Most organizations don't have a technology problem. They have an execution problem. Critical work is spread across spreadsheets, email, CRMs, project management tools, disconnected automations, and manual processes. Teams spend more time coordinating work than completing it.
I help organizations design and implement operational systems that eliminate bottlenecks, automate execution, improve visibility, and create scalable workflows that teams can actually run on.
My work sits at the intersection of operations, workflow design, automation, AI, and systems implementation.
I don't deliver recommendations that end up in a slide deck.
I build production-ready systems that improve how work gets done.
What I Help Organizations Build
• AI-powered operational workflows
• Business process automation systems
• Workflow orchestration platforms
• Internal business operating systems
• Operational dashboards and visibility layers
• Knowledge management and document intelligence solutions
• CRM and HubSpot automation
• SharePoint and Microsoft 365 workflow solutions
• AI copilots and retrieval-augmented knowledge systems (RAG)
• Cross-functional workflow and approval systems
• Resource, capacity, and operational planning tools
Typical Engagements
Organizations usually hire me when they are experiencing one or more of the following:
• Teams are overwhelmed by manual processes
• Work is falling through the cracks between departments
• Existing automations are fragmented and difficult to maintain
• Leadership lacks operational visibility
• Growth is creating coordination challenges
• AI initiatives have stalled at the pilot stage
• Critical processes depend on tribal knowledge
How I Work
Every engagement starts with understanding the operational workflow underneath the problem.
From there I design and implement systems that support execution through:
• Workflow mapping and redesign
• Operational data architecture
• Workflow state management
• Routing and escalation logic
• API-driven orchestration
• AI-enabled workflows
• Human-in-the-loop governance
• Operational reporting and visibility
• Cross-functional process coordination
The result is a system your team can operate confidently long after deployment.
Experience
Before consulting, I spent 16 years with Brother International in senior operational leadership roles with P&L responsibility across B2B wholesale, direct-to-consumer operations, channel management, and large-scale partner execution.
Today I work with founders, leadership teams, agencies, consultancies, healthcare organizations, real estate operators, professional services firms, and growing businesses that need practical operational systems—not more software.
Technology & Platforms
AI & Automation
• OpenAI
• Claude
• Gemini
• AI Agents
• Retrieval-Augmented Generation (RAG)
• Workflow Automation
• Prompt Engineering
Operations & Workflow
• Business Process Design
• Workflow Orchestration
• Operational Systems Architecture
• Operational Dashboards
• Governance & Approval Workflows
• Knowledge Management Systems
Development & Data
• React / Next.js
• TypeScript
• Node.js
• PostgreSQL
• Supabase
• REST APIs
• Vector Databases
Integrations
• HubSpot
• Microsoft 365
• SharePoint
• Slack
• Google Workspace
• Salesforce
• ClickUp
• Asana
• Jira
• Notion
• Zapier
• Make
• n8n
Engagement Model
• Discovery & Operational Assessments
• Fixed-Scope Implementations
• AI & Automation Projects
• Workflow Modernization Initiatives
• Fractional COO Support
• Embedded Delivery Partnerships
If your team is struggling with fragmented workflows, manual processes, operational bottlenecks, or AI initiatives that haven't reached production, let's discuss how we can build a system that delivers measurable operational results.
Process Improvement
Process Optimization
Business Operations
Sales Operations
Marketing Operations & Workflow
Revenue Cycle Management
Financial Reporting
Internal Reporting
Analytics Dashboard
Management Consulting
Change Management
Digital Transformation
Full-Stack Development
AI Implementation
Shehab H.
Toronto, Canada
$40/hr
5.0
119 jobs
I have 17 years of experience in selling technology - Software & Services to enterprise and SMB clients. My expertise are in designing sales processes and aligned marketing framework, and building profit sales pipelines. I have executed simple to complex sales cycles to sell Data and application Integration, Identity & Access Management, ERP, CRM, Marketing Automation, Analytics, Terminal Emulation & Network Security solutions, etc
I am confident in executing full cycle sales, account management, lead & demand generation!
My Sales portfolio includes:
- Inside Sales Consultant, Contract
I work with SMB and Enterprise clients to build successful sales pipelines. Whether a startup or existing business, I can grow and retain market share! From making 1000s of researched cold calls, to writing cold call/email scripts, to running campaigns using Sales Navigator, LinkedIn - I work the entire gamut of enterprise sales. I can generate leads thru cold calls/emails/social media messaging, and leverage inbound marketing as well! With 10 years of experience and a competitive rate, clients get a great ROI.
- Put It Forward - Sales Consultant
Put It Forward is a data integration software company working with partners such as Oracle, Workfront, Adobe, Marketo, etc. My role was to develop the inside sales function and execute sales strategies to develop existing business, and generate new business opportunities. I helped potential clients understand resolutions to data challenges and accordingly positioned Put It Forward's data integration tools as the key problem solver. I conducted product and technology demonstrations and delivered pricing proposals!
- Account Manager - Inside Sales, Marketlinc Inc
This is my evenings and weekends job where I work for clients like Norton, McAfee and ESET to sell network security software to B2B and B2C clients around the globe. Thru inbound and outbound calls and chats, I generate net new sales and subscription renewals. The sales calls include product demonstrations, needs based analysis, answer technical questions, etc. By leveraging corporate training and adhering to best practices, I am able to convert a high number of customers, maintain the required order value, as well as take the required number of calls per hour.
- Territory Development Representative - Epicor Software: I worked with manufacturing and distribution clients in Canada with revenues of $8-$50 million. By analyzing business processes, pain points and decision making criteria, I aided in closing deal averaging $100K. I focused on competitive advantages from a buyer’s perspective, focused on industry trends, did competitive analysis and emerged as a trusted adviser. By following a holistic, 360 degree approach to implementing sales methodologies, I consistently achieved 110%+ of plan and developed a strong portfolio of clients.
- Inside Sales Executive, OpenText Inc: Here I sold the Terminal Emulation (Exceed), Managed File Transfer (MFT), Network File System (NFS) and Security (Secure Shell/SOCKS/Secure Terminal) software licenses to public and private sector clientele. By understanding complex software and hardware architecture and key problem areas, I positioned OpenText Connectivity solutions in the customer’s environment. My sales approach resulted in repeat purchases of software licenses among private and public sector accounts, resulting in a goal attainment of 80% to 101%.
- A Corporate Account Manager with CDW Canada, I delivered top performance by selling IT hardware and software solutions to SMB market segment. By making 50+ cold calls daily, I built a profitable book of business and positioned CDW at the customer’s top of mind. I efficiently managed the entire sales cycle and on average, my accounts grew 30%-60% per quarter and I attained 95% of quota and 100% of sales metrics. My sales efforts supported network development initiatives, hardware infrastructure projects and software license procurement etc.
- As Business Development Specialist with The Alea Group, I worked on Inside Sales campaigns, on behalf of clients such as Cisco Systems, Allstream, Rockwell Automation and Research in Motion (RIM). Through relationship building and consultative selling, I generated and validated sales leads, for Outbound Account Managers. My quota achievement, in terms of leads generated was consistently ranked among the top in my team at 120%.
Cold Calling
LinkedIn Sales Navigator
B2B Marketing
Management Consulting
Information Technology Strategy
Email Marketing
Bruce W.
Ottawa, Canada
$53/hr
5.0
34 jobs
I’m Bruce Watkins, a strategic and operational executive with over 15 years of leadership experience across the U.S. and Canada. I specialize in transforming business operations, scaling teams, and driving sustainable growth in highly competitive markets. With a proven track record in P&L management, process optimization, and culture change, I help companies reach new levels of performance and profitability.
Highlights of what I do best:
Operational Excellence: I’ve led high-performing teams of over 1,000 employees, managed $60M+ budgets, and consistently delivered results through lean process improvements, Six Sigma methodology, and data-driven decision-making.
Executive Leadership: As Division Vice President and Director of Operations at WIS International, I directed cross-functional teams across North America, enhancing performance, improving compliance, and driving client retention.
Strategic Planning: I’m passionate about building scalable systems and leading change through clear strategy, hands-on execution, and collaboration with key stakeholders.
Entrepreneurial Vision: I’m also the founder of TSN REI LLC, a real estate investment firm where I apply my strategic insight and financial acumen to grow long-term value.
People & Culture: I build strong, engaged teams through mentorship, transparency, and clear communication, fostering cultures where people thrive and businesses excel.
I hold a Bachelor of Science in Honors Science from Carleton University, and I’m Six Sigma certified. I’m fully authorized to work in both the U.S. and Canada and am always looking to bring energy and expertise to the next great opportunity.
Let’s connect—I’m always open to discussing meaningful work, innovative partnerships, and strategic leadership opportunities.
Accounting
Accounting Basics
Analytical Presentation
Management Consulting
Coaching
Business Coaching
Career Coaching
Continuing Professional Development
Executive Coaching
Data Entry
Data Analysis
Analytics Dashboard
Six Sigma
Strategic Planning
Oscar R.
Mississauga, Canada
$80/hr
5.0
103 jobs
🚀 Expert Vetted Fractional CMO & Growth Consultant | Sales Systems, Marketing Strategy & Business Development
I help startups, agencies, and professional service firms build scalable sales and marketing systems that drive consistent revenue and investor readiness.
With 10+ years of experience in business development, marketing strategy, and consulting, I’ve supported companies across SaaS and Tech, professional services, and finance, delivering both strategy and execution to ensure growth isn’t just planned, it’s achieved.
Here’s how I can help your business grow:
✅ Strategy & Market Research – Competitor analysis, go-to-market roadmaps, and investor-ready business planning.
✅ Sales & Marketing Systems – Creating multichannel customer acquisition, lead generation funnels, and revenue optimization, taking full ownership of the Sales and Marketing efforts of the business.
✅ Team & Process Leadership – Hiring, training, and managing cross-functional teams; SOPs and scalable workflows.
✅ Execution & Reporting – Hands-on management of campaigns (content, social, paid, email) with clear KPIs and ROI tracking.
Results I’ve delivered:
- Helped a SaaS firm launch into the U.S. market with new pricing tiers, boosting MRR by 25% in 90 days.
- Designed lead generation systems that generated 300+ qualified leads/month for B2B companies.
- Built investor pitch decks that supported multi-million-dollar fundraising rounds.
Whether you need high-level strategy, hands-on execution, or both, I can help you scale effectively.
Let’s discuss how we can grow your business!
---------------------------------------------------------------------------------------------------------------------
What can I offer with my Agency?:
COO & Co-Founder of Lil Horse. With extensive digital marketing experience, I lead a team of 40+ specialists focused on one goal: helping brands achieve sustainable, scalable growth. We bring a global perspective, a data-first approach, and a relentless commitment to client success. Our team is fluent in English and Spanish, allowing us to serve diverse markets seamlessly. Lil Horse is more than just an agency, we’re your growth partners, dedicated to creating impactful strategies and building relationships that last.
We've proudly worked with renowned clients such as:
• FIFA
• Budweiser
• HubSpot
• Chegg
• Modern Campus
• Huggies
Unlock Your Brand’s Potential with Our Expert Services:
• Digital Marketing Strategy & Social Media Marketing: We’ve boosted audience engagement by up to 45% within six months through tailored social media strategies across platforms like Facebook, Instagram, LinkedIn, and Twitter.
• Multi-Platform Advertising: Using advanced audience insights and strategic budgeting, we’ve achieved up to 3x ROI on campaigns launched across Facebook, TikTok, YouTube, and Google Ads.
• SEO & Lead Generation: With our SEO efforts, clients have seen up to 30% increases in search rankings and 25% growth in organic traffic within three months. Our lead generation campaigns nurture and convert leads effectively.
• Graphic Design & Branding: From logo creation to full brand identity, we ensure a consistent and memorable presence that drives brand recognition and builds trust.
• Web Design & Development: Our responsive, SEO-optimized websites have resulted in up to 20% improvements in conversion rates for clients in various industries.
• PPC Campaigns & Consulting: With our PPC expertise, we consistently drive up to 35% higher ROI on ad spend through effective targeting, A/B testing, and data-driven insights.
• Content Creation & Copywriting: By aligning with brand voice and optimizing for SEO, our content has increased engagement by 30% on average.
• Email Marketing: Our email campaigns see 20%+ open rates and conversion rates up to 5%, thanks to personalized design, segmentation, and robust automation.
At Lil Horse, we don’t just provide services; we craft customized solutions designed to meet your unique challenges and aspirations. With a proven track record of success and a passionate team by your side, we’re committed to helping you thrive in today’s competitive landscape.
Connect with me today, and let’s unlock your brand’s full potential together!
SEO Keyword Research
Sales & Marketing
Social Media Marketing
Facebook Ads Manager
Search Engine Optimization
Content Marketing
Pay Per Click Advertising
Google Ad Manager
Web Design
Brand Consulting
Social Media Website
Content Creation
Lead Generation
Startup Consulting
Anju S.
Montreal, Canada
$70/hr
5.0
83 jobs
I am a professional Five9 and Call Center Management consultant from Canada with over 20 plus years of experience in the IT industry. During this tenure I have held various positions and developed and honed a wide variety of skills. I am Five9 certified and have good knowledge of the call center Industry, PCI compliance, TCPA regulations, reports and process flow charts and diagrams.
• Project and team management
• Business Analysis
• Contact Center technologies and management
• IVR technologies
• Report and Data Analysis
• Various dialer technologies particularly Five9, SER/EIS, Stratasoft, Ameyo, Connect First
• Languages and Applications: VFP, PHP, MySQL, MSSQL, VBA, XML, HTML, JavaScript, ASP, Visio, Lucidchart, Microsoft programs, Excel automation, Google docs/sheets etc.
• Project Management Software - Matchware Mindview / Mind Maps and Gantt charts
• Software Application Management/development (SDLC) using cloud computing and technologies [SaaS]
My goal is to offer varied consultant services with utmost dedication and honesty as I have done in the past with proven track record of exceptional customer satisfaction. I have been able to accomplish all my job assignments with quality service, due to my diverse educational background, unique combination of skills, business sensibilities and experience coupled with dedication, focus and attention to detail.
Thank you for taking the time to check my profile and I hope I can be of service to your organization.
Business Analysis
Call Center Management
Five9
Microsoft Visio
Visual FoxPro
Information Technology Operations
Database Management
Lucidchart
BPO Call Center
Project Management
Ameni N.
Montreal, Canada
$45/hr
5.0
4 jobs
Do you ever feel like your business numbers tell a story — but not the full one?
I help small and medium-sized businesses turn financial data into clarity, control, and confident decisions.
I’m Ameni N., an FP&A Consultant and Finance Professional with over 5 years of experience helping business owners strengthen their financial performance, plan growth strategically, and automate reporting processes that used to take hours.
💡 Here’s how I can support you:
Budgeting & Forecasting — create realistic, data-driven plans that align with your goals.
Financial Modeling — evaluate new projects, pricing, or funding scenarios with confidence.
Automation & Dashboards — transform manual spreadsheets into dynamic, interactive reports using Excel or Power BI.
Cash Flow & KPI Analysis — know exactly where your money goes and how to optimize it.
🧩 Why clients choose me:
I understand how SMEs operate — you need clear insights, fast execution, and tools you can actually use, not complex corporate models.
I combine financial expertise with automation and data analysis, helping you save time and make smarter decisions.
I’m known for being proactive, reliable, and detail-oriented — you’ll always know what’s been done, what’s next, and the impact of every decision.
My goal isn’t just to deliver reports — it’s to help you see your business in numbers, uncover growth opportunities, and feel confident in every financial move you make.
💬 Let’s connect: Send me a quick message about your current challenges, and I’ll share one or two ways we could simplify and improve your financial operations — starting today.
Business Analysis
Financial Reporting
Finance & Accounting
Bookkeeping
Business
Data Analysis
SAP
IBM SPSS
Forecasting
Budget
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