Klaviyo and a 14.7x ROI on our services. 𝗜 𝗖𝗛𝗔𝗥𝗚𝗘 𝗔 𝗙𝗜𝗫𝗘𝗗 𝗣𝗥𝗜𝗖𝗘, 𝗡𝗢𝗧 𝗛𝗢𝗨𝗥𝗟𝗬. 𝗣𝗟𝗘𝗔𝗦𝗘 𝗕𝗢𝗢𝗞 𝗔 𝗖𝗔𝗟𝗟 𝗪𝗜𝗧𝗛 𝗠𝗘 𝗧𝗢 𝗗𝗜𝗦𝗖𝗨𝗦𝗦 𝗙𝗨𝗥𝗧𝗛𝗘𝗥. Talk soon! Hannah
$180 hourly
Juliane P.
- 5.0
- (17 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
Some decisions can't be solved by thinking harder. Some blockages don't show up in the strategy deck. Some leadership challenges begin where consulting ends. I work at the intersection of business strategy, leadership development and transformational depth — with 15+ years of hands-on experience in consulting, project management, branding and organizational development. I bring what most advisors don't: the precision of a seasoned business consultant & the perception of someone who sees what's underneath. I work with founders, executives and business owners who are navigating real turning points — not just optimizing what already works. My clients come to me when: • a critical decision won't settle, despite all the analysis • something keeps blocking, and no one can name what it is • growth requires them to change, not just their strategy • they're ready for depth, not just advice I work selectively and with full presence. Not for everyone — for the right ones. If you're reading this and something resonates — reach out. I'll tell you directly whether I can help. BSc Environmental Management · MA Social Entrepreneurship · MA Human Resources & Employment Law ISO 17024 Certified · digital & remote
$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
Most engagements start with a 10–14 day Stabilisation Sprint (fixed scope). I install clear ownership (roles/RACI), a KPI scorecard, and a weekly operating cadence so your remote team delivers, and it takes this off your plate. After the sprint, I can stay on 1 day/week (or 8–10h/week) to run the cadence (scorecard → priorities → follow-ups), keep reporting clean, and remove bottlenecks. ✅ What you get by Day 14 (live + adopted): • 1 KPI scorecard (owners, definitions, targets) • 1 weekly cadence (agenda + action log + follow-ups) • 1 lightweight roles/RACI map (handoffs + escalation) • 2–3 critical SOPs implemented for daily use Proof: • +9% net profit improvement (Keen Holdings) • Turnover growth €2M → €7M (Al Grosso) • ISO 9001/14001 + EOS-like cadence; saved 15h/week • Finance toolkit used by 10+ SMEs; ~€5K/month untracked spend removed • Additional credibility: Accepted into independent consultant networks (Catalant, BTG). Here’s what I offer: • KPI scorecards + reporting ownership (incl. Sales + Backend KPIs when needed) • Weekly operating cadence (scorecard review, priorities, accountability) • SOPs, process maps, and roles/RACI (handoffs + escalation) • Tooling oversight (Microsoft 365 / Asana / Slack / Google Sheets) - I define specs and QA delivery with your implementers Selected work: 1. Keen Holdings (UK) — Fractional COO +9% net profit improvement through process work and execution discipline. 2. Al Grosso — COO/CFO Helped grow annual turnover from €2M to €7M over two years. 3. ISO + SOP systems Set up ISO 9001/14001, SOPs, KPIs, and an EOS-like weekly cadence; saved 15 hours/week. Who I work with: • Founder-led teams that need clear ownership and predictable execution • Ops-heavy businesses where delivery or follow-through is messy • Teams that want simple cadence, real KPIs, and less micromanagement • Importers, distributors, and FMCG/product businesses that need sourcing-to-shelf control Secondary track (when relevant): For importers, distributors, and FMCG/product businesses, I can also set up the sourcing → QC → landed cost → logistics → inventory → retail-readiness process, so launches and replenishment stay predictable. When needed, I also support supplier screening, negotiation prep, and margin-risk controls. Message me on Upwork, and we’ll set a short call to confirm scope and the best first sprint.
$150 hourly
Kerra C.
- 4.9
- (85 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! 🚀
$95 hourly
Jacob F.
- 5.0
- (1 job)
New York, NY
Business Consulting
Task Coordination
Operations Management Software
Automation
Project Plans
Change Management
Business Process Modeling
Digital Project Management
Project Management Software
Project Management Office
Business Operations
Process Documentation
Process Improvement
Business Process Automation
Project Workflows
Project Management
I come into organizations with broken, fragmented, or undocumented workflows, design the system that fixes them, build it, and write the documentation so it holds up after I'm gone. At the James Beard Foundation I introduced Monday and built the entire organization's board infrastructure from scratch — 50+ boards spanning every department and program. WHAT I DO Process design and documentation. I map how work actually moves through a team, find where it stalls, and write it down in a form people will use — lead times, ownership, handoff rules, approval routing. In my experience the software is rarely the real problem. More often the process was never written down and a few people are carrying it in their heads. At JBF I documented a production workflow that had never existed on paper, and it's now the reference every project runs against. Monday implementation and architecture. I introduced Monday to JBF and built the whole thing myself — 50+ boards covering the awards program, a national tour, the gala, development, partnerships, institute programs, and internal operations. Board structure, status flows, cross-board dependencies, automations, templates, permissions, dashboards. I also build the templates and working norms around the system, which is usually what determines whether anyone is still using it a year later. PMO setup. Intake, prioritization, project templates, meeting cadence, timeline discipline, postmortems, and reporting for leadership. Internal tooling and automation. When the fix is a piece of software, I build it. I've built a set of browser-based tools for my own team — a production timeline calculator, a work-distribution visualizer, a file compression tool that runs locally, an automated staff directory scraper — all running under one internal platform with no installs and no backend. I also rebuilt a complex financial costing workbook into a full browser-based application used by restaurant operators. HOW I WORK I have 7+ years of project management experience across nonprofits, agencies, a game studio, and a manufacturer. I do the mapping, the build, and the documentation, and I train whoever owns it after I leave. I'd rather hand something off cleanly than stay on indefinitely. Common starting points: a workflow audit and process map, a Monday build, cleaning up a Monday account that's gotten out of hand, a documentation sprint, or a scoped internal tool. I'm available 10-20 hours a week, fully remote. I work best with professional services firms, agencies, founder-led businesses, and nonprofits somewhere between 20 and 60 people. Send me a description of what isn't working and I'll give you my read on it before you spend anything.
$35 hourly
Jenelyn S.
- 5.0
- (8 jobs)
Malabon, NCR
Business Consulting
Process Documentation
Process Design
Business Analysis
Marketing Automation
Sales Funnel
HighLevel
Customer Onboarding
Lead Management
Customer Relationship Management
CRM Automation
Strategic Planning
Team Management
Process Improvement
Business Operations
Project Management
Business Process Automation
Automated Workflow
ClickUp
🚀 Is your business growing faster than your systems can handle? If you're dealing with missed deadlines, inconsistent processes, team confusion, manual work, disconnected tools, or operational bottlenecks, you're not alone. Most businesses don't have a people problem, they have a SYSTEMS problem. I help founders, agencies, coaches, consultants, and service-based businesses build scalable operational systems that improve efficiency, accountability, and visibility so they can focus on growth instead of managing day-to-day chaos. As a Business Systems Architect, Operations Manager, ClickUp Expert, and GoHighLevel Specialist with 8+ years of experience, I help businesses streamline operations, automate workflows, document SOPs, optimize processes, and build systems that support long-term growth. I specialize in ClickUp, Asana, Notion, Airtable, Monday, Trello, GoHighLevel (GHL), Zapier, Make, CRM systems, project management, workflow automation, and business operations. ━━━━━━━━━━━━━━━━━━━━━━ ✅ HOW I HELP ━━━━━━━━━━━━━━━━━━━━━━ 🔹 Business Operations & Systems ✔ Operations Management ✔ Business Systems Architecture ✔ Workflow Optimization ✔ Process Improvement ✔ SOP Development & Documentation ✔ Team Accountability Systems ✔ Project Management Systems ✔ Operational Audits ✔ Fractional COO & OBM Support 🔹 ClickUp, Asana, Notion, Airtable, Monday & Trello ✔ Workspace Setup & Optimization ✔ CRM & Pipeline Management ✔ Dashboards & Reporting ✔ Workflow Automations ✔ Team & Project Management ✔ Client Onboarding Systems ✔ Forms & Request Management ✔ Custom Workflows & Process Design ✔ Platform Migration ✔ Team Training & Transition Support 🔹 GoHighLevel (GHL) & Automation ✔ CRM Setup & Optimization ✔ Sales Funnels & Landing Pages ✔ Email Marketing & Automations ✔ Lead Management Systems ✔ Workflow Automation ✔ Zapier & Make Integrations ✔ AI & No-Code Solutions ━━━━━━━━━━━━━━━━━━━━━━ 📈 RESULTS YOU CAN EXPECT ━━━━━━━━━━━━━━━━━━━━━━ ✔ Clear visibility across projects, clients, and operations ✔ Improved team accountability ✔ Faster client onboarding ✔ Reduced manual work through automation ✔ Centralized business operations ✔ Documented and repeatable processes ✔ Increased operational efficiency ✔ Systems designed to scale with your business ━━━━━━━━━━━━━━━━━━━━━━ 🔍 MY PROCESS ━━━━━━━━━━━━━━━━━━━━━━ 1️⃣ Business Audit & Discovery I don't start with software—I start by understanding your business, goals, processes, bottlenecks, and team workflows. 2️⃣ Systems Architecture & Process Mapping I identify gaps, inefficiencies, and opportunities, then create a scalable operational blueprint. 3️⃣ Build, Optimize & Automate I implement or improve your ClickUp, Asana, Notion, Airtable, Monday, Trello, GoHighLevel, CRM, dashboards, SOPs, and automations. 4️⃣ Migration & Implementation If you're switching platforms, I ensure a seamless migration with minimal disruption. 5️⃣ Training & Continuous Improvement Your team receives documentation, SOPs, and training to ensure successful adoption and long-term success. ━━━━━━━━━━━━━━━━━━━━━━ ⭐ WHY WORK WITH ME? ━━━━━━━━━━━━━━━━━━━━━━ I don't just set up software. I build systems that help businesses operate more efficiently, improve accountability, reduce manual work, and scale with confidence. Every recommendation is based on your business goals—not just the tool you're using. ━━━━━━━━━━━━━━━━━━━━━━ 📩 READY TO STREAMLINE YOUR OPERATIONS? ━━━━━━━━━━━━━━━━━━━━━━ Step 1: Send me a message on Upwork. Step 2: Book a FREE Discovery Call so we can discuss your goals, challenges, and operational needs. Step 3: Receive a customized action plan and implementation strategy aligned with your business. Let's build the systems, workflows, and automations your business needs to scale with confidence.
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