Hire the Best Process Improvement Specialists in Florida

I help founders and small business owners turn operational chaos into systems that run without them: clean CRMs, documented workflows, automated follow-up, SOPs, and financial visibility that let the business scale instead of living in the owner’s head. I’m a Business Operations Consultant with 13 years of institutional financial operations experience across Raymond James, Itaú International Securities, and Boreal Capital Management. I came up in regulated finance, where process errors were not an option, so the systems I build are structured, accurate, documented, and built to last. What I help with: • Operations Systems CRM build-outs, pipeline cleanup, intake-to-delivery workflows, SOPs, task tracking, team handoff processes, and owner dashboards. • AI & Workflow Automation Zapier, AI-assisted workflows, follow-up automation, lead routing, reminders, reporting systems, and process improvements that reduce manual admin without sacrificing accuracy. • CRM & Business Systems HubSpot, Flowlu, JobNimbus, ClickUp, Google Workspace, QuickBooks, BILL, and other tools that need to work together instead of creating more work. • Financial Operations Visibility QuickBooks Online/Desktop, reconciliations, month-end support, BILL, 1099s, sales tax, reporting, and bookkeeping cleanup so your operations and numbers tell the same story. • Operations Audits & Cleanups I find where time, money, leads, tasks, and information are leaking, then build the system that closes the gap. I’ve supported operations across roofing, HVAC, cleaning, real estate, legal, medical, SaaS, FinTech, and other service-based businesses that grew faster than the systems holding them together. Credentials: FINRA Series 99 | SIE | IRS Certified Tax Preparer | Licensed Life Insurance Agent Bilingual: Native English & Spanish Fully remote | U.S.-based in Miami | Responsive within hours Tell me where your operation is breaking down, and I’ll tell you exactly how I’d fix it, what should be automated, what should be documented, and what it takes to build it once so it stays fixed.

I fix the operational chaos that kills efficiency, burns out teams, and creates poor customer experiences. 20+ years optimizing workflows, implementing data systems, and reducing costs for startups, SaaS companies, and mid-market businesses. What I Identify and help improve: → Scattered processes slowing everything down → Missing or outdated SOPs leaving teams guessing → Customer service operations that can't scale → Repeat issues pulling leadership away from strategic work → Disconnected systems creating data silos How I Work: I don't just give you a strategy deck. I dive into your operations, identify what's breaking (or about to break), and make recommendations and/or assist in building systems that actually work. Work Experience in: OPERATIONS OPTIMIZATION Workflow design & process mapping SOP creation & documentation Team structure & resource allocation Cost reduction & efficiency improvements Technology stack assessment CUSTOMER EXPERIENCE SYSTEMS CX operations infrastructure Customer journey mapping Service delivery optimization Support scalability & automation Quality assurance frameworks DATA & ANALYTICS KPI development & tracking Customer data analysis Reporting systems & automation ROI measurement Who I Work With: Growing companies experiencing: - Operational inefficiencies eating profit margins - Customer complaints due to internal chaos - Team burnout from chaotic workflows - Leadership misaligned on priorities - Systems that don't talk to each other My Approach (for assessments and projects) 1. Listen & assess your current state 2. Identify the top 3 bottlenecks costing you time/money 3. Design systems that fix the root cause 4. Implement alongside your team 5. Document everything so improvements stick Available for: → Project-based optimization (4-12 weeks) → Fractional operations consulting (10-20 hours/week) → Operations audits & roadmaps → Process documentation projects → Team training & capability building Let's connect to discuss how I can help streamline your operations and improve your customer experience.

Highly skilled AS9100/ISO9001 lead auditor and quality management professional. Conducted comprehensive quality audits in the government services and aviation sector, adept at identifying critical non-conformances, facilitating corrective action plans, and maintaining an AS9100D / ISO9001:2015 certificate of registration. Focused on promoting a culture of customer satisfaction and continual improvement. Engaged operations, department stakeholders and executive leadership teams to deploy and maintain an effective Quality Management System (QMS). Utilized Lean Six Sigma techniques facilitating process mapping sessions to define business requirements, operating processes, procedures, instructions and training documentation to ensure delivery of efficient, consistent, reliable products and services. Served as the business owner, performing system administrative functions, of the Companies enterprise Document Management System, Corrective Action Preventive Action System, as well Customer and internal Company Web sites. Recognized as a team player willing to do what it takes to get the job done.

NOW ACCEPTING NEW CLIENTS [100% REMOTE] If your organization is growing faster than your systems, I'm the person you bring in. I'm Vicky Chery, a Remote Operations Consultant, specializing in workflow dysfunction, data infrastructure, and operational support for nonprofits, faith-based organizations, small businesses, and growing teams. I do not offer generic consulting packages. I come in, learn your organization, find the gaps, build the systems, and exit cleanly, leaving documented processes and trained teams behind. WHAT I DO: -Workflow Design & SOP Development: I map whats broken, document what should exist, and build the procedures your team can actually follow. -Data Cleanup & Dashboard Development: I take disorganized, unusable data, and turn it into clean, stakeholder-ready reporting. Using Google Looker Studio, Google Sheets, and beyond. -Remote Operations Management: I provide oversight for small and growing teams, including accountability structures, deadline tracking, and cross-departmental coordination. -Platform Implementation: Clickup, Monday, Subsplash, Planning Center, SignNow, Fellowship One Go, Churchinfo, Zoom, etc. If you need it set up and manged, I can handle it. -Hiring Infrastructure: Interview frameworks, onboarding documentation, intern coordination, and workforce program compliance. -Incentive Program & Compliance Operations: Illinois Shines / ABP batch submission management and GATS registration for Illinois-based solar developers. (Specialty niche.) RECENT RESULTS: -Submitted 178 incentive applications in 6 business days under a state compliance deadline, zero penalties. -Built a Google Looker Studio dashboard from scratch for a California based Nonprofit that helped secure grant funding in 2023 and 2024. -Absorbed full operational load for a faith-based organization of ~1,000 members, freeing leadership to focus on ministry. -Implemented ClickUp workflow systems, hiring infrastructure, and intern coordination for a local marketing agency. 1) Operations Management [SOP Development, ClickUp, Nonprofit Operations, Data Entry & Cleanup] 2) Project Management [Google Looker Studio, Monday, Process Improvement, Dashboard Design] 3) Workflow Automation [Data Analysis, Google Sheets, Remote Team Management, Compliance Operations] Next steps: If you’re ready to build the systems that keep your team running at its best, let’s schedule a quick alignment call. Please come prepared with: 1) Your top 1–2 business goals 2) Estimated budget range and decision-making timeline 3) Any current bottlenecks or pain points I’m ready to help you scale with structure and confidence. Let’s talk.

I help business owners see their operations from the outside, and get out from under the day-to-day when they need to step back, sell, or retire. If you run a service business, you probably know your operation better than anyone, but that also means you cannot see it the way a customer does. I step into that role, drawing on 15 years of operatiosn work across professional services, government, and healthcare, and show you what that interaction reveals: whether your service standard is consistent with your intentions, and whether it varies depending on who happens to answer the phone that day. Maybe your business is doing fine on paper, but you cannot step away from it, or you are trying to sell and a key-person problem is standing in the way. The instinct is usually to hire better people and pay more. But if your customer service is not built into your systems, you are not solving the problem, you are just looking for someone to replace you. I document the workflows that are currently undocumented, the knowledge that only exists with one or two people, and build that into something your team can actually run without you standing over it. My early Upwork work focused on language services and medical billing. My current focus is operational documentation for service business owners preparing to step back, scale or sell. I work across English, Spanish, French and Haitian Creole useful for businesses serving multicultural or multilingual customer bases. Best suited for: service business owners who want an outside read on the customer experience their team is delivering, owners who cannot step away from daily operations, and owners preparing to sell or retire who need to remove key-person dependency before it affects valuation. Skills Business Process Management, Process Improvement, Business Consulting, Operations Management, Documentation, Business Operations, Strategic Planning, Project Management, Operations Analytics, Project Workflows, Business Process Reengineeting, Change Management, Operations Management Software, Customer Experience.

I’ve increased operational capacity by 2x without scaling headcount by building systems that allow teams to execute more efficiently across functions and time zones. I’ve operated globally across US and international teams, managing cross-functional execution in high-growth environments. I’m Top Rated Plus on Upwork with a 100% job success score. WHAT I DO I build operational systems that turn strategy into structured, accountable execution. This includes: Designing workflows inside CRMs and project management tools Translating high-level direction into clear, trackable execution Creating visibility into capacity, blockers, and performance Aligning leadership, sales, and delivery teams around priorities Stabilizing execution across cross-functional and distributed teams RECENT IMPACT - Reduced lead research workload from ~100 hours/week to a single 40-hour role, replacing 2–3 full- time research functions through system design and AI-supported workflows - Maintained full pipeline output (100 qualified leads/week) after team reduction, eliminating the need to rehire while sustaining aggressive sales targets - Built CRM and pipeline infrastructure from zero visibility to real-time tracking, enabling faster, data-driven decisions across hiring, sales, and operations - Protected and extended high-value client relationships, including a $180K+ engagement, by improving delivery structure, communication clarity, and stakeholder alignment - Expanded project management capacity beyond 5–6 concurrent projects without additional hires by implementing structured tracking and decision systems - Reduced cross-functional coordination overhead by replacing manual follow-ups with structured workflows and clear ownership TOOLKIT ClickUp, Pipedrive, Trello, CRM systems, Microsoft Suite (Teams, Planner, Excel), Canva AI-supported workflows for research, documentation, and operational efficiency HOW I WORK I’m not a task manager. I build systems and structures that allow work to move without constant oversight. If something is unclear, I clarify it. If something is stuck, I move it forward. If a system isn’t working, I fix it so the team isn’t fighting it every day. WHERE I ADD VALUE Clients typically bring me in when: - Execution is inconsistent or reactive - Ownership is unclear across teams - Leadership is pulled into day-to-day operations - Systems exist but aren’t being used effectively - Growth is starting to expose operational gaps ABOUT ME Air Force veteran (helicopter mechanic), which shaped how I approach systems, precision, and accountability under pressure 7+ years building operational systems and improving execution across teams 5+ years working cross-functionally with leadership, sales, and delivery teams Experienced working across US and international teams in fast-moving environments I enjoy solving messy operational problems and building systems that actually hold under real working conditions CLOSING If you need someone who can step in, create structure, and keep execution moving without constant oversight, I’m happy to connect.