Hire the Best Inkey Solutions Brook Specialists

Results-driven and motivated professional with substantial experience in overseeing all aspects of strategic planning, project management, financial planning and forecasting, as well as data evaluation and, with passion to deliver exceptional results across the healthcare sector. Demonstrated expertise implementing robust strategies and conducting risk assessments to ensure enhancement in quality of all executed projects and procedures. Instrumental at overseeing financial management, quality management, reviewing, and planning daily activities for all staff members to maximize team performance and company productivity. # Upwork Profile Overview I help healthcare organizations, startups, and growing businesses improve operations, strengthen client relationships, and turn messy processes into clear, scalable systems. I bring experience in healthcare consulting, project management, process improvement, operational strategy, stakeholder engagement, sales support, and executive-level deliverables. My background includes supporting hospital and health system initiatives tied to throughput, care progression, length of stay, ED boarding, perioperative performance, staffing workflows, and cross-functional implementation. I am especially passionate about the intersection of operations, client relationships, and growth. I enjoy helping organizations understand client needs, translate complex problems into clear solutions, and create materials that support decision-making, account management, and sales pursuits. Clients come to me when they need someone who can quickly understand the problem, organize the work, communicate clearly, and move the project forward without needing excessive hand-holding. I can help with: * Healthcare operations improvement * Workflow and process mapping * SOP and playbook development * Project plans, timelines, and PMO support * Executive summaries and leadership presentations * Sales pursuit support and proposal materials * Account management support and client-facing deliverables * Client needs assessments and discovery summaries * KPI tracking and performance dashboards * Meeting facilitation and stakeholder follow-up * Operational assessments and recommendations * Smartsheet, Excel, PowerPoint, Visio, and MS Project support * AI-assisted workflow improvement and documentation I am especially strong at translating complex operational issues into clear, executive-ready materials. Whether you need a polished deck, a project tracker, a workflow redesign, a sales support document, or a practical improvement plan, I can help you get organized and move from “we need to fix this” to “here is the plan.” My style is structured, collaborative, client-focused, and outcome-driven. I ask thoughtful questions, communicate clearly, and create deliverables that leaders, clients, and account teams can actually use. If you need someone who understands healthcare operations, project management, client relationships, and business improvement, I would be glad to support your project.

I am a developer with over a decade of experience in Claris FileMaker Pro, FileMaker Server, and the web. I specialize in creating efficient UX/UI designs that streamline productivity and usability. I have extensive experience in team leadership and project management, with communication skills and diligence to complete projects quickly and effectively. My databases have empowered a range of businesses and organizations to significantly improve workflows, resulting in measurable results including major sales and acquisitions. As examples, my portfolio contains four advanced databases I developed for public-facing collections and archives.

I help real estate teams and small businesses stop losing time to manual follow-ups, scattered transaction tracking, and inbox overload. With almost 10 years supporting U.S. real estate teams in transaction coordination, scheduling, and client communication, I bring both hands-on operations experience and the ability to design AI-assisted automation that takes repetitive work off your plate. Most recently, I directed the design of a custom automation system (built with AI assistance) that took over placement tracking, status updates, and client reminder emails, work that used to take hours of manual follow-up each week. I also contributed to a Customer Success AI strategy initiative and wrote an internal report on AI-driven efficiency wins for leadership. Today I bring that same mindset to client work: building email workflow systems (lead and deal stage drip campaigns, inbox triage automation) and operational spreadsheets that keep small businesses organized and on top of deadlines. Before moving into operations and automation, I spent years as a Transaction & Listing Coordinator, managing residential transactions from pre-listing through closing across multiple U.S. states. I'm well versed in Dotloop, Skyslope, ZipForms, Lone Wolf, DocuSign, and MLS systems including Matrix, Flex, MLSpin, and Bright, and I keep a close eye on deadlines, compliance documentation, and escrow milestones.

Are you looking for an experienced leader who can strengthen your financial controls, organize business operations, and manage critical HR functions? I bring 15+ years of experience across Controller services, QuickBooks Online, Business Operations, and HR Management. I help growing companies create reliable financial processes, scalable operating systems, and well-managed employee programs—all while remaining hands-on with daily execution. With an MBA, a Bachelor of Science in Accounting, and QuickBooks Online ProAdvisor certification, I combine financial expertise with extensive experience leading business and people operations. I can support a specific project, provide fractional leadership, or manage an ongoing function. 🔷 CONTROLLER & ACCOUNTING OPERATIONS I help businesses improve financial accuracy, visibility, controls, and cash flow. My experience includes hands-on accounting operations and higher-level financial oversight. 💻 QuickBooks Online setup, cleanup, and ongoing management 🏦 Bank, credit card, and account reconciliations 💳 Accounts payable and vendor payment management 💰 Accounts receivable, invoicing, and collections 📅 Monthly close and financial reporting 📈 Cash-flow tracking and forecasting 📊 Budget development and variance analysis 🧾 Payroll review, processing, and accounting coordination 🔍 Expense management and vendor oversight 🔐 Internal controls and approval workflows 📉 Financial dashboards and management reporting 📝 Accounting processes, documentation, and SOPs 🤝 Coordination with CPAs, tax professionals, and leadership I have implemented and optimized QuickBooks Online, corrected financial-process gaps, improved reporting accuracy, strengthened invoicing and collections, and identified duplicate or unnecessary vendor charges that saved companies money. 🔷 BUSINESS OPERATIONS MANAGEMENT I build the operational structure companies need to grow without losing visibility, accountability, or control. 🎯 Business operations management and strategic planning 📝 SOPs, policies, workflows, and operational playbooks ⚙️ Process assessment and continuous improvement 📋 Cross-functional project and program management 📊 KPI development and executive dashboards 💻 Systems implementation and integration 🤝 Vendor, contract, and expense management ⏱️ Time tracking, utilization, billing, and revenue operations 👥 Team coordination and operational leadership 📚 Knowledge-base development and business continuity planning 🔄 Change management and employee adoption 🏢 M&A due diligence and post-acquisition integration I have built operations functions from the ground up, authored more than 20 SOPs and operational playbooks for individual organizations, and helped scale a technology company from fewer than 10 employees to more than 100 employees across 15+ states. 🔷 HR MANAGEMENT & HR OPERATIONS I provide hands-on HR management and People Operations support throughout the employee lifecycle. My background includes serving as an HR Operations Manager, HR Business Partner, Director of Business Operations, and HR systems administrator. 👥 HR Operations and People Operations management 🤝 HR Business Partner support 🌟 Employee onboarding and offboarding 🔎 Recruiting operations and applicant tracking systems 💵 Payroll and benefits administration 💬 Employee relations and performance management ⚖️ HR compliance and employee documentation 🗺️ Multi-state workforce administration 📖 Employee handbooks, policies, and procedures 🏢 HR Shared Services development 💻 HRIS and ATS implementation and administration 📊 Workforce reporting and HR data management 🛡️ PEO administration and vendor coordination 📣 Organizational change and employee communications I have led recruiting operations supporting 40–50 hires annually, built People Operations infrastructure for a workforce of more than 100 employees, and helped establish HR Shared Services capabilities supporting approximately 2,000 employees and contractors. 🔷 SYSTEMS & TECHNOLOGY 💰 Accounting and finance: QuickBooks Online, Xero, FreshBooks, Oracle Financials, SAP Concur, Expensify and Harvest 👥 HR, payroll and recruiting: BambooHR, Rippling, ADP, TriNet, Gusto, Lever and Greenhouse ⚙️ Business operations: Salesforce, Microsoft 365, Google Workspace, SharePoint, Confluence, Asana and other project-management platforms 🔷 LET’S WORK TOGETHER Whether you need a Controller, QuickBooks Online expert, Business Operations Manager, HR Manager, or fractional operations leader, I can step in, assess your needs, and create practical systems that support your business. My approach combines strategic leadership with hands-on execution. I do not simply recommend improvements—I help build, document, implement, and manage them. 💬 Message me to discuss your accounting, business operations, or HR needs.

Are you looking for a reliable Online Business Manager, Operations Manager, Project Manager, Customer Success Manager, or Executive Virtual Assistant? I help small businesses organize daily operations, coordinate projects, support customers, and keep executive priorities moving. Hi, I’m Kelly. I bring more than 20 years of experience in operations management, project management, customer success, executive support, dispatch, hospitality, and office administration. I’m dependable, calm under pressure, and comfortable stepping into busy environments where organization, communication, and follow-through are essential. HOW I CAN HELP • Online business management and daily operations management • Project management, project coordination, task tracking, and deadlines • Customer success, client onboarding, customer retention, and issue resolution • Executive virtual assistance and administrative support • CRM management, customer records, support tickets, and follow-up • SOP development, process documentation, checklists, and training materials • Business process improvement and workflow coordination • Inbox management, calendar management, appointment scheduling, and file organization • Team, technician, vendor, and service coordination • Employee onboarding, training, and technical support • Spreadsheets, operations dashboards, reports, and data entry EXPERIENCE YOU CAN COUNT ON Throughout my career, I have coordinated more than 30 technicians across five states, handled customer-service queues of up to 100 calls per day, managed projects from the initial customer request through completion, trained employees, resolved escalated customer concerns, and supported daily office operations. My background includes customer support, customer relationship management, scheduling, billing, technical troubleshooting, group reservations, business records, in-house financing, collections, and confidential documentation. TOOLS AND TECHNOLOGY My experience includes Zoho CRM, GoHighLevel, Zendesk, Avaya Agent, NICE, Zimbra, Ridgeline, Workday, FOSSE, Zoho Voice, Zoho Cliq, Google Workspace, Microsoft Office, Outlook, Excel, and Copilot. I understand the trust involved in bringing someone into your business. I communicate honestly, protect confidential information, treat customers with respect, and take ownership of my responsibilities. When a problem arises, I stay calm, find a practical solution, and keep you informed. If you need support with business operations, project management, customer success, executive assistance, CRM management, SOPs, or process improvement, I would be happy to learn more about your business and goals.

Hi there! 👋 I'm Rain - an operations specialist who keeps busy teams running smoothly behind the scenes, so you can focus on what actually grows your business. With over 5 years of experience across real estate and wellness companies, I've helped brokerages close hundreds of transactions cleanly, built CRM and lead systems from scratch, and put SOPs in place that teams actually use. I've supported operations behind $100M+ in commission volume and managed lead systems with 30,000+ contacts - so whether it's one messy inbox or a whole workflow that needs rebuilding, I've probably untangled something like it before. ✨ Here's how I can help: ⚙️ Systems & Ops Strategy Building and documenting SOPs, streamlining onboarding and offboarding, and setting up the systems that let a growing team scale without chaos. 🏠 Real Estate Operations & Transaction Coordination MLS listings, CRM updates (Brivity, Zoho, Monday, ClickUp), contract and disclosure prep, compliance documentation, lead tracking, and keeping every file organized and closing-ready. 📣 Social Media & Marketing Support Content creation and scheduling, email campaigns (Mailchimp, FloDesk), newsletters, and property/brand marketing using Canva, CapCut, and Filmora. 💬 Client & Team Communication Scheduling, follow-ups, and the kind of dependable communication that makes clients feel taken care of. I love the behind-the-scenes work - building a system that finally makes sense, catching the thing that would've slipped through, making a chaotic week feel manageable again. If that's the kind of support you're looking for, I'd love to connect! 🗂 Best, Rain 🌧️