๐ด US-based NetSuite Solution Provider and ERP Expert, holding NetSuite Consultant certification and boasting 15+ years of experience in ERP and accounting.
With a unique blend of hands-on business management and 15 years of NetSuite expertise, I help companies maximize their ERP investments. As a former employee of NetSuite and Moss Adamsโ NetSuite team, I bring deep technical and accounting knowledge, validated by my work at Moss Adams. Before entering the ERP space, I managed and ran multiple businesses, gaining practical experience in systems and operational processes that informs my consulting approach. I deliver tailored NetSuite solutions that drive efficiency and growth.
๐ช๐ต๐ฎ๐ ๐ ๐ข๐ณ๐ณ๐ฒ๐ฟ:
I specialize in transforming complex business processes into streamlined, scalable NetSuite solutions, empowering you to focus on growth.
My services include:
โ Full NetSuite Implementations: Guide your business through complete NetSuite setup and deployment tailored to your needs.
โ NetSuite Administration & Optimization: Configure and fine-tune your NetSuite environment for peak performance.
โ Data Migration & Integration: Seamlessly migrate data and integrate with tools like Celigo integrator.io.
โ Customizations & Scripting: Leverage SuiteCloud, SuiteFlow, and SuiteScripts for tailored solutions.
โ SuiteAnalytics: Build insightful reports and searches for data-driven decisions.
โ End-to-End Process Management: Optimize Lead-to-Cash, Procure-to-Pay, inventory, and warehouse operations.
โ Post-Go-Live Support: Conduct performance audits and provide ongoing support to ensure long-term success.
๐๐ก๐ฒ ๐๐จ๐ซ๐ค ๐๐ข๐ญ๐ก ๐๐?
By partnering with me, youโll:
๐ Overcome Challenges: Simplify complex implementations, data migrations, and workflow automations.
๐ Save Time & Resources: Leverage my expertise to focus on your core business priorities.
๐ Achieve Results: Benefit from robust, efficient, and tailored NetSuite solutions that drive growth.
๐๐๐ซ๐ญ๐ข๐๐ข๐๐๐ญ๐ข๐จ๐ง๐ฌ:
๐ฅ NetSuite Certified SuiteFoundation Consultant
๐ฅ NetSuite Certified Administrator
๐ฅ NetSuite Certified ERP Consultant
๐ฅ NetSuite Financial User
๐ฅ NetSuite Certified SuiteAnalytics User
๐๐ฒ ๐๐๐๐ค๐ ๐ซ๐จ๐ฎ๐ง๐
Business Management: Managed and ran multiple businesses, mastering hands-on systems and operational processes that enhance my ERP solutions.
NetSuite (5 Years): Employed by NetSuite, where I developed deep platform expertise working on core ERP solutions and client implementations.
Moss Adams NetSuite Team: Employed by Moss Adams, where I strengthened my accounting and ERP skills, serving diverse clients with complex financial needs.
My practical business experience, combined with technical NetSuite proficiency and accounting expertise, ensures your ERP system aligns with your financial and operational goals.
Ready to Scale Your Business?
Letโs unlock the full potential of your NetSuite investment. From initial setup to ongoing optimization, Iโll guide you every step of the way with high-quality, results-driven solutions.
๐๐๐ฑ๐ญ ๐๐ญ๐๐ฉ๐ฌ:
Click the greenโ๐๐ง๐ฏ๐ข๐ญ๐ ๐ญ๐จ ๐๐จ๐โ button to discuss your NetSuite needs. Iโm here to handle your administration, automation, and integration challengesโso you can focus on what you do best.
Regards,
๐๐๐๐ ๐๐๐ฐ๐ฒ๐๐ซ
NetSuite Consultant | ERP & Accounting Expert | System Optimization Specialist
Oracle NetSuite
NetSuite Administration
NetSuite Development
Implementation
API
Custom App
API Integration
CRM Software
Accounts Receivable
Accounts Payable
Accounting
Accounts Payable Management
Inventory Management
Financial Reporting
Jennifer B.
Reno, Nevada
$75/hr
4.8
778 jobs
I help businesses increase revenue by improving customer acquisition, conversion rates, and retention.
I look across the full customer journey to determine whether performance is being limited by the traffic, creative, offer positioning, messaging, funnel, follow-up, tracking, or a combination of factors. From there, I create an integrated strategy focused on improving revenue and scalability.
I have 14+ years of experience in email marketing and automation, CRM optimization, paid advertising, sales and lead-generation funnels, conversion rate optimization, and customer acquisition strategy.
My work has helped clients:
โ Grow email marketing to account for more than 35% of total revenue
โ Consistently generate open rates of 35% to as high as 65%
โ Achieve CTR of 3% to as high as 12% (not including free downloads CTAs)
โ Increase opt-in rates by 10% to more than double in some cases
โ Improve sales funnel conversion rates to as high as 12%
โ Reduce wasted ad spend by identifying tracking, targeting, and conversion issues
โ Consistently achieve 3X+ ROAS on ad campaigns
โ Build more cohesive acquisition and retention systems across multiple channels
๐๐บ๐ฎ๐ถ๐น ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐๐ถ๐ป๐ด ๐ฎ๐ป๐ฑ ๐๐๐๐ผ๐บ๐ฎ๐๐ถ๐ผ๐ป
I help businesses build highly profitable email marketing systems that support the complete customer lifecycle.
I handle email strategy, segmentation, flow mapping, copywriting, design, implementation, campaign planning, A/B split testing, and optimization.
For eCommerce that may include:
- Welcome series
- Abandonment/recovery flows (browser, cart, checkout)
- Post-purchase, replenishment, cross-sell, upsell, and winback flows
- Subscription reactivation flows
- Transactional flows
- Campaign management
For service-based businesses and B2B that may include:
- Lead nurturing flows
- Call booking reminders and post-call flows
- Webinar reminders and post-webinar flows
- Customer onboarding flows
- Campaign management
I also build B2B outbound systems, including list development, sequencing, deliverability, domain authentication, and CRM integration.
โญ โJen gave us great advice each month on how to improve our emails, copy, and revenue. She was also incredibly detail-oriented.โ โ Elaine K., Alight Health Formulas
Technology Expertise: Klaviyo, ActiveCampaign, Brevo, MailChimp, Constant Contact, GetResponse, HubSpot, GoHighLevel, Pipedrive, Apollo, Lemlist, Instantly, Dripify, Expandi
๐ฃ๐ฎ๐ถ๐ฑ ๐๐ฑ๐๐ฒ๐ฟ๐๐ถ๐๐ถ๐ป๐ด
I help businesses identify which audiences, messages, offers, and creative concepts are delivering the strongest returns, enabling them to allocate more budget to proven combinations and scale campaigns more quickly while maintaining profitability.
I specialize in Meta ads (Facebook & Instagram), handling:
- Campaign strategy
- Buyer persona (customer avatar)
- Competitor research
- Audience research
- Creative direction
- Ad copywriting/editing
- Campaign setup
- Bid, budget, and keyword optimization
- Tracking (pixel installation, CAPI setup, event deduplication)
- Ad management and optimization (ongoing)
- Testing (targeting, ad types, hooks, offers, creatives/copy, A/B split testing, etc.)
โญ โJennifer and her team helped me scale significantly and outperformed every agency and individual I had worked with before.โ โ Michael H., Orange Burps
๐๐๐ป๐ป๐ฒ๐น๐, ๐๐ฎ๐ป๐ฑ๐ถ๐ป๐ด ๐ฃ๐ฎ๐ด๐ฒ๐, ๐ฎ๐ป๐ฑ ๐๐ผ๐ป๐๐ฒ๐ฟ๐๐ถ๐ผ๐ป ๐ฅ๐ฎ๐๐ฒ ๐ข๐ฝ๐๐ถ๐บ๐ถ๐๐ฎ๐๐ถ๐ผ๐ป
I help clients create a clear customer journey that answers the right questions, builds trust, reduces friction, and gives the visitor a compelling reason to buy.
I handle strategy, copywriting, design, buildout, analytics, and A/B split testing to increase opt-in rates and conversion rates.
I've created: lead-generation funnels, sales pages, webinar funnels, quiz funnels, call-booking funnels, case-study funnels, product funnels, and multi-step funnels with upsells and downsells.
โญ โJen really knew her stuff and took my business to the next level.โ โ Joshua D., JTDODD
Technology Expertise: GoHighLevel, WordPress, Shopify, ClickFunnels, LeadPages, InstaPage, Squarespace, Wix, Kajabi, Thinkific, Teachable, Zapier, Make
๐ ๐ฎ๐ฟ๐ธ๐ฒ๐๐ถ๐ป๐ด ๐๐๐ฑ๐ถ๐๐ ๐ฎ๐ป๐ฑ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐
Not seeing the kind of ROI youโd like to see from your marketing efforts?
I provide comprehensive marketing audits designed to answer four questions:
โ What is working?
โ What is underperforming?
โ Why is it happening?
โ What should be prioritized next?
I provide a detailed report and a Loom video walkthrough covering all my recommendations.
โญ โJenniferโs audit exposed the gaps across my entire systemโthe good, the bad, and the ugly. It was exceptional.โ โ Linda S., iRemember, LLC
๐ฅ๐ฒ๐ฎ๐ฑ๐ ๐๐ผ ๐๐๐ผ๐ฝ ๐น๐ฒ๐ฎ๐๐ถ๐ป๐ด ๐บ๐ผ๐ป๐ฒ๐ ๐ผ๐ป ๐๐ต๐ฒ ๐๐ฎ๐ฏ๐น๐ฒ? Message me on Upwork today.
Email Marketing
Facebook Advertising
Social Media Advertising
Marketing Automation
Lead Generation
Marketing Strategy
Email Copywriting
Klaviyo
ActiveCampaign
Copywriting
Campaign Management
Social Media Marketing
Internet Marketing
Facebook
Meta Pixel
Landing Page
Email Campaign Setup
WordPress
Sales Funnel
Facebook Ads Manager
Nick M.
Reno, Nevada
$75/hr
4.2
14 jobs
Hello, my name is Nick. I own and operate a boutique CRM consultancy that helps growth-oriented and mission-driven organizations build trustworthy, scalable and operationally sound systems.
We partner closely with organizations that view their CRM as a critical part of their long-term growth strategy but need trusted guidance and sustainable execution to fully realize its potential.
We think of our clients as family. We will stay small and boutique by design in order to maintain highly personalized relationships with our clients.
We are relationship-driven, outcomes-focused, and operationally minded. Our goal is not simply to โimplement your CRM,โ but to help your organization establish confidence in its CRM through thoughtful system architecture, process design, and long-term trusted partnership.
We work best with organizations that:
1) Are ready to invest their time in operational growth and digital transformation.
2) Depend heavily on their CRM to support revenue generation, operations, programs, or customer lifecycle management.
3) Have invested in their internal tech stack but feel stuck.
4) Want a long-term, strategic, and personalized relationship rather than transactional task execution. Weโre not looking for organizations who โjust want it done.โ
5) Value trust, transparency, and thoughtful guidance
6) Are willing to invest in doing things correctly and sustainably
Our strongest alignment today includes:
1) Growth-stage SaaS organizations
2) Mission-driven nonprofits
3) FinTech SaaS organizations
4) Lending organizations
Organizations typically come to Summit One because:
1) Their CRM implementation feels overly customized, unstable, difficult to maintain, or completely underutilized
2) They have lost trust in a prior consulting partner or implementation experience
3) Internal system ownership has changed over time and operational issues have compounded
4) They want to evolve into the digital age but lack the confidence in their data and systems of record
5) Their integrations, automation, reporting, or data quality are creating friction internally
6) CRM adoption is low because the platform feels overly technical or difficult to use
7) They are investing heavily in their CRM but not realizing the full value of the platform
8) Their organization is scaling faster than their operational systems can support
9) They need a trusted advisor to help stabilize and mature their systems infrastructure
Many organizations feel like they purchased a โMaseratiโ but are driving a โused Honda.โ Summit One helps organizations bridge that gap.
What Makes Summit One Different:
Summit One was built around the belief that consulting relationships should be grounded in trust, transparency, and long-term partnership.
We intentionally avoid the โAdvice Conflict and Incentive Dilemmaโ (ACID) that often exists in consulting engagements, where recommendations are influenced by maximizing billable work rather than creating the best long-term outcome for the client.
Our philosophy is simple:
1) Recommend what is right for the client, not the vendor
2) Build systems that are sustainable and understandable
3) Avoid unnecessary complexity and overengineering
4) Focus on outcomes, not just technical deliverables
5) Create long-term value and trust through transparency and consistency
We believe organizations should understand and feel confident in the systems that power their operations.
Our Core Service Areas:
1) CRM Implementations & CRM Migrations
2) Managed Services & Ongoing CRM Support
3) RevOps & Sales Process Design
4) CRM Stabilization & Recovery Engagements
5) CRM Health Checks & Operational Audits
6) Integration & Automation Optimization
7) Strategic Advisory & System Design
How We Deliver:
Summit One operates as a highly personalized boutique consultancy. We intentionally maintain close relationships with clients and prioritize communication, transparency, and business outcomes throughout every engagement.
Our delivery philosophy emphasizes:
1) Transparency in effort, recommendations, and communication
2) Sustainable system architecture and governance
3) Business-first thinking over unnecessary customization
4) Collaborative partnership and long-term success
We aim to become a trusted extension of the organizations we support.
โ Certified Salesforce Implementation Partner
โ Successfully finished over 300+ projects.
โ 5 Star CSAT Ratingโญโญโญโญโญ
Salesforce Service Cloud
Five9
Salesforce
Talkdesk
Salesforce Sales Cloud
Salesforce Lightning
Salesforce CRM
Data Migration
Data Curation
Cameron G.
Reno, Nevada
$56/hr
5.0
7 jobs
Iโm a Medical Economics Analyst with a background as a senior epidemiologist, specializing in valueโbased care (VBC) financial modeling and populationโlevel analytics. My work blends rigorous quantitative methods with practical contract insight, helping organizations understand their upside, downside, and performance drivers with clarity and confidence.
I build clean, defensible VBC financial models used by provider groups, consultants, and analysts to pressureโtest sharedโsavings scenarios, evaluate contract performance, and support payer negotiations. My tools are designed to be intuitive, transparent, and contractโagnostic to enable fast, accurate scenario modeling without the complexity of a full reconciliation engine.
In addition to model development, I offer rapidโturnaround VBC scenario modeling services. You provide the assumptions (benchmark, PMPM, MSR/MLR, RAF delta, quality adjustment), and I deliver clear, negotiationโready outputs for client decks, strategy discussions, or internal decisionโmaking.
Iโm proficient in SQL, SAS, Tableau, and Microsoft Excel, and I pride myself on producing data visuals and financial outputs that tell a clear, actionable story.
SQL
SAS
Statistics
Data Visualization
Microsoft Excel
Data Analysis
Data Analysis Consultation
Data Management
Quantitative Analysis
Data Entry
Biostatistics
Epidemiology
Academic Research
Public Health
Financial Modeling
Anthony P.
Reno, Nevada
$100/hr
5.0
2 jobs
I lead a tax and accounting firm with a dedicated team of six staff, and together we have filed more than 500 returns, and successfully saved clients $10 Million in taxes. Our collective expertise ensures that every client receives top-tier service backed by experience and attention to detail.
Our mission is to help clients utilize the best financial strategies to make the highest returns and pay the least amount in taxes as legally allowed. We specialize in not only preparing accurate and timely tax returns but also in providing ongoing tax planning. This means developing strategies to optimize tax outcomes and assisting clients in staying on track throughout the year with their financial and tax plans.
We also offer FP&A and fractional CFO services, including cash flow forecasting, budgeting, financial projections, KPI analysis, and strategic goal setting. We have successfully integrated these services with multiple clients, helping them gain deeper financial insights and achieve their business objectives
I am a Certified Public Accountant with years of experience in advising clients in tax and finance while preparing returns of all types(1040, 1041, 1065, 1120S, 1120, 990).
Experienced in full-charge bookkeeping including AP and AR functions.
Financial statement preparation.
Audit and attest engagement experience.
Intuit QuickBooks
Microsoft Excel
Bank Reconciliation
Tax Return
Bookkeeping
Tax Law
Tax Preparation
Chart of Accounts
Accounting
Financial Statement
Financial Accounting
Greg H.
Reno, Nevada
$95/hr
5.0
6 jobs
I build automation for fulfillment and 3PL ops. 25 years on the floor at Apple, Shopify Fulfillment, NFI, and Amazon โ now writing the Python and APIs that fix the workflows I used to manage by hand.
Here's why that matters for your project:
The freelancer who codes well doesn't know why your warehouse is bleeding hours on the wrong dock door. The consultant who knows your warehouse won't open a code editor. I do both โ which means I design the solution from the actual operational problem and ship the tool that solves it. No translation layer, no scope creep from misunderstood requirements.
What I actually build:
- Shipping label automation โ Shippo and Pirate Ship API pipelines, CSV โ bulk labels โ tracking export, address validation built in
- Order routing and fulfillment workflows โ multi-channel, multi-3PL, with logging and exception handling
- 3PL billing reconciliation tools โ per-merchant invoicing accuracy at scale
- Yard Management Systems and inventory cycle automations
- Operational dashboards โ KPI capture, SLA tracking, near-real-time network load reporting
- Labor management models โ variable cost tracking, productivity and quality scoring
- Implementation scorecards โ cross-functional project tracking for distribution rollouts
Stack: Python, MySQL, REST APIs, Zoho Projects, Visio, Google Workspace, plus the WMS / YMS / LMS landscape from the operator side.
Real outcomes from my career running these systems before I started building them:
- Turned around a $5.5M 3PL account โ contribution margin from -$106K to +$32K in 5 months
- Saved $1.9M by rebuilding shipping cost logic (up to 60% per-shipment reduction)
- Lifted Apple Americas DC forecast accuracy from 83% to 95% in 3 months; held 99.99% ship goal for 11 straight months
- Built TPAC labor model โ +30% productivity, +8% quality, -10% absenteeism
- Cut quarterly inventory cycle time from 3 days to 4 hours
Who I work best with:
- 3PLs with billing, integration, or implementation pain that needs a real tool, not a spreadsheet
- E-commerce brands sitting on top of a 3PL who need automation between their store and their fulfillment partner
- Founders building fulfillment software who want a domain expert in the loop on the build
How I work:
Discovery call โ fixed-scope diagnostic with a concrete deliverable spec โ build โ handoff with documentation. I default to small, shippable wins over multi-month engagements. Most builds turn around in days, not weeks.
If your project sits at the intersection of fulfillment operations and software, message me. The first conversation is free and I'll tell you straight whether I'm the right fit.
Third-Party Logistics
Supply Chain & Logistics
Warehouse Management
Inventory Management
Six Sigma
Automated Workflow
Business Process Automation
API Integration
Python
Order Fulfillment
Shopify
Operations Management Software
Process Improvement
Project Management
Shipping & Order Fulfillment Software
Data Integration
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