Hire the best Operations & Workflow Freelancers in New York

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$220 hourly
Spencer T.
- 5.0/5
- (57 jobs)
SaaS CMO & Agency COO using Clay.com, HubSpot, and 7 years of marketing tech leadership experience to drive impactful revenue at SMBs, 7-figure agencies, and startups. If you need better data visibility, more pipeline, or process integration and automation help, we can chat. Scroll for RESULTS 💥 Let's talk results ⬇️ 📈 Scaled Strategies: From zero to $2mil ARR, I’ve propelled digital marketing initiatives from Leica to countless agencies. 🏢 Agency Leadership: Led 7-figure agencies as a Fractional COO, optimizing workflows, systems, and holistic growth strategies. 🤖 Technical Know-How: Designed and built HubSpot CRM systems, ClickUp project management solutions, and data-driven marketing workflows for better ROI. 🌎 Global Ventures: Launched my favorite camera company in New York City and penetrated the DACH and MENA markets with 2 SaaS startups. But wait, there’s more… For SaaS Scalers: ➡️Marketing Managers, stop drowning in the sea of B2B. Scaling within our sector demands precision, and way less headaches around data segmentation, reporting marathons, and the eternal quest for sales enablement. 🗿At SaaS startups and enterprises alike, I’ve implemented HubSpot, ClickUp, PandaDoc, Clay, Apollo, and much more. ⚡Let’s fine-tune your CRM, segment data intelligently, and automate reporting. Whether you’re transitioning or expanding, I’ve got the technical know-how to propel your success. Commonly Offered Services for SaaS SMBs: 1️⃣Consulting Services: 👉Empower the sales teams with strategic enablement. 👉Further define ICP metrics and buyer personas. 👉Optimize marketing data segmentation and reporting. 👉Implement efficient client, project, and ticket management systems. 2️⃣Workflow Automation & Marketing Operations Support: 👉Streamline lead management and scoring. 👉Automate marketing campaigns and lead nurturing sequences. 👉Enhance customer engagement through data-driven workflows. 👉Implement key marketing operations technology to transform data into insights. 👉Develop a holistic marketing operations architecture through industry best-practices. For 7-figure Marketing Agencies Without an Integrator: ➡️CEOs and decision-makers, listen up. Your agency’s growth hinges on streamlined operations. 🗿I’ve been in your shoes, leading 7-figure agencies as the COO and Director of Marketing Operations. To this day, I remember starting as just a little Project Manager. ⚡Let’s say shazam and optimize your internal processes with a tried and trusted SOP library, integrate industry leading agency tech seamlessly, and empower your team. From automating HubSpot and GHL to automatically onboarding clients into your Slack and project management system, I’ll elevate your agency’s efficiency and bottom line. Commonly Offered Services for Marketing Agencies: 1️⃣Consulting Services: 👉Troubleshoot bottlenecks within your operations and workforce. 👉Automate onboarding and service delivery processes. 👉Support the implementation of marketing technology. 👉Enhance internal operations and technology stack. 👉Implement LEAN process management. 👉Optimize sales enablement strategies. 👉Improve reporting. 2️⃣Audits, Programs, and DFY / DWY Systems (Done For You / Done With You): 👉Operational Audit of delivery systems, automations, and team deficiencies 👉Strategic Recommendations for operational environment, automations, and organizational chart 👉Custom integrations for automated processes. 👉Customized Agency SOP library w/DACI matrices (40+) 👉Organized Google Workspace and Team Access Setup 👉Team Training on 7-figure agency SOPs 👉Strategic implementation of full project management software, complete with Template Library organized by department 👉Integration of new and existing SOPs into an automated project management program 👉Custom workflow development for all agency departments 👉Strategic support for technical implementation of marketing technology For Freelancers Earning $40k+ Annually: ➡️As an independent professional, you’re no stranger to the hustle. But what if you could amplify your impact without burning out? That’s where I come in. 🗿After 18 months on Upwork, I made it to Upwork’s coveted Expert Vetted Talent Program. Years later, I'm still here. ⚡With a track record of transforming businesses, I’ll give you everything that I never had. Commonly Offered Services for Freelancers: 1️⃣1:1 Consulting & Coaching Services: 👉Advise you on how to scale faster and more effectively without burnout. 👉Provide best practices for continuing your freelancing success. 👉Prepare you for interviews and client interactions. 👉Teach you how to network. Didn’t See What You Needed? Whether you’re hunting for marketing magic, tech tricks, or just a good networking chat, I’ve got your back.

Operations & Workflow
Hospitality & Tourism
Internet Marketing
Resume Design
Copywriting
Communications
Business Development
LinkedIn
Email Marketing
Marketing Campaign Setup & Implementation
Growth Strategy
Social Media Lead Generation
International Business
Automated Workflow
ClickUp
Marketing Operations & Workflow
CRM Software
Marketing Automation
Project Management
Relationship Management
HubSpot
$125 hourly
Nicole A.
- 5.0/5
- (4 jobs)
I’m a project management and operations consultant with nearly 20 years of experience leading creative operations and project management for production and advertising teams. Over the past few years, I’ve specialized in implementing and optimizing workflow tools like SmartSuite and Airtable to solve operational bottlenecks, automate repetitive tasks, and build scalable systems. Whether you’re a solo founder or a growing team, I can help you: • Map and streamline your current workflows • Select and configure the right project management tool • Build dashboards and automations that save time and reduce errors • Document SOPs and onboard your team • Manage full implementation from start to finish I bring a systems mindset and a production-savvy background to every project. Let’s make your tools work harder, so your team doesn’t have to.

Operations & Workflow
Make.com
Project Workflows
Marketing Operations & Workflow
Airtable
Task Automation
Video Production
Production Planning
Project Management Software
Project Management
$75 hourly
Toniann A.
- 5.0/5
- (10 jobs)
🚀 Transforming Ideas into High-Performing Systems with HighLevel! 💻✨ Hey there! 😊 I’m Toniann, a certified HighLevel Admin with over 3 years of experience specializing in crafting seamless systems through advanced funnels and automations. My expertise lies in creating not just visually appealing setups, but systems that work effortlessly behind the scenes to boost efficiency and save valuable time. I’ve partnered with agencies to launch and optimize their operations, turning client visions into reality with HighLevel. From intricate sales funnels to tailored automation workflows, email/SMS campaigns, and custom CRM solutions, I’m dedicated to refining your business processes for maximum impact. Think of me as your behind-the-scenes wizard 🪄, meticulously connecting every component to ensure a polished experience for your audience. Got a project in mind? Let’s connect and discuss how I can help streamline your GHL setup! Hourly Client Rate: $75 per hour ChromaMarketingCo.com Clients: Rate based on marketing package.

Operations & Workflow
Funnel Testing
HighLevel
Canva
Branding & Marketing
Website Customization
Online Store Customization
Sales Funnel Implementation
Marketing Operations & Workflow
Marketing Automation
Course Creation
Sales Funnel Copywriting
Sales Funnel Builder
Sales Funnel
Website Builder
Website Content
$50 hourly
Noah K.
- 5.0/5
- (42 jobs)
I'm an award-winning creative writer turned founder in the technology space (exited 2x). Top rated plus on Upwork (Top 3% of talent). I'm very good at what I do. Mostly, I focus on GTMs, capital advisory, operations management, and fractional C-suite work. See experience below. EXPERTISE: 1) LATAM business, strategy, and commerce. 2) Full Cycle B2B Sales strategy. 3) Financial analysis. 4) Market Research. 5) Pitch Deck preparation. 6) Capital raising. 7) Internet of Things (Smart Infrastructure, Radio Frequency Communication, RFID, NFC) 8) Supply Chain Logistics 9) Sourcing (China, SEA, Korea). 10) Agtech. 11) Hardware/Hardware as a Service. 12) Software/Software as a Service. 13) Product Development. 14) SCRUM/AGILE. 15) Product Ownership.

Operations & Workflow
Business
Market Research
Business Development
Business Coaching
Business Consulting
Marketing Operations & Workflow
Writing
Business Operations
Business Analysis
$65 hourly
Marisa M.
- 4.6/5
- (12 jobs)
Adaptable, results-driven project management professional with a proven record of successful planning through execution of marketing campaigns and special events. A multi-tasker by nature, recognized for exceptional organizational, attention to detail, and interpersonal skills. 10+ years - Project Manager for small to enterprise size businesses 10+ years - English and Business tutor for high school and collegiate students 7+ years - Director of Marketing, Events and Partnerships I enjoy creating and perfecting content that brings my clients' visions to life, and am an expert in handling the following types of projects: Copy/Imagery Creator, Editor, Final Proofreader | - Student (essay structure/flow, word choice, editing/revision, study strategies) - Internal Documents (employee handbooks, how-to processes, on-boarding/policy docs) - Marketing/Web (white/topic papers, social media posts, Linkedin blogs, video text, websites) - Events (invites/follow-ups, press releases, brochures, agendas/event flyers, executive bios) - Imagery: Canva, PDF, Microsoft, intermediate in Adobe Illustrator/Photoshop LinkedIn Profile & Resume Consultant | - initial creation, updates/refreshes to include new info, reframe for new job type/industry

Operations & Workflow
Critical Thinking Skills
Research & Strategy
CRM Software
Project Management
Business Writing
Marketing Operations & Workflow
Strategic Plan
Marketing Automation
Editing & Proofreading
Resource Allocation
Relationship Management
Event Management
Budget Management
$75 hourly
Brandon L.
- 5.0/5
- (4 jobs)
I have pioneered an analytics team within our revenue cycle department, in the healthcare sector. I have also reconfigured over 50 workflows using a platform called Smartsheet, which offers automation and reporting capabilities.

Operations & Workflow
Analytics
Microsoft Excel
Smartsheet
Formula Language
Marketing Operations & Workflow
$35 hourly
Diamond W.
- 5.0/5
- (2 jobs)
Creativity thrives on chaos—but your business doesn’t have to. Hi, I’m Diamond Ward, the strategic partner, behind-the-scenes problem solver, and project management pro you didn’t know you needed. With 7+ years of experience balancing logistics and creativity, I help service-based creatives—like copywriters, web designers, social media managers, and more—streamline operations, nurture client relationships, and focus on what they do best: creating. I know that being a creative is only one part of running a successful business. There are clients to manage, projects to track, and systems to maintain—all while making space for the work that actually lights you up. That’s where I come in. With a liberal arts background and hands-on experience in operations, marketing, and client success, I bring the structure and strategy you need to keep everything running smoothly—without stifling your creativity. Whether you're a solo creative, a growing startup agency, or a larger corporate team, I’m here to help you reclaim your time, strengthen client relationships, and build a business that works for you—not the other way around.

Operations & Workflow
Virtual Assistance
Customer Service
Writing
WordPress
Social Media Content Creation
Editing & Proofreading
Social Media Management
Marketing Operations & Workflow
Administrative Support
Client Management
Product Management
Project Management
$75 hourly
Amy K.
- 5.0/5
- (1 job)
Director of Program Management with extensive experience in leading cross-functional teams, working with diverse stakeholders, fostering collaboration, and driving successful project outcomes. My commitment to high-quality work has led to a proven track record of delivering results, implementing strategic initiatives, and achieving business objectives. I am seeking a challenging role to leverage my skills and expertise in driving organizational success.

Operations & Workflow
Business Operations
Project Management
Communication Design
Communication Strategy
Research & Development
Marketing Operations & Workflow
Implementation Plan
Business Management
Customer Service
Sales & Marketing
$100 hourly
Pia T.
- 4.9/5
- (4 jobs)
Connecting and staying connected with your customers and prospects is critical to grow your business. Having a robust CRM strategy is key to your company growth. Spend your days running your business, not setting up your CRM. I have spent my entire career in technology, some on the development side and some on the sales side. Building a strong platform is critical to effectively communicate with your prospects and clients. My services will complete the initial setup and ongoing maintenance of your CRM/HubSpot, so you can focus on growing your business.

Operations & Workflow
Business Strategy
CRM Software
Sourcing
Business Intelligence
Brand Positioning
IT Procurement
Marketing Operations & Workflow
Business Management
HubSpot
Sales
Relationship Management
Marketing Strategy
Procurement
Sales & Marketing
$50 hourly
Michael W.
- 5.0/5
- (5 jobs)
Experienced content developer, creative strategist, and team leader with a demonstrated history of working in the marketing and advertising industry. Other areas of expertise include video production/editing, project management, graphic design, digital marketing, storytelling, copywriting, audio production, process development, and sales.

Operations & Workflow
Marketing Automation
Audio & Music Software
Project Management
HubSpot
Constant Contact
Salesforce Marketing Cloud
Journey Mapping
Marketing Operations & Workflow
Efficiency Leaders ELAP
Copywriting
Creative Strategy
Storytelling
Video Editing & Production
Marketing
Marketing Strategy
$250 hourly
Laura S.
- 5.0/5
- (1 job)
I am a Global Content Lead and Strategic Operations Driver with over 25 years of experience in leading global content and production operations for large multinational brands across multiple channels and markets. I specialize in developing and delivering exceptionally beautiful and effective content that meets the highest standards of quality, efficiency and innovation at scale. My core competencies include building strong creative relationships, providing strategic solutions for complex and integrated productions, collaborating and leading external agency partners in cross-discipline campaign development and delivery, guiding data and media teams and partners on execution standards, establishing client/agency KPIs, and driving implementation and engagement in scalable and future-proof technology solutions. I am passionate about finding new ways to do things in content that are not traditionally done on a global scale.

Operations & Workflow
Strategic Planning
Business Operations
Business Analysis
Production Planning
Marketing Operations & Workflow
$35 hourly
Yauheni C.
- 4.9/5
- (92 jobs)
🔥 My Pay Per Click PPC Advertising Services cater to a diverse range of clients, offering comprehensive support in both setting up and managing PPC across multiple platforms to create and develop a sales department. Here's an overview of the clients we assist and the services we provide: 🎖️ **Services I Offered**🎖️ 1. Marketing Operations and Integrations: - Streamlining marketing workflows. - Integrating marketing tools with CRM systems for cohesive operations. - Data analysis for informed decision-making and strategy refinement. - Phone systems integrations 2. Paid & Organic & 3rd Party Channel Customer Acquisition - Setup and Management: - Paid Channels: - Develop and manage PPC (pay-per-click) campaigns. - Google Ads, Meta Ads, YouTube Ads, Yelp Ads, Microsfot Ads. etc. - Optimize ads for maximum ROI. - Track and analyze ad performance metrics. - Organic Channels: - Implement SEO strategies to improve organic search rankings. - Create and distribute high-quality content for organic & social media reach. - Monitor and adjust based on performance analytics. - 3rd Party Channels: - Identify and partner with relevant third-party platforms and vendors. - Manage listings and content on third-party sites. - Track and optimize performance across these channels. 3. Inbound and Outbound Sales Department Development: - Structuring and optimizing sales departments for effective lead generation and conversion. - Hiring and training teams in sales best practices tailored to inbound (content-driven) and outbound (direct outreach) strategies. 🏆 ** Clientele ** 🏆 1. Startups and SMEs: Businesses looking to establish a robust systems without the overhead of a full-time CMO. 2. Growing Enterprises: Companies seeking to expand their reach and refine their marketing and sales strategies. 3. E-commerce Platforms: Online retailers aiming to boost sales through targeted advertising. 4. B2B and B2C Businesses: Organizations aiming to enhance their market positioning and customer engagement. ** Result Driven Service Indicators ** - Customer Experience (CX) - Search Engine Optimization (SEO) - Search Engine Marketing (SEM) - Artificial Intelligence (AI) - Customer Relationship Management Integrations (CRM) - Integrated Marketing Communications (IMC) - Pay Per Click (PPC) - Key Performance Indicator (KPI) - Return on Investment (ROI) - Social Media Marketing (SMM) - User-Generated Content (UGC) - Cost Per Lead (CPL) - Cost Per Acquisition (CPA) - Customer Lifetime Value (CLV) By providing these services, we enable our clients to efficiently scale their marketing efforts, improve lead generation, and enhance overall sales performance, all while maintaining cost-effectiveness and strategic focus. Our fractional CMO approach allows businesses to access top-tier marketing expertise without the commitment of a full-time executive hire, making it an ideal solution for growth-oriented companies

Operations & Workflow
PPC Campaign Setup & Management
Bing Ads
Digital Marketing
Branding
Integration Framework
YouTube Ads
Microsoft Ads
Yelp Management
Appointment Setting
Lead Generation
Sales Operations
Marketing Operations & Workflow
Conversion Rate Optimization
Marketing Automation
Pay Per Click Advertising
Paid Media
Facebook Advertising
Google Ads
$95 hourly
Christopher V.
- 5.0/5
- (41 jobs)
I am a Fractional COO (Chief Operating Officer) based on a 25-acre farm with fiber-optic internet in Upstate New York. Most recently, I led the effort within a recently established Generative AI practice to secure and deliver on an OpenAI Services Partner status for Altimetrik, a global consulting firm. A New York City native who relocated during the Pandemic and took the leap to full-time fractional (fCOO) mere months before the world shut down. Haing seen a trend toward remote work and away from sitting in Midtown Manhattan to video call someone in Costa Rica, I’ve helped organizations scale and refine their distributed teams into operationally efficient powerhouses. I have over a decade of experience in management roles at SaaS technology organizations, creative agencies, media & publishing companies, and other small and midsize businesses. My core specialties include zero-to-one startup development, slide deck and fundraising support, and day-to-day business operations and infrastructure establishment. I am focus on assisting small to mid-sized businesses (5-100 employees) with operational excellence. I have a proven track record of successfully helping clients manage multiple projects or initiatives from inception to completion, delivering projects on time and within budget. I have helped clients improve their KPI tracking and reporting through deep expertise with data collection and analysis best practices; assisted with goal setting and tracking using frameworks like OKRs; and provided financial planning assistance for new and existing products, scenario planning for team scaling or downsizing, etc. At the end of the day, I help you enable your team or find the right people for the problem you are trying to solve. I've spent most of my time working in Business Consulting & Project Management capacities focusing on scaling project planning, budgeting, and managing the lifecycles of branding & software development projects. Having had many hands-on roles, I also have extensive experience with creating branded media and with early product prototyping. I have a well-rounded digital-first skillset that will add polish to what you and your team need most. My clients here are a mix of one-off engagements and long-term embedded contracts. I can right-size my services to fit your needs. Some general things we can collaborate on: - Zero-to-One Startup Strategic Support - Fundraising Decks, Data Rooms, & Documentation Preparation - Startup Business Operations & Infrastructure Setup - Financial Modeling and Runway Projections - Project Management & Communication Tool Optimizations - Brand Identity Design & Guidelines - Presentations & Pitch Decks - Light UX Designs & Rapid PoC Prototyping - Project Planning & Documentation - Agile Project Management - Print & Digital Marketing Collateral Design, Letterhead, etc. Tools that I help businesses set up and administrate: - Google Workspace - Slack - Atlassian Suite (Jira, Confluence, Trello, etc.) - ClickUp, Airtable, Asana - Looker, Google Data Studio - Google Analytics - SendInBlue - Reamaze, Zendesk - Zapier - Byword.ai (Automated SEO Article Generation) - SEMRush, Google Search Console - JustWorks (PEO & Payroll Solutions for Small Businesses)

Operations & Workflow
Email Marketing Strategy
Project Scheduling
Business Consulting
Brand Identity & Guidelines
Marketing Operations & Workflow
Team Alignment
Business Transformation
Marketing Strategy
Brand Consulting
Presentation Design
User Experience Design
$75 hourly
Shae C.
- 0.0/5
- (0 jobs)
Does this sound like you? 👇 Running a business is your 𝐉𝐀𝐌! You have: ✅ a small but mighty team of highly skilled professionals ✅ a stable and expanding client base ✅ Recent implementation of ClickUp as your business HQ Now you're ready to focus on scaling and forecasting the vision of the company but growth unlocks new challenges and now you’re faced with: 👉 Who will champion your ClickUp efforts? 👉 Who will troubleshoot when something breaks? 👉 Who will generate workload reports and performance metrics? 👉 Who will train and support your team? Without a dedicated ClickUp Operator, these responsibilities often fall back on you or a team member who’s familiar with ClickUp as a user, but not an admin. 🤔 What if you had someone who could: ✅ Maintain and enhance your active systems with speed ✅ Train your team and provide ongoing support ✅ Troubleshoot issues as they arise ✅ Consult on system optimizations, process refinement, and best practices Here's where I come in! I am a Verified ClickUp Consultant and, systems & process expert. I specialize in helping service-based businesses stress less about systems & strategically align their processes and software. Think of me as your dedicated Project Manager for ClickUp! I’m very systems savvy and I thoroughly enjoy immersing myself into a tech issue until I’ve figured out the best solution! I love to think outside of the box but I also thrive on interpreting data - what it’s telling us and how we can use it to transform our efforts. 👉 What you can expect when you work with me: - No more time spent in support chat explaining the issue from scratch - No more unclear communication when it comes to systems issues - A streamlined, efficient system that actually works for your business After nearly a decade working behind the scenes in Operations for service-based businesses, I’ve learned how every department works together to create a successful and high-performing business! I flourish behind the scenes and have a deep passion for problem solving, strategizing and innovating. My goal is to free you from the frenzy of moment to moment decision making and provide you with the tools that will allow you (and your team) to think ahead, anticipate challenges and scale your business with confidence! 👉 𝐇𝐨𝐰 𝐭𝐨 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡 𝐌𝐞: - Message me for my booking link 👉 If your business is ready for: ✅ Clear, documented processes ✅ Streamlined workflows across all departments ✅ Lean, effective systems ✅ A clear understanding of tasks and where to find information ✅ High-performance coaching ✅ Efficient client fulfillment Then it’s time to schedule a call with me! Please note, I only offer a limited number of retainer spots to ensure the best service for my clients, and they tend to fill up quickly. Not quite ready for a full system transformation? That's all right I also offer the following services: ✅ 60 minute ClickUp strategy sessions ✅ ClickUp system audits ✅ Live training sessions for individuals or teams ✅ Process/Workflow Consultation

Operations & Workflow
Marketing Operations & Workflow
Project Workflows
Agile Project Management
Digital Project Management
User Experience Strategy
ClickUp
Zapier
SaaS
New Member Onboarding
Process Development
Project Management
Process Improvement
Customer Experience
Business Operations
CRM Software
$125 hourly
James W.
- 0.0/5
- (1 job)
Hello! My name is James Weis, and I am a recognized HubSpot Certified Trainer with over ten years of extensive expertise in HubSpot. I have successfully empowered numerous marketing, sales, content management, and customer service teams. Technology, sales, marketing, and customer service have significantly shaped my career from a young age. My family's business instilled in me the lessons of hard work, dedication, and meticulousness, and I continue to carry those principles with me today. My true passion lies in guiding individuals and organizations through the ever-evolving technology landscape, equipping them with the knowledge to harness these advancements and drive sustainable revenue.

Operations & Workflow
Web Development
API Development
CRM Development
Lead Management Automation
Lead Nurturing
Sales Optimization
Sales Operations
Marketing Operations & Workflow
HubSpot
CRM Automation
$53 hourly
Bear N.
- 3.4/5
- (1 job)
Hi, I’m Bear 👋 I build AI and automation systems that help agencies and small businesses scale to 5- and 6-figures and beyond → My automations power auto-replenishment services for a Fortune 10 company → I run a YouTube channel dedicated to Make.com and n8n automations I also publish a popular newsletter on SaaS & AI Automations—subscribed to by top entrepreneurs. If you want a scalable, high-performance system that frees you from the grind, you’re in the right place. ------ The longer, sit-down version (if you’ve got a minute): Pleasure to meet you! I’m Bear 👋. I’ve spent years building and optimizing advanced automation solutions, using tools like GPT-4+, Make.com, Apify, Instantly.ai, and more. I’ve created countless systems—many responsible for thousands in revenue and time savings. Some of my favorites include: • Automatic Lead Gen & Outreach Custom scrapers and workflows that source, qualify, and reach out to leads using email, SMS, and social media. Personalized AI-driven icebreakers ensure you’re not just blasting messages, but truly connecting. • Content & Marketing Automations Tools that create blog posts, social media teasers, newsletters—automatically. Great for small agencies that want to scale their content marketing without sacrificing quality. • Onboarding & Client Management Fully automated pipelines that handle everything from payment forms and project briefs to CMS integrations. Whether it’s new clients or new hires, you get a seamless experience every time. I’ve worked with most major CRMs and project management tools (HighLevel, Trello, Notion, Airtable, etc.) and can build custom API integrations for whatever your stack might be. If you’re looking for someone who genuinely loves building process automations and meticulous systems that actually last, let’s talk. Whether you need me for a week or a year, you’ll get high-quality solutions and great communication from start to finish. Looking forward to meeting you!

Operations & Workflow
n8n
Make.com
HighLevel
Notion
CRM Automation
Lead Management Automation
Email Automation
A/B Testing
Marketing Automation Strategy
Marketing Campaign Setup & Implementation
Marketing Automation Audit
Marketing Automation
Campaign Management
Marketing Operations & Workflow
$100 hourly
Vincent V.
- 0.0/5
- (0 jobs)
As a seasoned CRM Strategy Consultant and former Army Officer, I bring a unique blend of technical acumen, leadership experience, and operational expertise to the table. My mission is to help businesses leverage technology to streamline their operations and achieve their goals. I specialize HubSpot administration, implementation, and optimization. Whether it's cleaning up your CRM data, optimizing workflows, or integrating HubSpot with other business tools, I ensure your CRM is efficient, effective, and tailored to your needs. As a Solutions Consultant, I designed and developed custom low-code and no-code CRMs, but was drawn to HubSpot's user-friendly and intuitive design. My experience consulting with clients to design with low-code and no-code CRMs to meet their needs laid the groundwork for my current focus on HubSpot, where I help businesses harness the full potential of their CRM systems. In the military, I honed my leadership and operational skills. Managing logistics for large units and overseeing critical operations taught me the importance of efficiency and precision, which I now apply to my work with HubSpot. I'm passionate about helping businesses clean up their CRM processes, optimize their workflows, and integrate HubSpot seamlessly into their operations. Let's connect and discuss how I can help your business thrive with a clean, efficient, and powerful CRM system. #HubSpotAdmin #CRM #BusinessGrowth #OperationsExcellence

Operations & Workflow
Artificial Intelligence
Sales Operations
Marketing Operations & Workflow
B2B Marketing
Marketing Analytics
Campaign Reporting
Marketing Automation
Sales Optimization
HubSpot
Automation
$300 hourly
Abigail K.
- 5.0/5
- (1 job)
I work with start-up, scale-up, and pivoting companies as a flexible Executive Operator - I embed with teams, free up CEO bandwidth, focus the company on critical path objectives, and lead operational execution. As a fractional exec, I have evaluated markets, run pilots and built foundational customer-facing and internal operations for 10+ companies, including: Brigit, Plume, RepresentEd, Tuune, Elderhood and ReKlame Health. Examples of how I work, by stage of company: Pre-seed / New Business: - Due diligence & market research - Ideation & thought partnership - Design & run proof of concept pilots - Develop pitch & prepare for raise Seed - Series A: - Define roadmap, goals & align team (including OKRs & KPIs) - Design & execute GTM strategy - Develop org structure & drive key hiring - Build & lead foundational teams in: Sales; Marketing; CS/CX; Field Ops, Business Ops; People Ops Scale-ups / Pivots: - Refine operating model & org structure - Diagnose & solve for scalability for all Revenue (Sales, Marketing, Customer Experience), Field Operations and Internal Operations teams - Develop & launch new markets Deep industry experience: - marketplaces - SaaS - health tech - real-estate - fin tech - mission-driven orgs Experience: My background includes Chief of Staff, COO, customer-facing ops and growth roles in-house in seed-to-D companies, including quarterbacking Capsule Pharmacy's expansion into 20 new markets. Prior to independent and in-house roles with high-growth companies, I was an Engagement Manager in Fortune 500 management consulting for 5 years. BA, Yale University MBA, Columbia Business School

Operations & Workflow
Go-to-Market Strategy
Customer Acquisition
Cross Functional Team Leadership
Program Management
Project Management
Management Development
Business Cases
People Management
Sales Operations
Marketing Operations & Workflow
Business Consulting
Product Roadmap
Due Diligence
Strategic Plan
Business Operations
$55 hourly
Claire R.
- 5.0/5
- (1 job)
I'm a media pro with two decades of experience including project management, strategic analytics, operations, editorial and content marketing work. I was most recently at Forbes for 12 years and previously at AOL for 11. I was also a copy chief and reporter for a tech trade news publication. I invite you to learn more about me and my approach at clairehouserobinson.com.

Operations & Workflow
Airtable
Smartsheet
Microsoft Excel
Audience Segmentation & Targeting
News Media
Project Management
Operations Management Software
Marketing Operations & Workflow
Program Management
Analytics Dashboard
Marketing Analytics
Copy Editing
Editorial
Content Marketing
$55 hourly
Chaya F.
- 5.0/5
- (1 job)
Hi, I’m Chaya - a Project and Operations Manager with 7+ years of experience leading projects and initiatives across multiple industries. My career has taken me through a range of fast-paced, evolving environments - from a wholesale diamond company in NYC's diamond district to a B2B Tech company offering cloud communication solutions. Across each setting, I’ve led successful execution across concurrent objectives, transformed processes, and solved complex operational challenges. A few quick examples: - In the heart of NYC’s 47th Street diamond district, I oversaw all operational functions for a wholesale diamond company. This included things like managing the entirety of a multi-million dollar diamond inventory and leading national trade shows from strategy to on-site execution. - In NYC’s Financial District, I led loan underwriting operations at a business loans firm (Fox Business Funding LLC). I also worked to improve processes- and developed automations that saved over $50K in annual headcount costs. - At Nextiva (nextiva.com), a B2B cloud communications company, I managed a wide range of high-velocity initiatives and was the go-to person to solve operational bottlenecks that stalled progress. I excel at taking on challenges in any form (managing projects, operations, and products) and ensuring flawless outcomes. I have an extremely strong sense of determination and an ability to find creative workarounds to move things forward when traditional methods fall short. No matter what is thrown my way, I find a way to get it done successfully! Here's my Notion page, where you can read more about how I operate and the things I've done: chayafeigelstock.notion.site The Notion page also contains my resume and a link to my Linkedin for more details on my work history! Please feel free to reach out and discuss your needs and I will let you know if I can help! I am always happy to just chat and answer any questions as well. Project Management Skills: - Budgeting & Financial Management - Risk Management - Stakeholder Management - Resource Allocation - Timeline & Deadline Management - Process Optimization - Workflow Development & Improvement - Cross-functional Team Leadership - Project Planning & Execution - Vendor & Partner Coordination - Resource Procurement Project Management Tools: -Asana -Trello -Monday Collaboration & Communication: - Stakeholder Communication - Team Alignment & Coordination - Conflict Resolution - Change Management - Documentation & SOP Creation - Cross-team Translation & Facilitation Automation Tools: - Zapier - Python (basic) Other Tools / Software: - Microsoft Office Suite (Excel, PowerPoint, Word) - Google Workspace (Docs, Sheets, etc.) - Slack, Zoom, MS teams

Operations & Workflow
Copywriting
Vendor Management
Procurement
Budget Management
Stakeholder Management
Campaign Management
Process Improvement
Automation
B2B Marketing
Operations Management Software
Business Operations
Marketing Operations & Workflow
Task Coordination
Asana
Project Management
$75 hourly
Brian P.
- 0.0/5
- (0 jobs)
Sales & Strategy Leader with 5+ years of experience driving revenue growth and optimizing organizational operations in fast-paced SaaS environments. A highly motivated self-starter who consistently goes above and beyond, delivering innovative solutions to complex business challenges. Expertise in GTM strategy, sales forecasting, and process automation to scale business operations. Proven ability to lead cross-functional teams and implement data-driven strategies for revenue growth. ● Go-To-Market Strategy & Execution – Developed GTM plans for new product launches, including Ampliforce AI Agents, optimizing customer acquisition and expansion opportunities. ● Sales Forecasting & Growth Planning – Partnered quarterly with SVP of sales to create sales forecasting models and evaluate market expansion opportunities. ● Business Operations & Process Optimization – Scaled internal operations, implementing CRM, ATS, and PEO systems for efficiency. ● Product-Led Growth & Partnerships – Launched Cohley Activate in partnership with Klaviyo, securing over 100 users in first 6 months. ● Data Analytics & Performance Metrics – Used HubSpot to create reports and dashboards to track pipeline health, sales effectiveness, and market trends. ● Cross-Functional Leadership – Collaborated with Sales, Customer Success, Product, Engineering, and Marketing to align growth strategies. ● Sales Compensation & Quota Strategy – Designed commission structures and quota models for revenue optimization. ● Territory & Account Segmentation – Defined target customer profiles and allocated sales resources to maximize coverage. ● Stakeholder Communication & Influence – Collaborated with senior leadership and cross-functional teams, translating complex data insights into clear, actionable strategies for sales and product growth.

Operations & Workflow
Business Operations
Marketing Operations & Workflow
Sales Operations
Business Development
Project Management
Justworks
Greenhouse Software
HubSpot
People Management
Go-to-Market Strategy
Growth Strategy
Sales Strategy
Sales & Marketing
HR & Business Services
Management Consulting
$70 hourly
Erick A.
- 0.0/5
- (0 jobs)
Revenue Operations that scale, systems, not chaos. If your marketing systems feel duct-taped together, have inconsistent lead source tagging, broken workflows, messy HubSpot setup, and disconnected reporting, I’m here to help you fix that. I help startups and GTM teams turn clunky processes into clean, automated pipelines that generate revenue. What I Do: I’ve walked the revenue journey end-to-end, SDR, AE, and now a Marketing Operations Lead. That means I don’t just understand tools like HubSpot or Zapier; I understand how sales and marketing use them in real life. I specialize in building systems that: Align sales and marketing Automate outbound sequences and nurture flows Drive pipeline visibility Surface insights leadership trusts My Services (Done-for-You RevOps) HubSpot Setup & Optimization Custom pipelines, lifecycle stages, lead scoring, attribution modeling, property hygiene, sales/marketing alignment. Workflow Automation & Zapier Integration Multi-step workflows for lead routing, lifecycle progression, sales alerts, and system syncs (Zapier, Clay, Instantly, Drift, etc.). Campaign & Outbound Operations Cold outreach automation, SDR sequence support, email nurture programs, webinar execution, and compliance workflows. Data & Reporting Lead source tagging, campaign attribution, funnel dashboards, and revenue reporting across tools like HubSpot, Salesforce, and Google Sheets etc. Most consultants either know strategy or tools, I bring both. I’ve helped teams connect the dots between CRM, marketing automation, outbound tools, and dashboards to create RevOps systems that scale without breaking. If you need someone who speaks both CMO and CRO, and can translate your GTM strategy into measurable revenue systems, let’s talk.

Operations & Workflow
Chatbot Conversation Steps
Landing Page Optimization
Email Marketing
Cold Calling
Data Cleaning
Lead Nurturing
Email Automation
Sales Optimization
Sales Funnel Builder
Analytics Dashboard
Campaign Reporting
Lead Management
Lead Management Automation
HubSpot
Marketing Operations & Workflow
$200 hourly
Russell E.
- 0.0/5
- (0 jobs)
Russell is a builder who thrives at the intersection of technology, design, and growth. As co-founder of Lowcode Garage, he's on a mission to democratize technology development for non-technical professionals. With experience spanning architecture and tech startups, Russell brings a unique perspective to the automation space. At Everyrealm, he rose to Chief Growth Officer, scaling the company from 6 to 60+ employees while launching multiple products from concept to market—including a platform that reached 300,000 users in just six weeks. During his time in architecture, Russell worked on over 30 civic and institutional buildings, collaborating with numerous city agencies including the NYC Economic Development Corporation, NYC Parks Department, and NYC Department of Transportation. This blend of creative problem-solving, technical direction, and experience leading offshore engineering teams across four continents forms the foundation of the Director's Stack methodology at Lowcode Garage. Russell is a graduate of Amherst College and received his Masters of Architecture from Columbia University.

Operations & Workflow
AI Implementation
AI Content Creation
AI Consulting
AI Bot
AI Agent Development
Marketing Operations & Workflow
Marketing Analytics
Marketing Automation
Prototype Design
Product Design
Figma
Web Development
Product Development
Web Application
Artificial Intelligence
$76 hourly
Jordan K.
- 0.0/5
- (0 jobs)
Hey, I’m Jordan. My automations have saved $350K+ in annual admin costs, reclaimed 100s of hours in manual work, and helped close dozens of clients without touching a spreadsheet or hiring a VA. Recent examples of what I’ve built: -Therapy business workflow: Automated scheduling, reminders, and onboarding—saving the owner 20+ hours/month and an estimated $12K/year in admin overhead -Cleaning company CRM: Built a full lead intake, hiring, and client management system from scratch—helped close first 5 clients with no back-and-forth -Web3 operations: Automated backend tasks for multiple crypto businesses doing $300K+, including Discord workflows, influencer pipelines, and launch ops -YouTube content system: Built a GPT-powered summarizer that pulls transcripts and logs content into Sheets—saving creators 10+ hours/week -Design agency ops: Set up delivery pipelines for 50+ assets/month—zero project management needed I specialize in: CRM automations Onboarding and lead capture flows Scheduling systems AI-powered internal tools (GPT-4, n8n, Make.com) Backend process design for founders, marketers, and service teams If you’re a small team or solo operator trying to scale without burning out—I'll help you build clean systems that run quietly in the background, so you can focus on what actually moves the business forward. Based in NYC | No-Code Automation | Systems Builder for Founders

Operations & Workflow
Marketing Operations & Workflow
Marketing Automation
Automation
Lead Generation Strategy
CRM Automation
Lead Generation
AI Implementation
Project Workflows
Automated Workflow
Zapier
n8n
Make.com
AI Builder
Artificial Intelligence
$80 hourly
Cassie O.
- 0.0/5
- (1 job)
I’m a sales and marketing strategist with a cross-functional background spanning go-to-market planning, enterprise sales, product strategy, and recruiting. I’ve helped scale multi-million dollar sales orgs and built early-stage products from the ground up, with hands-on experience leading enterprise client relationships and driving corporate strategy for a $38M product portfolio. My career has spanned ad tech, SaaS, media, and marketing services, giving me a well-rounded perspective on how to grow revenue, streamline operations, and build the right teams to support it. I thrive in fast-paced environments and enjoy jumping into complex, cross-functional challenges to bring structure, clarity, and results.

Operations & Workflow
Event Marketing
Recruiting
Hiring Strategy
Partnership Development
Business Development
Product Strategy
Key Account Management
Marketing
Digital Marketing
Sales & Marketing
Market Analysis
Go-to-Market Strategy
Marketing Operations & Workflow
Strategy
$100 hourly
Alexa T.
- 0.0/5
- (0 jobs)
Marketing leader with a proven track record of driving growth for global brands. My data-driven strategies, consumer insights, and innovative campaigns have earned industry accolades and delivered outstanding results. Skills: Leveraging data-driven insights Marketing Strategy Brand Management Team Leadership Digital Marketing Social Media Strategy Media Planning Market Research Product Development Market Expansion Go-To Market Strategy Strategic Planning Campaign Management

Operations & Workflow
Marketing Analytics
Advertising
Marketing Advertising
Project Management
Marketing Operations & Workflow
Marketing
Digital Marketing Strategy
Digital Marketing
Brand Identity
Digital Marketing Materials
Branding & Marketing
Branding
Brand Development
Brand Strategy
Brand Consulting
$38 hourly
Samantha B.
- 0.0/5
- (0 jobs)
Organized and client-focused professional with a robust background in customer service, operational leadership, and financial management. Recently played a key role in launching a real estate investment firm, leading the development of core systems, vendor relationships, and internal infrastructure to support business growth. Demonstrated expertise in streamlining administrative processes, managing financial transactions, and delivering exceptional customer experiences. Skilled in driving strategic initiatives, implementing organizational tools, and improving team collaboration in dynamic, fast-paced environments. Proven ability to lead cross-functional teams, develop training programs, and manage competing priorities under pressure. Well-versed in building strong relationships with clients and stakeholders through exceptional service delivery and tailored solutions. Proficient in Canva and MS Office Suite.

Operations & Workflow
Office Management
Office Administration
Business Operations
Client Management
Vendor Management
Cross Functional Team Leadership
Process Development
Marketing Operations & Workflow
Prospect Research
Process Optimization
Startup Company
Business Development
Administrative Support
Data Entry
Project Management
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