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Hire the best Management Consultants in Nashville, TN

Check out Management Consultants in Nashville, TN with the skills you need for your next job.
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  • $60 hourly
    • 5.0/5
    • (8 jobs)
    Hi there :) As a former CFO and founder of DataZen, I specialize in empowering companies to harness the full potential of their data. My expertise lies in developing custom dashboards and implementing AI-driven insights tailored specifically to the marketing and accounting (I'm a licensed CPA) industries. Core Competencies: -Custom dashboard development -AI-powered model prep -Data system optimization -Financial/CFO analysis for growing companies What Sets Me Apart: -My unique background as a CFO allows me to provide marketing agencies with financial insights typically reserved for C-suite executives. -I bridge the gap between raw data and actionable intelligence, enabling agencies to make informed decisions that drive growth. My Approach: I focus on creating efficient, cost-effective solutions that deliver results within weeks, not years. My services are designed to: -Streamline reporting processes -Reduce the need for extensive in-house data teams -Enhance decision-making through predictive analytics -Provide clear, actionable insights Value Proposition: By working with me, you can expect to save time, cut costs, and boost efficiency. My solutions provide the clarity needed to make data-driven decisions confidently, without the overhead of building an entire data infrastructure from scratch. If you're looking to transform your agency's approach to data without the hassle of hiring a full team or spending years on development, let's connect. I'm here to help you turn your data into a powerful asset for growth 💪🚀
    Featured Skill Management Consulting
    Business Consulting
    Amazon
    Business Analysis
    Accounting
    Accounting Report
    Marketing Analytics
    Mergers & Acquisitions
    Business Intelligence
    Microsoft Power BI
    Financial Analysis
    Financial Accounting
    Financial Consulting
    Data Analysis Consultation
    Data Analysis
  • $55 hourly
    • 4.4/5
    • (24 jobs)
    💡 𝝖𝗯𝝾𝘂𝘁 𝗠𝗲 I help businesses streamline their operations, enhance learning, and optimize processes through clear, effective technical writing, strategic consulting, and training solutions. With over 30 years of experience across industries, including healthcare, finance, manufacturing, and quick service restaurants. I specialize in creating clear, actionable documentation, developing scalable training programs, and providing strategic guidance to help businesses grow. Whether you need precise SOPs, engaging training content, robust learning management solutions, or strategic insights to tackle operational challenges, I’m here to help you achieve clarity, compliance, and continuous improvement. 🎯 𝗦𝗸𝗶𝗹𝗹𝘀 & 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 • Technical Writing & Documentation: SOPs, policies, procedures, playbooks, and user guides that ensure consistency and compliance. • Strategic Management Consulting: Guidance for scaling businesses, C-level support, and operational strategy. • Training & Learning Development: Design and delivery of engaging training programs, virtual, in-person, or hybrid. • Course Facilitation: Instructor-led training, workshops, and online course delivery. • Instructional Design & Technology: Course creation for e-learning, blended learning, and self-paced programs. • Process Engineering & Optimization: Streamlining workflows for greater efficiency and productivity. • Coaching & Advisement: Leadership coaching and strategic advice for business growth. 📌 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 As the CEO of Document Doctors, LLC, I have worked with a wide range of clients, from scaling startups to enterprise organizations, helping them optimize their operations, standardize processes, and elevate their training capabilities. My experience spans healthcare, finance, real estate, construction, manufacturing, retail, quick service restaurants, and more. I've also designed and delivered training for clients in various formats. Live, virtual, and self-paced, ensuring that learning is accessible and impactful. ✅ 𝗪𝗵𝘆 𝗖𝗵𝝾𝝾𝘀𝗲 𝗠𝗲 • Clear, concise, and compliant documentation that enhances efficiency. • Training programs tailored to your team’s needs and learning styles. • Strategic insights to help your business scale effectively. • 25+ years of cross-industry experience, from small businesses to enterprise clients. • Proven expertise in both technical writing and training design. Keywords: technical writer, SOP writer, policy and procedure development, training and course facilitation, instructional design expert, learning and development consultant, process optimization specialist, strategic management consulting, virtual training expert, in-person training facilitator, training course designer, e-learning content developer, training program creation, process documentation specialist, consulting for scaling businesses, Trainual Certified Partner, hybrid learning solutions, standard operating procedures, C-level strategy advisor, workflow optimization.
    Featured Skill Management Consulting
    Strategic Planning
    Business with 1000+ Employees
    Business with 100-999 Employees
    Business with 10-99 Employees
    Good Manufacturing Practice
    Project Management
    Quality, Health, Safety & Environment Management
    Employee Training
    Process Design
    Procedure Development
    Policy Development
    Elearning
    Training & Development
    Technical Writing
  • $60 hourly
    • 5.0/5
    • (2 jobs)
    Our core offerings: 1. Data Analytics and Visualization: Translating intricate clinical trial data into actionable insights using advanced analytics and visualization tools. 2. Clinical Trial Consulting: Comprehensive guidance from trial design to post-evaluation, ensuring efficiency and optimal outcomes. 3. Medical/Scientific Writing: Precise, compliant documentation ranging from regulatory submissions to training materials. In today's evolving healthcare landscape, we bridge the essential gap between clinical trials and advanced data solutions, positioning ourselves as a unique blend of clinical and data expertise. With a vision to continuously redefine clinical data analytics, we're committed to keeping our clients ahead in this ever-evolving domain. We're excited about the potential synergy between your projects and Storm Informatics Inc. Let's discuss how our expertise can benefit your organization!
    Featured Skill Management Consulting
    Microsoft SharePoint
    Microsoft Office
    Project Management
    Data Management
    Vendor Management
    Medical Informatics
    Medical Records
    Data Analytics
    Clinical Trial Management System
    Clinical Systems CTMS
    Procedure Manual
    Technical Writing
    Process Design
  • $125 hourly
    • 5.0/5
    • (51 jobs)
    I can make your company one-of-a-kind by delivering language models based on LLMs, neural networks, and other ML algorithms that will power your predictive products and services. I'm passionate about using the very best ML technology available to achieve measurably superior results in whatever application we are working on. I have a proven track record of delivering fully functioning systems to spec, whether on my own or as part of a team. The linguistic approaches of 5 years ago are now obsolete. With the advent of generative transformer networks (ChatGPT et. al.) you no longer need to suffer through balancing precision and recall to reach a good-enough middle ground. You can have your precision, and recall it too! Previous techniques used to understand unstructured text data that involved parts of speech, lemmatization, stemming, and other traditional NLTK tools pale in comparison to modern neural networks that embed semantic meaning into N-dimensional vector space.
    Featured Skill Management Consulting
    Marketing Management
    Project Plans
    Technical Support
    Project Management Professional
    Marketing Strategy
    Content Strategy
    Video Editing
    Project Management
    Technical Documentation
  • $100 hourly
    • 4.8/5
    • (8 jobs)
    I help over-worked and under-profitable business owners achieve greater profitability and build lasting wealth by defining and executing a strategic business plan to win in their market and turn their business vision into predictable, scalable results. I am a Certified Strategy Planning Professional, Board-Certified Executive Coach, and Certified Exit Planning Advisor. I have helped businesses ranging from healthcare to construction become more profitable, sustain that profitability, and become valuable enough to sell. Immediately before starting Visionary Results, I was CEO of Professional Credential Services and Executive Vice President of Virtual, Inc. Before that, I was an independent consultant helping organizations with process improvement and management issues. 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐚𝐧𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 Business planning starts with strategy – how you will compete and win in the market and how you will execute that plan. Business planning then explains the strategic plan's current and future financial ramifications. As a Certified Strategy Planning Professional, I will help you define how you will win in the market and translate that plan into a forward-looking financial business plan, including any presentations and reports needed for equity or debt funding. 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐂𝐨𝐚𝐜𝐡𝐢𝐧𝐠 Ongoing support via the VisionaryMBA unlimited, on-demand business coaching and access to the VisionaryMBA Academy. 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐎𝐎/𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐨𝐫 Do you need a full-time COO or Integrator? Or do you need someone to help your owner, CEO, or Visionary manage the day-to-day? As a Fractional COO or Integrator, I work myself out of a job. Therefore, I will act as your second-in-command and mentor you and your chosen Second-in-Command so you can fill that position internally. 𝐓𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 "𝘊𝘳𝘢𝘪𝘨 𝘸𝘢𝘴 𝘦𝘹𝘵𝘳𝘦𝘮𝘦𝘭𝘺 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘬𝘯𝘰𝘸𝘭𝘦𝘥𝘨𝘦𝘢𝘣𝘭𝘦. 𝘏𝘦 𝘢𝘴𝘴𝘪𝘴𝘵𝘦𝘥 𝘮𝘺 𝘧𝘪𝘳𝘮 𝘸𝘪𝘵𝘩 𝘪𝘮𝘱𝘳𝘰𝘷𝘪𝘯𝘨 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴 𝘢𝘯𝘥 𝘦𝘧𝘧𝘪𝘤𝘪𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘸𝘢𝘴 𝘢𝘣𝘭𝘦 𝘵𝘰 𝘫𝘶𝘮𝘱 𝘳𝘪𝘨𝘩𝘵 𝘪𝘯𝘵𝘰 𝘵𝘩𝘦 𝘱𝘳𝘰𝘫𝘦𝘤𝘵𝘴 𝘲𝘶𝘪𝘤𝘬𝘭𝘺. 𝘐 𝘢𝘱𝘱𝘳𝘦𝘤𝘪𝘢𝘵𝘦𝘥 𝘩𝘪𝘴 𝘪𝘯𝘴𝘪𝘨𝘩𝘵 𝘢𝘯𝘥 𝘸𝘰𝘶𝘭𝘥 𝘩𝘪𝘨𝘩𝘭𝘺 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥 𝘩𝘪𝘮!" Abhisha Parikh, Esq. Immigration Vision "𝘊𝘳𝘢𝘪𝘨 𝘪𝘴 𝘴𝘮𝘢𝘳𝘵, 𝘬𝘪𝘯𝘥, 𝘢𝘯𝘥 𝘫𝘶𝘴𝘵 𝘴𝘶𝘱𝘦𝘳 𝘭𝘪𝘬𝘢𝘣𝘭𝘦. 𝘏𝘦 𝘪𝘴 𝘢𝘯 𝘪𝘯𝘤𝘳𝘦𝘥𝘪𝘣𝘭𝘦 𝘊𝘖𝘖! 𝘏𝘦 𝘪𝘴 𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦𝘥 𝘢𝘯𝘥 𝘩𝘦𝘭𝘱𝘴 𝘤𝘩𝘢𝘭𝘭𝘦𝘯𝘨𝘦 𝘵𝘩𝘦 𝘵𝘦𝘢𝘮 𝘸𝘩𝘪𝘭𝘦 𝘩𝘢𝘷𝘪𝘯𝘨 𝘧𝘶𝘯 𝘢𝘯𝘥 𝘮𝘢𝘬𝘪𝘯𝘨 𝘢𝘴𝘵𝘰𝘯𝘪𝘴𝘩𝘪𝘯𝘨 𝘱𝘳𝘰𝘨𝘳𝘦𝘴𝘴. 𝘊𝘳𝘢𝘪𝘨'𝘴 𝘳𝘦𝘴𝘰𝘶𝘳𝘤𝘦𝘴 𝘢𝘳𝘦 𝘧𝘢𝘯𝘵𝘢𝘴𝘵𝘪𝘤 𝘢𝘯𝘥 𝘪𝘧 𝘺𝘰𝘶 𝘨𝘦𝘵 𝘵𝘩𝘦 𝘤𝘩𝘢𝘯𝘤𝘦 𝘵𝘰 𝘸𝘰𝘳𝘬 𝘸𝘪𝘵𝘩 𝘊𝘳𝘢𝘪𝘨 𝘺𝘰𝘶 𝘸𝘰𝘯'𝘵 𝘳𝘦𝘨𝘳𝘦𝘵 𝘪𝘵! 𝘐𝘵 𝘸𝘢𝘴 𝘰𝘯𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘣𝘦𝘴𝘵 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘰𝘧 𝘮𝘺 𝘤𝘢𝘳𝘦𝘦𝘳! 𝘊𝘳𝘢𝘪𝘨 𝘵𝘩𝘢𝘯𝘬𝘴 𝘧𝘰𝘳 𝘣𝘦𝘪𝘯𝘨 𝘺𝘰𝘶!" Cheryl Peltekis Founder Immediate Home Health Care I helped Immediate Home Health prepare for a successful exit. "𝘊𝘳𝘢𝘪𝘨 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘴 𝘨𝘳𝘦𝘢𝘵 𝘪𝘯𝘴𝘪𝘨𝘩𝘵 𝘢𝘯𝘥 𝘵𝘩𝘪𝘯𝘨𝘴 𝘧𝘰𝘳 𝘮𝘦 𝘵𝘰 𝘵𝘩𝘪𝘯𝘬 𝘢𝘣𝘰𝘶𝘵. 𝘐 𝘷𝘪𝘦𝘸 𝘊𝘳𝘢𝘪𝘨 𝘢𝘴 𝘢 "𝘉𝘰𝘢𝘳𝘥 𝘰𝘧 𝘋𝘪𝘳𝘦𝘤𝘵𝘰𝘳𝘴" 𝘧𝘰𝘳 𝘮𝘦 𝘢𝘯𝘥 𝘮𝘺 𝘰𝘳𝘨𝘢𝘯𝘪𝘻𝘢𝘵𝘪𝘰𝘯. 𝘐 𝘸𝘰𝘶𝘭𝘥 𝘩𝘪𝘨𝘩𝘭𝘺 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥 𝘊𝘳𝘢𝘪𝘨 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘢𝘱𝘱𝘳𝘰𝘢𝘤𝘩 𝘩𝘦 𝘣𝘳𝘪𝘯𝘨𝘴 𝘵𝘰 𝘵𝘩𝘦 𝘵𝘢𝘣𝘭𝘦." Dennis Jackson Founder Worx Solutions "𝘊𝘳𝘢𝘪𝘨 𝘗𝘢𝘹𝘴𝘰𝘯 𝘪𝘴 𝘦𝘹𝘢𝘤𝘵𝘭𝘺 𝘸𝘩𝘢𝘵 𝘺𝘰𝘶 𝘢𝘳𝘦 𝘭𝘰𝘰𝘬𝘪𝘯𝘨 𝘧𝘰𝘳 𝘪𝘯 𝘢 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘢𝘯𝘥 𝘤𝘰𝘯𝘴𝘶𝘭𝘵𝘢𝘯𝘵. 𝘏𝘢𝘷𝘪𝘯𝘨 𝘩𝘦𝘭𝘥 𝘵𝘩𝘦 𝘳𝘰𝘭𝘦 𝘰𝘧 𝘊𝘌𝘖, 𝘢𝘮𝘰𝘯𝘨 𝘰𝘵𝘩𝘦𝘳 𝘵𝘰𝘱-𝘵𝘪𝘦𝘳 𝘵𝘪𝘵𝘭𝘦𝘴, 𝘊𝘳𝘢𝘪𝘨'𝘴 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦 𝘢𝘯𝘥 𝘪𝘯𝘴𝘪𝘨𝘩𝘵 𝘢𝘳𝘦 𝘶𝘯𝘮𝘢𝘵𝘤𝘩𝘦𝘥. 𝘕𝘰𝘵 𝘵𝘰 𝘮𝘦𝘯𝘵𝘪𝘰𝘯, 𝘔𝘳. 𝘗𝘢𝘹𝘴𝘰𝘯'𝘴 𝘵𝘳𝘶𝘦 𝘱𝘢𝘴𝘴𝘪𝘰𝘯 𝘧𝘰𝘳 𝘺𝘰𝘶𝘳 𝘰𝘷𝘦𝘳𝘢𝘭𝘭 𝘴𝘶𝘤𝘤𝘦𝘴𝘴 𝘪𝘴 𝘦𝘷𝘪𝘥𝘦𝘯𝘵 𝘸𝘪𝘵𝘩 𝘦𝘢𝘤𝘩 𝘤𝘰𝘯𝘷𝘦𝘳𝘴𝘢𝘵𝘪𝘰𝘯." Cody Robinson President HomeFit Consulting 𝐌𝐲 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐁𝐞𝐥𝐢𝐞𝐟𝐬 Learn and Teach Something Every Day Success Isn’t Lonely Measure What Matters Be Like Mike Collaboration, Not Dictation. Principles Over Practice No Jerks Allowed Everyone Is a Jerk Sometimes
    Featured Skill Management Consulting
    Business Analysis
    Strategic Plan
    Strategic Audit
    Business Plan Writing
    Business Planning & Strategy
    Business Strategy
    Business Process Modeling
    Strategy
    Business Coaching
    Executive Coaching
    Process Improvement
    Lean Consulting
    Market Analysis
  • $80 hourly
    • 5.0/5
    • (4 jobs)
    I am a Global Organization Development Consultant, specializing in Startups, Change Management, Organization Design and Development, Strategic Planning, Marketing, Training, and Team Building. I am an Executive Coach and Personal Mentor, and have trained leaders and consulted for organizations in 25 countries on 4 continents, and have spoken publicly to over a million people. I am also a photojournalist and writer. As Managing Partner of the Global Partnership For Sustainable Solutions, I connect socially and environmentally responsible companies and impact investors to work with indigenous peoples in the development of 1.7 million acres of their land and rainforest. In addition to this, I am also a cofounder of a nonprofit called Humanility, and we have 2 homes in the Philippines for street children and victims of human trafficking.
    Featured Skill Management Consulting
    Change Management
    Leadership Development
    Executive Coaching
    Business Coaching
    Speech Writing
    Business Planning & Strategy
    Life Coaching
    Journalism Writing
    Book Writing
    International Development
    Creative Writing
    Startup Consulting
    Public Speaking
    Organizational Development
  • $150 hourly
    • 5.0/5
    • (25 jobs)
    Hello, and thank you for viewing my profile on Upwork! I have 10+ years of HR, Career Strategy, and Resume Writing experience, along with years focused in organizational development, recruitment, and job coaching. Throughout the course of my career, I have written thousands of resumes, interviewed thousands of people, worked with hundreds of hiring managers, and helped hundreds of people find their next exciting position. I have also worked with all levels of professionals within almost every industry you can imagine! And I promise, that is not an exaggeration! From this experience, I have a unique insight into what hiring managers are looking for in a resume, and what it takes to win the job in the interview process! I am frequently featured on podcasts as an expert in my field, and have helped various businesses grow into multi-million-dollar organizations. My main services include: -Career Strategy Sessions (to identify the right career path for you) -Resume Writing (for those transitioning industries or progressing in a career) -Interview Coaching (to help you win the job during an interview) -HR Consultation (for small businesses in need of guidance, culture development, and talent acquisition strategies) Below are just a few of my resume client testimonials: “I had not prepared a resume in 20 years. A couple of months ago, I was fortunate enough to find Alli A. Alli proved to be an invaluable resource as I began the process of putting my information in a format she could turn into a resume. Alli and I had several conversations during the process. She had great insight with respect to producing a finished product that delineated my career and accomplishments. I simply could not have been more pleased. Her efforts with my resume helped me receive an offer for a new position in a matter of weeks! Alli A. receives my highest recommendation.” - Hank A. “Alli was easy to work with and quick to return my resume. She took an old, outdated format and made it look fresh! She took into consideration the goals of my job search, gave me great advice and helped me enter the job market with confidence!” - Nicole N. “After 2 years of job searching passively and very few bites, I contacted Alli A. for help on my resume. She quickly sprung into action, creating a highly effective, marketable resume. She also drafted a cover letter and resignation letter for me. When I began using the new resume and cover letter, I started receiving interview requests almost immediately! She truly knows what she is doing, and carries a great reputation in the Nashville market.” - Carol M. "I’m so Grateful for Alli’s help in updating my resume. Through a quick phone interview, Alli helped me realize several business things that I do that I took for granted and didn’t have listed on my resume. She helped me take a 3 ½ page resume down to 2 pages. After I updated my resume on LinkedIn, I had a recruiter call me within a few weeks for a job that was completely in my wheelhouse. In fact, this recruiter submitted 5 resumes for this job and I’m the only candidate that they interviewed from his recommendations. I have no doubt that Alli’s resume help got me this opportunity. Thank you, Alli!" As a general guideline: - All Resume and HR Business Consulting projects will begin with a FREE 1 hour consultation to discuss your needs, create a plan, and gather information needed to begin working on your project - Resume Writing projects will take 3-5 hours of billable time - Career Strategy and Interview Coaching projects will take 1-2 hours of billable time - HR Business Consulting projects will vary in time for completion and will be quoted once the project has been discussed and needs have been assessed I am a firm believer in transparency and integrity. Because of that, you will always get my honest opinion, including if I believe I am not the best Upworker for your request. Please feel free to ask me any questions on the front end to identify if I am the right resource for your needs. Thank you in advance. I look forward to working with you!
    Featured Skill Management Consulting
    Behavioral Event Interview
    Resume Development
    Cover Letter Writing
    Human Resources Consulting
    Resume Writing
    Resume
    Organizational Development
  • $135 hourly
    • 0.0/5
    • (0 jobs)
    Coach and consulting executive with proven success across two decades in healthcare and other service industries. Strong track record of implementing best practices and process improvements to achieve client goals. Effective communicator and problem-solver. Demonstrated skills in: * Culture/ Change Management * Advanced Analytics & Performance Improvement * Program & Project Management * Strategic Planning & Consulting
    Featured Skill Management Consulting
    Healthcare
    Program Management
    Business Coaching
    Process Improvement
    Customer Experience
    Data Analytics
    Business Intelligence
    Continuous Improvement
    SAP
    Cross Functional Team Leadership
    Leadership Coaching
    Strategic Planning
    Project Management
    Change Management
  • $45 hourly
    • 0.0/5
    • (0 jobs)
    I am here to assist your business by improving processes and efficiencies in a variety of areas. I have worked successfully in a variety of industries and organizations to assist in activities ranging from multi-day engagements to multi-year, cross-functional projects. I have experience working with large, Fotune-50 companies and international organizations as they navigate complex projects involving cloud implementations. Within smaller organizations I have experience in the legal and hospitality industries where I have worn multiple hats with duties ranging from setting up and running billing and accounting processes to calendar and email management as well as providing research and formal write-ups for investment opportunities and legal topics. - Expert in Microsoft Office suite of products - Proficient in Google suite products
    Featured Skill Management Consulting
    Strategy
    Office Management
    Finance & Accounting
    Process Flow Diagram
    Business Operations
    Operations Research
    Drafting
    Research Documentation
    Legal Research
    Administrative Support
    Data Entry
    Legal Assistance
    Research & Strategy
    Cloud Implementation
  • $30 hourly
    • 5.0/5
    • (1 job)
    Want to work with someone who thrives on customer success and automating processes to meet the needs of your customers? Someone who is experienced in constructing (and completely revamping) Customer Onboarding and Customer Success processes, rising NPS scores by >40%? Has designed and led over 300+ successful Onboarding and Customer Implementation projects? Customer Success Expertise that Drives Results My clients deliver services and products to their customers, who, in turn, expect exceptional customer service and seamless implementations. That’s where I come in—driving innovation and ensuring customer satisfaction throughout all phases of the customer journey. Struggling with These Challenges? We may be a great fit if you’re experiencing: ✅Inefficient or inconsistent onboarding processes ✅High customer churn ✅Lack of scalable systems and processes ✅Poor communication between teams ✅Underperforming metrics (e.g., NPS, retention rates, customer satisfaction) Why Clients Trust Me to Deliver Results The Proof Is in the Pudding📈 My clients benefit from well-thought-out, easy-to-follow customer onboarding and success game plans that deliver measurable results: ⭐ Internal Efficiencies: Streamlined processes that reduce workload and allow teams to focus on growth. “You have taken so much off my plate, and now I feel we will start marketing to new customers after next week now that we are getting a system in place.” ⭐ Faster Onboarding Timelines: Achieved onboarding timelines reduced by 6+ weeks, ensuring quicker time-to-value for customers. “You have been a blessing with everything you have handled in such a short amount of time.” ⭐ Improved Documentation and Structure: Built scalable systems that enhance long-term success. “Over the years you have become so integral in our process, and did such a good job structuring everything and documenting.” ⭐ Increased Customer Satisfaction: Boosted NPS scores by 45% with tailored strategies and consistent communication. “I’m so grateful for all the help and strategy you've contributed.” ⭐ Many clients describe their experiences as transformative, with one saying, “If I could have started here 8 years ago knowing what I know now, it would have changed so much.” How I Can Help You Overcome Onboarding and Success Challenges I bring years of expertise in creating structured and scalable processes that deliver real value to clients. Here’s how I can assist: ✅ Building and optimizing SaaS Onboarding, Implementation, and Customer Success processes using CRM tools like Salesforce, TaskRay, Gainsight, Hubspot, and Monday.com. ✅ Customizing CRM platforms to solve customer and departmental inefficiencies. ✅ Providing consultative support by identifying process faults and offering tailored solutions. ✅ Managing clients and processes, contributing to a 45% increase in customer happiness. ✅ Leading over 300+ SaaS onboarding and implementation projects, ensuring seamless transitions and outstanding results. Let’s Work Together If you’re ready to streamline your onboarding processes, enhance customer success, and see measurable results, let’s connect. I’d love to discuss how I can help your business thrive!
    Featured Skill Management Consulting
    Training Materials
    Survey Design
    Customer Satisfaction
    Relationship Building
    Technical Translation
    Customer Onboarding
    Account Management
    Project Workflows
    CRM Development
    Project Management
    Communication Design
    Implementation Plan
    SaaS Development
    Customer Experience Management Software
  • $40 hourly
    • 0.0/5
    • (1 job)
    I am an experienced individual of Strategic Planning and Program Management with 15 years of progressive leadership in healthcare (focusing in Medicare, Medicaid, and Special Needs Plans), health policy and compliance, and specializing in high-visibility initiatives. I have a rich history of developing growth strategies through successful implementation of innovative new programs, processes, and systems. I am committed to producing impactful results by managing organizational initiatives, establishing and maintaining clear communication of goals and expectations, addressing risks, and building collaborative partnerships. I am looking forward to collaborating with you on your project to ensure you and your organization are successful.
    Featured Skill Management Consulting
    Growth Strategy
    Business Analysis
    Vendor Management
    Policy Analysis
    Process Development
    Document Analysis
    Research & Strategy
    Healthcare Management
    Project Management
    Analytical Presentation
  • $150 hourly
    • 0.0/5
    • (0 jobs)
    At Work Heartily, LLC, our focus is on modernizing small business operations through digitization and process integration. As a Fractional COO & Strategic Advisor, my mission is to build the 'engine' of your small business. We've cultivated an environment where financial performance and P&L management are pillars of strategic leadership. I have 15+ years of progressive leadership experience. I have a tech background and speak both Nerd and Business fluently. I am an EOS Integrator. This means I can improve and mature all areas of your small business. Your people will be happier, your customers will be delighted, and your business will be growing, and you will finally have the freedom to work ON your business instead of IN it.
    Featured Skill Management Consulting
    Business Coaching
    Business Consulting
    Business Analysis
    Management Development
    Strategic Audit
    Operational Planning
    Business Strategy
    Strategic Plan
    Strategic Planning
  • $50 hourly
    • 0.0/5
    • (0 jobs)
    Experienced and passionate founder looking to support others. Previous experiences include investment banking, financial modeling, organization and strategic planning, and presentation creation. I am friendly, outgoing, and easy to get along with. I enjoy discussing ideas and working collaboratively, but very experienced in siloed project-based work. Very experienced making presentation.
    Featured Skill Management Consulting
    Executive Support
    Operations Analytics
    Business Operations
    Operational Planning
    Mergers & Acquisitions
    Organizational Plan
    Data Analysis Consultation
    Startup Pitchbook
    Startup Consulting
    Analytical Presentation
    Finance & Accounting
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    Experienced Healthcare Strategy Professional with 20+ years in the private and public health sectors and nonprofit area | Range: data-informed solution design, population health, social determinants of health, chronic disease, health equity, food is medicine, and integrated (mental health) spaces, Medicaid and Medicare populations | Skills: strategic planning, market analysis, data and technology transformation, operational and program management, executive advising, startup building, investor pitching, and partnership building. | I lead with motivation and a value for building partnerships.
    Featured Skill Management Consulting
    Analytical Presentation
    Business Coaching
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    Sales Strategist & Performance Coach | Helping Professionals and Teams Sell Smarter, Lead Better, and Grow Faster With over a decade of experience in B2B sales, leadership development, and coaching, I specialize in helping professionals and sales teams unlock performance, exceed targets, and build lasting confidence. Whether you're an early-career rep, a founder wearing the sales hat, or a leader building a team—I'm here to elevate your game. What I Offer: - 1:1 Coaching: Sales mindset, objection handling, goal-setting, and accountability - Sales Strategy Consulting: Pipeline development, CRM optimization, and deal strategy - Training Programs: Custom workshops on prospecting, negotiation, and closing - Professional Development Coaching: Personal branding, career planning, and leadership growth I combine real-world experience with a coach’s mindset—focused on actionable steps, clear communication, and measurable outcomes. My style is direct, supportive, and results-driven. Let’s work together to build clarity, confidence, and momentum in your sales or career journey. AREAS OF EXPERTISE Sales Strategy & Execution - B2B lead generation, pipeline development, and sales process optimization - Prospecting, qualifying, and closing high-value deals - CRM implementation and workflow optimization (Salesforce, HubSpot, etc.) Sales Coaching & Training - 1:1 coaching for sales reps, founders, and emerging leaders - Custom training programs for cold calling, objection handling, and negotiation - Sales playbook and script development Leadership & Professional Development - Goal-setting, career pathing, and executive presence coaching - Leadership skill-building for new and aspiring managers - Performance coaching focused on mindset, motivation, and confidence Sales Enablement & Team Development - New hire onboarding, ramp-up planning, and performance reviews - Team alignment around KPIs, sales targets, and accountability systems - Building scalable training and enablement processes Communication & Soft Skills - Pitch and presentation coaching - Time management and productivity optimization - Cross-functional collaboration and stakeholder management
    Featured Skill Management Consulting
    Communication Skills
    Communication Etiquette
    Organizational Development
    Organizational Structure
    Interview Training
    Interview Preparation
    Sales Leadership
    Solution Selling
    Sales & Marketing
    Analytical Presentation
    Continuing Professional Development
    Career Coaching
    Business Coaching
    Coaching
  • $49 hourly
    • 0.0/5
    • (0 jobs)
    I help clients streamline operations, improve safety protocols, and develop effective training and logistics strategies. Whether you're building an aviation program, optimizing team performance and crew resource management, or planning complex outdoor experiences, I bring real-world expertise and leadership to get results. - Specialist in Aviation Consulting & Safety Analysis, Crew Resource & Threat/Error Management (CRM/TEM) - Expert in adventure travel planning, remote team coordination, and streamlining logistics for seamless operational execution - Exceptional communication from beginning to end
    Featured Skill Management Consulting
    Customer Satisfaction Research
    Outdoor Advertising
    Personalized Trip Plan
    Travel Itinerary
    Travel
    Federal Aviation Administration
    Aviation
  • $60 hourly
    • 0.0/5
    • (2 jobs)
    Dedicated Project Manager | Multifaceted Leader | Client-Centric Approach | Process Improvement Advocate Project Manager with a track record of success. I specialize in effective communication, client satisfaction, and driving project excellence. My role encompassed facilitating communication between teams, gathering project requirements, and evolving into an Account Manager for multiple clients.
    Featured Skill Management Consulting
    Communications
    Critical Thinking Skills
    C++
    JavaScript
    Salesforce
    IBM SPSS
    Data Analysis
    Scrum
    Project Management
    C#
    Keap
    Agile Project Management
  • $15 hourly
    • 5.0/5
    • (1 job)
    I am a dedicated professional with a versatile skill set spanning customer service, virtual assistance, apartment locating, and property management. My commitment is to deliver outstanding support, streamline progress, and contribute to the success of your projects. Customer Service & Virtual Assistance: I specialize in providing exceptional customer service by addressing client needs promptly and efficiently. As a virtual assistant, I excel in organizational tasks, including managing emails, scheduling, data entry, and conducting research. Apartment Locating: Navigating the intricacies of apartment hunting is my forte. Leveraging my extensive knowledge of different neighborhoods and market trends, I aim to make the apartment locating process seamless and stress-free for clients. Property Management Expert: With a background in property management, I understand the nuances of maintaining and enhancing property value. From rent collection to lease administration and maintenance oversight, I ensure properties are well-managed for optimal returns. Key Attributes: -Proven experience in customer service and virtual assistance. -Specialized expertise in apartment locating and property management. -Effective communication skills for client interaction. -Detail-oriented and results-driven approach to tasks. -Commitment to delivering high-quality work within deadlines. Let's collaborate to achieve excellence across various domains, utilizing my skills in customer service, virtual assistance, and expertise in areas such as apartment locating and property management. am eager to discuss how my skills can contribute to the success of your business. Thank you for considering my profile. Looking forward to the opportunity to work together!
    Featured Skill Management Consulting
    Social Media Management
    Virtual Assistance
    Real Estate Virtual Assistance
    Data Entry
    Property Management
    Customer Support
    Customer Service
    Content Writing
    Real Estate
  • $110 hourly
    • 0.0/5
    • (0 jobs)
    I’m an experienced consultant specializing in digital marketing, project management, and operational efficiency. I focus on helping clients tackle complex challenges by creating efficient, sustainable systems for digital environments. - Expertise in optimizing digital workflows and cross-department collaboration - Skilled in process streamlining, from initial planning to implementation - Focused on creating sustainable, high-performing systems to improve business operations - I prioritize clear, transparent communication to ensure smooth project execution from start to finish Let’s work together to bring clarity and improved performance to your business.
    Featured Skill Management Consulting
    Project Management
    Communication Strategy
    Change Management
    Digital Marketing
    Communication Skills
    Project Workflows
    Marketing Operations & Workflow
    Automation
    Data Analysis
    Stakeholder Management
    Corporate Strategy
    Process Optimization
    Business Operations
    Process Improvement
  • $30 hourly
    • 0.0/5
    • (0 jobs)
    I’m an accountant, soon to be a CPA, experienced in managing financial operations for small to mid-sized businesses. Whether you need help cleaning up your books, optimizing cash flow, or building insightful financial reports, I can help. -Skilled in AP/AR, payroll, reconciliations, and financial reporting -Proficient in Excel, Power BI, QuickBooks, Vista, and job cost systems -Experienced in budget creation, P&L analysis, and cash flow tracking -Able to streamline workflows, cut inefficiencies, and improve accuracy I manage financial processes from start to finish with a strategic, solutions-focused mindset. Regular communication and transparency matter to me — let’s keep things clear and collaborative.
    Featured Skill Management Consulting
    CPA
    Analytical Presentation
    Mergers & Acquisitions
    Growth Analytics
    Tax Strategy
    Excel Formula
    Microsoft Power BI Data Visualization
    Accounting
    Financial Planning
  • $120 hourly
    • 0.0/5
    • (0 jobs)
    Recruitment and Sourcing Expert with a missionary approach to intertwining deep recruiting rigor and exacting high standards in filling deep tech, specialty, and technical roles for globally distributed organizations. Proven track record of rare talent identification, closing top-tier product, engineering, technical leadership, and executive talent in Big Tech, SaaS, Insurance, and Financial Services verticals. Averaged 2.2 offer accepts MoM in technical recruiting (4 Offer Accepts in Tech+Non-Tech Recruiting) Core Expertise: * Stakeholder Management - Guide the stakeholder through unique situations, sensitivities, and competing priorities using thoughtful, business-backed, empathetic talent (search, source and recruit) solutions. * Data - Regularly assess pipeline data to ensure reliability via established dashboards and reports. * Analysis - Communicate complex data into comprehensive narratives
    Featured Skill Management Consulting
    Analytical Presentation
    HR & Business Services
    Recruiting
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