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Hire the best Strategic Planning Specialists in Austin, TX

Check out Strategic Planning Specialists in Austin, TX with the skills you need for your next job.
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  • $65 hourly

    • 5.0/5
    • (6 jobs)
    FinTech Client - Workflow & CRM Automation February 2023 – Present ● Implemented and managed CRM automations within the Monday platform, streamlining customer relationship management processes and improving operational efficiency ● Ensured the security of customer data by implementing robust security measures and protocols, adhering to industry best practices and compliance standards ● Orchestrated seamless syncing between QuickBooks and internal systems, optimizing financial data management and facilitating accurate reporting and analysis ● Designed and implemented the integration between BlackLine and Saviynt, a cloud-based security platform, at Metabank. ● Collaborated closely with client's IT and finance teams to gather requirements and understand existing systems and integrations. ● Developed comprehensive business requirements for the integration project, leveraging technical acumen and understanding of API integrations. ● Created a robust project plan encompassing data mapping, user access, and protection of sensitive client information. ● Provided valuable insights and recommendations throughout the project to ensure seamless integration between BlackLine and Saviynt. ● Enhanced financial data security and streamlined user provisioning processes through the integration. ● Demonstrated adaptability and proficiency in working with APIs, including BlackLine's, and collaborating with clients to integrate software solutions. Independent Consulting Contractor September 2017 – Present ● Managed multiple high-priority timelines using both agile and waterfall project planning for planning modules for tools like Monday and Zoho ● Assisted a music academy with selecting the appropriate CRM tool for over 200 students and 20 teachers ● Drafted requirements and assessed the fit of over a dozen customizable scheduling softwares such as Vagaro, Teachworks, Acuity Scheduling, and MindBody for a small business ● Worked effectively with small teams both collocated and remotely to enhance communication, mitigate conflicts, align on metrics, and define objectives and scope ● Communicated risks to appropriate stakeholders in a timely manner to mitigate risks of missing milestones ● Analyzed and documented the processes behind the client’s disparate legacy systems through a series of workshops with department leads. ● Used Microsoft Excel to build 10 different data cleansing templates for the various legacy systems in preparation for an ERP implementation ● Engaged with appropriate personnel to unblock issues by contacting vendors and off-shore support teams ● Created an organized methodology for tracking changes to and storing project documentation ● Established a project plan for integrating and testing a cloud-based security platform to protect the client’s financial information by integrating with existing client APIs like Blackline (financial transaction tool) ● Developed business requirements for 6 unique systems at a major bank in preparation for enterprise level data cleansing and shift towards a universal hub for managing users and user provisioning ● Held requirements workshop to gather an understanding of client’s existing systems and integrations in preparation for an implementation of cloud-based security technology ● Created an automated process for client leverage preventative segregation of duties rules by using automation and tools such as Jotform Deloitte Consulting May 2017 – September 2017 ● Provided support for on-demand updates and managed the team during system cutover ● Built and facilitated system testing for Oracle Cloud Finance & Oracle Cloud Supply Chain modules for two test cycles: System Testing and User Acceptance Testing ● Developed a high level timeline of 3 releases spanning 2 years for multiple implementations, infrastructure, and reporting capabilities ● Rebuilt the 2 year implementation cost model to be driven by the individual software components broken down by implementation and maintenance costs ● Resolved a list of over 50 financial transaction issues prior to merger deadline that had resulted as part of the client’s previous ERP implementation in order to prepare the client for the upcoming merger ● Drove 100+ finance deals to closure based on an established client process by triaging with the client controllers, vendors, and external consultants ● Managed 3 separate vendors’ technical project timelines in coordination with client’s merger date ● Established and managed project plan for multiple Oracle On-Premise divisions including development team, functional team, and testing team ● Facilitated team meetings with both C-Suite client personnel, offshore team members, and consultants ● Held cutover workshops with finance division so that day-to-day tasks could be tracked during blackout period and also established a rollback procedure ● Documented script changes and deviations according to GxP life sciences validation requirements
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Project Plans
    Market Research
    Growth Hacking
    Communication Strategy
    Creative Strategy
    Marketing Strategy
    Information Architecture
    Creative Direction
    Strategic Plan
    Information Management
  • $55 hourly

    • 5.0/5
    • (1 job)
    I am an experienced Operations Expert, Business Strategist, and Project Manager with a distinguished background in service and leadership as a US Marine. My military experience has instilled in me the values of strong, ethical leadership and the ability to build and lead impactful teams. Throughout my career, I have applied these principles to drive organizational growth and operational excellence. In my roles, I have developed and executed corporate strategies, led cross-functional teams, and managed high-priority projects with precision and integrity. As an interim COO, I have successfully navigated complex business challenges and optimized resource allocation to achieve strategic objectives. My expertise includes creating automated Corporate Scorecards for data-driven decision-making, implementing robust goal-setting models, and refining processes to enhance efficiency. I am passionate about training business owners to strategically grow their enterprises, leveraging my experience as a business leader, business start-up founder, and business growth expert to provide actionable insights and drive measurable improvements in revenue, market share, and overall performance. My commitment to ethical leadership and team empowerment ensures that I consistently deliver impactful results for the organizations I serve.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Curriculum Development
    Training & Development
    Organizational Design & Effectiveness
    Systems Development
    Business Development
    Business Coaching
    Strategic Plan
    Operational Planning
    Entrepreneurship
    Project Management
    Project Management Professional
    Business Consulting
    Management Consulting
    Business Strategy
  • $225 hourly

    • 5.0/5
    • (11 jobs)
    ✅ Fractional CMO/CRO, Marketing Consultant and Revenue Operations Expert (SEO Agency Founder) - Verified, 100% Success Score, and over $50k+ directly billed on Upwork Before spending 3.5 years building my previous company (Acquired in 2022) I was a top rated freelancer, and was #1 listed for multiple keywords - Fractional CMO, Marketing Consultant, Sales Enablement, and Sales Automation to name a few. Fast forward a few years and I've since launched RevX and Rank Assist. These two services do very different things, but they're best-of-class in both their categories. You can learn more about each by clicking the links in my profile, but below is my bio to help you get to know me a bit better. About Me: I excel at finding the balance between Human-2-Human marketing and systematic efficiencies. Experienced in omnichannel marketing strategies, sales enablement, and end-to-end oversight of revenue operations with previous clients needs including: ABM (account based marketing), brand strategy, GTM (go-to-market), offer crafting, high-ticket sales, full lifecycle marketing operations, SEO content, and Fractional CMO / Fractional CRO work. My team and I are your battle-tested and proven experts with background working for a number of industry leaders across the Agency Services, Education, Hospitality, Internet Marketing, Professional Services, Retail, and Seminar industries. I believe in innovating markets, driving ROI, and executing strategy based on data. I've had the pleasure of traveling to and working with clients from all over the world including, Australia, Canada, Hong Kong, Mexico, Singapore, and the UK. If you're looking for an experienced and proven marketing and sales leader who has managed millions in marketing or someone that has designed the processes and systems that have generated well over 100 million in sales, then we should have a chat. I'd love to help you and your business. Recommendations and Testimonials: "Stefan Fincias has a strong set of traits that can amplify any organization's reach and impact. He has the will to succeed anywhere and the resilience to win in any enterprise. Stefan is a marketing and sales maven with the unique ability to skillfully architect and execute campaigns to market and sell anything on any platform, to any audience from concept to completion. I'd recommend you stop reading this and connect with Stefan immediately." - Hunter M. Chief Marketing Officer "I've had the opportunity to work with Stefan in a few occasions and every time he always exceeds my expectations. He's has a real eye for business and marketing strategy and can help with any project that I threw at him. He's a real pleasure to work with and has always been a massive help. I look forward to working with Stefan in the near future." -Brian P. Director of Operations "I have worked with many bar-raising executives in my career. Not many of them compare with Stefan Fincias abilities. Stefan combines his incredible talent from lead generation to communications skills with an extraordinary sense of strategy and timing. In my career, (numerous of my positions - as a director to now a business owner) I have come in contact Stefan. I have watched him over the years excel in anything he sets his mind to while bringing a tremendous amount of value to the table. If you are reading this and have the opportunity to work with Stefan or his business, you won’t regret it." - Chris R. CEO
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Business Consulting
    Sales Management
    Brand Management
    Brand Consulting
    Brand Marketing
    Sales Operations
    Strategic Plan
    Marketing Strategy
    Marketing Automation
    Marketing Management
  • $55 hourly

    • 5.0/5
    • (1 job)
    Seasoned trainer and project management expert with a proven track record of developing and delivering impactful training and leadership development programs. Possessing a unique blend of technical expertise, exceptional communication skills, and a passion for lifelong learning. Committed to fostering growth in individuals and shaping a capable and effective workforce. • Training Facilitation: Instructor-led virtual, in-person, eLearning • Curriculum Development: ADDIE, Knowles, Design Thinking • Project Management & Change Management • Well-versed in remote communication technology (Zoom, Microsoft Teams, and Google Meet) • Expert in Microsoft Office Suite & Google Suite • Proficient in various LMS (Blackboard Collaborate, Brightspace), Visio, Lucid, Workday, Jira • Instructional design proficiencies: Articulate Storyline, Camtasia, Panopto
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Project Management Office
    Business Analysis
    Lean Startup
    Strategic Plan
    Training Online LMS
    Training Needs Analysis
    Training & Development
    Training Design
    Communications
    Team Alignment
    Project Management
    Startup Consulting
    Process Improvement
  • $150 hourly

    • 5.0/5
    • (10 jobs)
    Hey there! I'm Hannah -- a Fractional CMO and brand strategist in Austin, TX. I'm passionate about helping purpose-driven brands transcend the transactional and build brand affinity. With over a decade of experience working primarily with startups, I have a track record of success helping brands achieve millions in revenue and funding. I can lead a range of strategic initiatives, including: - Crafting the marketing strategy - Building marketing roadmaps - Leading go-to-markets - Brand strategy / brand building (brand identity, voice, story) - Brand positioning - Customer journey design - Building a marketing tech stack - Building out and leading marketing teams And I am well-versed across a variety of tactics, including: - Marketing automation - Funnel design - Email marketing - Social media - Website + landing page creation - Copywriting / content writing - SEO / SEM - Affiliate marketing Ultimately, what sets me apart is my dedication to becoming an expert on YOUR CUSTOMER. I take pride in creating a customer journey that makes it easy for them to find your business, build confidence and trust in your brand, and ultimately become delighted customers who shout your praises. I look forward to meeting you and seeing what type of magic we can create together! Cheers, Hannah ------------------------------------------------------- Here's what some of my clients are saying - "Hannah is SO amazing. She is a marketing genius and so passionate about helping founders scale their businesses. I am so excited to continue working with her!" - Olivia Wheeler, Founder + CEO of Acton Circle "We've worked with many consultants over the years; Hannah is by far one of the best. Not only are her marketing skills honed, but she's just a gem to work with, and we get stuff done and done exceptionally well." - Ryan Menzer, CEO + Founder of Particular Fare "For one of the first times, I've felt like I have finally found someone that is on my level and is going to be the extra set of eyes I've always needed. She's wicked smart, full of positivity, and I can always hear her joy in what she does." - Dala McDevitt, CEO of DLDNation "Working with Hannah was a game changer for me. She helped me think about my business in a new, transformative way. My whole approach to my business and my ideal client has shifted." - Allison Otto, Emmy Nominated Videographer "Hannah continuously gets into the weeds of our projects and data to determine what works, what doesn't, and where we can improve. The reports and actionable insights she provides are phenomenal and have increased our launch revenue by tens of thousands of dollars. She does a great job at articulating her findings, she shares valuable and nuanced insights and ideas with our leadership and marketing team, and gives us actionable plans to help support our marketing efforts. She even gives tangible feedback to our marketing team on how they can better create content that converts. Hannah has an extraordinary depth of knowledge around marketing, she's fun and easy to work with, and she has our team's recommendation behind her." - Michael Cazayoux, Chief of Strategy at Working Against Gravity
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Social Media Management
    Strategic Plan
    B2C Marketing
    Growth Hacking
    Startup Consulting
    Brand Identity
    Content Writing
    Copywriting
    Search Engine Optimization
    Email Marketing
    Social Media Marketing
    Marketing Strategy
    Storytelling
  • $79 hourly

    • 5.0/5
    • (6 jobs)
    My name is Erin Worley and I am a brand designer in Austin, Texas. I've made Austin my creative home for over 18 years. My work takes me anywhere from branding companies to designing downtown office spaces to creating websites from scratch. I'm a creative thinker who has had the pleasure of working alongside very talented people. I enjoy collaborating with others, creating meaningful content, and learning from new experiences. Professionally, I am passionate about design, content creation, and broadening engagement with clients. Personally, I am passionate about using my abilities to help my community, and coordinating volunteering events.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Illustration
    Children's Book Illustration
    Branding
    Strategic Plan
    Copywriting
    Copy Editing
    Graphic Design
    Logo Design
    Web Design
    Adobe InDesign
    Adobe Photoshop
    Adobe Illustrator
  • $45 hourly

    • 5.0/5
    • (11 jobs)
    Innovative solution-oriented digital marketer with 8+ years of experience delivering strategic campaigns, content, and collateral based on research and analytics. A results-driven and collaborative professional with expertise in brand management, social media, and digital engagement. Specialties: Digital Marketing Content Creation Copywriting Consumer Research Content Management Paid Social
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Content Management
    Paid Social
    Strategic Plan
    Social Listening
    Social Media Marketing
    Content Marketing
  • $60 hourly

    • 4.0/5
    • (122 jobs)
    Hey, I’m Chelsea – Your Certified Project Management Professional (PMP) & Business Systems Analyst Specializing in Monday.com and other software solutions to help streamline. With 10+ years of experience in project management, CRM development, and business process optimization, I specialize in Monday.com setups, workflow analysis, and systems integration to help businesses streamline their operations and boost productivity. 🔹 Certified Monday.com, Asana, and ClickUp Expert As a Certified Monday.com Consultant, I excel in building custom CRMs, automating workflows, and integrating key business tools like Salesforce, HubSpot, and Google Workspace. My focus is on helping businesses streamline processes, track tasks in real-time, and make data-driven decisions with ease. 🔹 Streamlined Onboarding Process Working with me is simple and efficient. I start with an intake form to gather all essential information, followed by delivering a framework and strategy plan tailored to your business needs. Once the strategy is approved, I handle implementation and provide updates via Loom videos and Standard Operating Procedures (SOPs) to ensure your team is always informed and ready to use the new workflows. 🔹 Comprehensive Workflow Consultation & CRM Development I offer full workflow consultation, from assessing your needs to delivering a customized CRM in Monday.com, Asana, or ClickUp. My systems enable your team to collaborate seamlessly, track sales pipelines, and manage projects across departments. 🔹 API Integrations and Automations I build custom API integrations that connect all your tools directly into Monday.com or Asana, automating repetitive tasks, ensuring data accuracy, and improving communication across your business. 🔹 SOP Creation, Training, and Video Updates I provide detailed SOPs, Loom video updates, and hands-on training to keep your team informed and capable of using the new systems and automations. This ensures full adoption of new workflows and seamless operation. Industries & Teams I’ve Helped: SaaS Companies Tech Startups Product Management Teams B2B Companies Sales Teams Real Estate Investors Marketing Agencies Manufacturing Firms Healthcare Providers E-commerce Businesses Investors HR Departments Construction Companies Franchise Businesses Nonprofits Educational Institutions Private Practices HR Providers Grant Management Key Solutions I Provide: Monday.com CRM Setup & Customization Create a fully integrated CRM system within Monday.com that tracks leads, client communications, and project pipelines. I design solutions that simplify task management, sales tracking, and data organization for businesses of all sizes. Automation and Workflow Streamlining I set up advanced automations and integrations to reduce manual work and ensure teams can focus on key tasks. From automating follow-ups to managing data flow, I build systems that improve productivity and accuracy. Data Management & Reporting I design custom dashboards and reports within Monday.com and Asana, offering clear insights into team performance, project progress, and overall business health. Certifications & Skills: Certified Monday.com Consultant Certified Monday CRM Expert Certified Asana Expert PMP-Certified Project Manager HubSpot & Salesforce Specialist API Integration Developer ClickUp Automation Specialist Certified Business Systems Analyst Why Work With Me? With my proven expertise in business operations, CRM development, and workflow optimization, I deliver real, actionable solutions tailored to your unique business needs. Whether you’re a B2B firm, sales team, or tech startup, I’ll help you build streamlined systems that maximize efficiency and productivity. ✔️ Seamless Onboarding Process ✔️ Proven Results with Custom Solutions ✔️ Tailored Strategies for Maximum Impact
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Training
    Make.com
    ClickUp
    Zapier
    Communication Strategy
    Marketing Operations & Workflow
    Business Operations
    Project Report
    CRM Automation
    Project Budget
    Automated Workflow
    Strategic Plan
    Project Insight
    Asana
    Agile Project Management
  • $100 hourly

    • 4.7/5
    • (2 jobs)
    I am a PR Consultant and Founder of Brandinc PR. I founded Brandinc PR out of a deep passion for public relations, backed by 15 years of experience in rebuilding strategic communication strategies for nonprofits, financial institutions, sports figures, and private sector organizations. My portfolio spans diverse industries, including Arts & Humanities, Authors, Sports Figures, Beauty & Skincare, Tech, and more. Clients have received significant media coverage in outlets such as Cosmopolitan, Forbes, USA Today, The Washington Post, New York Magazine, and ABC News, among others. My commitment to excellence ensures that each project is tailored to meet the unique needs of my clients, delivering impactful results every time. For case studies or examples of past work, please visit brandincpr.com. If you have any questions, I’m more than happy to assist. I look forward to collaborating with you soon!
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Business Writing
    Integrated Marketing
    Brand Management
    Strategic Plan
    Copywriting
    Content Management
    Marketing Communications
    Public Relations
    Social Media Marketing
    Event Planning
    Press Distribution
  • $65 hourly

    • 0.0/5
    • (3 jobs)
    Data-driven program manager with 6 years of experience at the intersection of sales and marketing. I'm a self-starter known for wearing multiple hats and leading high-performing, cross-functional teams that over-deliver on targets. I've worked on everything from go-to-market strategies, launching new programs/ventures, leading creative strategy, data analysis, event planning, new market expansion and everything in between. I have a knack for organization and detail and I nerd out over all things project planning and process optimization.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Project Scheduling
    Digital Project Management
    Notion
    Program Management
    Project Management
    Sales & Marketing
    Sales & Marketing Collateral
    Go-to-Market Strategy
    Process Development
    Strategic Plan
    Asana
    Data Analysis
  • $30 hourly

    • 4.3/5
    • (1 job)
    As an experienced bookkeeper, I offer comprehensive financial management services with a focus on accuracy, efficiency, and compliance. My key strengths include: Expertise - Managing accounts payable/receivable, general ledger, payroll, and bank reconciliations - Preparing and reviewing monthly, quarterly, and annual financial reports - Ensuring compliance with financial regulations and standards - Supporting budgeting and forecasting efforts Accomplishments - Led financial analysis for a money embezzlement investigation - Developed custom financial reports and conducted in-depth analyses for business clients - Implemented robust internal controls to ensure legal compliance - Streamlined financial processes to enhance efficiency and align with business objectives Education and Development - Continuing education courses in bookkeeping and tax legislation - Bachelor's degree with focus on sustainable development and business practices - With my strong analytical skills, attention to detail, and commitment to staying current with financial best practices, I deliver high-quality bookkeeping services that provide actionable insights for strategic decision-making.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Microsoft Teams
    Google Workspace
    Strategic Plan
    Creative Writing
    Oracle NetSuite
    Human Resources Compliance
    Communication Strategy
    Content Creation
    Microsoft Excel
    Administrative Support
    Data Entry
    Copywriting
    Task Coordination
    Scheduling
    Microsoft Outlook
    Salesforce
    Social Media Marketing
    Intuit QuickBooks
    Gantt Chart
    Creative Strategy
    ServiceNow
    Microsoft OneNote
    Project Delivery
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