Hire the Best Operations & Workflow Freelancers
in the United States

Behind every creative person, every small and growing business, is an Alfred. There comes a point in the development of every business where if an organizational overhaul doesn't take place, scaling isn't possible. That's where I come in. You might know exactly what you want, or you might have a general sense of unease. Many business owners know there are things that can be done better, but they aren't sure where to start and don't have the time to figure it out. I've spent years honing a carefully curated (but extensive) list of skills by working with small business teams and as a freelancer. These various experiences have given me invaluable insights into different industries, processes, tools and departments. I've had my hands in dozens of different projects and this has allowed me to analyze businesses and develop custom solutions. I've also worked really hard to become acclimated to as much technology as possible. I'm certified in Asana, Notion, Make.com, Quickbooks, Trainual and Gorgias. I'm expert-level in Clickup, Trello, Monday, Processstreet, Jira, Confluence, Hubspot, Hubstaff, Harvest, Front, and many more. Some of my specialty areas include: - Day to day direct executive support, project management or operations management - Acting as team communication leader and project manager ensuring efficient information sharing - Process development - Analyzing, streamlining and automating workflows - Tool recommendations, data migration, set up and training - Financials (Quickbooks, data transfers, budgets, action plans) I am a certified Quickbooks Pro Advisor! I am certified to help you optimize your usage of Quickbooks. - I specialize in choosing, setting up and executing project management software. I am well versed in all major options. I am also an Asana Together Certified Pro and Notion Certified. - Developing, launching and leading initiatives regarding efficiency, organization, team building, marketing, hiring, and more. - Resource management including HR, payroll and employee engagement - Long term goal planning, and breaking down those goals into achievable projects with specific steps and due dates - Putting out fires, reducing bottlenecks, and keeping things from falling through the cracks Certified in: Asana, Notion, Gorgias, Make.com, Trainual and Quickbooks Experienced in: Airtable Calendly Canva Clickup Clockify Confluence Dubsado Etsy Google Data Studio Google Products Harvest Hector Hexnode Highlevel Hive Hootsuite Hubspot Hubstaff Insightly Loomly Monday.com Office/Microsoft Products Paymo Post Affiliate Pro Processstreet Reclaim Shopify Sortly Sunsama Todoist Trello Various form tools (google forms, tidyform, notionforms, etc.) Verious email marketing tools (Mailchimp, infusionsoft, constant contact, keap, etc.) WordPress Wrike Zendesk Zoho And even more industry specific software (NutriAdmin, ServiceNow, ConnectWise, etc.)

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.

😮‍💨 Your processes live in people's heads. Communication is scattered. And every time something breaks, you're the one putting it back together. That's exactly the kind of chaos 8 years in operations taught me to fix. I learned how to build systems people actually follow, get teams up to speed fast, and keep complex operations moving without everything landing on your plate. That's what I bring to your business now. ⭐⭐⭐⭐⭐ "Alexis was fast, accurate, and easy to communicate with. I would hire again." For the last several years I managed large-scale virtual operations supporting 4,000+ participants across 20+ locations — onboarding hundreds of staff, coordinating logistics, and keeping high-stakes projects moving under real pressure. A few things that came out of that work: → Reduced a contract cycle from 6 weeks to 1 to 3 weeks → Achieved 98.6% on-time execution rate across 20+ sites → Cut distribution costs and effort by 40% by redesigning the delivery model None of that happened by handing someone a PDF and wishing them luck. ⚙️ WHAT I CAN HELP WITH 🔧 Operations that run without you: SOPs, process documentation, workflow support 📥 Communication that doesn't fall through the cracks: inbox & calendar management, client follow-up 🚀 Teams that get up to speed fast: staff and client onboarding, project coordination 📊 Organization you can actually find: CRM management, spreadsheet organization, scheduling 📋 HOW I WORK I ask good questions upfront, learn your context fast, and communicate clearly at every step. That's not a soft skill. In operations, that's the whole job. I'll tell you honestly if something's outside my wheelhouse, and just as honestly when I think there's a better way to do what you're doing. 🎯 WE'LL WORK WELL TOGETHER IF... Your systems exist but aren't being followed → You're growing faster than your processes → You need someone to own something, not just assist with it I'm newer to Upwork, but I'm not new to this work. ➡️ Try it risk-free: 2 hours, money-back guaranteed. You'll know after the first task whether I'm your person. Send me a message and let's talk.Here's the full final profile

Most businesses don’t struggle because they lack ideas or effort. They struggle because their systems don’t support how the business actually runs. I help founders and small teams clean up and rebuild their business operations and backend systems so work flows smoothly, follow-ups don’t fall through, and day-to-day management feels manageable again. My work focuses on systems and operations, including workflow cleanup, process optimization, CRM setup, automation, and backend organization. Projects are scoped and outcome-focused, not ongoing task support. I bring over 10 years of experience working inside growing businesses across operations, onboarding, project management, and marketing infrastructure. That background allows me to quickly see where systems break down and how to fix them without adding unnecessary tools. If your backend feels messy, manual, or harder to manage than it should be, send a brief message outlining what’s not working and I’ll let you know if it’s a good fit.

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!

Most businesses don't have a growth problem; they have a "friction" problem. Your systems are leaking time and money because they were built for where you were, not where you are going. I help high-potential founders exit the daily "firefighting" by installing the elite operational infrastructure required to scale past $1M–$10M. I bring the discipline of a JPMorgan Executive Director and the battle-tested agility of a Military Officer to your backend. I don't sell dashboards; I sell the freedom for you to operate as a true CEO. The "Scale" Framework I Install: Operating Systems: Clarifying ownership and execution rhythms so the team moves without you. Revenue Operations: Auditing unit economics and 3PL/SaaS stacks to protect your margins. Workflow Automation: Removing manual bottlenecks using Zapier, Airtable, and custom ERP integrations. Infrastructure for Equity: I build "exit-ready" operations that increase company valuation. Why I’m different: I’ve led $1.3B fund operations and co-founded my own 7-figure brands. I understand the P&L as well as the SOPs. I look for long-term partnerships with brands that are ready to professionalize their operations for a major scale-up or exit. If you are tired of duct-taping your business together and are ready for enterprise-grade stability, let’s talk.