Business Development Consultant Job Description Template

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Business Development Representative Job Description Template

A business development representative (BDR) is an integral part of a company's sales team, responsible for generating new business opportunities and qualifying leads to grow the company's client base. BDRs focus on lead generation, outreach, and cold calls to connect with potential customers. Their work supports account executives and the broader sales team, helping to fill the sales pipeline with qualified leads.

A successful BDR bridges the gap between marketing campaigns and actual sales efforts by ensuring that every lead is properly nurtured and aligned with the company's sales goals. BDRs are valuable assets for creating long-lasting business relationships and driving business growth.

Use this business development representative job description template to attract talented candidates who have the communication skills, negotiation skills, and drive necessary to help your company grow. If you're seeking to find experienced BDRs, platforms like Upwork can connect you with qualified professionals.

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Job Overview

We are looking to hire a proactive business development representative (BDR) to support our sales team by identifying and qualifying leads, initiating cold calls, and managing inbound leads. The BDR will be responsible for sourcing potential clients through a mix of outbound strategies, including social selling via platforms like LinkedIn and CRM automation. You will act as the first point of contact for potential customers, helping to establish relationships and drive new business opportunities for the company.

The role also involves market research to stay up-to-date on market trends and competitors, enabling BDRs to better position the company's products during outreach. The ideal candidate will possess strong interpersonal skills and the ability to juggle multiple conversations simultaneously. As part of a fast-paced environment, the BDR will collaborate closely with both the sales team and the marketing team to ensure that all leads are effectively nurtured through the sales pipeline.

This is an excellent role for someone looking to build a career in sales and gain valuable experience in business development, lead generation, and customer relationship management.

Key Responsibilities

As a business development representative, you will be responsible for:

Lead generation. Research, identify, and connect with potential clients using a mix of outbound tactics like cold calls, social selling, and emails.
Qualifying leads. Assess potential customers to align them with the company's ideal client profile before handing them off to an account executive for further engagement.
CRM management. Update and maintain accurate data in the company's CRM software, including Salesforce, to track interactions and monitor lead generation progress.
Market research. Stay updated on market trends, competitors, and customer pain points to better position the company's products during outreach and social media efforts.
Team collaboration. Work closely with sales reps, account executives, and the marketing team to align lead-generation efforts with marketing campaigns and overall sales strategies.
Sales pipeline management. Transition qualified leads into the sales pipeline for further engagement by the sales team.
Follow-ups. Conduct timely follow-ups with inbound and outbound leads to move them through the sales pipeline for ongoing engagement.
Tracking metrics. Monitor sales metrics and performance data to meet monthly and quarterly quotas. Use data to analyze the effectiveness of outreach strategies and improve overall performance.

Qualifications and Skills

To be considered for the role of business development representative, candidates should meet the following criteria:

Education. A bachelor's degree in business, marketing, or a related field.
Experience. 1-3 years of experience in a sales development or business development role, ideally in a B2B setting. Experience in lead generation for SaaS or tech companies is a plus.
CRM tools. Proficiency in CRM software like Salesforce to track leads, manage interactions, and maintain an organized sales pipeline.
Communication skills. Excellent verbal and written communication skills, with an emphasis on building rapport and relationship management. Must be able to convey complex ideas in simple terms to potential customers.
Sales process. Familiarity with the sales process from prospecting to closing and an understanding of key lead qualification criteria.
Time management. Strong organizational and time management skills, with the ability to handle multiple tasks, manage cold calls, and follow up on leads in a timely manner.
Negotiation skills. Strong negotiation skills to guide potential clients through the early stages of the sales process.
Interpersonal skills. The ability to build relationships quickly and collaborate effectively with stakeholders both inside and outside the company.

About Our Company

[Company Name] is an industry-leading [Industry] company committed to driving business growth through innovative solutions and strong client relationships. We believe that our sales team is the backbone of our success, and we work hard to cultivate a culture of collaboration, growth, and excellence. Our team is passionate about building strong relationships with potential customers and delivering exceptional value at every stage of the customer journey.

By joining our team, you'll have the opportunity to grow your career, work with talented professionals, and contribute to our company's long-term success.

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What does a business development representative do?

A business development representative (BDR) identifies and qualifies new leads to drive new business opportunities. They are potential customers' initial point of contact and play a key role in generating leads for the company's sales team. BDRs typically use a combination of cold calls, emails, social media outreach, and CRM automation to engage with prospects and qualify them based on the company's target market.

Once a lead is qualified, the BDR passes it to an account executive for further engagement and closing. A business development representative focuses on the lead generation and qualification stages of the sales process and fills the sales pipeline with potential clients.

Business development representative duties and responsibilities

A business development representative drives a company's growth by generating new leads and qualifying them for further engagement by the sales team. Their duties include:

Lead generation. Sourcing potential clients through outbound efforts such as cold calls, emails, and social media outreach.
Qualifying leads. Evaluating leads to determine if they align with the company's target customer profile before passing them to an account executive.
CRM management. Entering data into CRM software like Salesforce to track interactions and keep an updated record of prospects and sales pipeline activities.
Follow-up. Engaging with inbound and outbound leads through follow-up calls and emails to maintain engagement and move prospects through the sales process.
Collaboration. Collaborating with the sales team and marketing team to ensure that all leads are effectively nurtured and aligned with the company's sales strategies.
Market research. Conducting research on market trends and competitors to better position the company's products during outreach.
Metrics tracking. Monitoring metrics such as the number of leads generated, response rates, and conversion rates to meet quotas and improve performance.

How to write a business development representative job description

Writing a compelling business development representative job description is important to attract top talent. Here's how to craft an effective job description:

Start with the job title. Use "Business Development Representative" or "BDR" as the job title to clearly define the role.
Create a concise overview. Summarize the BDR role, focusing on how it fits into the overall sales process and the company's growth strategy.
List key responsibilities. Highlight essential responsibilities such as lead generation, qualifying leads, and managing the CRM system.
Specify qualifications. Include relevant qualifications, such as a bachelor's degree, proficiency in CRM software, and years of experience in a similar role.
Include company details. Provide an overview of your company's mission and culture to attract candidates who align with your company's values.

FAQ about business development representatives

1. What is the typical business development representative salary?

According to Glassdoor, the salary of a business development representative typically ranges from $65,000 to $106,000 per year, depending on experience, industry, and location. These estimates include performance-based commissions and bonuses, for which many BDRs are also eligible.

2. What qualifications are required for a business development representative?

A BDR typically requires a bachelor's degree in business, marketing, or a related field. Experience in sales or lead generation is preferred, and proficiency with CRM software like Salesforce is important.

3. What skills are important for a business development representative?

Important skills include strong communication skills, proficiency in CRM tools, time management skills, and the ability to build relationships with potential clients. Negotiation skills and experience with cold calls are also valuable.

4. How do business development representatives contribute to sales growth?

BDRs contribute to sales growth by generating new business opportunities through lead generation and qualifying leads. By passing qualified leads to the sales team, they keep the pipeline full of high-potential prospects, helping the company meet its revenue goals.

5. What are the differences between a BDR and an SDR?

While both BDRs and sales development representatives (SDRs) are responsible for lead generation, BDRs typically focus on outbound efforts such as cold calls, while SDRs may work with both inbound and outbound leads. Both roles work closely with account executives and the broader sales team.

Hire business development representatives on Upwork

Looking for a skilled business development representative to drive lead generation and help your company grow? Post a job on Upwork and connect with experienced professionals who can help you build relationships, generate leads, and fill your sales pipeline with qualified prospects.

Business Development Consultant Hiring Resources

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Business Development Consultants you can meet on Upwork

$50 hourly
Muhammad S.
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I’m a Salesforce & AI Solutions Architect with 8 Salesforce certifications and 5+ years of hands-on experience designing scalable CRM, fintech, and AI-powered automation systems. I specialize in combining Salesforce, Data Engineering, and AI to build intelligent systems that don’t just store data. They drive decisions. 🤖 AI & Intelligent Automation Expertise I design and implement AI-powered solutions inside and outside Salesforce, including: • GPT / LLM integrations (OpenAI, Gemini, Claude, Perplexity) • Salesforce Agentforce & AI Agents • AI-driven Opportunity insights & forecasting • AI-powered Case routing & summarization • Automated document analysis & PDF intelligence • Revenue anomaly detection (ARR/MRR analytics) • AI chatbots for Communities & Websites • Predictive lead scoring models • Stripe + subscription intelligence systems • Natural language to dashboard/report generation I help companies move from static dashboards to intelligent decision systems. 🧠 Advanced Salesforce Development ✔ Apex (Triggers, Batch, Queueable, Schedulable) ✔ Lightning Web Components (LWC) ✔ Visualforce (PDF generation, document automation) ✔ Flow & Process Automation ✔ Platform Events & Async Architecture ✔ API Integrations (REST/SOAP) ✔ Custom Metadata & Scalable Architecture ✔ Governor-limit optimized, bulk-safe code I follow clean architecture principles, maintain high test coverage, and ensure scalable design patterns. ☁ Salesforce Cloud Expertise • Sales Cloud • Service Cloud • Experience Cloud • Field Service Lightning (FSL) • Marketing Cloud & Pardot • Nonprofit Cloud • Financial Services Cloud • Health Cloud 💳 Fintech & Payment Integrations Strong experience integrating Salesforce with: Stripe (Subscriptions, Webhooks, Billing Automation) Payrix / Rainforest QuickBooks SAP DocuSign / AdobeSign Twilio Marketo Jira Slack Mailchimp WordPress SharePoint I’ve built real-time subscription sync engines, invoice automation, payment reconciliation systems, and ARR/MRR tracking models. 📊 Data Engineering & Revenue Intelligence Beyond Salesforce, I work heavily in: • BigQuery • PostgreSQL • dbt (medallion architecture) • Fivetran / Stitch / Segment • Reverse ETL • Revenue modeling (ARR, MRR, TCV, churn) • Automated snapshot comparisons • Subscription normalization models If your Salesforce data isn’t aligned with Finance. I fix that. 🔄 End-to-End Services Salesforce Development Custom apps API integrations Advanced automation AI-enhanced CRM workflows Performance optimization Salesforce Administration Security & role design Validation rules Approval processes Page layout optimization Automation cleanup Data Migration & System Modernization Legacy CRM migration ETL design Data cleansing Schema optimization 🎯 Why Clients Work With Me • I think like an architect, not just a developer • I combine CRM + AI + Data (rare skill combination) • I build long-term scalable systems • I care about business impact, not just technical delivery • Clear communication & structured delivery 💡 Recent Types of Projects AI-powered revenue forecasting system Stripe to Salesforce real-time sync engine ARR movement tracking automation Intelligent case management with LLM summarization AI university-matching platform Salesforce-triggered fintech automation pipelines
$50 hourly
Jeffrey L S.
- 5.0
- (2 jobs)
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Business Development Consultants
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Information technology professional with 20 years extensive background in computer repair, maintenance, software application development, web application development, AWS architecture, Network engineering, data analysis, business process analysis, and management. Flexible and focused, with strong analytical and problem-solving abilities. Additionally, have experience in information technology leadership and management. Capabilities include:  Information technology leadership and management experience  Experienced in managing in the technology field and the business field  Software development (VB6, VB.NET, C++, Java, C#, Objective C, Python, React)  Computer system installation, maintenance, and troubleshooting. Application troubleshooting.  Customer service and technical, phone support and on-site field support  HTML / XML / ASP / ASP.NET / PHP / Java Script / CSS / Json /Typescript /Yaml / jQuery  Word / Excel / Outlook / Access / FrontPage / Dream Weaver  Windows all versions. Mac OS all versions.  SQL Server All versions. MySQL and PostgresSQL  Windows server all versions. IIS all versions  Network Administration  Business / Data Analysis/ Information Systems  Have tortured Many students in the IT area.
$40 hourly
Gourav G.
- 4.9
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Certified Salesforce Developer with 6,000+ Hours & $100K+ Earned on Upwork Hi, I'm Gourav, a Salesforce Certified Developer, Administrator, and App Builder with deep expertise in designing, customizing, and integrating Salesforce solutions for enterprise clients. I specialize in: ✅ Classic to Lightning Migrations ✅ Flow Builder & Process Automation ✅ REST/SOAP API Integrations ✅ Field Service Lightning ✅ Visualforce & Apex Development ✅ Third-Party App Integrations (Slack, Stripe, PayPal, Tipalti, etc.) 🛡 Why Choose Me? ● 100% Job Success | Top Rated ● 7,000+ Hours Worked | $100k+ Earned ● Trusted by healthcare, fintech & SaaS clients Let's connect to discuss your Salesforce challenges and solve them together.

$50 hourly
Muhammad S.
- 4.9
- (32 jobs)
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I’m a Salesforce & AI Solutions Architect with 8 Salesforce certifications and 5+ years of hands-on experience designing scalable CRM, fintech, and AI-powered automation systems. I specialize in combining Salesforce, Data Engineering, and AI to build intelligent systems that don’t just store data. They drive decisions. 🤖 AI & Intelligent Automation Expertise I design and implement AI-powered solutions inside and outside Salesforce, including: • GPT / LLM integrations (OpenAI, Gemini, Claude, Perplexity) • Salesforce Agentforce & AI Agents • AI-driven Opportunity insights & forecasting • AI-powered Case routing & summarization • Automated document analysis & PDF intelligence • Revenue anomaly detection (ARR/MRR analytics) • AI chatbots for Communities & Websites • Predictive lead scoring models • Stripe + subscription intelligence systems • Natural language to dashboard/report generation I help companies move from static dashboards to intelligent decision systems. 🧠 Advanced Salesforce Development ✔ Apex (Triggers, Batch, Queueable, Schedulable) ✔ Lightning Web Components (LWC) ✔ Visualforce (PDF generation, document automation) ✔ Flow & Process Automation ✔ Platform Events & Async Architecture ✔ API Integrations (REST/SOAP) ✔ Custom Metadata & Scalable Architecture ✔ Governor-limit optimized, bulk-safe code I follow clean architecture principles, maintain high test coverage, and ensure scalable design patterns. ☁ Salesforce Cloud Expertise • Sales Cloud • Service Cloud • Experience Cloud • Field Service Lightning (FSL) • Marketing Cloud & Pardot • Nonprofit Cloud • Financial Services Cloud • Health Cloud 💳 Fintech & Payment Integrations Strong experience integrating Salesforce with: Stripe (Subscriptions, Webhooks, Billing Automation) Payrix / Rainforest QuickBooks SAP DocuSign / AdobeSign Twilio Marketo Jira Slack Mailchimp WordPress SharePoint I’ve built real-time subscription sync engines, invoice automation, payment reconciliation systems, and ARR/MRR tracking models. 📊 Data Engineering & Revenue Intelligence Beyond Salesforce, I work heavily in: • BigQuery • PostgreSQL • dbt (medallion architecture) • Fivetran / Stitch / Segment • Reverse ETL • Revenue modeling (ARR, MRR, TCV, churn) • Automated snapshot comparisons • Subscription normalization models If your Salesforce data isn’t aligned with Finance. I fix that. 🔄 End-to-End Services Salesforce Development Custom apps API integrations Advanced automation AI-enhanced CRM workflows Performance optimization Salesforce Administration Security & role design Validation rules Approval processes Page layout optimization Automation cleanup Data Migration & System Modernization Legacy CRM migration ETL design Data cleansing Schema optimization 🎯 Why Clients Work With Me • I think like an architect, not just a developer • I combine CRM + AI + Data (rare skill combination) • I build long-term scalable systems • I care about business impact, not just technical delivery • Clear communication & structured delivery 💡 Recent Types of Projects AI-powered revenue forecasting system Stripe to Salesforce real-time sync engine ARR movement tracking automation Intelligent case management with LLM summarization AI university-matching platform Salesforce-triggered fintech automation pipelines
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Jeffrey L S.
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Information technology professional with 20 years extensive background in computer repair, maintenance, software application development, web application development, AWS architecture, Network engineering, data analysis, business process analysis, and management. Flexible and focused, with strong analytical and problem-solving abilities. Additionally, have experience in information technology leadership and management. Capabilities include:  Information technology leadership and management experience  Experienced in managing in the technology field and the business field  Software development (VB6, VB.NET, C++, Java, C#, Objective C, Python, React)  Computer system installation, maintenance, and troubleshooting. Application troubleshooting.  Customer service and technical, phone support and on-site field support  HTML / XML / ASP / ASP.NET / PHP / Java Script / CSS / Json /Typescript /Yaml / jQuery  Word / Excel / Outlook / Access / FrontPage / Dream Weaver  Windows all versions. Mac OS all versions.  SQL Server All versions. MySQL and PostgresSQL  Windows server all versions. IIS all versions  Network Administration  Business / Data Analysis/ Information Systems  Have tortured Many students in the IT area.
$40 hourly
Gourav G.
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- (43 jobs)
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Dashboard
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Apex
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Certified Salesforce Developer with 6,000+ Hours & $100K+ Earned on Upwork Hi, I'm Gourav, a Salesforce Certified Developer, Administrator, and App Builder with deep expertise in designing, customizing, and integrating Salesforce solutions for enterprise clients. I specialize in: ✅ Classic to Lightning Migrations ✅ Flow Builder & Process Automation ✅ REST/SOAP API Integrations ✅ Field Service Lightning ✅ Visualforce & Apex Development ✅ Third-Party App Integrations (Slack, Stripe, PayPal, Tipalti, etc.) 🛡 Why Choose Me? ● 100% Job Success | Top Rated ● 7,000+ Hours Worked | $100k+ Earned ● Trusted by healthcare, fintech & SaaS clients Let's connect to discuss your Salesforce challenges and solve them together.
$60 hourly
Waseem S.
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✨ My name is Waseem Saeed. I am a data professional with over 13 years of experience in automating data-driven reports, data extraction, data cleansing, data transformations, data visualizations, and data application development. Tell me your goals, and I will turn them into technical reality. Why I'm a good fit❓ ⚡Over 13 years of experience ⚡TOP-RATED ⚡𝟏𝟎𝟎% Job Success Score ⚡500+ Reports/Visualizations Delivered for 20+ different industries ⚡120+ Satisfied Clients Worldwide ⚡150+ Projects Completed ⚡Always up for Challenges ⚡Honest, Energetic, Trustworthy, and Detail Oriented ⌚Full-time freelancer Tools & Technologies I am offering services in: 🔥Tableau 🔥Microsoft Power BI 🔥Zoho Analytics 🔥Looker Studio / Google Data Studio 🔥Klipfolio 🔥Sisense 🔥SAP Crystal Reports 🔥SQL (Google BigQuery, Microsoft SQL Server, MySQL, PostgreSQL) 🔥Automation via Zapier | Integromat | Zoho Flow 🔥Google Sheet | Google Apps Script 🔥Microsoft Excel | Excel VBA Superstar in these skills: 🟢 ETL Data Pipelines 🟢 Creating complex SQL queries 🟢 Real-time, Concise, and Beautiful Dashboards 🟢 Business Intelligence Reporting i.e., providing actionable insights to solve business problems 🟢 Automation workflows I am a highly skilled and experienced business analyst with a proven track record of success in developing and implementing data-driven solutions. I am confident that I can use my skills and experience to help you achieve your business goals. I am also a highly motivated and results-oriented individual. I am always willing to go the extra mile to get the job done. I am confident that I can be a valuable asset to your team. I am a strategic problem solver. I want to truly understand your business needs and partner with you to develop technical solutions that produce value for your business. I combine my highly decorated educational background with practical business experience to deliver winning business and technical solutions for my clients. I am skilled at developing strategic solutions that ensure your business doesn't just win today but maintains the flexibility to grow in the future. I am available for short-term or long-term projects. I am also available to work remotely. Thank you for your time and consideration. ✱ Keywords ✱ business analyst, data analyst, data visualization, data science, data mining, data warehousing, ETL, SQL, BigQuery, Tableau, Google Looker Studio, Sisense, Klipfolio, Zoho Analytics, data modeling, data analysis, data interpretation, data presentation, stakeholder management, project management, agile methodology, data privacy, data security, row-level security, Microsoft Power BI, Zoho, dashboards, reports, Business Intelligence, ETL pipeline, Crystal Reports, Google Data Studio, Google Apps Script, automation, Deluge, Excel, VBA, Power BI Reporting, Power BI dashboards, Microsoft PowerApps, Data Warehouse, Microsoft Power Automate, Data Scientist, Sales, Finance, Marketing, Executive, HR, Quickbooks, Xero, BI Developer, Facebook, Google Ads, Supermetrics, Hevo, Stitchdata, Zapier, Integromat, Make, Zoho Flow
$60 hourly
Maria Graciela M.
- 5.0
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Microsoft PowerApps
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Microsoft Power Automate
Microsoft 365 Copilot
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Azure Cognitive Services

I've collaborated with companies from all over the world in projects of varying natures that have resulted in hours of manual work saved, reduced error rates and increased productivity. This has led to happy clients that can focus on activities that add more value to their core business. I use my mix of technology expertise and financial background to find, design, develop and implement the right solution for each business requirement, whether it's simple tasks or company-wide impact processes. In the last four years, I've been using Microsoft's Power Platform, Office 365 and Azure stack to continuously discover automation opportunities and re-imagine processes. My experience ranges from optimising data entry tasks to end-to-end automations such Vendor Invoice Processing and Customer Billing. Toolkit I've been working with: Power Automate, Power Apps, Azure's Artificial Intelligence products, Microsoft Graph API, MS Excel (VBA, Power Query, Power Pivot), MS Access. SQL Server, Power BI (Mainly data prep), Visual Studio (C# and Analysis Services), SharePoint, Planner. Microsoft Certifications: Power Platform Functional Consultant, Power Platform Solution Architect & Azure AI Fundamentals
$40 hourly
Devang C.
- 5.0
- (158 jobs)
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I help businesses implement practical AI-powered solutions that automate processes, reduce costs, improve team efficiency, and turn business data into intelligent systems. With 7+ years in the Microsoft ecosystem, Power Platform and AI space (Power Apps Code Apps, Power Automate, Copilot, AI Foundry, and Microsoft Agent Framework), and in business systems architecture, I work as a technology partner to organizations seeking to replace manual processes with intelligent, scalable solutions. I help organizations move beyond AI experiments into production-ready solutions that deliver measurable efficiency gains. Here are some of the automations I have implemented for businesses: Clinical Trial Management System Automated Invoice Management System (AI OCR + approval workflows) Quote Builder & Quote Management Application Project Stage / Milestone Tracking Application Law Firm Case Management System Lead, Project & Staff Allocation System Leave Management System Document Management System (SharePoint + Power Platform) Inventory Management System Employee Assessment & Skill Evaluation Platform Research Project Management System If you’re looking for someone who understands both technology and business processes, I’d be glad to help.
$40 hourly
Gaston R.
- 4.9
- (17 jobs)
Mendoza, M
Business Development Consultants
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My services include interactive dashboards, business modeling, application development, and data analysis for improving business performance. ✅ 10+ years of experience working on BI projects ✅ Degree in Computer Science ✅ Master Degree in Software Engineering 🏆Oracle Certification: Oracle DBA Administrator 🏅 80+ projects completed in online marketplaces Due to my degree in Computer Science and work experience as a Data Analyst, ERP Consultant, and Oracle DBA, I have a strong background in databases and programming tools. Some of my core competencies include: ☑️ SQL, MySQL, MSSQL, Google Big Query, PostgreSQL, Redshift, Oracle ☑️ Data Visualization: Power BI, Google Looker, Oracle OBIEE, Holistic, Grafana ☑️ Data Analysis and Insights ☑️ Data Extraction/Cleaning (ETL) ☑️ Report Design and Visualization ☑️ Data Modeling and Design ☑️ DAX, M programming I genuinely enjoy working with clients in Upwork as I can bring excellent value to their projects and truly help them solve their business problems. Please get in touch now and let me help you take your data to the next level. Best Regards, Gaston 📋 LinkedIn: gastonrosselot
$60 hourly
Faith C.
- 4.6
- (43 jobs)
Quatre Bornes, PW
Business Development Consultants
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I’m a Microsoft Dynamics 365 Business Central Developer with a solid finance background and over 5 years of experience in ERP implementation, customization, reporting, and automation. I also specialize in Power BI for interactive dashboards and data analytics, delivering end-to-end business solutions that are reliable, efficient, user-friendly, and seamlessly integrated. 🔧 Technical Expertise: Dynamics NAV & Business Central: Experience with versions NAV 2009–2018 and Business Central • Customizations: Tables, reports, pages, codeunits, queries, job queues • AL & C/AL development • Workflow creation with approval cycles • NAV-to-CRM integration • NAV payroll and LS Retail implementation • NAV system upgrades and client/server configuration • Data migration between companies using C/AL • Web service integrations with third-party systems Power Platform: • Power BI: Design and deployment of interactive dashboards and KPI-driven reports for finance, operations, and management teams • Power Automate: Automating business processes and integrating with Dynamics 365 and third-party systems Client Engagement & Support: • Gathering and analyzing client requirements • Training users on NAV/BC functionality • Providing technical support and best practices to ensure system reliability and uptime
$50 hourly
Vishal D.
- 5.0
- (25 jobs)
San Francisco, CA
Business Development Consultants
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JavaScript
Spring Boot
Java
Business Applications Consultation
Microsoft Power Automate
Microsoft SharePoint
Microsoft SharePoint Development
Microsoft PowerApps

Top Rated Plus | 100% Job Success I help organizations replace manual processes with intelligent, scalable systems built on Microsoft Power Platform. With 6+ years of hands-on experience across Power Apps, Power Automate, Dataverse, SharePoint, and Azure, I design production-ready solutions that reduce operational overhead, improve data visibility, and streamline decision-making. I don’t just build apps; I architect business systems. What I Help Businesses Achieve • Eliminate spreadsheet-based workflows • Automate approvals and document processing (AI OCR + routing) • Build structured case, project, and operations management systems • Consolidate fragmented SaaS tools into secure Microsoft ecosystems • Deploy scalable, governance-ready internal platforms Systems I’ve Built • Project Governance & Controls Platform (Oil & Gas) • AI-Powered Invoice Processing & Approval Workflows • AI-Powered Document Classification • Law Firm Case & Matter Management Systems • Leave Management System • Document Management Systems (SharePoint + Dataverse) Technical Expertise Microsoft Power Platform (Apps, Automate, BI, Virtual Agents) Dataverse & SharePoint Architecture Azure Integrations & Secure API Design AI Builder & Intelligent Document Processing Java / Spring Boot Backends React.js Frontend Applications Third-party integrations (Twilio, Shopify, Graph API, etc.) Why Clients Work With Me ✔ Architecture-first mindset (not quick fixes) ✔ Clean, scalable, maintainable solutions ✔ Strong communication & structured delivery ✔ Experience with healthcare, legal, energy & consulting firms ✔ Focus on measurable operational impact If you’re looking for a strategic Power Platform partner who understands both technology and business operations, let’s connect.
$50 hourly
Gospel O.
- 5.0
- (6 jobs)
Harlem, GA
Business Development Consultants
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Grant Proposal
Proposal Writing

Gospel is a senior grant writer and business plan writer with a wealth of experience and a special interest in the nonprofit and business sectors. He earned his bachelor's degree in business administration and management from the University of Illinois where he honed his talent for compelling-narrative writing, a skill that has been instrumental in his success in grant writing. This also led to his certification as a Certified Fund-Raising Executive Manager (CFREM). He excelled as a Senior Grant Writer for Apex educational institution, where his strategic and persuasive writing significantly boosted the institution's grant acquisitions. His career took a significant turn after completing his MBA from the University of Georgia. His combination of creative and business education equipped him to tackle more complex challenges. Currently, Gospel is flourishing as a Grant Writer, Business Planner and consultant at Evergreen Consulting firm in Georgia. Here, he utilizes his extensive experience and education to assist startups and established businesses in crafting detailed grant proposals and business plans in securing funding. This experience has made him a trusted I-Corp mentor, SBA SCORE mentor, advisor, pitch competition judge, grant reviewer, and evaluator. Gospel has successfully secured over $10 million in funds for individuals and organizations from leading grant agencies such as NSF, NIH, DOD, DoED, DOE, NGOs, SBA, and SBIR/STTR (Phase I, Phase II) even before joining this platform. As an expert, he understands and respects the sensitivity and confidentiality required in grant writing and business planning, which is why your project is safe in his hands. EXPERTISE AND SPECIAL INTEREST DOMAINS: ✅ Total Package Funding Solutions: Are you in search of matching grant opportunities? Gospel presents a bespoke selection perfectly aligned with your unique needs. Whether you're seeking financial aid for existing projects or kick-starting new initiatives, he ensures you're well-supported. ✅✅ End-to-End Grant Application Services: From the first step of the application process to the final submission, Gospel provides a complete range of services. These include thorough project management, careful copy-editing, extensive critiquing, expert advisory consultations, and comprehensive development. ✅✅✅ Area of Specialization: Gospel has a broad range of expertise that covers numerous sectors such as non-profit organizations, small business startups, community development, youth empowerment, education, capacity building, arts & entertainment, real estate, mental health, gender-based violence initiatives, and many more. Gospel specializes in drafting compelling grant proposals and business plans that can help turn your ideas or visions into reality. Ready to secure your next grant? Connect with him now to address all your grant/business-related concerns! 🚀🚀🚀
$55 hourly
Maria Luisa M.
- 5.0
- (2 jobs)
Rio de Janeiro, RJ
Business Development Consultants
Legal Writing
Research Documentation
Research & Development
Political Campaign
Litigation
Business Research
Business Applications Consultation
Business Development
Import Procedure
Mergers & Acquisitions
Legal Consulting
Law
Contract
Contract Drafting
Contract Law
Legal Agreement

I help foreign companies, investors and entrepreneurs successfully enter and operate in the Brazilian market. As a Brazilian attorney specializing in Corporate Law, Foreign Investment and International Business, I work with clients from around the world - particularly Chinese, American and European companies, providing both legal and business support for market entry, expansion and cross-border operations in Brazil. My work goes beyond traditional legal services. I help clients understand the Brazilian business environment, identify opportunities, mitigate risks, connect with reliable partners and navigate the legal and regulatory requirements necessary to operate successfully in the country. Legal & Business Services: ✔ Company Formation in Brazil (LTDA, subsidiaries, foreign-owned companies) ✔ Corporate Structuring & Governance ✔ Foreign Direct Investment (FDI) Support ✔ Contract Drafting & Review ✔ Commercial Agreements ✔ MOU (Memorandum of Understanding) Drafting ✔ Joint Venture Agreements ✔ Shareholders Agreements ✔ Regulatory Compliance & Legal Advisory ✔ Due Diligence & Background Checks ✔ Partner Verification & Business Investigation ✔ Supplier, Distributor & Partner Screening ✔ Import & Export Consulting ✔ ANVISA, ANATEL, MAPA and Regulatory Guidance ✔ Legal Research & Regulatory Analysis ✔ Cross-Border Transactions ✔ Negotiation Support Business Development & Market Expansion: ✔ Business Development Strategy ✔ Market Entry & Expansion Planning ✔ Partner Search & Strategic Introductions ✔ Business Matchmaking ✔ Commercial Representation ✔ Investment Opportunity Assessment ✔ Market Intelligence & Competitive Analysis ✔ Stakeholder Mapping & Relationship Building ✔ Government & Institutional Relations Support Business Missions & Executive Delegations: ✔ Organization of Business Delegations ✔ Executive Visits & Business Missions to Brazil ✔ Business Trips to China and Latin America ✔ Meeting Coordination with Companies, Investors, Law Firms and Institutions ✔ B2B Matchmaking ✔ Corporate Visits & Site Tours ✔ Trade Mission Planning ✔ Executive Agenda Management ✔ Cross-Cultural Advisory ✔ Reception and Hosting of Foreign Delegations ✔ Strategic Networking Events ✔ Business Conferences and Executive Roundtables Over the years, I have developed extensive experience working with international clients seeking opportunities in Brazil, particularly Chinese companies and investors. Having studied, lived and worked in China, I understand not only the legal aspects of doing business between Brazil and China, but also the cultural and commercial dynamics that often determine whether a project succeeds. I have advised multinational corporations, startups, investors and business owners on company formation, regulatory compliance, market expansion, strategic partnerships and investment projects across multiple industries. What differentiates my work is the combination of legal expertise, business development experience and a strong network of relationships built over years of working with companies, law firms, investors and institutions. Whether you need legal support, market intelligence, partner verification, business development assistance or guidance on entering the Brazilian market, I can help you move forward with confidence and reduce the risks associated with doing business in Brazil. Languages: • English (Fluent) • Portuguese (Native) • Spanish (Professional) • Mandarin Chinese (Working Proficiency)
$35 hourly
Nabeel F.
- 4.9
- (7 jobs)
Silver Spring, MD
Business Development Consultants
AWS Lambda
DevOps Engineering
DevOps
Jenkins
Docker
Jira
Git
Agile CRM
AWS Glue
Business Application Maintenance
Business Applications Consultation
IT Support
IT Service Management
Process Optimization
ServiceNow

👋 Thanks for visiting my profile! I help startups and growing businesses build, launch, and scale SaaS products. As a Senior Fullstack & DevOps Engineer, I take ownership of the entire delivery lifecycle—from frontend development and backend architecture to cloud infrastructure, CI/CD, and production operations. Whether you're building a new MVP, adding complex features to an existing product, modernizing an existing platform, or scaling an application for growth, I can help turn requirements into reliable, production-ready software. Over the course of my career, I've worked on large-scale enterprise software, cloud-native platforms, observability systems, and operational tooling. I focus on building solutions that are maintainable, scalable, and designed for long-term growth. ### What I Can Help You Build 🚀 SaaS Products & Web Applications * End-to-end application development using React, Next.js, Spring Boot, Node.js, and Python. * MVP development for startups and founders. * Feature development, modernization, and performance optimization for existing products. * API design and integration with third-party services. ☁️ Cloud & DevOps * AWS architecture, deployment, and optimization. * CI/CD pipelines using GitHub Actions and Jenkins. * Docker and Kubernetes-based deployments. * Infrastructure as Code and automated environments. * Monitoring, observability, and production reliability improvements. 🔗 Integrations & Enterprise Automation * Payment gateways, authentication providers, and third-party APIs. * Event-driven architectures and workflow automation. * ServiceNow ITSM and ITOM implementations, integrations, and platform customization. * Enterprise platform integrations and operational tooling. * Business process automation and system orchestration. ### Why Clients Work With Me ✅ End-to-End Ownership — One engineer who can handle frontend, backend, cloud infrastructure, integrations, and deployment. ✅ Business-Focused Engineering — I focus on solving business problems, not just writing code. ✅ Scalable Architecture — Solutions are designed to support future growth and evolving requirements. ✅ Enterprise & Startup Experience — Comfortable building greenfield products as well as integrating with complex enterprise environments. ✅ Clear Communication — Regular updates, transparent timelines, and collaborative decision-making. ✅ Production-Ready Delivery — Clean code, documentation, testing, and maintainable systems. ### Core Technologies React • Next.js • Spring Boot • Node.js • Python • PostgreSQL • MongoDB • AWS • Docker • Kubernetes • GitHub Actions • Jenkins • ServiceNow ITSM/ITOM If you're looking for an engineer who can take a product from idea to production—and continue supporting it as it grows—I'd be happy to discuss your project.
$50 hourly
Zoe J.
- 5.0
- (2 jobs)
Seoul, SEOUL
Business Development Consultants
Business Applications Consultation
Software Localization
Local Operations
Translation

I’m an experienced translator and language expert specializing in English-Korean and Korean-English translations. Whether you need accurate translations, content localization, or linguistic analysis, I can help ensure clarity and cultural relevance in your text. • Expertise in business, marketing, and educational content • Strong background in cross-cultural communication and language structure • Precise, natural translations with attention to tone and nuance I value timely delivery and clear communication, so let’s work together to bring your content to life!
$40 hourly
Carmen L V.
- 5.0
- (3 jobs)
Santiago, RM
Business Development Consultants
Business Management
Coaching
Scrum
Process Improvement
Cross Functional Team Leadership
Program Management
Stakeholder Management
Portfolio Management
Implementation
Agile Project Management
Business IT Alignment
Business Applications Consultation
Digital Transformation
Change Management

With more than 20 years of experience leading IT, digital transformation, and strategic projects at leading telecommunications companies in Latin America, I offer specialized consulting services in technology adoption, operational efficiency, and the design of business-aligned IT strategies and portfolios. 🎯 What do I do? • I lead short- and medium-term digital transformation projects. • I support technology adoption processes, selecting and implementing technology systems and tools to support the business (CRM, BSS/OSS, ERP). • I design and implement demand management models, processes, and IT portfolios. • I implement Agile practices in multidisciplinary teams to drive results and efficiency. 🌍 International Experience: I have worked with teams in Chile, Panama, Puerto Rico, the Caribbean, and Central America as Regional Director of IT Demand at Liberty Latin America, leading complex transformational programs such as the implementation of the Oracle BSS/OSS Telecom suite, and managing teams of more than 200 people and multiple technology providers. 📌 Ideal Client Types and Industries: • Startups requiring scalable technological structure and leadership. • SMEs seeking to professionalize their IT operations and processes. • Large companies in technology, telecommunications, energy, or services that need timely strategic support at key moments. 🧩 Added Value: I combine strategic vision, operational experience, and mobilizing leadership to implement solutions with real business impact. My approach is based on collaboration, alignment with objectives, and achieving measurable goals in complex and changing environments. 🚀 Ready for your digital transformation journey? I am available to support you as a strategic partner.
$40 hourly
Artem P.
- 5.0
- (2 jobs)
Vancouver, BC
Business Development Consultants
AI Model Training
Large Language Model
Prompt Engineering
Business Applications Consultation
Python Numpy FastAI
Task Automation
Automation
AI Consulting
Data Analysis
Operations Analytics
AI Agent Development
AI Development
ChatGPT API

🚀 I turn AI & data into revenue-driving products — fast. Ex-Microsoft AI Agent & Data Analytics Engineer with 7+ years of real production experience building AI copilots, LLM-powered analytics, and decision-making systems used daily by 200+ engineers and operators. If you need something that works in the real world (not a flashy demo), I’m your person. 💼 What I specialize in: 1. AI Agents & LLM Apps - Internal AI copilots (RAG over docs, logs, Notion, Slack, etc.) - AI agents for analytics, support, and ops - Chatbots using OpenAI / Claude with real business data - Rapid AI MVPs for demos or investor pitches 2. Data Analytics & Dashboards - Clean messy data → actionable dashboards - Automated reporting (daily / weekly exec reports) - SQL + Python analytics pipelines - Databricks / Snowflake / Pandas-based analysis 3. Prototyping & MVPs - Build fast, iterate fast - Clear documentation - Production-ready foundations (not toy demos) 🏆 Notable Projects & Experience: 1. Build a custom OpenAI Copilot for Microsoft Xbox Game Studios, used daily by to 250+ engineers — cut debugging time by 10+ minutes per issue. 2. Built ETL pipelines & data warehouses (Python, SQL, Databricks, Snowflake) powering analytics at enterprise scale. 3. Engineered anomaly detection & predictive models on 100k+ trading data pairs — reduced financial risk in commodity markets. 4. Developed LLM-powered chatbots, RAG systems & AI agents using OpenAI and Claude - automated support & knowledge retrieval. 5. Created Fake News Detection AI Solution - patented in Ukraine, showcased in Silicon Valley, Top 10 global startup competition. 6. Contracted to build a Signature Recognition AI Solution for the Ministry of Internal Affairs of Ukraine. 💡 How I work - Clarify the business goal first - Prototype quickly (days, not months) - Communicate clearly (non-technical friendly) - Deliver something you can actually use If you’re looking to prototype an AI agent, build analytics, or turn raw data into insight, let’s talk. P.S. With 7+ years in Data & AI, including building an AI Copilot used daily by 200+ engineers at Microsoft, I focus on delivering AI and analytics solutions that create real business impact. If you want to move fast, cut costs, or prototype an AI-driven product that drives real ROI, let's talk.
$80 hourly
Eilyn R.
- 5.0
- (4 jobs)
Santiago, RM
Business Development Consultants
Ecommerce
Pitch Deck
Business Operations
Notion
ClickUp
Sales & Marketing
Franchise
Business
Business Applications Consultation
Entrepreneurship
Lead Generation
Gantt Chart
Project Delivery
Project Management Office

Hello ! I help founders and leadership teams bring structure, execution, and clarity to their operations, so scale dosen´t mean chaos. I bring experience from global companies where I have worked before like Nestlé, Unilever, and Heineken, applying structured operational processes based on TPM and LEAN methodologies. I step in to organize, prioritize, and drive execution. Acting as a Project Manager / PMO leader today, and a strategic operator as you scale. 👉 You, focused on strategy — while execution actually happens. ⚙️ What I Do With 15+ years of experience across multinational companies and startups, I specialize in: 🔹 Project Management & PMO ✅ End-to-end project management (planning → execution → delivery) ✅ Gantt planning, dependencies, and critical path ✅ Cross-functional coordination (marketing, product, operations) ✅ Agile / structured execution frameworks ✅ Stakeholder management & reporting 🔹 Operations & Execution ✅ Process optimization (Lean / TPM mindset) ✅ Workflow design & SOP creation ✅ KPI dashboards & performance tracking ✅ CRM & systems implementation (ClickUp, Notion, etc.) ✅ AI-powered workflows for efficiency ✅ Sales funnel optimization 🔹 Growth & Commercial Execution ✅ Sales and lead generation process improvement ✅ Funnel structure and execution alignment ✅ Operational support to revenue-driving teams 💥 Results I Drive Improved sales and lead generation processes alongside COO leadership Faster project execution with clear ownership and timelines Reduced operational chaos through structured systems 🧠 My Process 1️⃣ Discovery – define priorities, bottlenecks, and goals 2️⃣ Planning – build a clear execution roadmap (Gantt, priorities, owners) 3️⃣ Execution – manage projects, teams, and follow-through 4️⃣ Optimization – refine processes and improve performance 🎓 My Background MBA + PMP certified, with 15+ years of experience at companies like Nestlé, Unilever, and Heineken, as well as startups and growing businesses. I’ve worked closely with leadership teams — including COO-level collaboration — helping structure operations, improve execution, and support revenue growth. 💬 Let’s Talk If you need someone who can take ownership of execution, organize your operations, and make things actually move — I can help. Whether you’re scaling a startup or improving performance in an existing business, I’ll bring structure, clarity, and results. Send me a message!
$60 hourly
Frazier P.
- 5.0
- (1 job)
Rayleigh, ENGLAND
Business Development Consultants
Process Documentation
Systems Development
ERP Software
CRM Development
Software Documentation
Business Applications Consultation
Project Workflows
Automated Workflow
Project Management Support
Database
Database Management

I’m a Systems Architect and Implementation Specialist with proven experience delivering ERP, CRM, and project management systems for over six multi-million-pound companies. I help businesses streamline their operations, improve productivity, and unlock growth through smart, scalable system design. With a strong background in manufacturing and enterprise environments, I’ve led projects from concept to completion — managing teams of 50+, aligning technology with business goals, and ensuring smooth adoption across departments. My expertise includes: • ERP & CRM system implementation and customization • Workflow automation and process optimization • Project and resource management systems • AI-driven business process improvements I focus on delivering results that save time, reduce costs, and give leadership clear visibility across operations. Whether you need a full system rollout or targeted workflow improvements, I can help you build efficient, future-ready solutions.
$75 hourly
Eden Z.
- 5.0
- (1 job)
Kings County, NEW YORK
Business Development Consultants
Business Applications Consultation
College Essay
Proofreading
Copywriting
Marketing
Writing
Business Writing
Business

As an MIT and HBS graduate, I bring extensive experience reviewing college and MBA admissions essays and resumes. As a former admissions consultant, I have helped clients secure admission to top-tier programs, including INSEAD. I'm an executive marketing leader with over a decade of experience building and scaling culturally resonant, consumer-first brands at the intersection of technology, wellness, and culture. I specialize in translating complex products and missions into clear, compelling brand and growth strategies that drive adoption, loyalty, and revenue across DTC, retail, and platform-based businesses.
$45 hourly
Vijay S.
- 5.0
- (22 jobs)
Noida, UTTAR PRADESH
Business Development Consultants
Zoho CRM
Salesforce Lightning
Pardot
Dashboard
Salesforce CRM
Salesforce Sales Cloud
Apex
PayPal Integration
Salesforce App Development
Salesforce Service Cloud
Zoho Creator
Business Applications Consultation
CRM Software

With over 16 years in Customer Experience (CX) consulting, I help businesses across Sales, Service, and Marketing find the right technology — and use it the right way. As a top-tier Salesforce Partner, I specialize in guiding organizations through Salesforce licence selection so they only pay for what they truly need. In the fast-evolving Agentforce space, I help you design, implement, and optimize AI-powered agents that automate service, sales follow-up, and marketing workflows — with real ROI. Beyond Salesforce, I bring hands-on capability across Zendesk, ZOHO, HubSpot, SAP, and ServiceNow — which means I give you platform-neutral advice, not just a sales pitch. Whether you need an SRS, BRD, CRM roadmap, or end-to-end implementation, my small agency delivers senior-level consulting without the enterprise price tag.
$100 hourly
Emanuel A.
- 4.9
- (132 jobs)
Salina, KS
Business Development Consultants
Custom App
Airtable
.NET Core
ASP.NET MVC
Business Applications Consultation
Webflow
.NET Framework
AngularJS
Mobile App Development
JavaScript
C#
Xamarin
React Native
Ionic Framework
Hybrid App Development

I help startups and enterprises build, rescue, or scale robust full-stack applications with .NET Core/.NET 8+ and React/React Native. Clients hire me when they need: • A reliable "founding engineer" to ship MVP → production fast (web, mobile, IoT) • Legacy .NET / ASP.NET MVC systems modernized or rescued from technical debt • Cross-platform mobile apps (React Native, Xamarin/MAUI) with high performance Over 10 years and 131 projects, I've delivered: - 7-figure SaaS platforms - IoT dashboards & device integrations - Turnaround projects that previous teams couldn't complete Expert-vetted, responsive communication, clean code, and on-time delivery guaranteed. Message me if you're facing tight deadlines, legacy pain, or need a versatile full-stack partner for your next venture.
$65 hourly
Venkatesh M.
- 4.9
- (84 jobs)
Chennai, TAMIL NADU
Business Development Consultants
Business Applications Consultation
Angular
GitHub Copilot
Microsoft 365 Copilot
Intranet Implementation
Solution Architecture
Office 365
Microsoft SharePoint Designer
Microsoft SharePoint Development
Microsoft Teams
Microsoft SharePoint
React
Microsoft Power Automate
Enterprise Architecture
Microsoft PowerApps
Microsoft Power BI

"Venkatesh did an excellent job. The work was done better than expected and on time. His communication was very good and clear (especially considering how technical it was). He was willing to show and teach me a few things above and beyond the initial scope of the project that will help a lot. I would definitely recommend him and we will certainly be engaging him again." - William Hallway - Vice President - Acadian Maple As a top-rated, Upwork-vetted expert in SharePoint and the Power Platform, I specialize in crafting enterprise-grade solutions that accelerate digital transformation and enhance operational efficiency. With a strong focus on leveraging Microsoft technologies like SharePoint, Power Apps, Power Automate, MS Teams, Viva, and Copilot Studio, I help organizations unlock their full potential. I have a proven track record of partnering with leading enterprises to architect and deploy mission-critical solutions. Whether it’s building robust Intranets, automating complex business processes, or developing custom applications, my expertise ensures that your organization achieves its strategic goals with cutting-edge technology. I am particularly skilled in deploying Microsoft Copilot solutions, enabling AI-driven productivity and collaboration that transforms the way your teams work. Key Expertise: • Custom SharePoint Development: Tailor SharePoint to meet your unique business requirements, driving efficiency and collaboration. • Power Automate: Streamline operations with automated workflows designed to optimize your business processes. • Power Apps: Create powerful, user-centric applications that enhance productivity and empower your workforce. • Microsoft Teams & Viva: Integrate and enhance communication and employee engagement with custom solutions built on MS Teams and Viva. • Copilot Studio Development: Harness the power of AI with Copilot Studio to create intelligent, context-aware applications that revolutionize workplace productivity. • Integration & SPFx Development: Seamlessly integrate your existing business systems with Office 365 and SharePoint, utilizing advanced client-side development and SPFx. My commitment is to deliver high-impact, scalable solutions that not only meet today’s needs but also pave the way for future growth and innovation. Let’s work together to drive your digital transformation and achieve exceptional business outcomes.
$75 hourly
Thiago T.
- 4.9
- (132 jobs)
Weston, FL
Business Development Consultants
QuickBooks Enterprise
C#
XML
Revenue Management
.NET Core
React
NetSuite Development
AI Consulting
Salesforce Email Studio
Business Applications Consultation
Custom App
API
Salesforce Marketing Cloud
Apex
Pardot
Salesforce Service Cloud
Salesforce App Development
Salesforce Lightning
HubSpot
Salesforce CRM

I help companies fix and scale their CRM and revenue systems. Most teams don’t need more tools. They need Salesforce, HubSpot, and their internal systems to actually work together. For the past 15 plus years, I’ve been designing and building CRM ecosystems that connect: - Salesforce and HubSpot - Custom-built CRM platforms - NetSuite and financial systems - eCommerce and operational tools The result is a single, reliable system for pipeline visibility, marketing attribution, and revenue operations. What I Typically Fix - CRM pipeline data that sales teams don’t trust - Marketing attribution that doesn’t tie to revenue - Duplicate and inconsistent data across systems - Manual processes slowing down operations - Disconnected platforms (CRM, ERP, Marketing, Product) Core Expertise Salesforce - Sales Cloud, Service Cloud, Experience Cloud, CPQ / Revenue Cloud - Marketing Cloud and Account Engagement (Pardot) - Apex, Lightning Web Components, Flow automation - API integrations (REST / SOAP) - Data modeling, governance, and large data volume design HubSpot - Marketing, Sales, Service, CMS, and Operations Hub - Lead lifecycle design and automation - Marketing attribution and pipeline tracking - Salesforce and HubSpot integration architecture - Custom CRM Development (25+ Years) This is where I differentiate. I don’t just configure CRMs. I build them when needed. - .NET / C# enterprise applications - Node.js and React-based CRM platforms - Custom data models and workflow engines - API-first architecture for scalability NetSuite & Revenue Operations - NetSuite integration with Salesforce and HubSpot - Quote-to-cash and financial data synchronization - Order, billing, and revenue workflows - CRM ↔ ERP data ownership and governance Full-Stack Development (React Focus) - React applications connected to CRM systems - Backend services (Node.js, .NET, APIs) - Integration layers across CRM, ERP, and product systems - Scalable architecture for high-growth environments Integration & Architecture - I design systems, not just connections. - API-first architecture (REST, GraphQL, webhooks) - Event-driven integration patterns - Middleware and workflow orchestration - Cross-platform data governance and ownership rules Common platforms: Salesforce, HubSpot, NetSuite, Shopify, Stripe, DocuSign, Twilio, and internal systems AI Inside CRM I implement AI where it impacts operations: - Lead scoring and prioritization - CRM data enrichment - Automated workflows and decisioning - AI embedded inside Salesforce and HubSpot processes Experience Work delivered for companies including: - Bloomberg - Cargill - CoStar - Porsche - MIT - Humana - Across SaaS, healthcare, financial services, education, real estate, and eCommerce. How I Work I focus on architecture first. - Define system ownership (what lives where) - Fix data structure and pipeline logic - Build integrations that don’t break at scale - Deliver systems teams actually use Best Fit Projects - Salesforce architecture and complex integrations - HubSpot implementation and automation design - Revenue operations system design - CRM rebuilds or migrations - NetSuite ↔ CRM integration - Custom CRM or React-based platforms
$100 hourly
Anan S.
- 5.0
- (5 jobs)
Lisbon, LISBON
Business Development Consultants
Swift
Business Applications Consultation
Firebase
SAP Fiori
SAP ERP
Sap Portal Content Adminsitration
Kubernetes
Hyperledger Fabric
SAPUI5
Apple Xcode
Cloud Foundry
Node.js
SAP
SAP Conversational AI
SAP Cloud Platform Integration

I design and deliver cloud-native architectures on SAP Business Technology Platform for enterprise clients across Europe and the Middle East — from initial strategy through hands-on implementation. My background started in CAP development (Node.js, Java, CDS), which means I architect with a builder's eye: I know where abstractions break down, where governance gaps create cost, and where the pragmatic choice beats the textbook one. That foundation has expanded into full-stack BTP ownership: Integration Suite, API Management, Event Mesh, HANA Cloud, IAS/IPS identity governance, subaccount strategy, and IaC-driven provisioning with Terraform and BTP CLI. I work at the intersection of technical depth and stakeholder communication — translating business requirements into clean-core-aligned architectures, and translating technical trade-offs into decisions leadership can act on. In March 2026 I spoke at SBN IT Architect Day on exactly this: when BTP is the right architectural backbone, and when it isn't. Recent engagements include a large-scale CAP/Flutter delivery for a major Nordic retailer, an SAP PO → Integration Suite migration for a KSA enterprise, and BTP extension development for Siemens Energy.
$95 hourly
Jordy V.
- 5.0
- (58 jobs)
Iskandar Puteri, JOHOR
Business Development Consultants
Microsoft Azure
Microsoft SharePoint Development
Business with 1000+ Employees
Business with 100-999 Employees
TypeScript
React
JavaScript
HTML5
Microsoft 365 Copilot
Office 365
Microsoft SharePoint
Software Integration
Migration
Business Applications Development
Business Applications Consultation

I'm a SharePoint specialist for organisations that take the platform seriously. - Top Rated Plus on Upwork | 100% Job Success since early 2018 - Trusted by enterprise clients including J&J, Ctac, HSO, and Alfen - SharePoint, Microsoft 365, Power Platform certified - 20+ years SharePoint experience (Online & On-Prem) - Serving clients across Europe and APAC since 2019 Most clients come to me because their SharePoint environment has outgrown what their internal team can handle. They need reliable expert support, but not another full-time hire. I'm not a generalist IT contractor. I focus entirely on SharePoint and Microsoft 365, and I work with clients on a long-term basis, not as a one-off resource. I work with clients through two structured engagement models: SharePoint Support Retainer: I become your named senior SharePoint expert, available every month to handle bug fixes, troubleshooting, minor enhancements, and proactive platform improvements. No project scoping, no waiting for quotes, no explaining your environment from scratch each time. I learn your setup once, and then I just take care of it. SharePoint Projects: Intranet rebuilds. Tenant migrations. Document library restructuring. If you have a specific challenge that needs solving, I take on focused, well-scoped projects and deliver them cleanly. Many of my long-term clients started with a project. I'm a Dutch SharePoint specialist with 20+ years of hands-on experience working with organisations across Europe and APAC. I've worked with enterprise clients including Johnson & Johnson, FrieslandCampina, Efteling, Alliander, and Corbion, and I bring that same level of rigour to every engagement, regardless of size. One of my current clients refers to me internally as "the SharePoint Wizard" (which I'll neither confirm nor deny). My approach is straightforward: scheduled milestones, clear updates, and honest communication. If something will take longer than expected, you'll know immediately. If I'm not the right fit for your situation, I'll tell you that too. Don't take my word for it, this is what my clients say: "Everything about working with Jordy on our SharePoint Online/Office 365 projects has been better than I could have hoped. Excellent technical skills and good communication, quick turnaround times, and willingness to answer questions after the end of the project. A+ in every possible way." "Jordy is an absolute pleasure to work with. We have been working with him for over 8 months now. His technical skills, especially when it comes to SharePoint, are truly unmatched." "Jordy did some fantastic SharePoint customization for us" "Excellent communicator, quick turn around, great quality work and timely follow-up". Not sure which model fits your situation? Contact me for a free 30-minute call.
$85 hourly
Joy L.
- 4.9
- (58 jobs)
Valenzuela City, METRO MANILA
Business Development Consultants
CRM Automation
Automated Workflow
Zapier
API Integration
Dashboard
Process Optimization
Solution Architecture
Automation
System Configuration
Customer Relationship Management
Software Integration
CRM Software
Make.com
Business Process Automation
Business Applications Consultation

I help businesses automate operations, streamline workflows, and grow faster. Whether you’re just starting out or scaling, I take the manual work off your team’s plate, boost productivity, and create systems that grow with you. 📌 What I Do: I focus on business process automation, CRM setup, and workflow optimization using tools like Monday.com, Make (Integromat), and Zapier. • Tools I Work With: I have deep knowledge of 50+ apps across different areas of business. This means I can design solutions that fit the tools you already use and make them work better together. CRM & Scheduling Monday CRM, HubSpot, Pipedrive, Calendly, Acuity, Slack, Zoom, Google, Microsoft Marketing & E-Commerce Mailchimp, Kajabi, Shopify, Loom Finance & Invoicing Stripe, Xero, QuickBooks, Harvest Docs, Forms & E-Signatures Qwilr, Superform, Typeform, Jotform, DocuSign, PandaDoc, Dropbox Sign, DocuGen Project Management & Productivity Monday.com, Notion, ClickUp, Trello • Who I Work With: I’ve partnered with businesses in SaaS and tech, consulting, marketing, real estate, e-commerce, finance, legal/law firms, cybersecurity, healthcare, manufacturing, construction, non-profits, and government. • Let’s Fix What’s Slowing You Down: If your team is stuck doing repetitive tasks, juggling disconnected tools, or managing messy workflows, I can help you make things simple, organized, and scalable. Send me a message and let’s talk about how automation can take your business to the next level!
$100 hourly
Islam E.
- 3.3
- (35 jobs)
Alexandria, ALX
Business Development Consultants
Business Applications Development
Training & Development
Business Applications Consultation
Business Intelligence
Customer Relationship Management
Web Development
Business Analysis
Information Architecture
Microsoft Dynamics CRM
Microsoft Power Automate
API Integration
Microsoft PowerApps
.NET Framework
Microsoft Dynamics 365
Solution Architecture Consultation

Welcome to my Upwork profile! I am a seasoned professional specializing in MS Dynamics, Power Apps, Power BI, Power Automate, and SharePoint with 14 years of hands-on experience. I enjoy helping businesses streamline their processes, boost efficiency, and achieve their goals through cutting-edge Microsoft technologies. Why Choose Me: - Proven expertise in designing, implementing, and maintaining MS Dynamics solutions tailored to meet specific business needs. - Extensive experience in developing custom Power Apps, enabling organizations to digitize and optimize their workflows. - Proficient in creating insightful dashboards and reports using Power BI, empowering decision-makers with data-driven insights. - Automation wizard with Power Automate, ensuring seamless integration and efficient business processes. - In-depth knowledge of SharePoint, from setup and configuration to customized solutions for collaboration and document management. Services: I provide a comprehensive range of services, including: MS Dynamics Implementation and Customization Power Apps Development and Deployment Power BI Dashboard Design and Reporting Power Automate Workflow Automation SharePoint Consultation and Customization Let's Collaborate: If you are seeking a dedicated professional to enhance your business processes through MS Dynamics, Power Apps, Power BI, Power Automate, or SharePoint, look no further. I am ready to discuss how my expertise can contribute to the success of your project. Let's connect and transform your business together!
$25 hourly
Chirag V.
- 4.8
- (48 jobs)
Rishikesh, UTTARAKHAND
Business Development Consultants
Data Analysis
Zoho PageSense
CRM Software
Business Applications Consultation
Software Development
Zoho Recruit
Lead Nurturing
Zoho Desk
Zoho Projects
Zoho Platform
Zoho Creator
Zoho CRM
API
Zoho Analytics

As a Zoho Certified Developer and AI-Powered Business Process Automation Specialist, I help businesses unlock efficiency, scale faster, and improve customer experiences through advanced Zoho implementations and custom AI integrations. With 10+ years of experience, I don’t just configure Zoho — I transform your entire operational workflows. From CRM automation and AI-driven lead qualification to intelligent analytics dashboards and custom mobile apps, I build solutions that deliver measurable business impact. ⚡ **Key Expertise:** • Zoho CRM advanced setups & sales automation (Blueprints, Deluge, scoring) • AI integrations for smart lead nurturing, predictive analytics, and chatbots • Zoho Creator custom apps & white-label mobile solutions • Automated workflows across marketing, sales, support & finance • API integrations with third-party systems (Twilio, QuickBooks, Gmail) • Zoho Analytics dashboards for real-time business intelligence 🚀 Business Impact Highlights: • Reduced manual workload by 80% for a telemedicine company with AI-powered CRM automation and chatbot integrations • Automated student enrollment & communication for a school, saving 100+ hours per month and boosting conversion • Improved compliance and client onboarding speed for finance & insurance firms using custom AI + Zoho workflows 🏆 Why choose me? • Zoho Certified Developer & Creator Business User • Executive CRM Certification from IIM Lucknow • 49+ successful projects on Upwork, $20K+ earnings • Strong foundation in AI tools, GPT automations, and strategic business process design I partner with founders, marketing heads, and operations leaders to not only set up tools but to create full-scale digital transformation systems. If you're looking to scale your business, automate intelligently, and gain a real competitive edge — let’s talk today!
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