Hi, I'm Kathleen.
I help entrepreneurs, nonprofits, agencies, and growing businesses create the structure, systems, and processes needed to operate more efficiently and scale with confidence.
For more than 10 years, I have partnered with business owners and leadership teams to manage projects, coordinate operations, improve workflows, document SOPs, support clients, and keep important initiatives moving forward. My clients often tell me that one of my greatest strengths is taking the ideas swirling around in their heads and turning them into organized, repeatable systems that actually work.
Whether you need project coordination, executive support, process improvement, ClickUp management, client onboarding, workflow automation, or day-to-day operational support, I bring a practical, hands-on approach focused on results and follow-through.
Areas of Support:
• Project Management & Coordination
• Executive & Operations Support
• SOP Development & Documentation
• ClickUp, Asana & Workflow Management
• Client Onboarding & Customer Success
• Process Improvement & Business Operations
• CRM & Business Systems Administration
• Automation & Workflow Design
• Team Coordination & Accountability
Technology:
• Google Workspace
• Microsoft 365
• ClickUp
• Asana
• Basecamp
• Monday
• Notion
• WordPress
• Wix
• Shopify
• Make
• GoHighLevel
• Canva
Education:
B.S. Business / Real Estate / Marketing
St. Cloud State University
If you're looking for someone who can quickly understand your business, bring order to complexity, and help keep projects and people moving in the right direction, I'd be happy to discuss how I can help.
Business Operations
Project Management
Microsoft Excel
Microsoft Word
ClickUp
Database Management
WordPress
Google Sheets
Google Docs
CRM Software
HubSpot
Make.com
Google Forms
Virtual Assistance
Rebekah O.
Kapolei, Hawaii
$92/hr
5.0
1 jobs
I am a dedicated Client Relations and Operations Manager with 11 years of experience in project management, business development, client success, and relationship management. I have demonstrated expertise in leading cross-functional projects, implementing retention strategies, and mitigating risk to support sustainable growth. I bring a strong background in operational leadership and data-informed decision making. I am skilled in remote collaboration and proficient in leveraging digital tools to optimize workflows and drive efficiency. I am committed to enhancing the customer experience and streamlining internal processes to deliver measurable impact. I am passionate about service, quality, and community well-being.
CORE COMPETENCIES
Project Lifecycle Management
Cross-Functional Team Leadership
CRM & Client Success Strategy
Workflow & Process Optimization
Data Analytics & KPI Tracking
Stakeholder Engagement
Operations & Resource
Management
Strategic Planning & Execution
Agile / Scrum Methodologies
WHAT DRIVES ME
Dedicated to leading with integrity, improving systems that serve people, and delivering measurable results that advance both organizational and community well-being.
Project Management
Microsoft Project
Virtual Assistance
Academic Research
Company Research
Market Research
Facebook Marketplace
Muriel P.
Hilo, Hawaii
$50/hr
5.0
34 jobs
You have the revenue. You have the clients. But you're still doing more as a CEO than you should be.
Not because you aren't working hard enough, but because the systems of your business haven't caught up to where you're trying to go.
I've built and run operations for 35+ service-based businesses, agencies, and nonprofit leaders—automating 90% of manual work, saving 10+ hours per week, and making it possible for one client to step away from his entire business for a full year with one check-in per month.
When you hire me, I step in, take ownership, and drive things forward. Whether that means leading your operations or building the systems that make them run, without needing to be managed or told what to do at every step.
Every project is scoped upfront, delivered in 14 days or less, and handed back fully built and running.
WHAT SETS ME APART:
• I think ahead of you: I don't just execute what's in front of me. I notice what's working, what could work better, and what's been overlooked, and I bring solutions before you think to ask for them. You get an operator who thinks like a partner, not someone waiting for the next task.
• I don't need direction to move: Most clients have hired help before and ended up managing them more than the actual work. I come in, assess what needs to happen, and drive it forward. You stay focused on what only you can do.
• I build for where your business is going: Not a quick fix, not a template. Every system I build is designed around how your business actually runs and built to hold as you grow.
• I work fixed price: No hourly tracking, no surprise invoices. Every project is scoped upfront, so you know exactly what you're getting and what it costs.
Currently booking project-based work only — returning to full operations management in September 2026.
ONGOING OPERATIONS MANAGEMENT LOOKS LIKE:
Day-to-day operations running without you being the bottleneck:
Client communication, billing, renewals, follow-ups, team management, project management, and systems management. Nothing falling through the cracks. Nothing waiting on you.
→ Not looking for ongoing support? Just need your systems built properly once and for all?
PROJECT-BASED WORK LOOKS LIKE:
The systems and operations work that isn't built or running the way it should be:
Your CRM that needs to be set up properly
Your client management system that needs to be built
Your project management system that your team will actually use
Your workflows and automations that need to be connected and running your business without you lifting a finger
Scoped properly, executed completely, and handed back running.
I don't consider a project done until it's working exactly the way it should. Every build includes 30 days of post-delivery support. If anything isn't running exactly as it should, I fix it at no additional cost.
"Muriel stepped in and immediately started moving things that had been sitting for months. She didn't need to be managed or told what to do. She came in with a plan, took ownership, and made sure everything kept moving. Because of that, I was able to focus on growing the organization instead of being pulled back into running it."
— Dion Maeda, Nonprofit Director · 6-year client relationship
"Muriel is exactly what I was hoping to find. She knocked the job out of the park. She took the time to learn exactly what we needed, made suggestions that showed she really knew the platform, kept me updated throughout, and finished exactly when she promised. I would absolutely recommend her to anyone looking to set up their systems."
— Whitney Lee, Award-Winning PR Agency Owner
If your backend isn't keeping up with where you're headed, that's exactly what I fix. Send me a message or an invite.
🔧 EXPERTISE: Operations Management | Project Management | Workflow Design | Systems Setup | AI automation | CRM Setup | Client Onboarding | HoneyBook | Dubsado | Airtable | ClickUp | Asana | Zapier | Make | Automation | Google Workspace | Agency Operations | Nonprofit Operations | Service Business Operations
Business Operations
Project Management
Team Management
Process Improvement
Project Workflows
Project Planning
Client Management
Business Process Management
Airtable
ClickUp
Asana
Dubsado
Zapier
Make.com
CRM Automation
Process Documentation
Database Management
Business Process Automation
Systems Development
Marketing Operations & Workflow
Carney K.
Honolulu, Hawaii
$70/hr
4.2
16 jobs
I was one of the founding managers of a tech-based start-up and helped build sustainable and scalable processes, hired teams, and cultivated vendor partnerships to allow for rapid growth. Positions held include: Director of Payroll, Operations Manager, Director of Finance, HR Manager, Analyst, and others.
I have 18 years of experience in business operations. 10 years of payroll and human resources experience, certified payroll professional since 2012. 8 years of management experience in both public and private companies. 6 years of experience in business consulting with a focus on creating and discovering efficient and effective solutions for process improvement and streamlining.
Other expertise includes banking and finance, customer service, and general business administration. SHRM-Senior Certified Professional (SHRM-SCP), Certified Payroll Professional (CPP), and Lean Six Sigma Black Belt practitioner.
Business Analysis
HR & Business Services
Human Resource Management
Microsoft Office
Management Consulting
Business Consulting
Human Resource Information System
Benefits
Google Docs
Customer Service
Data Entry
Microsoft Excel
James T.
Honolulu, Hawaii
$87/hr
4.7
6 jobs
Hey! I'm James I help SMB optimize operations through automations, streamlined processes and AI Agents
- I ran ops for an AV installation company that went from $1M to $4M annually.
- Built systems that ensured the on-time completion of 100+ installations.
- Supported projects for clients like Hawaii Pacific Health, BYU Hawaii, and Hawaiian Electric Company.
The longer, sit-down version (if you’ve got a minute):
Pleasure to meet you! I’m James. I’ve scaled businesses and optimized operations to drive millions in growth using cutting-edge tools like Make.com, Chat GPT 4.0, RetellAI, and VAPI.
I’ve built systems—many responsible for millions in revenue growth and significant time savings. Some of my favorites include:
• Project management systems: I developed streamlined workflows and tools that enabled the on-time completion of 100+ AV installations and supported a 400% revenue growth at an AV installation company.
• Onboarding systems: Created processes to fully automate client or team onboarding, including payment forms, project briefs, CMS integrations, and more, reducing errors and saving countless hours.
I also have experience with many major CRM/project management tool out there (Monday, ClickUp, Airtable, etc.) and have built custom automations to bridge gaps and add functionality where needed.
If you’re looking for someone who’s passionate about automating processes, designing scalable systems, and ensuring everything works like clockwork, I’m your guy. Whether we work together for a week, a month, or longer, I’ll deliver high-quality solutions and clear, consistent communication every step of the way.
Looking forward to working with you!
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