Hire the Best Operations & Workflow Freelancers in Pennsylvania

Top 1% on Upwork · $300K+ earned · 5.0 rating. I go inside growing businesses and rebuild the operations, systems, and revenue infrastructure that are quietly costing time and money. My background is not typical for this work. I designed and implemented a Quality Management System from scratch for a Fortune 100 logistics organization and led ISO 9001 certification. I supervised teams of 200+ in high-volume 3PL environments. I spent nearly three years embedded inside ActiveCampaign, one of the leading marketing automation platforms in the world, building the automation workflows, CRM operations, and reporting infrastructure that power modern demand generation. That foundation shapes how I think about every system I touch. What I do in practice: Most clients come to me with one of three situations. Their systems were set up by someone else and nobody fully understands them. Their CRM has data in it but the team does not trust it. Or they are still in every decision even though that was supposed to change months ago. All of these are fixable. Where I spend most of my time: HubSpot and ActiveCampaign CRM architecture, lifecycle automation, and pipeline operations. RevOps and GTM systems including deal tracking, lead routing, and marketing-to-sales handoff. Event operations and launch program management. Workflow automation via Zapier and Make. SOP development and operational process design. KPI dashboards and executive reporting. Cross-functional project and program management. What clients consistently say: collaborative, solution oriented, fixes it fast, comes back when needed. If your systems are running but you are not sure what is actually happening inside them, that is exactly where this work starts.

As an Online Business Manager (OBM) and Systems Pro with over 15 years of hands-on experience optimizing administrative and operational workflows, I'm here to help you tackle your company's operational needs. I excel at analyzing current processes to boost efficiency and close those nagging operational gaps. My work is always detail-oriented, and I'm committed to building lasting partnerships that deliver my results for my clients. My Specialties/abilities are: • Systems Consultations/Strategy Sessions • Back-end office operations mgmt/organizing • Systems automations • Done For You Dubsado setups • Done For You operations setups • Standard Operating Procedure (SOP) creation • Email marketing • Podcast Management • Team Management • Invoice creation/tracking • CRM maintenance • Client Management Programs I am an expert in: CRM Tools • Dubsado • GoHighLevel • Honeybook • Keap • Moxie • Ontraport Project/Task Management Tools • Airtable • Asana • Hive • Monday.com • Teamwork • Trello Communication Tools • Slack • MemberSpace • Circle Marketing Tools • Canva • Convertkit • LeadPages • SuperPhone • ClickFunnels • Deadline Funnels • Many Chat • VideoAsk • Hootesuite • Buffer • Later Online Course Platforms • Teachable • Kajabi Other • Google Suite • Microsoft Office Suite • Make • Zapier • SamCart I also a Certified Dubsado Specialist and Asana Ambassador. Contact me today to help you strategize to organize, automate, and ultimately manage the day-to-day backend operations of your business!

🌟 Dr. Tanvi Sachar PMP Certified Project Manager with 18 Years of Experience Certified Monday Consultant and Systems Architect • 🏆 PMP Certified with 18 years of project management experience • 🚀 125+ full Monday implementations delivered • 💼 $400K+ in Monday professional services delivered through Upwork and private clients • ⭐ Consistently five-star client feedback • 🇺🇸 75 U.S. clients served, plus multiple across Europe • 🌍 Experience across more than fifteen industries • 🤝 Supported by an internal team of six specialists for fast, high-quality delivery I do not simply set up project management or CRM systems, but I also... I design and build complete business operating systems in Monday that remove manual work, give leadership real visibility, and keep teams aligned without chaos. With 18 years of project management experience and PMP certification, I bring both strategic execution discipline and deep Monday technical expertise to every implementation. I stay personally involved in every project. The difference is simple: expert strategy plus a skilled delivery team, not a random freelancer or a one-size-fits-all agency. 💡 What I bring to your organization 🧠 Strategy-first system design I start with business process consulting, not features. You get structured workflows, clean data models, and scalable architecture instead of brittle templates. ⚙️ Technical depth Advanced automations and integrations using Make, Zapier, n8n, and APIs. I routinely consolidate five or more disconnected tools into one operational backbone. 📈 Full lifecycle delivery Process mapping, architecture, automations, dashboards, onboarding, documentation, and long-term support. 🏆 Proven results More than 78 implementations across construction, manufacturing, insurance, legal, agencies, SaaS, field operations, wholesale, and more. Most clients return for multiple follow-on projects. 🎯 What you get working with me • 📊 Executive dashboards with real-time, decision-ready insights • ⚡ 50–80% reduction in manual work through automation • 📈 A system that scales as your team grows • 📚 Clear documentation so your team stays empowered after handoff ❌ Not a fit for • 💸 Cheap quick builds • 🧱 DIY duct-tape setups • ⏱️ Shortcut-driven projects ✅ A strong fit for • 👔 Founders, directors, and operations leaders • 📉 Teams outgrowing spreadsheets and fragmented tools • 🧠 Companies ready to make Monday their operational backbone

Client testimonials: "It has been an absolute pleasure working with Cynthia Sara Snyder. The clear and effective communication, timely task completion, and quick responses to questions or requests have made the entire process seamless. Dedication and attention to detail are evident in the consistently high-quality work. I would be more than happy to collaborate again in the future and confidently recommend her for exceptional reliability and professionalism." - BI NCIS “Very fast and professional work. I will continue to work with csnyder83 whenever possible. ” — andrewtye “Cindy is excellent! She was fast, responsive and her work product was great. I highly recommend her. ” — BrittanyDeal I'm a results-driven professional with over a decade of elite-level experience turning complex data into actionable intelligence and managing CRMs, custom databases, and everything in between. From managing data pipelines and coordinating outreach for national teams to executing deep-dive research, I handle the operational heavy lifting so you can focus on scaling your business. Whether you need a massive survey meticulously analyzed, a database overhauled, or a multi-layered project managed from start to finish, I deliver precision, efficiency, and absolute reliability. Areas I excel in: Custom Asana builds - creation of projects, portfolios, tasks, automations, rules, etc. CRM Setup & Management Database Management Project Management Process & Operations Coordination SOPs Research - if it exists online, I'll find it!

Why Hire Me?
 I am a versatile freelancer with a proven track record of delivering high-quality results. With strong communication skills, I collaborate effectively with teams or clients, dedicated to understanding their needs and exceeding expectations on every project. Industry/Sector Expertise: • Financial Services & Investments: over 12 years of experience in financial markets, investment strategies, Fintech development, and Advisory Practice Management. • Non-Profit Board Management: Experience in governance, strategic planning, grant giving decision making and stakeholder engagement for non-profit organizations. • Workforce Education and Training: Proficient in developing and implementing training programs to enhance workforce skills and productivity. Specializations: • Investment / Asset Management solutions: Experienced in conducting competitive market research on ETF/Mutual Fund space to identify trends and opportunities, reviewing and enhancing investor education materials to improve engagement, and evaluating investment technology solutions to drive innovation and efficiency. • Data Management & Analysis: Proficient in data scraping, organizing, and analyzing information to provide meaningful insights for decision-making. • Experience training large AI language models through human-in-the-loop workflows, including pairwise comparisons, data annotation, and evaluation of outputs against structured guidelines and scoring rubrics. Demonstrated ability to apply consistent judgment, interpret nuanced content, and deliver precise, actionable feedback to improve model accuracy and alignment. • Workflow Optimization: Experienced in mapping and streamlining processes using various tools and methods to improve efficiency and productivity across different project types. • Usability Testing & Feedback: Conduct thorough evaluations of web and mobile applications to identify bugs, usability issues, and areas for improvement, providing actionable feedback that enhances user experience and outcomes. • Language Expertise: Fluent in Spanish (Latin American) and English, with medium proficiency in Portuguese. Skilled in translation, transcription, creating language-learning resources, and applying expertise across languages. Let’s work together to bring your project goals to life!

🚀 Expert Virtual Assistant, Customer Service & IT Support Specialist – Streamlining Your Business Operations | 🎖️ Top-Rated Freelancer 💼 2,000+ Hours Worked 📅 7+ Years of Proven Expertise 🎓 BSc (Hons) in IT & MSc in IT Project Management – Teesside University, UK 👋 Hi, I’m Mo — Your Virtual Assistant, Customer Service & IT Support Expert! With 7 years of experience, I provide comprehensive support to businesses and entrepreneurs, blending administrative efficiency, outstanding customer service, and IT expertise. From organizing your workflow to troubleshooting technical issues and ensuring your systems run smoothly, I’m here to streamline your operations and help your business thrive. Let’s work together to enhance productivity, improve customer satisfaction, and tackle those tech challenges head-on! 🔧 What I Can Do For You 📝 Virtual Assistant Services • Email & Calendar Management – Streamline your communications, manage appointments, and set reminders so you never miss a beat. • Data Entry & Organization – Accurate and efficient data entry for CRMs, spreadsheets, and project management tools. • Document Prep & Research – Preparing detailed reports, conducting research, and optimizing your documents for maximum impact. • Social Media Management – Scheduling posts, responding to customer inquiries, and managing your online presence. • Travel Arrangements – Handling bookings for flights, hotels, and transportation to ensure smooth travel experiences. • Project Coordination – Keeping projects on track by managing deadlines, tasks, and workflows. 🤝 Customer Service Expertise • Multichannel Support – Providing customer support across email, chat, and phone to match your clients’ preferences. • Fast Issue Resolution – Resolving technical and non-technical issues with professionalism and efficiency. • CRM Mastery – Proficient in platforms like Zendesk, Freshdesk, Salesforce, and HubSpot to manage customer relations. • Order Management – Managing customer orders, shipping, returns, and refunds to maintain seamless operations. • Onboarding & Training – Guiding new customers through the setup and usage of your product or service. • Quality Assurance & Feedback – Ensuring a top-tier customer experience and collecting actionable feedback to improve services. 💻 IT Support Services • Tech Troubleshooting & Support – Offering remote assistance for software, hardware, and connectivity issues. • System Setup & Configuration – Setting up new systems, networks, or devices to ensure everything is running smoothly. • Cloud Solutions Support – Assisting with cloud storage and application setup for secure, efficient work environments. • Software Installation & Updates – Installing software, ensuring updates are up-to-date, and resolving any compatibility issues. • Data Backup & Recovery – Ensuring your data is regularly backed up and recovering lost data when needed. 💻 Tools & Technologies I Use • Admin Tools: Google Suite, Microsoft Office, Notion, Trello, Asana • Customer Support Platforms: Zendesk, Freshdesk, Salesforce, HubSpot • IT Support Tools: TeamViewer, AnyDesk, RemotePC, Google Admin Console • Cloud Services: Google Drive, Dropbox, OneDrive, iCloud • Communication Tools: Zoom, Slack, MS Teams, Google Meet • Time Management Tools: Toggl, Clockify, RescueTime 💡 Why Clients Choose Me ✅ Speed & Precision – I handle tasks with a quick turnaround, ensuring you can stay focused on growing your business. ✅ Clear Communication – Friendly, clear, and professional communication tailored to your needs. ✅ Quick to Learn – I adapt easily to your tools, processes, and systems to help you stay ahead. ✅ Customer-Focused – I prioritize providing outstanding support that makes customers feel valued and cared for. ✅ Proactive IT Support – I identify potential technical problems before they become obstacles, keeping your systems and business running smoothly. 📈 Ready to Take Your Business to the Next Level? From streamlining your admin tasks to providing expert customer service and offering IT support when you need it most, I’m here to make your workload lighter and your business more efficient. 📬 Let’s Connect! I’d love to discuss how I can help you with your specific needs—whether it’s boosting productivity, improving customer experience, or resolving tech issues.