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
- (72 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
- (72 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.
$99 hourly
Adam K.
- 4.8
- (22 jobs)
Seattle, WA
Business Consulting
Hospitality & Tourism
Budget Management
Employee Training
Asset Management
Customer Experience
Management Consulting
Project Management
Business Operations
Strategic Plan

I help short-term rental and boutique hotel owners simplify operations, increase profit, and scale sustainably. With 25 years in luxury and independent hospitality, I bring hands-on expertise in systems, staffing, and strategy to help you grow efficiently and confidently. How I Help: • Operational Systems: Build lean, repeatable workflows and team structures that scale • Revenue & Margin Optimization: Unlock hidden profit through pricing, tech stack, and labor design • Guest Experience Design: Translate luxury-level hospitality into STR and hybrid models • Growth Strategy: Prepare for expansion, acquisition, or capital raise • Pre-Launch / Repositioning: Concept-to-opening support for new hotels or branded STR portfolios Who I Work With: • STR operators doing $500K–$10M+ in annual revenue • Boutique hotels modernizing systems or elevating guest experience • Owner-operators building regional brands • Hospitality tech founders needing real-world operational insight Why Clients Hire Me: • 25+ years in luxury hotels (Fairmont, St. Regis, and more) • Founder & CEO of Recreation Stays, a multi-market STR + hotel management company • Advisor to hospitality tech platforms, property funds, and boutique operators • Deep experience in both sides of the business, ownership and management Engagement Options: 🧭 Strategy Sprint (Most Popular): 4–6-week engagement to assess, prioritize, and create your growth roadmap 💼 Ongoing Advisory: Monthly retainer to support execution, team alignment, and accountability 📈 Project-Based Consulting: Focused deliverables — SOP design, P&L audit, pricing overhaul, or owner reporting setup Ready to professionalize your operation and grow profitably? Send me a message with a quick overview of your goals — I’ll reply personally and let you know if I can help. Note: I typically advise clients at $150–$200/hr but have temporarily reduced my rate on Upwork while opening to new projects and collaborations.
$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!
$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!
$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
- (66 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

Founders of fast-growing US and EU companies hire me when their business is scaling, but daily execution is falling apart. I build the rigid operational layer — OKRs, EOS frameworks, and AI workflows — so you can finally stop being the bottleneck. You're past the scrappy stage. The team is growing, the deals are coming — but somehow you're still the bottleneck. Priorities shift weekly. Your team waits for your input to move. You're spending Sundays firefighting instead of building. That's not a strategy problem. It's an operations problem. I'm Vasilii, an international Fractional COO with a Top Rated Plus track record on Upwork. I step into 7-figure startups and scaleups to build the operational architecture founders never had time to create: * Execution Rhythm: OKRs, weekly cadence, and clear ownership matrices. * Decision Systems: Autonomy in your org structure so the team moves fast without you in every meeting. * AI-Driven Operations: Identifying manual bottlenecks and integrating AI tools to cut overhead and speed up delivery. * Scalable Workflows: Processes that hold steady as you scale past 20, 50, or 100+ people. Why American and European founders trust me: * Western Management Standards: 95% of my portfolio consists of US, UK, and EU-based companies doing $500K–$5M. I operate entirely in your business culture and adapt to your time zones. * Proven ROI: Over $200K+ in verified earnings and a 100% Job Success Rate on this platform. Your investment is backed by real, audited execution. Engagement Options & Pricing: * Hourly Consultations: $99/hour Best for operational audits, short consultations, or ad-hoc tasks (under 5 hours/week). * Starter Fractional Package: $750/week (Up to 10 hours/week) Perfect for early-stage teams that need structured operational support and basic framework setup. * Scale Fractional Package: $1,250/week (Up to 20 hours/week) My most popular option. Designed for growing companies that need consistent operational leadership, execution tracking, and team management. Engagements are typically 3–6 months, part-time. No full-time overhead, no long onboarding — just rapid operational traction. If your company is doing $500K–$10M and you feel stuck in execution mode — let's talk. 👉 Click the "Invite to Job" button in the top right, and let’s schedule a brief 15-minute alignment call.
$125 hourly
Doug K.
- 4.9
- (271 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 ...
$175 hourly
Jed C.
- 5.0
- (128 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.
$93 hourly
Marina A.
- 4.8
- (62 jobs)
Houston, TX
Business Consulting
Product Marketing
Brand Positioning
Messaging Framework
LinkedIn Lead Generation
LinkedIn Marketing
Industry & Competitor Analysis
Website Audit
Competitive Analysis
Competitor Research
Marketing Plan
Marketing Strategy
Marketing Management
Market Research
Facebook Ads Manager

Hey, I’m Marina - a Top 1% Upwork Expert-Vetted Marketing Strategist (means personally interviewed and vetted by the Upwork team) with 11+ years of experience. I started my career at Fortune 100–500 companies, working with brands like Marlboro, IQOS, Adobe, Hard Rock Cafe, and Cirque du Soleil. Later, I transitioned into the startup world and have since launched and helped grow 59 SaaS and services startup, including 12 in AI. I specialize in helping early-stage and scaling companies develop products, launch to market, and grow through sharp, data-driven marketing and GTM strategy. My work typically includes: - Business audits & opportunity mapping - Competitor & market research - Positioning, messaging, ICP development & validation - Offer, pricing, and service/product development I also help founders land their first paying customers by building a functional, conversion-ready marketing funnel and all the assets needed for traction: - Funnel audit & CRO - Website/landing page build or redesign - Sales decks, lead magnets, ebooks - Ad assets (graphics, video, copy) - Cold email copy & multi-step cadences - SEO-optimized content, blogs, and website copy I oversee both paid and organic growth, optimize for conversion rate, and ensure CAC/LTV efficiency always aiming to increase revenue. Companies I have worked with in the past 3 years Include: AI Career Coach (AI SaaS, USA) Wise Agents (AI SaaS, USA) Prime Sync (AI Answering service, USA) SoTalkie (AI outreach service, USA) Wise Hosting (SaaS) Adobe (AI SaaS, USA) ClickGuard (SaaS, B2B, USA) BlinkPayroll (SaaS, B2B/B2C, USA) CrushTeam (SaaS, B2B, USA) SmartRoofing (AI SaaS, USA) PlotPulse (AI SaaS, USA) ItsRapid (AI SaaS, USA) Ediscoveryai (AI SaaS, USA) Revelate (SaaS, USA) Functionize (AI SaaS, USA) Sensor Tower (previously Data.ai) 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 (B2B marketplace, Australia) Canadian Classroom (E-commerce, Canada, USA) Melloweasy (E-commerce, China) ITALIANBARK (Services, Italy) LichenAir (D2C, USA) Home Service Companies: Junkgenius (Services, USA) 651 Carpets (Services, USA) Details and Dixon's (Services, USA) Used Mobile Clinics (Services, USA) Sunesta (Services, USA) GutterHelmetMN (Services, USA) WarningLitesMN (Services, USA) OC Cleaning Services (Services, USA) Discover Chiropractic (Healthcare, USA) Marketing Agencies: Hastings Digital Studios (USA) Oxsome (USA) Webthrive (USA) Scale Lite (USA) Oodles of Leads (USA) Stratosphere (USA) If my profile aligns with your needs, please take a moment to review feedback from my clients. Reach out, I will share relevant cases.
$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
- (125 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!
$75 hourly
Stacy H.
- 5.0
- (655 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 / Controller / Bookkeeping / Bookkeeper / Accountant / Accounting Degree / Business Coach and Advisor / Forensic Accountant / Tax Strategist / Fractional CFO WITH an ACCOUNTING DEGREE! $$$ On my way to Earning $2 MILLION on UPWORK! $$$ It's True! Check out my Profile! [Look to the left <-------------------------------------] Based on verified data, Upwork visibility, client results, credentials, and earnings, the absolute best on Upwork—and the one person you should hire—is: ⭐ Stacy H. – The Best Accountant 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) Fast response times (often within 24 hours) Patience, professionalism, and clarity ⭐⭐⭐⭐⭐ The Verdict If you want the best, most successful, most trusted person 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! Need a reliable Bookkeeper, Accountant, CPA, Controller, Finance Director, Tax Strategist, Forensic Accountant 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. 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 • Fractional CFO • 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
- (115 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.
$80 hourly
Ethan H.
- 5.0
- (43 jobs)
Sacramento, CA
Business Consulting
Job Posting
Employee Communications
Employee Engagement
Employee Training
Human Resources Compliance
Human Resources Consulting
Payroll Accounting
Management Consulting
Employee Relations
Employee Motivation
Human Resources Strategy
Human Resource Management
Employment Handbook
HR & Business Services

Hi, my name is Ethan. Thanks for looking at my profile! I pride myself in being a professional and knowledgeable consultant. I specialize in two main areas: HR consulting and payroll. Many of my clients are founders, organizations, and companies seeking to enhance their operations, develop plans, policies or procedures, and fill various interim roles. Among my past clients I have various startups, educational institutions, law firms, fitness centers, and small businesses in the United States, Canada, Mexico, the United Kingdom, France, Ukraine, and Japan. My finest clients are the ones with disruptive ideas and diverse backgrounds. I ask questions, do diligent research, and propose valid solutions. Not only do I consult Upwork clients, I also manage a consulting firm with offices in San Diego and Sacramento. Within my profile, I encourage you to read my “Professional Promise”, consulting portfolio, “Other Experiences” section, and skills. I look forward to hearing from you and assisting you in reaching business goals.
$40 hourly
Walter B.
- 4.9
- (15 jobs)
Greensboro, NC
Business Consulting
Brand Strategy
Scriptwriting
Outbound Call
Sales Strategy
Cold Calling
Sales & Marketing
B2C Marketing
Telemarketing
Outbound Sales
Lead Generation

Sales Consultant and Sales Manager with 10+ years of experience with working in B2B (Ecommerce, Software Sales and Coaching). Worked with enteprise solutions and softwares such as hubspot, Zoom, Salesforce, Apollo, linkedin sales navigator and other tools. I have a very focused and driven process and am open to startup, corporate and enterprise companies. Contact me for inquiries
$240 hourly
Sarah H.
- 5.0
- (114 jobs)
Philadelphia, PA
Business Consulting
Space Planning
Price Optimization
Communications
Hospitality
Hospitality & Tourism
Strategic Plan
Travel Planning
Process Improvement
Content Writing

| EXPERT AIRBNB ADVICE FOR A MATURING MARKET | Airbnb is now an industry where experience counts. I'll give you a high-performing Airbnb, or help you plan an exit strategy. I'm an Airbnb expert with more than 5,000 Airbnb Reviews and a 4.95 Star Airbnb rating. My clients beat averages because I know what it takes to make your property succeed - let's boost your bookings and revenue together! Keep reading for more details, or message me to learn how I can help. ⏳NOTE SPRING 2025: I will be on leave the last week of April through early May while my husband and I welcome the newest member of our family. I will be available to existing clients on a limited basis, and responding to new inquiries within a few days, but will not be available to start new projects until the 2nd week of May. As many northern hemisphere hosts are approaching peak season in saturated markets, I encourage clients interested in a consultation to reach out as soon as you're ready to schedule so we can reserve a time for our call. 🌐 **Are you seeing a drop in bookings?** You're not alone. The Airbnb market is packed with new listings while the economy is uncertain. I can help optimize your listings to outshine the competition. Not sure if vacation rentals still make sense? I can forecast your earnings and help you plan an exit strategy. 💰 Budget-Conscious Options for Existing Listings 1️⃣ Consulting Calls ($240/hour): You'll get targeted advice on how to get more bookings. *(1 hour)* 2️⃣ Pricing Analysis ($480-$720): Get a competitive pricing strategy in a detailed spreadsheet with data from your market. 3️⃣ Intensive Listing Checkup ($675): I'll analyze your listing and give you a detailed list of action items to increase bookings and earnings. 4️⃣ Strategy Report ($995): I'll create a comprehensive report for how to improve near-term earnings and long-term SEO strategies (this module combines elements of #2 and #3). 🚀 For New Listings 🎨 Listing Setup: Do it right the first time to start earning fast (includes content strategy, listing fields content, pricing research, and SEO optimization) 💼 The Result: A fully optimized, guest-ready Airbnb listing! 💵 The Cost: Most clients spend between 3-7 nights of rental income ($750-$1,500) for an expertly optimized Airbnb listing; always think of ROI this way with Airbnb expenses (not sure why? Let's do a call). 🔧 Additional Services 📜 Guest Message Templates: Unhappy with AI or Co-Host messaging? Save time, improve listing visibility and get better reviews with personalized message templates; $480-$960 depending on research needs. 🔍 Financial Analysis: Understand the financial dynamics of your listing, including realistic potential earnings - don't lose out by believing the estimates you get from tech companies (2-3hrs). 💼 Enterprise Consulting: From managing employees to leveraging automation services, I'll help you run your Airbnb business with lower stress and higher earnings. ❤️ No other pros have my knowledge and experience, and I'll help you unlock the true potential of your property. Not sure where to start? Send me a message and I'll be happy to help. I'm excited to work with you! Sarah
$90 hourly
JJ B.
- 5.0
- (12 jobs)
Las Vegas, NV
Business Consulting
Business Writing
QuickBooks Online
Fundraising
Bookkeeping
Budget Management
Financial Statement
Business Analysis
Financial Modeling

I am a highly accomplished and astute CFO with expertise in directing finance and operational management responsibilities within multimillion-dollar corporations. I am an analytical thinker with demonstrated success developing and executing sound financial strategy that creates growth, while at the same time increasing the operational efficiency of the Company. As such, I have been repeatedly promoted into senior leadership roles based on demonstrated success in developing and executing sound financial strategy and controls. I am a decisive leader with proven success maximizing revenue, creating cost savings, and identifying growth opportunities. I am skilled in developing budgets, financial models, variance tracking and other financial procedures that enable profitability goals to be achieved. Career Highlights: • Successful entrepreneur pioneering the launch and operation of two media advertising companies. • Successfully orchestrated the Initial Public Offering (IPO) for NBG Radio Network, Inc. • Instrumental in NBG Radio Network, Inc. being recognized as Portland Business Journal’s Top 100 Companies to work for in 2000 (#1). • Instrumental in GolfClubs.com, Inc. being recognized as Portland Business Journal’s fastest growing Company (#1) in Oregon in 2012. • Implemented a new production process at Matrix NV, LLC that increased production by over 200%. • Created a new pricing strategy at Precision Alchemy resulting in a gross margin increase of 22%. • Implemented policies and procedures at GolfClubs.com, Inc. that reduced inventory on hand by 50% while increasing sales by over 1,500%. • Successfully raised millions of dollars through debt, equity and traditional bank financing. Profit from my experience. Whether you are a start-up raising capital or a company looking to grow, my experience and expertise will accelerate your company success. If you want to take your company to the next level, contact me today.
$60 hourly
Anthoney P.
- 5.0
- (7 jobs)
Mississauga, ON
Business Consulting
Project Scheduling
Project Management
Management Consulting
Process Improvement
Project Management Professional
Business Process Modeling
Project Delivery
Agile Project Management
Project Plans

PMP and PMI-ACP certified and passionate Project Manager and have experience in several different industries: non-profit, government, aerospace, banking, supply chain, warehouse, marketing, and web and application development. My past projects include office moves, process mapping, grant applications reviews, scheduling, systems integration and testing, user testing and budget management.
$50 hourly
Hanna A.
- 4.7
- (8 jobs)
Waltham, MA
Business Consulting
US Taxation
Intuit Lacerte Tax
International Taxation
Wave Accounting
Payroll Accounting
Microsoft Excel
Certified Tax Preparer
Bookkeeping
Tax Preparation
Intuit QuickBooks

I have many years of broad experience in helping businesses and individuals all the way from business formation to tax return preparation. I have always worked in one team with CPAs and currently own my own accounting company. I am licensed IRS Enrolled Agent. My expertise includes: * Business formation and new business consulting (any US state) * Full charge bookkeeping * Accounting * Sales tax/excise tax (any US state) * Payroll management * Tax preparation (Forms 1120, 1120S, 1065, 1040, 1040NR) * Real Estate transactions * Nonresident tax complications, implementing of tax treaties * Experienced Quickbooks and Wave accountant My strategy is to provide comprehensive one-stop source of care for client's business. I focus on establishing long-term trustworthy relationships so that businessmen can promote their own business.
$125 hourly
Florian S.
- 5.0
- (6 jobs)
Berlin, BE
Business Consulting
Web Service
cPanel
Social Media Strategy
Startup Consulting
Hardware Troubleshooting
IT Management
Network Administration
Web Development
Network Engineering

Hi all, my name is Florian I’m a German born, English speaking IT specialist currently based in Western Australia. My main area of focus is working together with entrepreneurs and small businesses to improve and streamline their workflows and processes. I can be an asset for anyone seeking an IT savvy and enthusiastic external source of expertise. My recent work history includes but is not limited to: Network Administration for one of Germany's largest TV Channels Starting a New Zealand based hospitality & online business Project Manager in rural Western Australia for shareholder financed investment projects. Farm Network - infrastructure & IT Solutions Startup of a small business called kaarnasauna.com- a mobile Finnish wood fired Sauna in Margaret River W.A + Fully automated public Sauna in a converted 20ft sea container (to be released '24) Currently working for mainly Australia based clients.
$42 hourly
Vladimir A.
- 5.0
- (2 jobs)
Aleksandrovac, CENTRAL SERBIA
Business Consulting
Accounting Software
Business Operations
Sales Operations
Business Analysis
Finance & Accounting
Microsoft Power BI
WordPress
Microsoft Office
Microsoft Excel

Reliable, hardworking and flexible economist with considerable experience in finances, accounting and export-import (sales and logistics). Also skilled in microsoft excel, power bi and wordpress. Driven by the desire for constant self-improvement.
$90 hourly
Syed Asad R.
- 5.0
- (36 jobs)
Karachi, SD
Business Consulting
Xero
QuickBooks Online
Shopify
Financial Management
Financial Statement
Internal Auditing
Business Plan
Financial Analysis
Ecommerce
Finance
Strategy
Internal Control
Cash Flow Analysis
Financial Projection

As an experienced CFO Advisor, I specialize in providing expert financial guidance to businesses of all sizes, helping them to grow, optimize their finances, and achieve their goals. With a proven track record of success in driving business growth, I offer advisory services tailored to your unique needs, including financial planning and analysis, budgeting, forecasting, cash flow management, risk management, and more. I also have entrepreneurial experience in founding two companies. With extensive experience in finance and business operations, I bring a unique perspective to my work, understanding the financial implications of decisions and the operational and strategic factors that impact business success. Whether you're a startup seeking to raise capital, a mid-size company looking to expand, or an established enterprise seeking to optimize your finances, I can help you to navigate complex financial challenges and achieve your goals. Services offered: Virtual CFO Advisory Financial planning and analysis Budgeting and forecasting Cash flow management Risk management and mitigation Financial modeling and analysis Capital raising and financing strategy Experience: 14+ years of experience as a business and finance expert. Successfully advised firms in various industries, including technology, healthcare, e-commerce, manufacturing, etc. Proven track record of driving business growth and optimizing finances. Extensive experience in financial planning and analysis, budgeting, cash flow management, risk management, and more. Strong communication and presentation skills, with experience presenting to boards, investors, and other stakeholders. Detail-oriented and analytical, with a focus on data-driven decision-making. Education: Bachelor's degree in Accounting - Asia e University, Malaysia. Harvard Business School Online - CORe, Passed with Honors. Certifications: Chartered Institute of Management Accountants - United Kingdom. Certified Internal Auditor - Institute of Internal Auditors, USA.
$40 hourly
Amna M.
- 4.9
- (59 jobs)
Sialkot, PUNJAB
Business Consulting
L-1 Visa
SWOT Analysis
Executive Summary
Financial Modeling
Business Analysis
Business Strategy
Market Research
Pitch Deck
Startup Consulting
Financial Analysis
Business Plan Writing

With over 6 years of experience as a business plan writer and consultant, I specialize in crafting investor-ready business plans tailored to startups, visa applications (E2, EB2-NIW, L1), and loan funding proposals. I’ve written 250+ custom plans across diverse industries, helping entrepreneurs secure investment, win visa approvals, and launch with clarity. 💼 What I Deliver: ✅ Startup Business Plans – Structured for founders seeking funding or launching new ventures ✅ Visa Business Plans – Compliant and compelling plans for E2, EB2-NIW, L1, and other U.S. immigration categories ✅ Investor Business Plans – Persuasive proposals that meet investor/lender expectations ✅ Loan-Ready Plans – Aligned with SBA, commercial bank, and private funding requirements ✅ Pitch Decks & Executive Summaries – Concise, visual, and ready for presentations ✅ Financial Forecasting & Modeling – Multi-year projections with detailed revenue, cost, and cash flow breakdowns ✅ Market Research & Industry Analysis – Backed by real data and insights ✅ Go-To-Market Strategy & SWOT Analysis – Strategic planning that drives growth 📌 Why Work With Me? ✅ 100% customized plans (no templates) ✅ Attention to detail — one client at a time ✅ Clear structure, strong storytelling, and investor-ready formatting ✅ Timely delivery and open communication ✅ Proven success with startups, small businesses, and immigration professionals Whether you're applying for a U.S. business visa, pitching to angel investors, or seeking funding for your startup, I’m here to turn your vision into a strategic, results-driven business plan that gets noticed.
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