I work with founder-led businesses and lean sales teams who are looking to strengthen and build repeatable sales processes to increase revenue without hiring an additional salesperson full time.
And if you need someone to actually take the calls and close deals, I can step in to accomplish that too.
I have a track record of success with 6+ years with B2B startups selling to technical and nontechnical buyers. I have experience with closing high volume quick sales cycles of deals between $4k-$70k, and experience with larger deals with longer cycles between $30k-$200k. I've built outbound motions from scratch, strengthened CRM data and workflows, created new sales collateral, competitive battlecards, and playbooks, and I'm always looking for smarter, more efficient ways to work - especially with AI.
What I Help With:
- Sales process audits and refinement - find where leads are dropping off and fix it
- Follow-up systems and email sequences that get responses
- Sales playbooks, call scripts, and objection handling frameworks
- Tool recommendation and assistance (CRM, outbound tooling, sales process, etc)
- Outbound strategy - I help you identify target accounts, build lead lists, and write the sequences and call scripts.
- Fractional closing - I can take inbound calls and run the sales cycle.
If you're looking for help to strengthen your sales process, let's talk.
Sales
Sales Consulting
Sales Copywriting
Sales Lead Lists
Sales Funnel Builder
ChatGPT
Sales Operations
CRM Software
Email Outreach
Sales Presentation
Email Automation
Lead Qualification
Lead Management
Revenue Management
Kaitlin R.
Miami, Florida
$40/hr
4.9
5 jobs
Power BI & Excel Dashboard Expert | Data Automation | Fractional Business Analyst
Are you spending hours manually updating reports instead of acting on the data?
I am a data-driven Sales and Business Analyst with over 10 years of experience helping businesses extract, transform, and turn complex data into clear, actionable insights. Whether you need a one-time data cleanup or a dedicated analyst to guide your ongoing strategy, I build solutions that drive revenue growth, maximize efficiency, and optimize inventory.
I partner with clients in two main ways:
๐ Short-Term Projects (The Build): Data consolidation, automating manual workflows, and building dynamic, one-time Power BI or Excel dashboards from scratch.
๐ Long-Term Partnerships (The Insights): Ongoing weekly or monthly report refreshes accompanied by deep-dive analytical insights, statistical forecasting, and strategic recommendations.
โญ Key Focus Areas
Demand & Supply Chain Planning: Building demand plans, statistical forecasting, inventory management, and strategic growth alignment.
Data & Business Analytics: Creating centralized dashboards, data visualization, predictive analysis, and financial outlooks.
Process Improvement: Initiating process centralization, improving data quality, and leading live training courses for new reporting tools.
Sales & Key Account Management: Analyzing sales performance, strategic selling, and maximizing ROI with limited inventory.
๐ ๏ธ Skills & Technical Expertise
Analytics & Reporting: Power BI, Advanced Microsoft Excel, Tableau, SAP-BW Analyzer, SQL, Anaplan, Alloy, Salesforce, SharePoint.
Advanced Data Modeling: Highly proficient in Power Query, VBA macros, and DAX measures. I also leverage AI tools like ChatGPT and Claude to accelerate DAX formula development, ensuring faster delivery and highly optimized reporting.
Planning & Operations: Demand Forecasting, Inventory Management, Assortment Planning, Product Line Management, Retail Math.
๐ผ Professional Experience Highlights
Revenue & Sales Growth: Developed an automated sales rep dashboard identifying opportunities that resulted in a $47M YoY ship+backlog increase. Added $1.2M in potential lost sales demand for a six-month timeframe through seasonality curve analysis.
Automation & Efficiency: Created centralized reporting solutions and automated Excel-based reporting, saving teams 12+ hours of manual labor per week.
Inventory Optimization: Reduced overall SKU count by 20% (and later by 30%) by removing slow-turn products and identifying whitespace, significantly increasing productivity on remaining SKUs.
Project Leadership: Led the implementation process for Anaplan and contributed to Alloyโs launch. Acted as project lead for launching Salesforce to sales management, achieving the 2nd highest utilization rank in the organization within six months.
๐ Education & Certifications
B.A. in Marketing (Minor: International Business) โ Northwood University
Certifications: Business Analytics, Lean Six Sigma - Yellow Belt
Letโs stop wrestling with raw data and start making it work for you. Send me a message, and letโs discuss how we can optimize your reporting today!
Best,
Kaitlin
Data Mining
Data Analysis
Analytical Presentation
Data Analytics & Visualization Software
Demand Planning
Inventory Management
Sales & Inventory Entries
Product Analytics
Product Data Management
Sales Analytics
Sales Operations
Analytics
Analytics Dashboard
Dashboard
Microsoft Power BI
Liana V.
Miami, Florida
$100/hr
5.0
1 jobs
Miami local shooting outdoor content for all your home, business or creative needs. I have been filming with a drone for over a year now and I am looking to help you capture your audience from a different perspective.
Sales
Sales Development
Drone Videography
Videography
Plant Design
Manage Etsy Site
Etsy Listing
Photography
Business Development
Business Operations
Daniela G.
Miami, Florida
$40/hr
5.0
45 jobs
I am a well-organized, reliable, and detail-oriented finance professional with a strong background in financial analysis, data management, investment reporting, and virtual support. With experience in hedge funds, alternative investments, and family office environments, I help businesses streamline financial operations, organize complex data, and deliver accurate, high-quality work.
I hold a Master of Science in Finance from the University of Miami and have developed expertise in financial analysis, portfolio reporting, investment research, data reconciliation, and process improvement. I recently earned my Florida Life & Health Insurance License (2-15), passed the Securities Industry Essentials (SIE) Exam, and am currently preparing for the FINRA Series 66.
I am proficient in Microsoft Excel, Google Workspace, Bloomberg, Python, SAP, Advent Axys, and Advent OMS. Whether it's organizing financial data, creating reports, managing spreadsheets, conducting research, or providing virtual administrative support, I pride myself on delivering accurate results while meeting deadlines.
Clients appreciate my proactive communication, strong organizational skills, and ability to anticipate needs before they become problems. I am comfortable working independently, managing multiple priorities, and maintaining confidentiality when handling sensitive financial information.
If you're looking for someone who is dependable, analytical, and committed to helping your business operate more efficiently, I'd be happy to support your team.
Services I offer include:
Financial Analysis & Investment Research
Portfolio & Performance Reporting
Financial Modeling & Data Analysis
Excel Spreadsheets & Dashboard Creation
Data Entry & Data Management
Virtual Assistant & Administrative Support
Internet & Market Research
Document Preparation & Report Formatting
Calendar & Email Management
Process Improvement & Operational Support
I look forward to helping you achieve your business goals with professionalism, accuracy, and efficiency.
Microsoft Excel
Google Docs
Data Entry
Management Skills
Prezi
Singing
Translation
English
Castilian Spanish
Vito M.
Miami, Florida
$115/hr
4.9
235 jobs
โ ๐ญ๐ฌ,๐ฌ๐ฌ๐ฌ+ ๐ฐ๐น๐ถ๐ฒ๐ป๐ ๐ต๐ผ๐๐ฟ๐ ๐๐ฎ๐๐ฒ๐ฑ โ๏ธ ๐ญ,๐ฌ๐ฌ๐ฌ+ ๐ฎ๐๐๐ผ๐บ๐ฎ๐๐ถ๐ผ๐ป ๐๐ผ๐น๐๐๐ถ๐ผ๐ป๐ ๐ฑ๐ฒ๐น๐ถ๐๐ฒ๐ฟ๐ฒ๐ฑ ๐ผ๐ป ๐๐ถ๐บ๐ฒ. โ ๐ญ๐ฑ๐ฌ+ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐ ๐๐๐ฝ๐ฝ๐ผ๐ฟ๐๐ฒ๐ฑ๐ฏ ๐ฅ๐ข๐ & ๐๐ถ๐บ๐ฒ-๐๐ฎ๐๐ถ๐ป๐ด ๐๐ผ๐น๐๐๐ถ๐ผ๐ป๐ ๐ณ๐ผ๐ฐ๐๐. ๐ ๐ฆ๐ฝ๐ฒ๐ฐ๐ถ๐ฎ๐น๐ถ๐๐ฎ๐๐ถ๐ผ๐ป๐ ๐ถ๐ป๐ฐ๐น๐๐ฑ๐ฒ: ๐๐ฎ๐ฟ๐ด๐ฒ ๐๐๐๐๐ฒ๐บ ๐๐ฒ๐๐๐ฝ๐, ๐ถ๐ป๐๐ฒ๐ด๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐, ๐บ๐ถ๐ด๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐ & ๐ฑ๐ฎ๐๐ฎ ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ถ๐ป๐ด - ๐๐ฐ๐๐ถ๐๐ฒ๐๐ฎ๐บ๐ฝ๐ฎ๐ถ๐ด๐ป - ๐๐๐ฏ๐๐ฝ๐ผ๐ - ๐๐ฎ๐ฟ๐ฑ ๐ฐ๐ผ๐ฑ๐ฒ & ๐ป๐ผ ๐ฐ๐ผ๐ฑ๐ฒ ๐๐ผ๐น๐๐๐ถ๐ผ๐ป๐ - ๐ญ๐ฎ๐ฝ๐ถ๐ฒ๐ฟ - ๐๐ฃ๐ - ๐๐๐ฐ - ๐๐ง๐
๐ Invite me to your project on Upwork or send a direct message to book a complimentary consultation together. ๐
๐บ The current minimum project price is $575 (5 hours) ๐บ
โ ๐๐๐ฉ๐ค ๐๐จ ๐ฉ๐๐ ๐ข๐ค๐จ๐ฉ ๐ฉ๐๐ค๐ง๐ค๐ช๐๐ ๐๐ฃ๐ ๐๐๐ฉ๐๐๐ก๐๐ ๐๐ช๐ฉ๐ค๐ข๐๐ฉ๐๐ค๐ฃ ๐จ๐ฅ๐๐๐๐๐ก๐๐จ๐ฉ ๐ฉ๐๐๐ฉ ๐'๐ซ๐ ๐ฌ๐ค๐ง๐ ๐๐ ๐ฌ๐๐ฉ๐ ๐๐๐๐ค๐ง๐. ๐๐๐๐ง๐ ๐๐ง๐ ๐จ๐ค๐ข๐ ๐ฉ๐๐๐ฃ๐๐จ ๐ฉ๐๐๐ฉ ๐๐ง๐ ๐๐๐ง๐ ๐ฉ๐ค ๐๐๐ฃ๐ ๐๐ฃ ๐ ๐๐ง๐๐๐ก๐๐ฃ๐๐๐ง, ๐ฉ๐๐๐ฉ ๐๐๐ฉ๐ค ๐๐๐จ๐ค๐ก๐ช๐ฉ๐๐ก๐ฎ ๐ฃ๐๐๐ก๐จ: ๐๐ช๐๐๐ ๐๐ค๐ข๐ข๐ช๐ฃ๐๐๐๐ฉ๐๐ค๐ฃ. ๐พ๐ก๐๐ง๐๐๐๐๐จ ๐๐ซ๐๐ง๐ฎ ๐จ๐ฉ๐๐ฅ ๐ค๐ ๐ฉ๐๐ ๐ฌ๐๐ฎ. ๐ผ๐๐ฉ๐ช๐๐ก๐ก๐ฎ ๐ฉ๐๐ ๐๐จ ๐๐ช๐ ๐๐๐ฉ๐๐จ ๐จ๐๐ง๐๐ค๐ช๐จ๐ก๐ฎ... ๐๐ฃ๐ ๐ข๐ค๐ง๐. ๐๐'๐จ ๐ซ๐๐ง๐จ๐๐ฉ๐๐ก๐ ๐๐ฃ ๐๐๐จ ๐๐ช๐ฉ๐ค๐ข๐๐ฉ๐๐ค๐ฃ ๐จ๐ ๐๐ก๐ก๐จ ๐๐ฃ๐ ๐๐๐จ ๐๐๐ก๐ฅ๐๐ ๐ช๐จ ๐ค๐ช๐ฉ ๐ฌ๐๐ฉ๐ ๐ข๐ค๐ง๐ ๐ฉ๐๐๐ฃ ๐ ๐๐๐ฌ ๐ฉ๐๐๐ฃ๐๐จ. ๐๐ ๐ฎ๐ค๐ช ๐ฃ๐๐๐ ๐ ๐ง๐๐ก๐๐๐๐ก๐ ๐๐ญ๐ฅ๐๐ง๐ฉ ๐๐ฃ ๐ข๐๐ง๐ ๐๐ฉ๐๐ฃ๐ ๐๐ช๐ฉ๐ค๐ข๐๐ฉ๐๐ค๐ฃ ๐ฌ๐ค๐ง๐ - ๐ฎ๐ค๐ช'๐ซ๐ ๐๐ค๐ช๐ฃ๐ ๐๐๐ข. โ
๐ฃ ๐๐๐ฃ๐๐ ๐ฟ๐ ๐ฝ๐๐ฃ๐๐๐๐ฉ๐ฉ๐ค - ๐ผ๐๐๐ฃ๐๐ฎ ๐๐ฌ๐ฃ๐๐ง | ๐ผ๐ช๐ฉ๐ค๐ข๐๐ฉ๐๐ ๐ฟ๐ง๐๐๐ข๐จ ๐ฃ
Hey, Iโm Vito! You can think of me as your solutions architect for consultation, planning and hands-on execution of robust CRM, email marketing, automation, and custom API solutions.
I excel at architecting and implementing complex business processes involving multiple data sources and software tools.
Large systems integrations and system migration projects are areas I specialize in. Complex data handling via no-code or coded (via-API) solutions is perfectly within my scope.
I nail getting these important pieces right that are so often unprioritized, underestimated and unoptimized.
I design streamlined systems guided by minimalism with fewer moving parts, fewer potential points of failure, less maintenance, and greater scalability.
Iโm highly skilled in several marketing and CRM platforms like Hubspot and ActiveCampaign to name a few.
By learning the nuances of your organizationโs tech stack I'll expertly identify and implement creative CRM and automation solutions that improve your team's ability to work efficiently and be more productive.
๐ช๐ต๐ฎ๐ ๐บ๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐ ๐ต๐ฎ๐๐ฒ ๐ฐ๐ผ๐ป๐๐ถ๐๐๐ฒ๐ป๐๐น๐ ๐ด๐ถ๐๐ฒ๐ป ๐บ๐ฒ ๐ฝ๐ฟ๐ฎ๐ถ๐๐ฒ ๐ณ๐ผ๐ฟ ๐ถ๐ป๐ฐ๐น๐๐ฑ๐ฒ๐:
โ First and most importantly, you'll earn back the cost of the project in short time - I am ROI & profitable solution-focused always!
โ Honesty about what can be done. No BS. Only taking on projects where I actually have the right skills for the job.
โ First try solutions. Battle-tested QA approach to ensure automations donโt break and data is accurate.
โ Significantly reducing your team's ongoing labour cost by eliminating tedious, manual processes and reliance on spreadsheets. Letโs empower your sales & marketing teams to focus on selling!
โ Feeling at ease working together. No excuses. I often complete work ahead of schedule. Clients can count on me to deliver.
๐๐ผ๐ฟ ๐๐ฐ๐๐ถ๐๐ฒ๐๐ฎ๐บ๐ฝ๐ฎ๐ถ๐ด๐ป, ๐๐๐ฏ๐๐ฝ๐ผ๐ & ๐๐ฃ๐ ๐ฆ๐ผ๐น๐๐๐ถ๐ผ๐ป๐ ๐๐ต๐ฒ ๐ฑ๐ฒ๐น๐ถ๐๐ฒ๐ฟ๐ฎ๐ฏ๐น๐ฒ๐ ๐ ๐ผ๐ณ๐๐ฒ๐ป ๐๐ผ๐ฟ๐ธ ๐ผ๐ป ๐ถ๐ป๐ฐ๐น๐๐ฑ๐ฒ:
โ๏ธ Hubspot - Sales Process Automation - Deal Follow Up Automation & Deal Tracking - Workflow Integration - Lead Scoring - Pipeline Setup & Automation - Call Booking Workflows - Lead Capture Solutions
โ๏ธ Distributed Marketing Software Consolidation
โ๏ธ CRM Data Solutions - Import - Migration - Centralization - Integration
โ๏ธ Custom Automation Solutions - Custom Integrations - Custom Coded
โ๏ธ Email Drip Sequences - Email Audience Segmentation - Tagging - Email Deliverability Troubleshooting
โ๏ธ Spreadsheet & Form Automation - Google Sheets - Excel - Google Forms - Jotform
โ๏ธ No Code Automation Solutions - Zapier
โ๏ธ Call Booking Solutions - Calendly
๐ข๐๐ต๐ฒ๐ฟ ๐ต๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐ ๐ผ๐ณ ๐๐ต๐ฒ ๐๐๐ฝ๐ฒ๐ ๐ผ๐ณ ๐ฑ๐ฒ๐น๐ถ๐๐ฒ๐ฟ๐ฎ๐ฏ๐น๐ฒ๐ ๐ ๐๐๐ฝ๐ฝ๐ผ๐ฟ๐ ๐บ๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐ ๐๐ถ๐๐ต ๐ถ๐ป๐ฐ๐น๐๐ฑ๐ฒ:
โ๏ธ Tech Stack Consultation - Automation Opportunity Identification - Problem Solving - Troubleshooting - Training
โ๏ธ Marketing Automations
โ๏ธ CRM Setup - Planning - Optimization - Training
โ๏ธ Analytics & Reporting Solutions - Google Analytics - GA4 - Google Tag Manager - Looker Studio / Google Data Studio
โ๏ธ Database & Data Integrity Solutions
If youโd like to chat about a project, invite me to it or send me a direct message on Upwork. Talk soon!
ActiveCampaign
HubSpot
Marketing Automation Strategy
Lead Management Automation
Automation
CRM Software
Marketing Automation Software
API
API Integration
Zapier
CRM Automation
Marketing Automation
Migration
Email Marketing Platform Support
Data Integration
Marketing Automation Audit
Integration Testing
CRM Development
Google Analytics 4
Google Tag Manager
Carla C.
Miami, Florida
$25/hr
5.0
3 jobs
Carrier objective:
Contribute with my sales, administrative and customer service experience and knowledge to constantly meet
and exceed goals while providing a great experience.
Qualifications:
* Bilingual in Spanish and English.
* Previous telesales experience.
* Ability to build rapport and active listening skills.
* Commitment to follow compliance and willingness to meet and exceed goals.
* Computer Savvy with ability to multitask.
* Personnel Management
* Administrative Support and Customer Service Oriented
Sales
Data Entry
Customer Service
Coaching
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Emerald Tiger
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Kinetic Investments
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