Hire the Best Process Optimization Consultants in Florida

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Julie R.

Orlando, Florida

$55/hr
4.9
8 jobs

Overview: I partner with startups and growth-stage companies to eliminate operational friction, build scalable systems, and accelerate business throughput. Combining enterprise sales enablement and program leadership (ex-Cisco) with hands-on Chief of Staff experience, here is exactly how I step in to help your organization: 1. Revenue Operations (RevOps) & Sales Enablement - Modernize & Automate Sales Pipelines: Migrate manual spreadsheet/document sales tracking into structured CRM architectures to eliminate drop-off and accelerate revenue velocity. - Drive Measurable Revenue Outcomes: Overhaul GTM workflows to dramatically improve close rates and shorten sales cycles (e.g., restructured a boutique consulting firm's pipeline in HubSpot, boosting close rates from 45% to 80% and cutting time-to-close from 3 weeks to 3 business days). - Align & Enable GTM Teams: Leverage background as a Program Manager in the Cisco Sales Associates Program, leading and training Associate Sales Reps and Sales Engineers, to build GTM processes that align sales, engineering, and ops teams for execution. 2. Business Operations (BizOps) - Audit & Redesign Broken Processes: Evaluate existing corporate and agency workflows, create comprehensive SOPs, and eliminate cross-departmental bottlenecks across Ops, Tech, Revenue, and HR/Legal. - Streamline Systems & Tech Stacks: Evaluate, deploy, and migrate operational tech stacks (CRM, ATS, Project Management Platforms) to bring structure and speed to daily execution. - Scale Talent & Hiring Operations: Align workforce planning with revenue goals and build structured hiring pipelines across technical, GTM, legal, and executive roles (e.g., executed a 12-role cross-functional scaling initiative in 60 days for a post-FDA approval Series A biotech client). 3. Chief of Staff & Founder Enablement - Free Up Executive Capacity: Serve as your strategic right-hand, managing leadership cadences, driving cross-functional priorities, and removing operational friction so you can focus on scale. - Bridge Strategy & Daily Execution: Translate high-level founder vision into clear, actionable operational roadmaps with built-in team accountability. - Execute High-Stakes & Urgent Priorities: Step in to resolve critical operational fires and leadership gaps (e.g., sourced and placed a key Director of DevOps in under 24 hours during an emergency replacement). 4. Project & Program Management - Deploy Enterprise-Grade Rigor: Apply high-caliber program management discipline (ex-Cisco) to keep high-stakes deliverables and large-scale enablement initiatives on scope, on budget, and on time. - Deliver End-to-End Ownership: Lead project lifecycles from initiation to launch—managing risk registers, stakeholder alignment, vendor relationships, and status reporting via Agile Scrum (PSM I) or Waterfall. Technical Capabilities & Certifications Certifications: ClickUp Intermediate Certified | Professional Scrum Master (PSM I) | ITIL v3 Certifications in Progress: HubSpot RevOps Certification | ServiceNow Certified System Administrator (CSA) Core Platforms: HubSpot, ClickUp, Scoro, Lever, Crelate, ServiceNow, ZohoCRM How We Can Work Together Available for up to 20 hours/week (scalable to 30+ hours for long-term partnerships or high-priority initiatives): Fractional Chief of Staff / BizOps Lead: Ongoing operational right-hand support to protect founder focus and maintain organizational momentum. RevOps & Systems Optimization Audit: Short-term engagements to evaluate tech stacks, overhaul sales/GTM workflows, and execute tool migrations. Dedicated Project/Program Manager: Fixed-scope or hourly ownership to build project plans, manage stakeholders, and execute critical launches or enablement programs.

  • Project Management
  • Project Scheduling
  • Project Plans
  • Business Operations
  • Communications
  • ClickUp
  • Project Timelines
  • Client Management
  • Executive Support
  • Project Proposal
  • Technical Project Management
  • Google Workspace
  • Claude
  • Vendor Management
  • HubSpot
  • Sales Operations
  • Salesforce CRM
  • Revenue Cycle Management
  • Sales Enablement
Vany J.

Miami, Florida

$150/hr
5.0
4 jobs

I walk into businesses where operations are the bottleneck and build the infrastructure that removes it. Recent result: $1.2M net income swing in 24 months. No new hires. Over 20 years, I have served as COO, Managing Director, and Head of Operations across startups, nonprofits, and growth-stage companies in the US, Europe, and Australia. My work has ranged from scaling a fundraising operation to $100M+ at a global social enterprise, launching mobility markets across three continents, to joining the founding team of a Sequoia and Khosla-backed home health startup as Head of Operations. What I do as a senior operations consultant: - Operational audits that surface what is actually broken (not just what looks broken) - Systems and process design across hiring, compliance, reporting, and team accountability - AI integration standards and organizational readiness frameworks - Agency operations: paid media workflows, content governance, team compliance structures - Scaling from founder-led chaos to documented, delegatable operations I work with companies that are growing faster than their systems can handle. My clients get a senior operator without the full-time overhead. Industries I have worked across: - Luxury digital marketing and social media agencies - Luxury event design and production (weddings, corporate events, experiential) - Wedding and event planners - Health tech and home health - Nonprofit and large-scale fundraising - Mobility and tech-enabled field operations Current availability: limited retainer and project engagements.

  • Process Optimization
  • Operational Planning
  • Business Operations
  • Management Consulting
  • Strategic Planning
  • Change Management
  • Process Improvement
  • Marketing Operations & Workflow
  • Process Design
  • Business Consulting
  • Organizational Design & Effectiveness
  • Process Documentation
Shaffaq N.

Orlando, Florida

$100/hr
5.0
38 jobs

Hey there! My name is Shaffaq Noor and I am a PMP and SAFe certified senior project manager and implementation specialist. I specialize in PM & CRM buildouts and comprehensive project and product management support. I excel in leveraging tools like ClickUp, Asana, Jira, and Monday to optimize business workflows. With a strong background in automating and streamlining workflows using Make and Zapier, I am dedicated to transforming processes across various industries. From CRM customization to project and product management, I streamline operations and maximize productivity. Expertise: ✓ ClickUp Verified Consultant ✓ Asana Ambassador ✓ Salesforce Certified Admin ✓ SmartSuite Certified Consultant ✓ Monday Certified Partner Services: ✓ Management Tool Implementation: Implementing ClickUp, Asana, Monday, etc. and integrating with other tools in your tech stack for smooth data flow and enhanced collaboration. ✓ Project and Product Management Support: Providing comprehensive support in managing projects and product lifecycles, from planning to delivery. ✓ CRM Buildouts: Tailoring CRM solutions such as Zoho and Hubspot to your specific business requirements, ensuring a seamless fit with your existing processes. ✓ Automation Expertise: Leveraging Make and Zapier to automate repetitive tasks and optimize business workflows. Let's discuss your CRM buildout and project/product management needs. Reach out to streamline your workflows and achieve your business goals!

  • Process Optimization
  • Digital Project Management
  • ClickUp
  • Project Management Professional
  • Dev & IT Project Management
  • Technical Project Management
  • Zapier
  • Make.com
  • CRM Software
  • Salesforce
  • HubSpot
  • n8n
  • Management Consulting
  • Agile Project Management
  • Asana
Gladia C.

Hollywood, Florida

$55/hr
5.0
1 jobs

I’m a U.S.-based Salesforce Consultant and Solution Architect with 10+ years of experience helping businesses streamline operations, improve visibility, and scale through smart Salesforce solutions. I specialize in designing clean, scalable Salesforce ecosystems across Sales Cloud, Service Cloud, CPQ/Revenue Cloud, Marketing Automation, and AI-driven workflows. My approach focuses on aligning Salesforce with real business operations, building systems that are efficient, maintainable, and easy for teams to adopt. I’ve worked with startups, healthcare organizations, nonprofits, logistics companies, real estate firms, SaaS businesses, and enterprise teams to optimize CRM processes, automate workflows, improve reporting, and integrate Salesforce with critical business platforms. Core Expertise • Salesforce Sales Cloud & Service Cloud • Salesforce CPQ & Revenue Cloud • Salesforce Flow Builder & Automation • Apex, Lightning Web Components (LWC), Visualforce • API Integrations & Connected Systems • Agentforce & AI-Powered Salesforce Solutions • Pardot / Account Engagement • CRM Architecture & Business Process Design • Data Migration & System Optimization • Dashboards, Reporting & Analytics What I Help Businesses With ✅ CRM Strategy & Salesforce Architecture ✅ Workflow Automation & Process Optimization ✅ Third-Party Integrations ✅ AI-Driven Customer & Support Workflows ✅ Reporting & Executive Dashboards ✅ Salesforce Cleanup & Rebuild Projects ✅ Ongoing Salesforce Administration & Support ✅ Scalable Systems for Growing Teams I’m known for being solution-oriented, detail-focused, and easy to work with. I believe Salesforce should simplify operations not create additional complexity. If you’re looking for a Salesforce expert who can combine technical execution with business understanding to build scalable, reliable solutions. I’d be happy to connect.

  • CRM Automation
  • AI Implementation
  • Automation
  • CRM Development
  • Email Marketing
  • Zapier
  • API Integration
  • Landing Page Design
  • Automated Workflow
  • Salesforce
  • Salesforce CPQ
  • Salesforce CRM
  • Salesforce Lightning
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce App Development
  • Salesforce Marketing Cloud
  • Salesforce1
  • Salesforce Einstein
  • Salesforce Email Studio
Don G.

Lutz, Florida

$75/hr
5.0
11 jobs

SQL Server slow? SQL Server Agent jobs failing? Planning an Azure SQL migration and need to know what will break? I diagnose the problem, explain it in plain English, and give you a prioritized plan. I have worked with Microsoft SQL Server for more than 20 years. I am Expert-Vetted on Upwork, with a 100% Job Success Score and 5.0 feedback across eight jobs. Most engagements begin with a focused diagnostic. We meet through Upwork, I review what is actually happening, and you get a straight answer. The cause may be a query, an index, configuration, a failed job, or an architecture decision. If it is a small fix, I will say so. If it needs a larger effort, I will define that work before you commit. WHAT I HANDLE - Slow queries and execution plans - SQL Server Agent job failures - Index, memory, tempdb, and configuration problems - SSIS packages failing after environment changes - Reports with inconsistent or untrusted results - Azure SQL migration readiness and execution Beyond database rescue, I build and modernize line-of-business applications in C#, ASP.NET Core, Blazor, and Azure. I also work on AI features that must operate against existing SQL Server data and permissions. That work starts with the business question, access rules, and a clear way to verify the result. BACKGROUND I have run Coding Innovations since 2009. My work includes healthcare, retail, supply chain, and automotive systems. Before that, I was a lead developer and architect at Perot Systems (Dell). Credentials: MCSA SQL 2016 Database Development, MCDBA for SQL Server 2000, MCAD (.NET), Certified ScrumMaster. US military veteran. I work remotely on consulting engagements. HOW TO START Use Upwork Messages to tell me what changed, when it started, and what business process is affected. If you have an execution plan or error message, include it. I will tell you the next useful step.

  • C#
  • Web Application
  • Database Management System
  • Microsoft SQL Server
  • Blazor
  • Business Application Development Language
  • Business Development
  • Mobile App
  • Report Writing
  • Data Transformation
  • Business Process Automation
  • SQL Server Reporting Services
  • .NET Framework
  • Agile Project Management
David V.

Clearwater, Florida

$125/hr
4.8
223 jobs

Expert-Vetted Upwork consultant with over $1,000,000 earned and a 99% success rate. I design and build custom operational systems that eliminate bottlenecks, enforce accountability, and scale with your business. I am also an L5 Diamond Lovable Partner, the highest ranking available on the platform. I build production-grade applications, dashboards, AI tools, CRM systems, and operational backbones using Lovable when a custom solution is the right answer. Most businesses do not need “another tool.” They need a system that actually works. What I Do I architect and implement custom operational systems across: • Project Management & Execution Systems • CRM & Revenue Operations Infrastructure • AI-Powered Workflows & Internal Tools • Chatbots & Conversational AI Agents • Reporting Dashboards & Executive Command Centers • End-to-End Business Automation Sometimes that means optimizing monday and mondayCRM, Zoho, Smartsheet, or ClickUp. Other times it means building a custom solution in Lovable with Supabase, APIs, and structured automation. I focus on building systems that: • Remove founder bottlenecks • Eliminate duplicate data entry • Enforce workflow standards • Provide real operational visibility • Scale without becoming fragile If your business depends on spreadsheets, disconnected SaaS tools, or manual oversight, we fix that. Custom Systems with Lovable As an L5 Diamond Lovable Partner, I build: • Custom CRM and ERP-style platforms • Production workflow tracking systems • AI-driven analytics engines • Lead routing and automation systems • Admin dashboards and gated portals • API-connected reporting layers • Internal operational command centers These are not prototypes. These are scalable systems designed to replace operational chaos. Platform Expertise (When Off-the-Shelf Is Right) I am certified and experienced across: mondayOS | MondayCRM | MondayDev Zoho One (CRM, Creator, Projects, Flow, Analytics) Smartsheet Wrike ClickUp Teamwork GoHighLevel Airtable Asana I integrate across Stripe, QuickBooks, Google Workspace, Supabase, Twilio, Shopify, Calendly, and other major SaaS tools. Selected Credentials Zoho Authorized Partner Zoho CRM, Projects, and Creator Certified Wrike Authorized Reseller, Channel, and Deployment Partner Wrike Integrate Specialist Wrike Advanced Analytics Certified Smartsheet Silver Aligned Partner 20+ Smartsheet Certifications Monday Channel Partner Monday Master, CRM, Dev, and Product Specialist Certifications ClickUp Strategic Partner ClickUp Pro Certified Teamwork Enablement and Technology Partner Why Clients Hire Me I do not just “set up software.” I design operating systems. Clients hire me when: • Revenue workflows are leaking • Data cannot be trusted • Reporting requires manual cleanup • Founders are stuck in the weeds • Growth is outpacing infrastructure Every engagement is structured around measurable operational improvement, not feature implementation. If you are looking for someone to think strategically, architect clean systems, and build either with enterprise platforms or custom Lovable applications, we should talk.

  • Process Optimization
  • Wrike
  • Zoho CRM
  • Zoho Platform
  • Smartsheet
  • Automated Workflow
  • CRM Software
  • Task Automation
  • Process Improvement
  • ERP Software
  • Agile Project Management
  • Asana

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