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  2. Process Optimization Consultants
  3. (Current) Philippines
  • $35 hourly

    • 4.5/5
    • (30 jobs)
    📌 Verified ClickUp Consultant! 📌 Process Improvement & Manager 📌 Automation Specialist ​ ⚠️ Simplified processes as your digital agency solutions for unsatisfied clients, complex processes, manual fatigue, and deadline worries. Let's work together to improve your business processes using platforms like ClickUp, Dubsado, Slack, Zapier, and Make. ​ Services Offered: - Implementing a custom workspace or CRM - Optimizing your current workspace or CRM - Setting up and troubleshooting automation Industry Experience: - Digital Marketing Agency - Digital Creative Agency - Membership Subscription - Fitness - Coaching - HR and Workplace Relations - Cyber Security - Local Manufacturing - Wellness and Counseling How Do I Work? 1. We audit your current agency processes ​2. We create a strategy for how to simplify your processes ​3. We design and build the right system tailored-fit for your goals ​4. We train your entire team to use the system efficiently ​5. We offer a support period during your adjustment to the new system Experience and Skills: ➡️ ClickUp Verified Consultant ➡️ Dubsado Specialist ➡️ Workflow Implementations ➡️ Workflow Optimizations ➡️ Custom CRM Implementations ➡️ Custom Zapier & Make Automation I offer flat-rate packages, and weekly and monthly retainers depending on the scope of your project. 📩 Message me to get started!
    Featured Skill Process Optimization
    Automation
    ClickUp
    Team Management
    Digital Project Management
    Dubsado
    Client Management
    Operations Management Software
    CRM Software
    Strategic Plan
    System Automation
    Project Workflows
    Business Management
    Project Management
  • $85 hourly

    • 4.9/5
    • (57 jobs)
    I help businesses streamline workflows, automate processes, and boost productivity using no-code/low-code tools. For the past four years, I’ve worked with companies across different industries, helping them cut down manual work, improve efficiency, and scale faster without the need for complex coding. 💻 What I Do I specialize in automation and workflow optimization using tools like: • Monday.com, Zapier, Make ⚙️ Tools I Integrate I connect and automate a wide range of apps to make your work seamless and stress-free: • Sales, Marketing, and Operations → Monday CRM, HubSpot, Pipedrive, Calendly, Acuity Scheduling, Slack, Zoom, Qwilr, Loom, Mailchimp, Kajabi, Shopify, Zendesk, and more • Invoicing & Finance → Stripe, Xero, Harvest, QuickBooks • Forms, Docs & E-Signatures → WorkForms, Typeform, Jotform, DocuSign, PandaDoc, Dropbox Sign (HelloSign), DocuGen, SuperForm • Project Management & Productivity → Monday.com, ClickUp, Notion, Trello 🏗️ Who I Work With I’ve had the chance to collaborate with businesses across a variety of industries, including: • Consulting & Coaching • Digital Marketing & PR Agencies • E-Commerce & Retail • Real Estate & Interior Design • Healthcare & Wellness • Finance, Accounting & Legal Services • Software & Tech • Cybersecurity & Cryptocurrency • Construction, Manufacturing & Maintenance • Non-Profits & Government Compliance • Event Management & Talent Agencies 🚀 Let’s Make Work Easier! If you’re tired of repetitive tasks, disorganized workflows, and inefficiencies, let’s chat! I’d love to help you simplify your operations and free up time to focus on what truly matters: growing your business.
    Featured Skill Process Optimization
    Process Design
    Automated Workflow
    Zapier
    API Integration
    Dashboard
    Solution Architecture
    Business Management
    Automation
    System Configuration
    Customer Relationship Management
    Software Integration
    CRM Software
    Make.com
    Business Process Automation
    Business Applications Consultation
  • $15 hourly

    • 5.0/5
    • (5 jobs)
    As an experienced customer service professional with seven years of experience, I have handled inquiries ranging from simple to complex. I possess the ability to make quick decisions, analyze information, conduct research, handle complaints, and close sales with ease. My skill set includes: - Appointment setting for Automotive, Financial Solutions, and Cleaning Companies - Customer service and retention - Onboarding and sales calls - Cold calling/telemarketing - Process optimization - Project management - Lead generation I am a quick starter and can work with minimal supervision. With my solid experience and expertise, I can provide the best support and be a strong representative for your business. .
    Featured Skill Process Optimization
    Lead Generation
    Online Chat Support
    Data Entry
    Demographics Pro
    Google Docs
    Invoicing
    Data Analysis
    Customer Service
    Microsoft Excel
    General Transcription
  • $25 hourly

    • 5.0/5
    • (7 jobs)
    I help start-ups and agency owners ensure the business operates smoothly and efficiently by effectively managing the team and the operations, enabling them to concentrate on scaling the business. 💆𝑰𝒎𝒂𝒈𝒊𝒏𝒆 𝒘𝒂𝒌𝒊𝒏𝒈 𝒖𝒑 𝒆𝒗𝒆𝒓𝒚 𝒅𝒂𝒚, 𝒌𝒏𝒐𝒘𝒊𝒏𝒈 𝒕𝒉𝒂𝒕 𝒚𝒐𝒖𝒓 𝒐𝒑𝒆𝒓𝒂𝒕𝒊𝒐𝒏𝒔 𝒂𝒓𝒆 𝒓𝒖𝒏𝒏𝒊𝒏𝒈 𝒔𝒎𝒐𝒐𝒕𝒉𝒍𝒚 𝒂𝒏𝒅 𝒚𝒐𝒖𝒓 𝒕𝒆𝒂𝒎 𝒊𝒔 𝒘𝒐𝒓𝒌𝒊𝒏𝒈 𝒉𝒂𝒓𝒎𝒐𝒏𝒊𝒐𝒖𝒔𝒍𝒚 That's what I do—𝐬𝐭𝐫𝐞𝐚𝐦𝐥𝐢𝐧𝐞 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐚𝐧𝐝 𝐞𝐧𝐡𝐚𝐧𝐜𝐞 𝐭𝐞𝐚𝐦 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐰𝐢𝐭𝐡 𝐦𝐲 𝐁𝐏𝐎 𝐟𝐫𝐚𝐦𝐞𝐰𝐨𝐫𝐤. 🔥𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐮𝐝𝐢𝐭 - provide comprehensive solutions tailored to your unique needs 🔥𝐏𝐫𝐨𝐜𝐞𝐬𝐬 𝐈𝐦𝐩𝐫𝐨𝐯𝐞𝐦𝐞𝐧𝐭 𝐚𝐧𝐝 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧 - create structured and easily understandable processes that will streamline operations, enhance staff training, and maintain service quality across all aspects of the business. - establish systems, workflows, and procedures to enhance team efficiency. 🔥𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐓𝐞𝐚𝐦 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 - ensure seamless coordination and effective management of your team (so you can finally focus on your strategic goals). And handle the day-to-day operations (from project management to performance monitoring and process optimization) With years of experience in Operations and Business Management, I've seen firsthand how overwhelming it can be to juggle countless tasks while trying to steer your business towards success. My goal ✨ is to create a productive and harmonious work environment that drives success and growth for your business. But it doesn’t stop there. By leveraging advanced tools and proven methodologies, I enable you to achieve operational excellence. Clear communication, robust systems, and continuous improvement are at the heart of my approach. Whether you're looking to scale your operations, improve workflow efficiency, or enhance team collaboration, my services are designed to support your business objectives and deliver measurable results. 💼 Let's work together to turn your business vision into reality. I'm passionate about helping you build a successful, efficient, and fulfilling business that supports your dream lifestyle. Let's make it happen! Send me a message if you think we are a good fit!
    Featured Skill Process Optimization
    Business Process Management
    Process Improvement
    Management Skills
    Team Management
    Process Integration
    Process Documentation
    Business Operations
    Community Outreach
    Partnership & Collaborations Outreach
    Project Management
  • $13 hourly

    • 4.3/5
    • (13 jobs)
    With over 4+ years of experience as a 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗩𝗶𝗿𝘁𝘂𝗮𝗹 𝗔𝘀𝘀𝗶𝘀𝘁𝗮𝗻𝘁 and 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗼𝗿, I offer expert-level support in 𝗖𝗥𝗠 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗖𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗶𝗼𝗻, and 𝗧𝗲𝗮𝗺 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 to help real estate professionals create efficient, streamlined operations. My approach ensures that 𝗮𝗹𝗹 𝗮𝘀𝗽𝗲𝗰𝘁𝘀 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗮𝗿𝗲 𝗼𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗱 𝘁𝗼 𝗱𝗿𝗶𝘃𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗮𝗻𝗱 𝗰𝗹𝗶𝗲𝗻𝘁 𝘀𝗮𝘁𝗶𝘀𝗳𝗮𝗰𝘁𝗶𝗼𝗻. 𝗪𝗵𝗮𝘁 𝗜 𝗕𝗿𝗶𝗻𝗴 𝘁𝗼 𝗬𝗼𝘂𝗿 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀: 💻 𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗩𝗶𝗿𝘁𝘂𝗮𝗹 𝗔𝘀𝘀𝗶𝘀𝘁𝗮𝗻𝗰𝗲 & 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 I provide a full range of virtual assistant services tailored to your business needs. Whether it’s managing day-to-day administrative tasks, coordinating with clients, or ensuring smooth communication across teams, I have the expertise to keep your operations running seamlessly. 📈 ⚙️𝗖𝗥𝗠 & 𝗗𝗮𝘁𝗮𝗯𝗮𝘀𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 I specialize in maintaining and optimizing CRM platforms such as Podio, Mojo Dialer, Pipedrive, and Vulcan7. My services include data entry, lead segmentation, follow-up management, and setting up automated processes to maintain strong client relationships. 👩🏻‍💻📋𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗖𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗶𝗼𝗻 With proven experience using Asana, ClickUp, Followupboss and Hubstaff, I can help manage and track projects from start to finish, ensuring that your business’s deadlines and deliverables are met with precision and quality. 📞✉‍📅𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 & 𝗖𝗹𝗶𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 I excel in maintaining clear and professional communication, acting as a reliable point of contact between you and your clients or team members. Whether through email, phone calls, or chat platforms, I ensure that messages are delivered effectively and inquiries are addressed promptly. 👥 🚀𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 & 𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗩𝗶𝗿𝘁𝘂𝗮𝗹 𝗔𝘀𝘀𝗶𝘀𝘁𝗮𝗻𝘁𝘀 I am experienced in onboarding, training, and providing ongoing coaching to virtual assistants, fostering a collaborative environment, and ensuring that team members are well-equipped to perform their roles efficiently. 𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲 𝗣𝗿𝗼𝘃𝗲𝗻 𝗦𝘂𝗰𝗰𝗲𝘀𝘀: 1. Managed over 20,000 calls monthly per agent with a contact rate of 80-94%. 2. Built and maintained pipelines of active leads, contributing to sustained growth. 3. Enhanced team performance by training and supporting virtual assistants to meet daily goals. 𝗖𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁 𝘁𝗼 𝗤𝘂𝗮𝗹𝗶𝘁𝘆: My goal is to create a reliable, efficient support system that not only meets but exceeds expectations. I prioritize transparency, responsiveness, and a collaborative approach to help achieve your business objectives. 𝗟𝗲𝘁'𝘀 𝗘𝗹𝗲𝘃𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 I am dedicated to empowering real estate professionals with the skills and support they need to thrive. Whether you need assistance with 𝗰𝗹𝗶𝗲𝗻𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗖𝗥𝗠 𝗼𝘃𝗲𝗿𝘀𝗶𝗴𝗵𝘁, 𝗼𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗶𝗼𝗻, I am here to help your business run smoothly and efficiently. 𝐌𝐞𝐬𝐬𝐚𝐠𝐞 𝐦𝐞 𝐚𝐧𝐝 𝐛𝗼𝗼𝗸 𝘆𝗼𝘂𝗿 𝗙𝗥𝗘𝗘 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝗻𝗼𝘄 𝗮𝗻𝗱 𝘀𝘁𝗮𝗿𝘁 𝘆𝗼𝘂𝗿 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗷𝗼𝘂𝗿𝗻𝗲𝘆!
    Featured Skill Process Optimization
    Problem Solving
    Coaching
    Operational Planning
    Cross Functional Team Leadership
    SWOT Analysis
    Hiring Strategy
    Process Development
    Leadership Skills
    CRM Automation
    Project Management
    Strategic Planning
    Business Process Management
    Sales Operations
    Team Management
  • $25 hourly

    • 0.0/5
    • (1 job)
    Hello! I’m Ralph, an experienced Project Manager and Virtual Assistant with a passion for helping businesses achieve their goals and streamline their operations. With over 14 years of freelance experience, I’ve had the pleasure of collaborating with a diverse range of clients, providing tailored solutions that drive efficiency and success. My journey began in 2010, when I ventured into freelancing as a Project Manager. Since then, I’ve honed my skills in managing complex projects, optimizing processes, and delivering results that exceed expectations. My expertise spans across various industries, and I am adept at both Agile and Waterfall methodologies, ensuring that every project is executed with precision and aligned with strategic objectives. In addition to project management, I offer comprehensive virtual assistance services. From managing calendars and emails to handling travel arrangements and customer support, I am dedicated to providing seamless administrative support that allows you to focus on what matters most. Here’s what I bring to the table: Strategic Project Management: Proven ability to plan, execute, and oversee projects from start to finish. Skilled in resource allocation, risk management, and budget oversight. Operational Efficiency: Expertise in streamlining processes and implementing best practices to enhance productivity and reduce costs. Credit and Collections: Experience in developing credit policies and managing collections to improve cash flow and financial stability. Administrative Excellence: Comprehensive virtual assistance, including scheduling, data management, and client communication, ensuring smooth day-to-day operations. My approach is centered around clear communication, attention to detail, and a client-first mindset. I thrive on building strong relationships and understanding your unique needs to deliver solutions that drive success. Let’s connect and explore how I can contribute to your next project or support your business with effective virtual assistance. Feel free to reach out—I look forward to working with you!
    Featured Skill Process Optimization
    Debt Collection
    Credit Scoring
    Credit Report
    Virtual Assistance
    Project Management
  • $50 hourly

    • 4.9/5
    • (15 jobs)
    𝑶𝒑𝒕𝒊𝒎𝒊𝒛𝒆. 𝑨𝒖𝒕𝒐𝒎𝒂𝒕𝒆. 𝑺𝒄𝒂𝒍𝒆. Are inefficiencies in your operations slowing your business down? Do manual tasks eat up valuable time that could be spent growing your company? I help fast-scaling businesses optimize their workflows, implement automation, and transform their operations using a variety of tools—including, but not limited to, ClickUp, Zapier, and AI-driven solutions. ✅ What I Do: 𝗖𝗹𝗶𝗰𝗸𝗨𝗽 𝗦𝗲𝘁𝘂𝗽 & 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 – No matter what tools or platforms you use, I design efficient systems that maximize productivity. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 – Leveraging Zapier, Make, and AI automation to eliminate repetitive tasks and reduce human error. 𝗦𝗢𝗣 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 & 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 – Creating scalable systems so your business runs smoothly without bottlenecks. 𝗧𝗮𝘀𝗸 & 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 – Ensuring seamless team collaboration and faster project turnaround times. 𝗥𝗮𝗽𝗶𝗱 𝗧𝗼𝗼𝗹 𝗠𝗮𝘀𝘁𝗲𝗿𝘆 – No matter how foreign a tool or system may be, I quickly learn, adapt, and master it to provide the best solutions for your business. 🔹 𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡 𝐌𝐞❓ 𝗣𝗿𝗼𝘃𝗲𝗻 𝗥𝗲𝘀𝘂𝗹𝘁𝘀: I helped a digital agency cut admin workload by 40% and improve project turnaround time by 25% by designing an automated workflow system. 𝗧𝗼𝗼𝗹-𝗔𝗴𝗻𝗼𝘀𝘁𝗶𝗰 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵: I adapt to your existing tech stack, ensuring seamless integration of automation and optimization strategies—whether it’s ClickUp, Monday.com, Asana, Notion, or custom-built systems. 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵: Unlike general virtual assistants, I focus on business efficiency and long-term scalability, ensuring you get ROI-driven solutions. 𝗗𝗼𝗻𝗲-𝗙𝗼𝗿-𝗬𝗼𝘂 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻: From discovery to execution, I take care of everything, so you can focus on growing your business. 📈 𝗥𝗲𝘀𝘂𝗹𝘁𝘀-𝗗𝗿𝗶𝘃𝗲𝗻 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗦𝘁𝗼𝗿𝗶𝗲𝘀: "Before working with Joel, our operations were chaotic. Within 60 days, our productivity increased by 30%, and we saved over 20 hours per week on admin tasks." – Rich, CEO of a Music Marketing Agency "We went from inconsistent workflows to a fully automated ClickUp system that practically runs itself. Our team now has clarity, and our efficiency has skyrocketed!" – Alaric, Founder of a Best Selling Clothing Brand 𝗦𝗸𝗶𝗹𝗹𝘀 & 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: 🔹 ClickUp Setup & Advanced Customization 🔹 Business Process Automation (Zapier, AI) 🔹 Workflow Optimization & SOP Development 🔹 Project & Task Management Consulting 🔹 Process Improvement & Operational Efficiency 🔹 Systems Integration & Cross-Platform Automation 🔹 Rapid Tool Learning & Adaptation 𝗛𝗼𝘄 𝘁𝗼 𝗚𝗲𝘁 𝗦𝘁𝗮𝗿𝘁𝗲𝗱: Ready to eliminate inefficiencies, scale smarter, and get back valuable time? Let’s discuss how I can help your business operate at peak performance. Click ‘Invite to Job’ and let’s build your optimized workflow today!
    Featured Skill Process Optimization
    Administrative Support
    Process Architecture
    CRM Automation
    CRM Software
    Operational Plan
    Automation
    Integration Framework
    Project Management
    Automated Workflow
    Project Workflows
    Process Improvement
    Business Process Automation
  • $45 hourly

    • 4.5/5
    • (99 jobs)
    🥇 TOP Rated Plus = Top 3% of all talent on Upwork! Are you looking for someone to make sure to get it done the first time? Try me! Clients I've worked will define me as engaged and passionate leader/freelancer. Easy to work with! A highly motivated individual with a keen understanding of your business needs, adept at designing and implementing efficient business workflows and processes using tools such as Monday.com, ASANA, ClickUp, and Trello. These are some of my core areas of expertise and what I'm passionate about. My skillset includes proficiency in: ◉ Monday.com, ClickUp, ASANA, Trello, Zapier (Integration & Automation) ◉ Slack, Todoist, Zendesk, JIRA , Microsoft outlook, G-suite ◉ Xero, QuickBooks, Freshbooks ◉ Dext.com, Easybills, Expensify ◉ Managing highly scalable projects. ◉ Boosting the operational results by conducting regular performance RCAs ◉ Improving, standardizing and documenting processes ◉ Highly proficient in G-suit, Pivot and Excel ◉ Create and develop Kanban, Checklists, Quality control forms & Charts ◉ Proven experience in financial planning In addition to the above, I bring expertise in: ◉ General Accounts and Administration ◉ Financial Modelling & Projections ◉ Prepare a Company's Budget from Scratch ◉ Build a Company's Profit & Loss Statement from Scratch ◉ Create professional charts in Microsoft Excel and Google sheets ◉ Forecast Various Types of Expenditures Please feel free to reach out if you have any questions or require further clarification. I am excited about the opportunity to collaborate and create a powerful workspace with you!
    Featured Skill Process Optimization
    Automation
    Asana
    Process Integration
    Trello
    Zapier
    Automated Workflow
    Administrative Support
    Process Design
    Process Development
    Process Improvement
    Xero
    Digital Project Management
    Intuit QuickBooks
  • $35 hourly

    • 5.0/5
    • (1 job)
    Operations and Business Manager (OBM) | Business Integrator | Systems Strategist | Project Manager My expertise includes managing day-to-day operations, overseeing projects from ideation to execution, creating efficient systems, processes, and workflows, and documenting SOPs for streamlined operations. Don’t just take my word for it. Here's what my clients have to say: ★★★★★"MJ is very thorough and has incredible knowledge as an online business manager. Has helped me implement new systems, and processes and is an incredible asset to my time and business!" -J ★★★★★"Mary Jay has been a real joy to work with. It was always noted how well she researched and solved problems. She faces challenges like a real digital warrior. It was a pleasure, and I will recommend her any day." -Tina ★★★★★"Mary Jay is great and very good at what she does. I would have no hesitation in recommending her and will be availing of her services again and again. -Anne Take your business to the next level with my help--an experienced OBM!
    Featured Skill Process Optimization
    Business Planning & Strategy
    Business Process Management
    Process Systems Engineering
    Process Documentation
    Client Management
    Business Management
    Digital Marketing
    Project Management
    Team Management
    Business Operations
    People Management
    Process Improvement
    Virtual Assistance
    Project Workflows
  • $70 hourly

    • 5.0/5
    • (30 jobs)
    With over seven years of experience in Monday.com, automation, and integration, I specialize in building efficient, scalable, and automated systems that help businesses run like well-oiled machines—without the oil spills. I started my journey as a project manager in desperate need of a better way to manage tasks. Enter Monday.com, and the rest is history. Now, I help different companies ditch clunky spreadsheets and manual processes in favor of streamlined workflows, optimized operations, and effortless scaling. Some of my proudest work includes helping small businesses scale up and designing systems for global engineering firms managing end-to-end projects for T-Mobile, Ericsson, and AT&T. I've also worked with companies that support industry giants like Luxottica, Safilo, Marcolin, and Kering. Whether it's integrating Salesforce, Sitetracker, Service Fusion, or OneDrive, I ensure businesses get fully automated, cost-effective solutions tailored to their needs. My approach? Visualize. Optimize. Automate. I break down existing workflows, create diagrams for clarity, and implement low-code/no-code solutions to make work easier, faster, and more fun (yes, automation can be fun). My goal is simple: help businesses grow through smart, automated solutions. When I'm not revolutionizing workflows, you’ll probably find me learning how to make café latte art—because automation is great, but some things (like a good coffee swirl) still require a human touch. Let’s build something brilliant—and fully automated. Certifications: 🏆Monday.com Master Badge 🏆Advance Workflow Badge 🏆Product Badge Certificate Some apps that I'm proficient in integrating and automating: 🟢Monday.com 🟢Salesforce 🟢Pipedrive 🟢Kajabi 🟢Kartra 🟢Stripe 🟢Slack 🟢ClickSMS 🟢Twilio 🟢Google Drive 🟢Dropbox 🟢OneDrive 🟢SharePoint 🟢Google Suite 🟢Microsoft Office 🟢Microsoft 365 🟢Zapier 🟢Make.com/Integromat 🟢Jotform 🟢Typeform 🟢Zendesk 🟢Calendly 🟢Eledo 🟢Sitetracker 🟢DocuGen 🟢Quickbooks
    Featured Skill Process Optimization
    Project Workflows
    Critical Thinking Skills
    Project Management
    Automated Workflow
    Scripting
    Management Skills
    Software Integration
    Make.com
    System Automation
    Google Sheets
    Zapier
    Automation
    Asana
    Trello
  • $50 hourly

    • 5.0/5
    • (15 jobs)
    Are you tired of manual processes and inefficiencies holding your business back? As a Zoho developer and business automation expert, I have the skills and experience to help revolutionize the way your company operates. With my deep understanding of the Zoho platform, including CRM, SalesIQ, Desk, and Creator, I can design custom solutions that streamline your operations, increase efficiency, and drive growth. Whether you're looking to improve customer relationship management, streamline sales and support processes, or automate workflows, I have the expertise to make it happen. Don't waste any more time on manual tasks – let me help you tap into the full potential of Zoho and take your business to the next level.
    Featured Skill Process Optimization
    Automation
    Web Development
    API Integration
    Zapier
    Zoho Analytics
    Web Host Manager
    Zoho CRM
    Process Engineering
    Zoho Creator
  • $39 hourly

    • 5.0/5
    • (9 jobs)
    Hello, and thank you for visiting my profile. I'm a practicing CPA for 17+ years. I worked as a full-time employee for 8+ years at a variety of well-known, multinational corporations before making the transition to freelancing in 2016. Throughout my career, I've excelled in the following areas: administration, accounting and analysis, financial reporting, team management, project planning and process improvements, product development with various industries including receivership and liquidation, information technology and accounting services, oil and gas, manufacturing, software development, technology - domains, digital assets and cryptocurrencies. Currently as a freelancer, I've solidified my skills in banking and cash flow, payroll and treasury, accounts payable and receivable, financial modeling, reports, budgets, and forecasts. I have experience with pricing, establishing/ migrating/ automating ERP systems, designing/developing/improving workflows, processes, and KPIs, and figuring out how to achieve business goals and targets as I have progressed in my career. I have experience collaborating with companies from a wide range of geographical areas, including Australia, Asia, the United States, Europe, and the Middle East. I have always taken great satisfaction in developing special abilities that have proven instrumental to my professional and creative progress. I have a thorough understanding of US GAAP, IFRS, PFRS, and IAS as required by my CPA license. Last but not least, I have a strong aptitude for technology and am adept at picking up new business programs quickly. I am particularly familiar with SAP/GSAP, Xero, and Quickbooks, among other accounting programs.
    Featured Skill Process Optimization
    Financial Planning
    Cash Flow Statement
    Change Management
    Critical Thinking Skills
    Financial Modeling
    Budget
    Process Design
    Forecasting
    Financial Analysis
    Xero
    Project Management
    Process Improvement
    Financial Report
  • $25 hourly

    • 4.9/5
    • (29 jobs)
    Hey there! I'm your all-in-one business strategist powerhouse, bridging the gap between operational consultancy, organizational scaling, systems implementation, no-code development, and automation expertise. With a proven track record in crafting ERPs/CRMs, internal business software, and turbocharging businesses of all sizes, I've got the tools to propel your success. Experience Snapshot: 🚀 Guiding organizations with operational consultancy 📊 Planning and developing ERPs/CRMs & internal business software 🌐 Streamlining operations for various industries specifically e-commerce and digital marketing firms 🤖 Mastery in business process automation and implementation 📈 Creating project management software for seamless operations 📊 Analyzing big datasets for actionable insights My Expertise: 🧠 Expert in ERPs/CRMs & internal business software development 🔧 Crafting inventory systems, finance workflows, HR tools and Marketing & Sales automations 🏆 Perfecting process optimization for businesses 🚀 Leading B2B lead generation and SaaS projects 📊 Data analysis guru, especially with big datasets Previous Roles Involved: 🌟 Driving strategic planning and process excellence 🛠 Building and integrating automated systems 📈 Expertise in statistical and forecasting project planning 🤝 Strengthening organizations development Technical Skills: 💻 Expertise in crafting ERPs/CRMs & internal business software using Zoho creator, Airtable, Zapier, and Make 🖥️ Proficient in tools like Clickup, Asana, Trello and Monday for task management 🗂️ Skilled in process mapping (Lucid Chart, Flow IO, Miro, Confluence, Gliphy) 🔧 Crafting inventory systems, HR tools, Marketing & Sales automations 🏆 Process optimization for businesses 🚀 Leading B2B lead generation and SaaS projects 📊 Proficient in data analysis, especially with big datasets 📈 Statistical and forecasting project planning 🤝 Strengthening organizations development through systems integration 📈 Gantt chart analysis for project scheduling and management 📊 PERT project scheduling and statistical analysis for insights Additional Expertise: 🚀 Guiding executive teams with operational consultancy 🌐 Streamlining operations for e-commerce and digital marketing firms 🤖 Mastering automation for optimized workflows 📈 Creating project management software for seamless operations 📊 Analyzing big datasets for actionable insights Specialization and Focus: 🌟 Coaching management strategies 🛠️ Developing no-code solutions 🤖 Expertise in automation and implementation across various industries 📊 Making complexity simple and turning data insightful is my forte! Certifications: ✅ Yellow Belt Six Sigma certified ⚫️ Black Belt Six Sigma trained 🎓 Certified Digital Manager
    Featured Skill Process Optimization
    Data Mining
    Lean Development
    Process Design
    Process Modeling
    Business Operations
    Strategy
    Process Architecture
    Operational Plan
    Organizational Design & Effectiveness
    Data Analysis
    Process Improvement
    Marketing Operations & Workflow
    Six Sigma
  • $30 hourly

    • 5.0/5
    • (9 jobs)
    🔥🔥🔥 Looking for 𝒑𝒓𝒆𝒎𝒊𝒖𝒎 assistance to lighten your workload? 👨‍💻 Millennial-Driven Business Process Excellence Advantage, Digital Marketing PRO 📊 Data Analysis and Decision-Making, Performance Measurement and Metrics ⚙️ Process Optimization and Continuous Improvement 🌟 Call me Jondel, here to provide you with the support below👇👇👇 1️⃣ 𝑩𝑼𝑺𝑰𝑵𝑬𝑺𝑺 𝑷𝑹𝑶𝑪𝑬𝑺𝑺 𝑰𝑴𝑷𝑹𝑶𝑽𝑬𝑴𝑬𝑵𝑻 𝑨𝑵𝑫 𝑶𝑷𝑻𝑰𝑴𝑰𝒁𝑨𝑻𝑰𝑶𝑵 Expect me to optimize various business processes, such as business planning, execution, and analysis. Creating process improvement initiatives? Got you. Of course, if you have a process improvement guy, I'll help the business to identify areas of improvement, implement changes, and monitor the results to refine marketing strategies and tactics. 2️⃣ 𝑫𝑨𝑻𝑨 𝑨𝑵𝑨𝑳𝒀𝑺𝑰𝑺 𝑨𝑵𝑫 𝑫𝑬𝑪𝑰𝑺𝑰𝑶𝑵-𝑴𝑨𝑲𝑰𝑵𝑮 Excellent analytical skills to gather and analyze marketing data, perform market research, and identify trends and insights - I got you covered. This includes making informed decisions about marketing strategies, target audience segmentation, and resource allocation. 3️⃣ 𝑷𝑬𝑹𝑭𝑶𝑹𝑴𝑨𝑵𝑪𝑬 𝑴𝑬𝑨𝑺𝑼𝑹𝑬𝑴𝑬𝑵𝑻 𝑨𝑵𝑫 𝑴𝑬𝑻𝑹𝑰𝑪𝑺 Develop key performance indicators (KPIs) and measurement frameworks -- managed! This includes tracking the success of marketing campaigns, website performance, customer engagement, and conversion rates. I can also create dashboards and reports to monitor these metrics and provide insights to stakeholders. 4️⃣ 𝑷𝑹𝑶𝑱𝑬𝑪𝑻 𝑴𝑨𝑵𝑨𝑮𝑬𝑴𝑬𝑵𝑻 When it comes to managing projects - I'm your guy. Expect me to handle all of your campaigns and coordinate with the clients to ensure deliverables are delivered on time, and manage damage control if the team encountered a snag to efficiently manage digital marketing projects. Yes ❤️ I am that second set of ⚡️ motivated hands and brains you can trust to lighten your load and carry out the stuff that needs to get done -- right on the first try "wink" 🟢 If you're ready to team up for success, here are the next steps: 👉 Send me a personalized Upwork message 👉 Click the green Schedule a Meeting button 👉 Choose one for 30 mins and I'll confirm a timeslot 𝑷𝑺. 𝒀𝒐𝒖'𝒓𝒆 𝒍𝒐𝒔𝒊𝒏𝒈 𝒕𝒊𝒎𝒆 𝒏𝒐𝒕 𝒅𝒆𝒍𝒆𝒈𝒂𝒕𝒊𝒏𝒈 𝒂𝒍𝒍 𝒕𝒉𝒆 𝒔𝒕𝒖𝒇𝒇 𝑰 𝒄𝒂𝒏 𝒅𝒐 𝒇𝒐𝒓 𝒚𝒐𝒖.
    Featured Skill Process Optimization
    Performance Measurement
    Continuous Improvement
    Data Analysis
    Digital Project Management
    Decision Making
    Process Documentation
    Business Operations
    Stakeholder Management
    Project Management
    Process Improvement
    Time Management
    Business Process Modeling
    Agile Project Management
    Digital Marketing
  • $15 hourly

    • 5.0/5
    • (2 jobs)
    1. With over eleven years of experience in Continuous Improvement and Operational Excellence, I have consistently demonstrated strong leadership across diverse teams. I have successfully led the implementation of projects and kaizen events across various departments and business units, showcasing my ability to drive significant improvements and foster operational excellence. 2. I am proficient in Six Sigma Black Belt Tools and Lean Management Systems, specializing in implementing incremental process improvements to boost efficiency and quality. My expertise includes extensive experience with value stream mappings, optimizing material flows, and consistently demonstrating lean leadership behaviors throughout my career. 3. I specialize in utilizing a range of Project Management tools such as Gantt charts, MS Project, Monday.com, Asana, and Trello for detailed planning. For communication, I leverage platforms like Slack, MS Teams, or Mattermost, ensuring seamless team collaboration. Additionally, I employ Kanban Boards for efficient task management. Coupled with my skills in leadership, clear communication, time management, risk assessment, problem-solving, negotiation, adaptability, technical proficiency, organizational ability, and budget management, I ensure projects are consistently delivered on schedule, within budget constraints, and to the satisfaction of stakeholders. 4. I possess extensive expertise in ISO Standards, including ISO 9001:2015 (Quality Management Systems), ISO/IEC 27001:2022 (Information Security Management Systems), and ISO/IEC 45001:2018 (Occupational Health and Safety Management Systems). My proficiency encompasses comprehensive knowledge and practical application in implementing and maintaining these standards across various organizational contexts. This includes conducting audits, developing documentation (SOP) , ensuring compliance, and driving continuous improvement initiatives aligned with ISO requirements. My skills in these standards enable me to effectively enhance organizational processes, ensure information security, and promote occupational health and safety, contributing to overall operational excellence and regulatory adherence.
    Featured Skill Process Optimization
    Lean Consulting
    Process Improvement
    Lean Manufacturing
    Process Flow Diagram
    Value Stream Mapping
    Continuous Improvement
    Process Design
    Process Engineering
    Lean Development
    Process Documentation
    ProcessMAP Document Management
    Six Sigma
  • $12 hourly

    • 4.9/5
    • (2 jobs)
    Hello! My name is Aaron, and I'm from the Philippines. I have 5+ years of experience in project management and 2+ years as an executive assistant. I manage projects from start to finish, collaborate with teams, and ensure successful completion. I am also seasoned in working closely with CEOs to provide full support and business scaling. Here are my overall experiences and the services I offer: • 5+ years Project Management • 2+ years Executive Assistance Tools I have proficiency with: • Project Management: Asana, ClickUp, Monday.com, Notion, Slack, Discord, Trello. Microsoft Planner • Web Development: WordPress Elementor, Divi • Productivity: Google Workspace, Microsoft Office Suite • E-commerce: Shopify I like to read self-improvement books and clean my house in my free time.
    Featured Skill Process Optimization
    Research & Strategy
    Leadership Skills
    Communication Skills
    Relationship Management
    Ecommerce
    Customer Service
    Appointment Setting
    Web Development
    Web Design
    Team Management
    Account Management
    Project Management
  • $10 hourly

    • 5.0/5
    • (4 jobs)
    Hello there! I'm an accomplished General Virtual Assistant with a robust engineering background that sets me apart in the realm of virtual support. Having navigated roles as a Production Engineer and Quality Assurance Engineer, I bring a distinct skill set ready to elevate your projects. Let's collaborate to propel your business to new heights! 🌟 Why Partner with Me? 🌟 🔧 Engineering Expertise: Leveraging a solid foundation as a Production Engineer and Process Improvement Specialist, I excel in optimizing processes for peak efficiency and quality. 🔍 Quality Assurance: My role as a Quality Assurance Engineer has honed my attention to detail and an unwavering commitment to upholding the highest standards. 📑 Meticulous Documentation: From crafting comprehensive Standard Operating Procedures (SOPs) to preparing internal documents, I bring a keen eye for meticulous documentation to the table. 🧩 Solution-Oriented: My training in Problem Solving and Decision Making empowers me to tackle challenges head-on with innovative and effective solutions. 🎯 Client-Centric Approach: I am committed to understanding your unique needs and tailoring my support to achieve your specific goals. 💼 Proficiency in Tools: 🚀 Asana for task and project management. 💬 Slack channels for effective communication. 📝 Notion for collaborative note-taking and documentation. 📊 Google Suite for various business applications. 🎨 Canva for creating visually appealing content. 🖌️ Adobe Photoshop for graphic design tasks. 📸 Adobe Lightroom for photo editing. 🎥 Adobe Premiere Pro for video editing. 📞 Zoom and Teams for conducting virtual meetings. 🗓️ Google Calendar for efficient schedule management. Ready to experience the difference a skilled and dedicated virtual assistant can make for your business? Let's chat about your project and how I can contribute to your success.
    Featured Skill Process Optimization
    Document Control
    Video Editing
    Canva
    Google Calendar
    Zoom Video Conferencing
    Spreadsheet Skills
    Slack
    Asana
    Administrative Support
    Executive Support
    Documentation
    Problem Solving
    Data Analysis
    Project Management
  • $30 hourly

    • 4.7/5
    • (1 job)
    Data & results-driven professional with over 10 years of experience and a career focused on revenue operations, sales & marketing, client success, and operations management. Demonstrated expertise in developing & executing strategic sales & marketing initiatives, cultivating strong client relationships, & leading cross-functional teams. A collaborative leader with excellent communication & interpersonal skills, building & motivating high-performing teams, & skilled in leveraging data-driven insights that make informed business decisions. Eagerly seeking new challenges & an opportunity to implement the science of repeatable revenue growth, & scale an organization with a high-performing & strong career growth culture.
    Featured Skill Process Optimization
    Sales Analytics
    Cross Functional Team Leadership
    B2B Lead Generation
    Sales Development
    Business Management
    Team Alignment
    Performance Optimization
    Sales Leadership
    Team Building
    Sales Operations
    Sales Management
    Team Management
    Strategic Planning
    Project Management
  • $25 hourly

    • 5.0/5
    • (2 jobs)
    Hi there! My name is Angie 👋 I am an experienced C-suite Executive Assistant, ClickUp Verified Consultant and Project Manager with over a decade of experience collaborating with business owners, founders, and CEOs since 2011. My experience working closely with company owners has honed my ability to bridge the gap between leadership and teams, ensuring everyone is aligned and processes run smoothly. As a ClickUp Verified Consultant, I specialize in building custom systems that enhance productivity and simplify operations. My background in Human Resources further strengthens my ability to bring structure, clear communication, and efficient processes to your business. My work mantra: "I work WITH people, not FOR people" ***Currently expanding my client reach via Upwork in addition to Fiv*rr for my ClickUp consulting services.
    Featured Skill Process Optimization
    Communication Skills
    Presentations
    Project Workflows
    Ecommerce
    Management Consulting
    Leadership Skills
    Canva
    Executive Support
    Virtual Assistance
    Project Management
    Project Management Professional
    ClickUp
    Team Management
    Asana
  • $6 hourly

    • 5.0/5
    • (1 job)
    ✅Virtual Admin Assistant ✅Real Estate Admin Management ✅Short-term Rental Management ✅Customer Service ✅Maintaining CRM ✅Poster/thumbnail editing via Canva ✅Cold Calling ✅Data Entry ✅Calendar Management ✅Email Management ✅Cold Email Marketing ✅Strong attention to detail ✅Fast Learner
    Featured Skill Process Optimization
    Customer Service
    Real Estate Cold Calling
    Administrative Support
    Data Entry
    Calendar Management
    Customer Support
    Phone Communication
    Proofreading
    Email Support
    Technical Support
  • $6 hourly

    • 5.0/5
    • (1 job)
    Greetings! I'm Michael, your dedicated partner in optimizing operations, boosting productivity, and ensuring seamless organization. With a blend of passion, proficiency, and a keen eye for detail, I'm here to elevate your business to new heights. Why Choose Me? ✅ Process Improvement Expertise: As a former Process Improvement Manager, I've honed my skills in crafting SOPs that are not just documents, but game-changers for your organization. I thrive on enhancing efficiency and refining procedures to perfection. ✅ Project Management Pro: From conceptualization to execution, I'm your go-to guru for turning ideas into reality. With strategic planning and meticulous execution, I ensure your projects are not just completed but excel beyond expectations. ✅ Industrial Engineering Insights: With a solid grasp of industrial engineering principles, I bring a wealth of knowledge to the table. Whether it's optimizing processes, managing supply chains, or implementing quality control measures, I've got you covered. ✅ Tech-Savvy Solutions: From AutoCAD to Microsoft Visio, I'm fluent in the language of industrial engineering software tools. Couple that with expertise in data analysis and project management platforms, and you've got a powerhouse assistant at your service. Services Offered: 🔹 Administrative Efficiency: Email and calendar management, data entry, document preparation – consider it done with precision and promptness. 🔹 Client Liaison: From scheduling appointments to providing product/service information, I'm your reliable point of contact, ensuring smooth communication and stellar support. 🔹 Technical Assistance: Need a tech-savvy troubleshooter? Look no further. I'm equipped to handle technical support tasks with finesse, ensuring your operations run seamlessly. Tools of the Trade: 🛠️ Gmail, Outlook 🛠️ Google Calendar, Microsoft Outlook 🛠️ Microsoft Office, Google Workspace 🛠️ Smartsheet, Google Drive 🛠️ Communication Platforms: Microsoft Teams, Zoom, Google Meet 🛠️ E-signature Solutions: Adobe Sign, DocuSign 🛠️ Remote Access Tools: TeamViewer, AnyDesk 🛠️ Project Management: Jira Service Management Ready to embark on a journey of efficiency and excellence? Let's connect and transform your vision into reality. Your success is my priority! Looking forward to partnering with you,
    Featured Skill Process Optimization
    Supply Chain Modeling
    Photography
    Process Flow Diagram
    Photo Retouching
    Business
    Adobe Lightroom
    Business Analysis
    Warehouse Management
    SAP Warehouse Management
    Process Documentation
    Process Improvement
    Microsoft Excel
  • $25 hourly

    • 5.0/5
    • (3 jobs)
    I'm a General Engineer with a specialty in environmental industrial engineering : I previously designed machines and processes mostly relating to solid waste and wastewater treatment. Being a generalist, I have some knowledge in most other fields of engineering; but I am more familiar with industrial engineering related fields (structural, mechanical, fluid mechanics, etc.)
    Featured Skill Process Optimization
    Industrial Design
    Industrial Engineering
    Mechanical Engineering
    Mechanical Design
    CAD
    CAD Drafting
    Electronic Design
    Water Treatment Engineering
    Waste Management & Remediation
    Rapid Prototyping
    3D Modeling
    Wastewater Management
    Process Design
  • $45 hourly

    • 0.0/5
    • (0 jobs)
    👋 Hi there, I'm Raine, your friendly ClickUp and Project Management expert. 🚀 My mission is to help you harness the full potential of ClickUp to supercharge your business. With my expertise, we'll streamline your workflows, enhance task management, and boost your overall productivity. 💼 Here's a glimpse of what I bring to the table: - Crafting custom ClickUp workspaces tailored to your unique needs. - Optimizing your existing ClickUp setup for peak efficiency. - Creating and troubleshooting ClickUp automations to simplify your tasks. - Providing live 1:1 and team ClickUp training. - Offering expert ClickUp project management solutions. 📆 I offer flexible engagement options, including flat-rate packages, monthly retainers, and hourly contracts, all designed to align with your ClickUp project's scope. 🌟 Why Collaborate with Me on ClickUp: I bring not only ClickUp expertise but also a wealth of project management experience to the table. With years of successful project management under my belt, I understand the importance of efficient task management and clear communication in achieving your goals. Together, we'll transform the way you manage tasks, streamline communication, and achieve new levels of efficiency using ClickUp. Automation is a game-changer in ClickUp, and I specialize in setting up and optimizing ClickUp automations to boost productivity and reduce operational costs. And if you encounter any hiccups with your ClickUp automation, I'm here to troubleshoot and provide solutions. What sets me apart? I'm not a one-size-fits-all consultant. I take the time to understand your unique ClickUp requirements, combining my ClickUp expertise with my project management background to craft solutions that align perfectly with your goals. ⭐ Experience and Skills ⭐ - Verified ClickUp Consultant - ClickUp Workspace Setup Pro - ClickUp Workflow Optimization Guru - ClickUp Automation Extraordinaire - Seasoned Project Management Professional Let's make ClickUp work for you and watch your business thrive like never before!
    Featured Skill Process Optimization
    Process Improvement
    Process Development
    Project Management
    Process Infographics
    ClickUp
  • $55 hourly

    • 0.0/5
    • (0 jobs)
    Jennifer Ng Chief Operating Officer | Business Operations and Management Expert As a seasoned business leader with over five years of experience as Chief Operating Officer at Bachelore-Galore Trading, I bring a wealth of expertise in managing operations, optimizing processes, and driving organizational efficiency. I hold dual degrees in Psychology and Business Management from De La Salle University, which equip me with a unique perspective on both human and business dynamics. In my current role, I oversee all core aspects of business administration, including employee management, financial oversight, supplier relations, and customer operations. I am adept at ensuring compliance with company policies, managing payroll, preparing financial statements, and handling key procurement processes. My commitment to operational excellence has resulted in streamlined workflows, cost efficiencies, and improved overall performance. I am highly detail-oriented, with strong problem-solving skills and a track record of success in driving business improvements. I thrive in fast-paced environments and am passionate about fostering collaboration, ensuring smooth operational flows, and achieving strategic goals. I am now seeking to leverage my expertise in a new challenge, where I can contribute to driving business success through effective management and operational leadership.
    Featured Skill Process Optimization
    Data Entry
    Leadership Skills
    Customer Relationship Management
    Vendor & Supplier Outreach
    Payroll Accounting
    Operational Planning
    Financial Management
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I'm a data analyst experienced in creating view tables, developing data models and providing data-driven insights to guide tactical and strategic business decisions. Whether you're trying to win work, document and improve your processes or create dashboards, reports and case studies. I can help. • Knows SQL, PowerBI and proficient in Excel • Can help in project delivery. • Regular communication is important to me, so let’s keep in touch.
    Featured Skill Process Optimization
    Document Analysis
    Project Delivery
    Process Engineering
    Process Development
    Process Design
    ETL Pipeline
    Microsoft Excel
    Microsoft Power BI Development
    Data Extraction
    Data Analysis
    ETL
  • $33 hourly

    • 4.2/5
    • (108 jobs)
    🚀 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐰𝐢𝐭𝐡 𝐚 𝐒𝐞𝐚𝐬𝐨𝐧𝐞𝐝 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐚𝐧𝐝 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐄𝐱𝐩𝐞𝐫𝐭! 🚀 Hello! I’m Leoby Montero, an experienced Operations Manager and Project Manager with over a decade of expertise in driving operational excellence, transforming chaotic workflows into organized systems, and executing successful projects. I specialize in helping CEOs and business leaders like you overcome common pain points—disorganization, inefficiency, lack of streamlined processes, and inconsistent execution. 𝐘𝐨𝐮𝐫 𝐏𝐚𝐢𝐧 𝐏𝐨𝐢𝐧𝐭𝐬 𝐈 𝐇𝐞𝐥𝐩 𝐒𝐨𝐥𝐯𝐞 📉 𝐃𝐢𝐬𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧 A disorganized business leads to missed opportunities, delays, and frustration. I can help you bring order to your operations by setting up streamlined processes, creating clear workflows, and ensuring every part of your business runs smoothly. 📝 𝐒𝐎𝐏 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 & 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧 Standard Operating Procedures (SOPs) are the backbone of every successful business, yet many companies lack effective, documented SOPs. I can help you create or refine SOPs that ensure consistency, improve efficiency, and provide clarity for your team—no more scrambling to figure out how things should be done! 📊 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐞𝐭𝐮𝐩 & 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 If your projects are slipping through the cracks or lacking structure, I’m here to change that. I specialize in setting up and optimizing project management systems, whether it’s in Asana, ClickUp, or Monday.com. I’ll ensure that all projects are tracked, milestones are clear, and deadlines are met with precision. 🔄 𝐒𝐭𝐫𝐞𝐚𝐦𝐥𝐢𝐧𝐢𝐧𝐠 𝐏𝐫𝐨𝐜𝐞𝐬𝐬𝐞𝐬 If you're feeling overwhelmed by redundant tasks or bottlenecks, I can help you streamline your workflows. From automation strategies to process optimization, I make sure your business is running at peak efficiency—saving you time and money while allowing your team to focus on what matters most. 📈 𝐒𝐜𝐚𝐥𝐢𝐧𝐠 𝐚𝐧𝐝 𝐆𝐫𝐨𝐰𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 As a business scales, the need for clear strategy, structured processes, and efficient systems becomes critical. I help businesses not only handle growth but *thrive* during it. By implementing the right systems, I set you up for long-term success and profitability. 𝐇𝐨𝐰 𝐈 𝐂𝐚𝐧 𝐇𝐞𝐥𝐩 𝐘𝐨𝐮: 👉Create SOPs that ensure efficiency and minimize chaos. 👉Implement streamlined project management systems to keep everything on track. 👉Optimize and automate processes, reducing bottlenecks and redundant tasks. 👉Help you scale your business smoothly, providing the systems and structure necessary for growth. 👉Provide leadership and accountability, ensuring your teams are aligned and working towards clear objectives. With my EOS Implementor expertise, I can also guide your business in implementing the Entrepreneurial Operating System (EOS) to align your team, create a clear vision and accountability, and set you up for long-term success. 𝑻𝒆𝒄𝒉 𝑺𝒕𝒂𝒄𝒌 & 𝑻𝒐𝒐𝒍𝒔: Asana, Monday, ClickUp, Trello, BaseCamp, Zoho, TeamWork, MS Teams, and more. Google Forms, Typeform, Zapier, Make, Pabbly, etc. Hubspot, OntraPort, and any CRM. Ahrefs, SemRush, Majestic, Google Analytics, and more. Zoom, Slack, Loom, Skype, Google Meet, Discord. Feel free to send me an offer while I’m available—I’d be excited to get started!
    Featured Skill Process Optimization
    EOS
    Real Estate Acquisition
    Asana
    Marketing Operations & Workflow
    Staff Recruitment & Management
    Email Marketing
    Project Workflows
    ClickFunnels
    Shopify
    Process Improvement
    Search Engine Optimization
    Zapier
    System Automation
    Marketing Strategy
  • $20 hourly

    • 5.0/5
    • (13 jobs)
    Streamlining Operations | Driving Efficiency | Delivering Results I am a Project Manager with over five years of experience specializing in leading cross-functional teams in implementing Learning Management Systems (LMS), managing video production, and overseeing web development projects. My expertise involves streamlining processes, enhancing productivity through platforms like ClickUp and HubSpot, and improving operational efficiency by centralizing documentation and approval workflows. I have a talent for refining and optimizing project workflows, particularly through the establishment of Single Sources of Truth (SSOT) and the application of continuous improvement practices (Kaizen). Passionate about empowering teams and clients through clear communication and structured project management, I utilize ClickUp as my project management platform of choice, providing an integrated solution that boosts workplace efficiency and collaboration. Additionally, I hold a Six Sigma White Belt Certification (CSSWB), strengthening my capability in leading process improvement initiatives. My core professional values include integrity, meticulous attention to detail, and an ongoing commitment to process improvement, ensuring superior outcomes for all stakeholders.
    Featured Skill Process Optimization
    Project Management
    Google Workspace Administration
    Employee Onboarding
    SaaS
    Customer Service
    Technical Support
    Email Support
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