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✅ 𝐀𝐕𝐀𝐈𝐋𝐀𝐁𝐋𝐄 𝐍𝐎𝐖 — 𝐍𝐞𝐞𝐝 𝐚 𝐭𝐫𝐮𝐬𝐭𝐞𝐝 𝐂𝐥𝐢𝐜𝐤𝐔𝐩 𝐄𝐱𝐩𝐞𝐫𝐭 𝐭𝐨 𝐛𝐫𝐢𝐧𝐠 𝐜𝐥𝐚𝐫𝐢𝐭𝐲 𝐚𝐧𝐝 𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐰𝐨𝐫𝐤𝐬𝐩𝐚𝐜𝐞? As a Top-Rated Upwork freelancer, I help teams turn messy or underused ClickUp setups into streamlined, intuitive systems that boost productivity and reduce chaos. Whether you're starting from scratch or struggling with a cluttered workspace, I’ll build a ClickUp system that supports how your team works, not the other way around. ✨ 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞: ✔ I work exclusively in ClickUp, this is my zone of genius ✔ My builds are simple to use and easy to maintain ✔ I’m proactive, fast, and focused on what helps your team ✔ I care deeply about my work and give every project my full attention 💡 𝐏𝐚𝐬𝐭 𝐖𝐢𝐧𝐬: - Reduced task duplication by 30% through automation - Reorganized cluttered workspaces into structured, efficient systems - Saved teams hours every week by centralizing tools and communication in ClickUp 🔧 𝐇𝐨𝐰 𝐈 𝐂𝐚𝐧 𝐇𝐞𝐥𝐩 𝐘𝐨𝐮 𝐒𝐨𝐥𝐯𝐞 𝐂𝐥𝐢𝐜𝐤𝐔𝐩 𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬: - Starting fresh or overwhelmed by a cluttered workspace? I’ll build or clean it for clarity and ease - Struggling with repetitive admin tasks? I’ll set up smart automations to save you time - Team not using ClickUp consistently? I’ll design workflows and provide training aimed at encouraging adoption, though results depend on team engagement - Need better project delivery and tracking? I’ll create clear pipelines and status updates to keep things organized - Missing visibility on who’s doing what? I’ll build dashboards that highlight progress and bottlenecks - Frustrated with constant Slack or email follow-ups? I’ll improve communication with ClickUp Forms and notifications - Want templates and workflows that work? I’ll create repeatable systems tailored to your process - Juggling too many tools? I’ll help consolidate your operations into ClickUp so it can serve as a central hub - Struggling to get your ideas into ClickUp? I’ll turn messy notes and processes into clear, functional systems 📅 𝐋𝐞𝐭’𝐬 𝐓𝐚𝐥𝐤 If you’re looking for a dependable ClickUp expert to set up or clean up your workspace, send me a message, and we can schedule a free discovery call to explore what’s possible.

I help startups and growing companies improve business operations, financial processes, and workflows before inefficiencies turn into costly problems. As a Fractional Business Operations Manager, I step into businesses that need experienced operational support without hiring a full-time senior operations manager. I have recovered $300K for clients through invoice audits and payment reconciliations, managed payroll and billing for international teams of 40+, and coordinated deadline tracking, documentation, and cross-team communication on multi-stakeholder compliance projects (NYC Local Laws 97/88, BERDO, GFA, FlexTech) for a construction firm. I bring 25+ years of experience across business operations and finance, plus a Google Project Management Certificate. I am not a compliance advisor. My role is to build and manage the operational systems behind compliance projects ensuring deadlines are met, documentation is complete, teams stay coordinated, and nothing falls through the cracks. A few things I have done recently: - Provided fractional operations management across multiple departments, standardizing workflows and reducing recurring errors - Recovered over $300,000 for clients by auditing invoices, fixing payment reconciliations, and tracking down the source of ongoing discrepancies - Ran international payroll and billing for a team of 40+, keeping it accurate and on time - Built automated trackers in Google Sheets and Apps Script that cut down manual work and made it easy to see what needed attention - Wrote the SOPs and documentation that made audits painless and kept financial processes consistent - Managed compliance deadlines and reporting (NYC Local Law 88/97, BERDO, GFA/FlexTech) for a construction company, working closely with their engineers and consultants What I help with: - Day-to-day operations management, supervision, and process improvement - Fixing and setting up financial operations from the ground up - Payment audits, reconciliations, and controls - Payroll, billing, and vendor management, including international teams - Compliance tracking and reporting - Building Notion systems for SOPs, project tracking, and cross-team visibility - Automating workflows, dashboards, and reporting so you're not doing it by hand - Coordinating across teams so nothing falls through the cracks Tools I use: Finance: Xero, QuickBooks PM & Automation: Coda, Notion, Google Sheets & Apps Script, Asana, ClickUp, Monday, Trello Sales & Docs: Pipedrive, DocuSign CRM's: Zoho, Pipedrive and many more I do my best work when a business has outgrown the systems that were holding it together. If that sounds like where things are right now, send me a message. I am happy to talk through what's creating the most pressure.

I’m a detail-oriented Virtual Assistant with experience in business operations, customer relationship, and cross-team coordination. I bring structure to messy workflows, clarity to data, and calm execution to day-to-day operations. 💡 My Experience 💡 ✔️Customer Relationship •Monitoring customer accounts and service performance metrics. •Analyzing customer data to identify risks, gaps, and improvement opportunities. •Supporting customer onboarding, entitlement accuracy, and billing readiness. •Preparing customer-facing reports and internal insights. •Coordinating with Sales, Operations, and Technical teams to resolve issues. •Tracking escalations and ensuring timely follow-ups and resolutions. •Maintaining accurate customer records and documentation. •Daily use of CRM platforms (Salesforce), reporting tools, and Microsoft suite. ✔️ Virtual Assistance •Navigating through Salesforce platform. •Navigating through Share Point platform. •Email management. •Calendar management. •Appointment setting and scheduling. •Time management. •Travel arrangements and booking of hotel rooms, plane tickets, rental cars. •Organizing of project management boards. •Preparing meeting agenda and tracking minutes on the meetings. •Working with teammates and other people from cross functional teams to sort out various ad hoc tasks. •Daily use of Google and Microsoft suite. ✔️Business Operations Analyst •Data analysis and reporting using SQL and Excel. •Monitoring and validating invoices, transactions, and entitlement data. •Identifying process gaps and supporting revenue protection initiatives. •Preparing operational reports and dashboards for stakeholders. •Documenting As-Is processes and maintaining process matrices. •Collaborating with Finance, Data, IT, and Development teams on issue resolution. •Supporting automation and process improvement initiatives. •Daily use of Excel, SQL tools, internal ERP systems, and Microsoft suite. I am competent and resourceful and I do not outsource any of the projects that I take on. Hiring me will allow you to work ON your business, not IN it. 💡 If you want to know more about how I can help you, contact me and let's set up a quick discovery call.

I am a Senior Operations & Strategic Accounts Specialist with 6+ years of remote experience optimizing business processes, managing cross-functional projects, and overseeing end-to-end office and administrative operations for international B2B and healthcare organizations. I specialize in bringing order to complex environments, bridging the gap between high-level executive strategy and daily operational execution. Whether you need to streamline workflow SOPs, set up vendor management systems, or build data-driven dashboards, I ensure complete operational structure, accuracy, and autonomy. Core Expertise & Services Offered: * Operations & Process Optimization: Conducting end-to-end operational audits, identifying workflow bottlenecks, developing comprehensive Standard Operating Procedures (SOPs), and reducing operational lead times. * Project Management & Office Management: Managing complex, cross-functional projects from initiation to completion. Overseeing remote office administration, team scheduling, onboarding, task delegation, and cross-departmental coordination. * Procurement & Vendor Management: Sourcing equipment, managing purchasing processes, reviewing vendor contracts, issuing purchase orders, negotiating terms, and auditing invoices/accounts payable. * Healthcare & B2B Administrative Operations: Experienced in US healthcare administration, medical billing, prior authorizations, client/patient onboarding, compliance, and strategic account oversight. * Data Analytics & Financial Reporting: Tracking key performance metrics (KPIs), performing financial/transactional reconciliation, and building interactive Power BI dashboards, writing SQL queries, and leveraging Advanced Excel. Tech Stack & Software Proficiency: * Project & Task Management: ClickUp, Asana, Trello, Notion * Data Analytics & Tools: Power BI, SQL, Advanced Excel (Pivot Tables, VLOOKUP, Data Modeling), Google Sheets, Looker Studio, Google Tag Manager * CRMs & Workflows: HubSpot, Google Workspace, Slack, Zoom * Administrative & Financials: Invoicing, Purchase Orders (POs), Contract Review, Expense Tracking Whether you require an operational cleanup, procurement and vendor coordination, structured project execution, or ongoing administrative management, I deliver high-level results with zero micromanagement needed.