Hire the Best Onboarding Specialists in Texas

With over 10 years of experience in human resources, I am a strategic, collaborative, and results-oriented Human Resources Consultant who is passionate about supporting organizations and employees to achieve their full potential. From an educational attainment standpoint, I hold a Bachelor of Science in Business Management and several HR certifications which include the Society for Human Resources Management Senior Certified Professional (SHRM-SCP), Human Resources Change Management (HRCM), Strategic Human Resources Business Partner (sHRBP), and Lean Six Sigma Black Belt (LSSBB). Throughout the course of my career, I have worked across several industries: Oil & Gas, Healthcare, and Higher Education. As an HR Consultant, I am skilled in employee relations matters, compensation, performance management, succession planning, and recruiting.

Hey, I’m Eric — a calm, tech-fluent SaaS support partner with 3+ years of Tier 2/3 experience helping teams reduce chaos, resolve issues fast, and improve onboarding. I’ve guided users through complex setups, handled escalations, created training systems, and supported both customers and internal teams. I don’t just put out fires — I help build systems that prevent them. ✅ What I Can Help You With: Customer Onboarding & Implementation CRM setup, user roles, email domain config (SPF, DKIM, CNAME) User walkthroughs, Zoom sessions, setup support Light integration help (Zapier, DNS, APIs) Technical Support & Troubleshooting Tier 2/3 help desk coverage Root cause analysis, bug tracking, and QA support IP conflicts, integrations, DNS, connectivity issues SOPs, Help Docs & Internal Systems SOPs, team wikis, onboarding guides Help center content & customer-facing documentation Tools like Confluence, Notion, Absorb LMS, Google Docs, Loom 🛠️ Tools I’m Comfortable In: CRM: Salesforce, HubSpot, Pipedrive Support: Zendesk, Intercom, Freshdesk QA/Docs: Jira, TestRail, Confluence, Google Docs Integrations: Zapier, DNS configs, APIs LMS/Docs: Absorb, Notion, Loom 🤝 Who I Work Best With: Founders & early teams building better onboarding experiences SaaS companies needing solid Tier 2/3 support (without hiring FTEs) Teams ready to reduce ticket volume, improve docs, and retain more users Let’s make your product easier to adopt, easier to support, and easier to scale. → I’m ready when you are.

Administrative Support Specialist | Executive & Virtual Assistant | Data Entry | Customer Support Need a reliable Virtual Assistant who keeps your business organized, your inbox under control, and your clients taken care of? That's exactly what I do. I help busy entrepreneurs, executives, and growing businesses stay organized by managing administrative tasks accurately, professionally, and on time—allowing you to focus on growing your business instead of getting buried in daily operations. I specialize in providing high-quality virtual administrative support and take pride in being detail-oriented, highly organized, and proactive. I'm comfortable learning new software quickly and can adapt to your existing systems and workflows with minimal onboarding, making it easy to integrate into your business. With professional experience managing complex administrative workflows, insurance communications, documentation, scheduling, spreadsheets, email correspondence, and customer support, I understand the importance of accuracy, confidentiality, and meeting deadlines. Whether I'm organizing data, managing inboxes, coordinating appointments, or handling client communications, I approach every task with professionalism and efficiency. Services I provide include: Virtual Administrative Support Executive Assistant Support Email & Calendar Management Customer Service & Client Communication Data Entry & Data Management Internet & Market Research Document Preparation & Formatting Microsoft Office (Word, Excel, Outlook) Google Workspace (Docs, Sheets, Drive) Spreadsheet Creation & Organization CRM & Database Management File Management & Record Organization Appointment Scheduling & Coordination Inbox Organization Process Documentation General Office Administration Other tasks as needed Why clients enjoy working with me: ✔ Detail-oriented and highly organized ✔ Strong written and verbal communication ✔ Quick learner who adapts to new software and workflows ✔ Excellent time management and follow-through ✔ Dependable, responsive, and self-motivated ✔ Able to work independently with minimal supervision ✔ Committed to accuracy, confidentiality, and exceptional client service ✔ Communicate clearly and provide regular progress updates throughout each project Although my background is in healthcare administration, the organizational, communication, documentation, scheduling, and client support skills I've developed transfer seamlessly across many industries. I'm comfortable handling sensitive information, managing multiple priorities, and delivering quality work in fast-paced environments where professionalism and accuracy are essential. Whether you need a dependable Virtual Assistant for ongoing administrative support or someone you can rely on for a one-time project, I'm committed to delivering accurate work, clear communication, and dependable support every step of the way. I look forward to helping your business operate more efficiently so you can focus on what matters most.

I support revenue teams on the operational side of the business: keeping the CRM clean and current, keeping pipeline data accurate, documenting the process so it holds as a standard, and producing the reporting leadership works from. I am at my best owning that layer entirely, so the people running the business are working from numbers and process they never have to question. My background is in luxury real estate, interior design, high-value e-commerce, and multi-stage projects where I coordinated milestone deliverables end to end and held the schedule together across multiple coordinators and stakeholders. What I do: CRM cleanup and data hygiene. Deduplication, field standardization, and deep auditing. Pipeline and lifecycle support. Stage definitions and exit criteria that hold the same meaning across marketing, sales, and leadership. Process documentation. SOPs, playbooks, and handoff procedures. Onboarding and enablement systems. Client onboarding and internal ramp, built as a repeatable path and predictable outcomes. CRM Experience: Extensive hands-on experience across HubSpot and Salesforce, supporting live sales and revenue teams. Opportunity and pipeline management, lead lifecycle and nurture flows, reporting and dashboards, list hygiene, and the ongoing operational maintenance that keeps the data reliable and the foundational structure correctly aligned to the business architecture. What I bring is a working understanding of a CRM as a connected ecosystem rather than a set of screens: how the objects, properties, and automation actually relate to each other underneath the interface. → Why a report and a dashboard disagree when both are technically correct → How lifecycle stages and deal stages drift apart → Where duplicate records come from and why they keep coming back → How to get real utilization out of an instance rather than surface configuration → How to spot weaknesses in the foundational structure early, and flag the downstream problems a shaky data model will produce months before anyone connects the two I hold multiple HubSpot certifications spanning the sales, marketing, service, reporting, and data integration side of the platform, and I keep current on both HubSpot and Salesforce as their frameworks and capabilities continue to evolve. The operational stack: I am technically strong across the full remote operations toolset, from project and task management through documentation, shared workspaces, spreadsheets, e-signature, and collaboration platforms. I enjoy learning new systems and bring a structured, methodical approach to every deliverable that runs through them. I am not looking to work at the surface of the task list. I hold the operational discipline underneath it, so the data stays structured, the process stays documented, and the reports coming out of it are numbers every stakeholder can genuinely rely on. If you need someone to take that side of the operation off your plate and keep it running properly, I would be glad to talk.

Executive Assistant | HR & Operations Specialist | QuickBooks Support | Remote Admin Support | Notary Public I’m a highly experienced Executive Assistant and Human Resources Professional with 8+ years supporting founders, executives, and fast-growing teams. I specialize in bringing structure, clarity, and efficiency to busy leaders who need a reliable second brain managing operations, people, and day-to-day execution. Core strengths include: • Executive support (email + calendar management, scheduling, travel coordination) • HR support (onboarding, payroll, file management, compliance alignment) • Recruiting (candidate sourcing, screening, coordination, communication) • QuickBooks support (expense tracking, categorizing, clean-up , etc with limited access) • Customer + client communication • Notary services • Document creation, SOPs, and administrative workflows • Data entry, spreadsheets, reports, memos, proposals • Project coordination and follow-through I am known for being: • extremely organized • calm under pressure • fast, accurate, and proactive • trustworthy with confidential information • able to work independently with very little oversight • excellent with communication • able to anticipate needs before they arise Whether you need help organizing operations, managing HR tasks, bookkeeping, supporting recruiting, handling administrative work, or running your calendar and inbox — I provide steady, dependable, high-quality support that lets you stay focused on what matters most. If you need someone who is reliable, detail-oriented, and committed to helping your business run smoothly — I’d love to support you. Thank you for viewing my profile!

Hello! I'm Valerie, a corporate project manager turned operations partner and systems strategist. While I'm new to the Upwork platform, 
I have practical experience managing remote team projects, as well as small business operations management, combined with a calm and systematic mindset. With a strategic mix of systems, operations, and marketing know-how, I help my clients scale without the stress. I am organized with excellent interpersonal skills, providing positive and professional relationships with my clients. My technical skills include proficiency with platforms such as ClickUp, Notion, Asana, Monday, Dubsado, Honeybook, Flodesk, Kit, Kajabi, Podia, Thinkific, GSuite, ChatGPT, Showit, Wordpress, Canva and Quickbooks. I specialize in online business, project management, systems and automation, email marketing, SOPs, client experience, CRMs, and course creation. I am a certified Online Business Manager (OBM) and I bring my proactive attitude along with my “Swiss Army knife” of skills to provide simple and effective solutions. Skills:
 - Online Business Management, strategy, systems, and tech stacks - Creating SOPs (Standard Operating Procedures), streamlining processes, developing automation and creating operational efficiency - Creating Knowledge Hubs and Project Management Systems - Designing & setting up Client Experience Systems - Email marketing strategy, funnels, campaigns and systems set ups - Systems set ups for courses, memberships and group programs - Applied AI tools to increase efficiency and productivity - Social media, content creation, web sites and blogging