Do you spend hours managing data, tweaking workflows, or manually moving information between systems? I help businesses automate their backend processes — using Podio, Globiflow, Zapier, Twilio, DocuSign, and more — so you can focus on growth instead of grunt work.
What I offer:
- Full Podio system setup (from scratch) tailored to your business logic
- Workflow automation & scripting using Globiflow / Podio APIs
- API integrations (Zapier, Twilio, DocuSign, etc.) to connect Podio with other tools
- CRM audits & optimization to remove bottlenecks and scaling issues
- Custom forms, schemas, dashboards, reporting in Podio & Google Sheets
- Ongoing support & training to help your team get the most out of the system
Why work with me?
- Over 500+ hours on CRM/automation projects
- 100% job success, Top Rated badge, and consistent 5-star reviews
- Deep dive approach: I don’t just “do stuff” — I understand your process, then design the solution
- Strong communication, prompt responsiveness, and a collaborative mindset
Let’s set up a call to talk about your challenges and goals. I’ll help you map out your CRM automation roadmap so you can scale without the noise.
DocuSign
Google Docs
Customer Relationship Management
Google Sheets
GlobiFlow
Zapier
CallTools Call Center Software
PHP
Podio
Automation
CRM Software
HighLevel
Looker Studio
Typeform
Pipedrive
Mark C.
Meycauayan, Philippines
$20/hr
5.0
85 jobs
Pablo Picasso once said, "The meaning of life is to find your gift. The purpose of life is to give it away." Over more than ten years of honing my skills and talent in the corporate world, I have found my purpose to serve people and help them reach their goals.
My diverse skill set and varied expertise go down to the bottom line of my purpose in life, which is to deliver exceptional and exquisite customer service among all others. I have learned that if you want to help yourself reach your goals in life, you have to master quality workmanship and attention to detail to stand out. My passion is to gain a 100% job success rate in whatever project I do and to build meaningful relationships with my clients that will last a lifetime.
Now here is how I can help you:
I am a professional all-rounder Virtual Assistant who offers services such as but not limited to: email marketing and automation, word and excel data processing, PowerPoint/Prezi presentations, video editing, transcribing, graphics designing using Canva, Adobe Photoshop and CorelDraw, 3D designing using Google SketchUp, appointment scheduling, social media management, website content (WordPress), service/task management (using Trello / ConnectWise), and travel arrangement/planning.
I enjoy being a Tech/Customer support specialist because I can always relate, and I always intend to keep "the product" on its entire life cycle. I am an IT specialist by blood, with the ability to look at technical issues from the customer's perspective and empathize with their situation, making me an effective agent and advocate. It also gives me that room for growth and the opportunity to know more about stuff. Curiosity and innovation are what drive me the most. System/network administration, helpdesk support, desktop troubleshooting, server management, information security, firewall, antivirus – you name it, and I can help you with that.
I am an experienced Data Privacy policy and workflow expert with TÜV Rheinland certification. Beyond that, I have more than six years of competent expertise, experience, and skills to take on compliance with your data privacy life cycle – from data collection, processing, retention up to the disposal of your data. I write documentary requirements that will help your organization comply with website privacy policy, cookie policy, data privacy impact assessment, personal data inventory, information security risk.
In closing, I would like to share one of my client's feedback about my job that is worth considering: "Mark has given me my life back during his role as a Virtual Assistant. He does everything timely and has such an attention to detail that I have no worries. I am grateful that I have found him. Hire Mark."
I hope you find my gift valuable to your organization. I look forward to serving your needs and helping you reach your target goals.
DocuSign
WordPress
Mailchimp
Squarespace
Social Media Management
Graphic Design
Technical Support
GDPR
Email Campaign Setup
Zoho CRM
Web Design
Google Workspace Administration
Presentations
Gmail
Anna Rose T.
Cabuyao, Philippines
$20/hr
5.0
24 jobs
CAREER OBJECTIVES
Dedicated legal administrative professional with extensive experience in legal billing, contract management, and operational support. Passionate about providing attorneys and legal teams with seamless administrative and billing solutions, allowing them to focus on their core work. Skilled in legal invoicing, contract review, compliance tracking, and database management to ensure accuracy and efficiency. Committed to optimizing processes, maintaining legal and financial integrity, and contributing to the success of global legal teams.
SPECIAL SKILLS
Legal & Administrative Expertise
• Legal billing & e-billing (QuickBooks, legal invoicing systems)
• Contract management (review, redlining, drafting, approvals)
• Legal administrative support (file management, compliance, document execution)
• Legal operations support (budgeting, vendor management, attorney coordination)
• Experience with MSAs, SOWs, NDAs, BAAs, Addendums, Amendments
Business & Client Support
• Administrative support for legal professionals & corporate teams
• Calendar & email management
• Client communication & coordination
• Social media management & website updates
Data & System Management
• Contract & invoice database management (ViewPoint, Hcue, GEMS, SharePoint)
• Legal matter tracking & reporting
• Legal billing & compliance auditing
• Handling sensitive client & legal data
Process Improvement & Leadership
• Training & mentoring in legal tools & processes
• Process optimization for billing & contract management
• Coordinating with stakeholders for document approvals
Customer & Vendor Relations
• Liaison between attorneys, clients & business stakeholders
• Client/vendor onboarding & relationship management
• Handling escalations & dispute resolution
With 7+ years of experience, I specialize in legal administrative and billing services that streamline operations and enhance efficiency. My expertise ensures reliable, precise, and professional support.
I am committed to clear communication, fostering trust, and resolving billing discrepancies efficiently.
My Unique Value
✅ Expertise: Proven experience in legal admin & billing for seamless operations
✅ Attention to Detail: Meticulous accuracy in every task
✅ Client-Centric Approach: Timely, high-quality service tailored to your needs
✅ Commitment to Excellence: Building long-term relationships based on trust
Let’s discuss how I can support your success—contact me today!
DocuSign
Invoicing
File Maintenance
Google Docs
Database Management
File Management
Contract Management
Microsoft Office
Customer Service
Legal Drafting
Salesforce
Document Review
Legal Agreement
Administrative Support
Property Management
Bea L.
General Trias, Philippines
$35/hr
4.4
25 jobs
With over five years of hands-on experience in property management accounting and two decades of professional expertise, I help real estate investors, property managers, and development firms streamline their financial operations.
💼 Bookkeeping & Property Management Services:
✅ Full-service bookkeeping for multifamily, single-family, and short-term rentals
✅ Bank, credit card, and escrow account reconciliation
✅ Owner distributions, management fees, and vendor payments
✅ Investor-ready financial reporting & monthly statements
✅ Property onboarding and setup
✅ Tracking rent rolls, lease renewals, and capital expenditures
✅ Coordinating with accounting teams and handling cleanups
✅ SOP creation for financial processes
🛠 Software Expertise:
🔹 Buildium (Proficient since 2019)
🔹 DoorLoop
🔹 RentRedi
🔹 QuickBooks Online (Certified User)
🔹 Xero (Certified User)
🔹 AppFolio
🔹 MS Excel & Google Sheets
🏡 Real Estate & Professional Background:
Licensed Real Estate Broker in the Philippines
MBA postgraduate studies
COO & Finance Officer for a Philippine-based accounting and bookkeeping company
Trained 100+ aspiring VAs on Buildium and bookkeeping best practices
🌟 Why Clients Choose Me:
✨ Detail-oriented, proactive, and highly dependable
💬 Strong communication and collaborative mindset
📈 Committed to continuous learning and delivering results
🤝 Passionate about empowering businesses and aspiring VAs
Let’s connect! I’m excited to help bring clarity and structure to your financial systems.
DocuSign
Bookkeeping
Intuit QuickBooks
Bank Reconciliation
Accounting
Buildium
Real Estate
Xero
Accounts Payable Management
Asana
Yardi Software
Google
Microsoft Office
Robert M.
Bustos, Philippines
$10/hr
4.4
19 jobs
Combining technical proficiency with strong judgment and problem-solving across Administrative Operations, Real Estate Transactions, and Contract Management, with a focus on organizing systems and keeping operations running efficiently.
● 3+ years managing contract-to-close pipelines, timelines, compliance, and communication
● Supported brokers, firms, realtors, and Keller Williams agents across Missouri, New York, Georgia, Washington, and Connecticut
● Supported a law firm with contract drafting, due diligence, and property research
● Sharpened eye for contract terms and risk points, not just the paperwork process
I specialize in building the administrative systems that keep growing teams organized, including SOPs, filing conventions, CRM databases, and workflows that hold up under pressure. On the transaction side, I've used Dotloop,Clio, TransactionDesk, Authentisign, and DocuSign to support teams of up to 12 brokers, handling contracts, disclosures, and state-specific compliance across five states, plus MLS platforms including RMLS, NWMLS, GAMLS, Heartland MLS, and SmartMLS.
WHAT I CAN HELP YOU WITH
● Administrative & Operations Support
● CRM & Database Management (Airtable, Keap, Google Workspace)
● Real Estate Transaction Coordination (contract to close)
● Contract Drafting & Legal Documentation Support
● Due Diligence & Property Sourcing Research
● Marketing & Administrative Support
● Graphic Design & Marketing Materials
● Tourism, Hospitality & Travel Support
WHERE I ADD THE MOST VALUE
● Administrative systems, SOPs & digital filing
● CRM & database management (Airtable, Keap, Google Workspace)
● Document workflows, including preparation, review, labeling, and storage
● Transaction coordination from listing to closing, using Dotloop, TransactionDesk, DocuSign, and Authentisign
● Contract drafting, review, and due diligence support
● Multi-state compliance management: Missouri, New York, Georgia, Washington, Connecticut
● MLS management: RMLS, NWMLS, GAMLS, Heartland MLS, SmartMLS
● CMA & ARV research and property sourcing support
Also experienced in graphic design and marketing materials, having worked with tourism and marketing teams locally and internationally on branding, content creation, and client-facing materials.
Operating as a BIR-registered business in the Philippines, I bring professional standards, not just task completion, and I work aligned with your time zone with clear communication every step of the way.
1. Send me a message on Upwork
2. Click the green "Schedule Meeting" button
3. Select a 30-minute slot, and I'll confirm shortly
📩 Let's talk about your pipeline. I'm ready to plug in and get to work.
DocuSign
Administrative Support
Virtual Assistance
Data Entry
Real Estate Virtual Assistance
Real Estate Transaction Standard
Real Estate
Dotloop
Property Management
Microsoft Excel
Google Workspace
Project Management
Customer Service
Draft Correspondence
Real Estate Closing
Online Transaction Processing
Contract Management
Graphic Design
File Management
Hospitality & Tourism
Red C.
Binan, Philippines
$45/hr
5.0
69 jobs
I build automations that sell, scale, and make your business run like it’s on autopilot.
Over 500+ automations deployed, saving clients 10,000+ hours while multiplying output across marketing, sales, and operations. When I step in, manual work disappears and profit margins expand fast.
Why Clients Work With Me
- Certified Expert: Make.com certified with 5+ years building high impact automations that drive measurable ROI.
- Proven Systems: From HubSpot and Pipedrive to ClickUp and Monday.com. I’ve streamlined workflows for startups and 8-figure companies alike.
- AI-Driven Edge: I integrate OpenAI, voice bots, and chat systems that don’t just automate tasks they make decisions.
What You’ll Get
- Fully-custom automation built on Make.com, Zapier, Airtable, and APIs
- Seamless data flow between CRMs, e-commerce, and operations tools
- AI powered chat, voice, and data automations
- Scalable frameworks designed to grow with your business
Tools I Master:
Make.com, Zapier, Airtable, HubSpot, Salesforce, Pipedrive, Monday.com, ClickUp, Shopify, Google Sheets, QuickBooks, Xero, Twilio, PandaDoc, DocuSign, AWS, Google Cloud, MongoDB, and more.
If you’re serious about scaling, I’ll engineer the systems that make it inevitable.
DocuSign
Make.com
Zapier
CRM Automation
HubSpot
Twilio
Airtable
Pipedrive
HighLevel
Mailchimp
PandaDoc
ActiveCampaign
Marketing Operations & Workflow
OpenAI API
AI Builder
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