Hire the Best Smartsheet Specialists

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Rating is 4.8 out of 5.
4.8/5
Based on 215 client reviews
Catalina O.

Pittston, Maine

$55/hr
5.0
10 jobs

Tired of broken processes and spreadsheets nobody actually uses? My background includes pharmacy benefits analytics at Xevant and enterprise healthcare data work at Change Healthcare — which means I understand operations at a level most freelancers don't. I help businesses fix both sides of the problem: building clean data systems and the process documentation to make them actually stick. What I help with: — SOPs and workflow documentation — Process mapping and bottleneck analysis — Excel & Access dashboards, trackers, and databases — SWOT analysis and operational recommendations — Cross-functional coordination and client-facing reporting Whether you need a quick-turnaround dashboard or a full workflow overhaul, I work fast, communicate clearly, and deliver things that get used. I'm based in Maine but work across time zones — US, Australia, Europe, no problem. Clients describe me as a "clear communicator, committed to quality, and reliable" — and that's exactly how I work on every project. If that's what you need — let's talk.

  • Data Analysis
  • Data Visualization
  • Data Cleaning
  • Microsoft Excel
  • Microsoft Access
  • Healthcare
  • Process Improvement
  • Process Flow Diagram
  • Continuous Improvement
  • Operations Analytics
  • Project Management
  • Documentation
  • Lucidchart
  • Business Process Management
  • Value Stream Mapping
  • Journey Mapping
  • Microsoft Visio
  • Atlassian Confluence
  • SQL
  • Business Analysis
Amelia M.

Bellevue, Washington

$48/hr
5.0
6 jobs

Most business owners don’t actually need more help - they need better systems. I specialize in turning scattered tasks, overloaded inboxes, and unclear workflows into simple, structured systems that actually get used. With 8+ years supporting high-volume environments (including at Microsoft), I’m used to managing moving pieces where details matter and follow-through is non-negotiable. I help clients: ✔ Organize inboxes and calendars so nothing gets missed ✔ Build lightweight tracking systems (Google Sheets / Excel) ✔ Create clear workflows so teams stay aligned ✔ Reduce daily mental load by making work visible and manageable My approach is practical and low-friction - I don’t overcomplicate things or introduce tools no one will use. I focus on systems that fit how you already work, so they stick. If things feel reactive, scattered, or harder than they should be, I can step in and bring clarity quickly.

  • Project Management
  • Business Operations
  • Executive Support
  • Project Workflows
  • Google Sheets Automation
  • Microsoft 365 Copilot
  • Microsoft Excel
  • Project Logistics
  • Project Schedule & Milestones
  • Calendar Management
  • Task Coordination
  • Task Automation
  • Process Improvement
Falan R.

Bakersfield, California

$65/hr
5.0
13 jobs

I believe we're more than the work we deliver-it's about the impact we create through great work. With a deep passion for project management, I thrive on driving value, efficiency, and scalability, optimizing resources to turn vision into reality, especially alongside teams who prioritize people and purpose.

  • Smartsheet
  • Project Management
  • Implementation
  • Strategy
  • Stakeholder Management
James B.

Porter, Texas

$90/hr
5.0
7 jobs

Project Controls and Operations Consultant with 25+ years of experience supporting construction, energy, infrastructure, manufacturing, and industrial projects. Specialized in: Primavera P6 & Microsoft Project Scheduling Project Controls & Earned Value Management Smartsheet, SharePoint & Power BI Systems PMO & Workflow Development Forecasting, Reporting & Dashboard Automation Construction Operations & Execution Support Experienced in supporting projects throughout the full lifecycle, including planning, scheduling, forecasting, reporting, resource management, and operational process improvement. I help organizations improve project visibility, communication, forecasting, and execution by developing practical, scalable management systems and reporting workflows that support real-world operations — not just software administration. My background includes large-scale utility, power generation, infrastructure, telecom, manufacturing, and industrial construction projects, with extensive experience collaborating directly with project managers, field teams, engineers, contractors, and executives.

  • Smartsheet
  • Management Consulting
  • Program Management
  • Contract Management
  • Project Management
  • Microsoft SharePoint Administration
  • Microsoft SharePoint Development
  • Data Analysis Consultation
  • Microsoft Power BI Data Visualization
  • Analytical Presentation
  • Primavera P6
Quang N.

Seattle, Washington

$45/hr
4.7
17 jobs

Hello! I worked at Smartsheet as a software engineer and built their WorkApp software. Since, I’ve become a Smartsheet consultant for the past 4 years. I’ve managed over 20,000 sheets in a single organization. I’ve done everything from Data Mesh, Data Shuttle, scheduled automation workflows, multi sheets cell linking to create dashboards and reports. I’ve also built custom workflows that integrate internal database that pipes data into Smartsheet using their custom APIs. These workflows I created powers an entire factory that generates 15M a month. Let me know if I could help you with your projects!

  • Firebase
  • JavaScript
  • React Native
  • Node.js
  • React
  • Docker
  • Responsive Design
  • Mobile App Development
  • AWS Lambda
  • Blockchain
Noemi S.

Santiago de Queretaro, Mexico

$55/hr
5.0
9 jobs

"Working with Noemi was an absolute pleasure. She brought deep expertise in Smartsheet and quickly understood the unique needs of our project. From building complex workflows to streamlining our reporting processes, Noemi delivered high-quality work on time and with great attention to detail." - Emily Hibbits 🔹 With 5+ years of expertise in Smartsheet, I have extensive experience working with the Core Platform, Premium Apps, Resource Management, and various connectors like JIRA. My focus is on helping small and medium-sized businesses optimize their workflows, improve project management, and create data-driven solutions that drive efficiency. My skill sets include: ✨ Smartsheet Core, Advance, Add-ons: ✅ Core App Solutions ✅ Control Center ✅ Resource Management ✅ Dynamic View ✅ Pivot App ✅ Data Shuttle ✅ Data Mesh ✅ Data Table ✅ Calendar App ✅ WorkApps ✅ Brandfolder ✅ Bridge ✅ Zapier Integration ✅ JIRA Connector ✨ Project Management: ✅ Remote team handling ✅ Smartsheet Reporting ✅ Smartsheet Project Plans ✅ Smartsheet Project Status Dashboards updating automatically. ✅ Smartsheet advanced apps like Resource Management and Control Center. ✨ How I Can Add Value to Your Business ✨ 💡 Personalized Smartsheet Solutions –I customize Smartsheet to meet your specific needs, whether it’s building complex sheets with multiple formulas and cross-sheet references, automating workflows, creating dashboards tailored to your key metrics, or designing reports that provide a clear and concise summary of your data. 📊 Insightful Dashboards – Gain real-time visibility into projects, resources, and KPIs with clear, data-driven dashboards. 🔄 Workflow Automation – I can help you eliminating repetitive tasks and reduce human error by implementing automated approvals, alerts, and updates. You can manage your project in one place instead of multiple ones like email, sheet, etc 📚 Comprehensive Training & Support –Let me help your team with customize trainings and continuous guidance to maximize Smartsheet’s capabilities. 📋 Integration & Add-ons - I help you integrate any add-on to enhance your Smartsheet solution, leveraging its full capabilities for maximum efficiency and performance. 📞 Reliable & Transparent Communication – Stay informed with regular updates to keep your projects on track. 🚀 A Partner Who Cares About Your Success – My goal is to provide solutions that bring real value to your business. ✨Why Work With Me? ✨ ✅ Expert in All Smartsheet Apps – Data Shuttle, Control Center, Data Mesh, Dynamic View, Pivot App, Calendar App, JIRA Connector, and Resource Management. ✅ Experience Across Small & Large Businesses – I understand the unique challenges faced by different organizations and adapt solutions accordingly. ✅ Committed to Over-Delivering – My work is centered around providing more value than expected, ensuring you get the best possible results. ✅ Highly Responsive & Proactive – Clear, open communication and quick problem-solving are at the heart of my approach. ✅ Resilient & Solution-Oriented – I thrive on tackling challenges head-on and finding effective, lasting solutions. Let’s work together to unlock the full potential of Smartsheet for your business! 🚀

  • Smartsheet
  • Dashboard
  • Project Management Office
  • Data Entry
  • Business Analysis
  • Data Analysis
  • Project Management
  • Problem Solving
  • Training Session
  • Formula Language

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Don't just take our word for it

Smartsheet specialist hiring guide

A Smartsheet specialist can transform how your team manages projects, workflows, and data — from building automated dashboards that provide real-time visibility to designing complex multisheet solutions that connect departments. Beyond basic spreadsheet skills, experienced specialists bring expertise in workflow optimization, system integrations, data migration, and change management that help businesses maximize their Smartsheet investment. 

What does a Smartsheet specialist do?

A Smartsheet specialist designs, builds, and optimizes custom work management solutions and automated workflows within the Smartsheet platform. They help organizations streamline operations by leveraging Smartsheet's advanced features to improve visibility, collaboration, and efficiency. 

For Smartsheet specialists, day-to-day responsibilities typically include:

  • Configuring and implementing Smartsheet workspaces, sheets, and templates tailored to business processes

  • Designing automated workflows using formulas, conditional logic, and integrations with tools like Microsoft 365, Google Workspace, Salesforce, or NetSuite

  • Building real-time dashboards and reports for executive visibility and decision-making

  • Migrating data from legacy systems (Excel, MS Project, other project management platforms)

  • Training teams on Smartsheet best practices and creating documentation

  • Optimizing existing Smartsheet environments for performance and governance

  • Setting up Centers of Excellence and establishing platform governance frameworks for enterprise clients

Whether you're implementing Smartsheet for the first time or scaling existing solutions across your organization, the right specialist can accelerate adoption and deliver measurable efficiency gains.

How to hire a Smartsheet specialist on Upwork

Hiring the right Smartsheet specialist starts with clearly defining your needs and evaluating candidates based on relevant experience. Follow this four-step process to find and hire qualified freelancers on Upwork.

Step 1: Post a job

A well-crafted job post is your first opportunity to connect with specialists who have the exact Smartsheet expertise your project requires.

  • Draw from this project manager job description to create a clear, detailed job post outlining your project goals, required technical skills, and expected deliverables.

  • Describe your specific project scope, such as whether you’re implementing Smartsheet from scratch, migrating from Excel, or building executive dashboards.

  • List any required integrations, such as Salesforce, NetSuite, Microsoft 365, or Google Workspace.

Use the Job Post Generator, powered by Uma™, Upwork's Mindful AI, to quickly draft a customizable job post based on a few sentences about your requirements.

Step 2: Evaluate candidates

Successful Smartsheet implementations depend on finding specialists whose technical depth and project history align with your specific use case.

  • Review proposals carefully, focusing on past implementations and specific Smartsheet capabilities.

  • Use Upwork's filters and search capability to narrow candidates by expertise level, hourly rate, location, and Smartsheet-specific skills.

  • Review portfolios for concrete examples of dashboards, automated workflows, or successful migrations similar to your needs.

You can use Upwork’s instant video interviews to screen applicants for a best-fit shortlist, with Uma providing side-by-side candidate comparisons.

Step 3: Interview your top choices

Direct conversations reveal how candidates approach problem-solving and whether their working style complements your team's needs. Similar to interviewing project managers, use this stage to explore their technical decision-making process.

  • Ask candidates to walk you through their approach to migrating data into Smartsheet from legacy platforms.

  • Inquire about how they determine which workflows should be automated versus kept manual.

  • Request examples of complex formulas they’ve built and their process for training end users.

Upwork Messages allows you to schedule and conduct live video interviews on the platform, with call transcripts and summaries available after the calls.

Step 4: Agree on scope and begin work

Before starting the work, use Upwork’s contracting step to put a firm agreement in place.  Documenting project parameters before work begins protects both parties and sets the foundation for a successful engagement.

  • Establish clear expectations by defining deliverables, milestones, and payment structures up front.

  • Choose a fixed-price contract for well-defined projects like basic setup or dashboard creation.

  • Opt for hourly contracts with weekly limits for ongoing optimization, support, or training needs.

  • Utilize Upwork's contract workroom tools for secure messaging, file sharing, and milestone tracking.

Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this article. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyze and determine the tools or services that would best fit their specific needs and situation.

The rates and information provided in this article are based on current data and industry sources available at the time of publication. Freelance rates can vary depending on factors such as experience, location, project scope, and market conditions. Readers are encouraged to conduct their own research to confirm current rates and trends, as this information may change over time.

How much does hiring a Smartsheet specialist cost?

Similar to other project managers, a Smartsheet specialist on Upwork generally costs $19-$45 per hour. Rates vary depending on the project complexity, the specialist's experience level, and the type of engagement. 

Below are typical costs for hiring Smartsheet specialists for projects commonly found on Upwork:

Basic setup and training

$500-$1,500/project

Entry-level to mid-level
  • Initial workspace configuration
  • Basic template setup
  • One-hour team training session

Workflow automation and dashboards

$1,500-$4,000/project

Mid-level to senior-level
  • Custom automation build
  • Multisheet workflow setup
  • Executive dashboard creation

Enterprise implementation

$5,000+/project

Senior-level or specialist
  • Full platform rollout
  • Data migration from legacy systems
  • Integration with existing tools (Salesforce, NetSuite, Jira)

Ongoing optimization and support

$1,000-$3,000/month

Mid-level to senior-level
  • Monthly workflow audits
  • Template updates and user training
  • Performance monitoring and reporting

Strategic consulting

$3,000-$7,500+/project

Expert or executive-level
  • Center of Excellence design
  • Multidepartment rollout strategy
  • Change management planning

FAQs about Smartsheet specialists

Frequently asked questions

Is hiring a Smartsheet specialist worth it?

Yes, hiring a Smartsheet specialist is often worth the investment for businesses implementing the platform at scale or looking to unlock advanced features beyond basic project tracking. Specialists bring efficiency in areas like automated workflows, complex formulas, cross-sheet references, and integrations that would typically take teams weeks or months to figure out independently. Many organizations report significant productivity gains and reduced manual errors after working with Smartsheet experts — particularly when migrating from legacy tools or building solutions for multiple departments.

What exactly is Smartsheet?

Smartsheet is a cloud-based work management platform that combines the familiar interface of spreadsheets with powerful features for project management, automation, and collaboration. It's used by teams to plan projects, track workflows, create dashboards, and connect data across departments, going well beyond what traditional spreadsheet tools can handle.

Is Smartsheet hard to learn?

Smartsheet's basic functions are accessible to anyone comfortable with spreadsheets, but mastering advanced capabilities — like complex formulas, multisheet workflows, automations, and integrations — requires significant time investment. Hiring a specialist allows you to leverage these powerful features immediately while your team focuses on using the platform rather than building it.

What does a Smartsheet consultant do?

A Smartsheet consultant handles implementation, workflow design, automation setup, dashboard creation, and user training, operating much like a Smartsheet specialist. Some consultants also offer strategic services like building Centers of Excellence or leading large-scale organizational rollouts.