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Freelance Strategy & Planning professionals

Name: Strategy & Planning professionals
Brand: Upwork
Rating: 4.8 (1170 reviews)

Check out freelance Strategy & Planning professionals on Upwork, with the skills you need for your next job.

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$349 hourly
Vaishali P.
- 5.0/5
- (167 jobs)
Top 1% Expert Vetted on Upwork! Original Director of Pricing at Chewy.com, positioning it to be one of the largest e-commerce acquisitions of all time. Executive Level Pricing professional with proven track record and over 17 years of full time pricing strategy in e-commerce, retail, brick & mortar, SaaS, services, and energy industries working for both start-ups and fortune 500 companies. Specialized in transformative growth through pricing for organizational objectives ranging from sustainability to exit strategies. Passionate about applying pricing economics, data analytics, and consumer behavior psychology to find creative ways to optimize product/service price, leading to increased conversion and revenue for your business. Created and led Pricing Strategy and Pricing Operations teams from ground up that aided my last start-up e-commerce retail company, chewy.com to grow from $200 million to $2.2 Billion in annual net sales in less than 3.5 years. Committed to staying up to date with best practices across multiple industries via continuing education through seminars, conferences, courses, and networking. Expert in Pricing Strategy and Operations for full life cycle pricing for your entire assortment/service offering: - Private Label - National Brands - Clearance Price - Promotional Price - MAP Price - List Price - Competitor Identification - Customer Segmentation - Competitive Analysis - Price Testing Led development and was the visionary behind internal pricing software & implementation for full assortment pricing including: - Price Optimization - Price Matching - Private Label Pricing - Web Scraping - Product Matching - Promotion Execution - Margin Strategies - Opportunity Identification - Data Analytics - Competitive Analysis As a leader in the pricing industry, I am confident that I can help your company become more profitable and/or gain market share via pricing strategy and operations Additional recommendations on LinkedIn I am proud to be among a small group of professionals who were chosen to be featured at Upwork’s 2023 Work Without Limits Executive Summit, an invitation-only event for Upwork’s enterprise customers.

Strategy & Planning
Competitor Research
Retail & Consumer Goods
Startup Consulting
Retail & Wholesale
Ecommerce
Consumer Goods
Competitive Analysis
SaaS
Management Consulting
Pricing Research
Pricing
Price Optimization
Pricing Strategy Consulting
Retail Merchandising
Strategy
$95 hourly
Andy A.
- 5.0/5
- (87 jobs)
You're a business owner, and you know that you need to market your company to be successful. But what if you don't have the time or resources to do it yourself? That's where I come in. I'm a marketing expert with over 25 years of experience who can help you focus on what works and avoid what doesn't. Let me take the burden off your shoulders so you can concentrate on what you're good at - running your business. 📈 With my help, you'll see an increase in traffic, leads, and sales. 📞 So why wait? Contact me today, and let's get started! SERVICES I PROVIDE: • Marketing Strategy & Consulting • Digital Marketing & Strategy • Shopify e-commerce site development • Print-On-Demand (POD) • Creator Marketplace Consulting (Etsy, Zazzle) • Brand Marketing & Consulting • Social Media Marketing & Strategy • Facebook & Instagram Marketing & Advertising • Linkedin Marketing & Advertising • Search Engine Marketing & Optimization (SEM & SEO) • Content Marketing & Strategy • Email Marketing & Strategy • Company Page/Profile Development & Optimization INDUSTRY EXPERIENCE: My marketing leadership has been put to the test in a multitude of industries, where I've engineered and implemented strategic plans at multiple businesses. From startups and & technology to finance, media, publishing, and retail - nothing is off-limits! 📞 Ready to get started? Let's set up a time to talk things over! PS- I'm a TopRated Freelancer with a 100% Job Success Score, and I intend on keeping it that way. I want you and your customers to be happy, so I stand behind my work - guaranteed. === ONE LAST THING Drawing has been my creative outlet since sixth grade, when I began turning pencil marks into art that graced the pages of newspapers and magazines. In recent years, it's become even more far-reaching as I've produced billboards and illustrated books while also sharing cartoons on blogs and social media.

Strategy & Planning
Google
Email Marketing
Strategy
Shopify
Copywriting
Search Engine Marketing
Marketing
Dropshipping
Business with 1-9 Employees
Marketing Strategy
Advertising
Social Media Content Creation
LinkedIn
$250 hourly
William L.
- 5.0/5
- (97 jobs)
PROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included VC General Partner (GP), Board of Directors, Strategic Advsiory, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures - bootstrapped (2x) and venture-backed (1x), a venture capital fund (1x), and investment banks (2x). ------- Key deliverables and areas of focus: Founders' economics, startup/start up, seed capital, Series A, Series B, financial model/models/modeling, revenue model, dynamic cost model, staffing model, cap table/capitalization table, charts, dashboards, KPIs, OKRs, business model, pricing model, pricing strategy, go to market strategy, pitch deck, pitchdeck, waterfall analysis, equity, debt, value proposition, unique selling proposition (USP), venture capital/capitalist (VC), private equity (PE), investment funds, term sheets, negotiate/negotiation, deal structure, preferred stock, convertible notes, SAFE notes, commercial bank credit agreements, covenants. financial planning & analysis (FP&A), forecasting, operating budgets (OPEX), capital expenditure budgets (CAPEX), acquisition analysis, liquidity event, pro forma statements, scenario analysis, sales compensation / incentive compensation, and MBO structures. Corporate development, investment bankers/advisors, equity investments, M&A, acquisitions, exit events, partial liquidity events.

Strategy & Planning
Fundraising
Executive Summary
Business Modeling
Growth Strategy
Analytics
Corporate Strategy
Business Presentation
Startup Consulting
Venture Capital Consulting
Entrepreneurship
Financial Analysis
Strategy
Financial Modeling
Business Plan
$200 hourly
Whay P.
- 4.9/5
- (5 jobs)
With prior experience in investment management at a regional venture capital firm, she built a B2B SaaS innovation arm for a Fortune 500 company and helped grow ventures valued over US$50 million. Passionate about startups, she now provides advisory and fundraising support to early-stage teams.

Strategy & Planning
Business Modeling
Microsoft PowerPoint
Business Cases
Microsoft Excel
Pitch Deck
Budget Proposal
Business Consulting
Business Innovation
Competitive Analysis
Business Presentation
Agile Project Management
Microsoft Word
Business Plan
Strategy
Financial Analysis
Business Analysis
$295 hourly
Tamara M.
- 5.0/5
- (57 jobs)
Pricing strategist with 10+ years of experience in pricing and promotions for digital businesses. Helped over 100+ founders and businesses build or refine their pricing strategies. Specialized in SaaS and ecommerce. Built and managed pricing and promotions strategies for Groupon - $32M in revenue under management. Built pricing strategy and operations from the ground up for a Financial Times' Fastest growing startup (LoveCrafts) - £25M in annual revenue. Experience in businesses with 30,000+ SKUs and pricing across 15+ international regions. Built pricing strategies including: - Market leader (EDLP) - Market follower (EDMP) - High low - Premium Pricing experience in: - Pricing strategy - Pricing analysis - Price optimization - Product monetization - First party pricing - Marketplace pricing - Competitor analysis - B2C pricing - B2B pricing - SaaS pricing - Usage based pricing - Ecommerce pricing - Private label pricing - Revenue management - KPI identification Promotional/trading experience in: - Clearance pricing - Promotional pricing - Campaign optimization - Promotional calendars - Trading strategy Notable achievements: - Specialized responsive (Covid) promotional strategy making $4M in incremental revenue during 2020 - EDMP pricing strategy testing and rollout that resulted in 8% customer price perception increase in 3 months - Built promotional campaigns that resulted a doubling in conversion rate in 1 month I am passionate about pricing and am confident that I can help you and your company develop the right strategy for success, whether your goal is market share, conversion, or margin growth.

Strategy & Planning
Price Optimization
Promotion
Pricing Research
Pricing Strategy Consulting
Business Strategy
Digital Business Modeling
Pricing
Strategy
$200 hourly
Sami C.
- 4.9/5
- (68 jobs)
𝟱-𝗦𝘁𝗮𝗿 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸 ⭐⭐⭐⭐⭐ Salesforce Certified since 2010 ✅ 🎓 Certified Sales Cloud Consultant 🎓 Certified Service Cloud Consultant 🎓 Certified Data Architect 🎓 Certified Account Engagement (Pardot) Specialist ➡️ Plus 6 more Salesforce certifications 🎓 and 170+ Badges 🏆 👇 Check out my video 👇 👇 Check out my portfolio 👇 🎓 MBA from Duke University, North Carolina 🎓 Certified practitioner/consultant on Salesforce, Google Cloud, and Amazon Web Services 🎓 Fluent in English and French You're in good hands! I have 15 years of consulting experience helping companies of all sizes, from 3 to 300 employees. I lead consulting engagements and helped dozens of customers in Europe and Australia improve their sales and service operations by streamlining and digitizing their processes. "Sami is in a different league altogether as a stand-out, top calibre freelancer and simply outstanding Salesforce.com GURU." -- actual client feedback, October 2019 I pay high attention to detail with focus on end results. I set up customer-centric processes and data-driven KPIs. I specialize in B2B and B2G businesses, particularly in financial services (mortgage brokers, lenders, BNPLs, insurance brokers and carriers), technology (SaaS and fintech), and professional services (law firms, recruiting firms, compliance service providers). I am deeply familiar with the Salesforce technology stack: - Sales/Service/Experience Clouds - Account Engagement (Pardot) - Analytics and reporting - Integration with MailChimp, DocuSign, Xero.com, Conga, Nintex Drawloop, Zapier, HubSpot, LinkedIn, DiscoverOrg, LeanData, Drift, and much more - Installation and configuration of AppExchange apps I specialize in challenging assignments: - Greenfield and brownfield projects - Salesforce migration - Rearchitecting live orgs with zero end-user disruption - Updating and manipulating large data sets - Upgrading from Classic to Lightning

Strategy & Planning
B2B Marketing
Database Design
Strategy
Customer Relationship Management
Pardot Development
Salesforce App Development
Salesforce
Salesforce CRM
Pardot
Salesforce Sales Cloud
Business with 100-999 Employees
Salesforce Service Cloud
Salesforce Lightning
$100 hourly
Stan G.
- 5.0/5
- (56 jobs)
🟠 Messy HubSpot? Book a Roadmap Consult Call Today or DM me 💬 | Flat-fee Professional Onboarding starting at $495 | 50+ rollouts • Top-Rated Plus • HubSpot-Certified Partner | ⭐️⭐️⭐️⭐️⭐️ "Stan is an 11 out of 10… cleaned up five years of HubSpot mess in weeks.” — B2B SaaS COO Sales Hub • Marketing Hub • Service Hub | ✅ With over 10 years of experience, I have successfully implemented sales and marketing solutions for small and medium-sized businesses in the SaaS, FinTech, Real Estate, Healthcare, and Pro Services. My expertise spans various sectors, providing me with a unique perspective and the ability to tailor solutions to specific industry needs. 🌟HubSpot Solution Partner & Onboarding Specialist 🔍 Why Choose Me?: 1. 🏆 Proven Track Record: Upwork Expert-Vetted & & Top-Rated Plus 👑 Successfully managed over 50 projects with consistent 5-star feedback. 2. 🤖 HubSpot Certified Solution Partner: My certifications ensure that you receive top-tier expertise and the most effective HubSpot solutions tailored to your business needs. 3. 🌐 US-Based with Global Experience: Worked with clients from diverse industries across the globe, imbibing a holistic marketing perspective. 4. 🚀 Customized Solutions for Startups: Specializing in early to mid-stage SaaS, Fintech, EdTech, and Tech-Enabled B2B services, I understand the unique challenges faced by startups. I provide tailored HubSpot solutions designed to drive growth, optimize operations, and maximize ROI. 5. 📊 Data-Driven Strategies: Utilizing advanced analytics and reporting, I help clients make informed decisions. My data-driven approach ensures that every strategy is backed by actionable insights, leading to measurable improvements in marketing and sales performance. If you're looking for a partner, not just a freelancer, to take your marketing efforts to unparalleled heights, let's connect! 🚀 🚀 HubSpot Services I Offer: 1. Implementation and Integration Services - HubSpot CRM Implementation and Optimization: Setting up and refining HubSpot CRM to enhance marketing and sales operations, ensuring the platform is tailored to your specific business needs. - HubSpot Integration and Customization: Integrating and customizing HubSpot to fit specific workflows and business requirements, providing seamless data flow and improved functionality. - HubSpot Marketing Automation: Utilizing HubSpot for the automation of marketing processes to increase efficiency and effectiveness, creating custom workflows and automated sequences. 2. Consulting and Strategy - HubSpot Consulting: Providing strategic advisory services to maximize the use of HubSpot in achieving business goals, including comprehensive assessments and tailored recommendations. - HubSpot Strategy Development: Developing strategic approaches using HubSpot to drive business growth, improve customer engagement, and increase ROI. 3. Onboarding & Training - HubSpot Onboarding: Offering custom configurations and strategic guidance for new HubSpot users to ensure a smooth transition and effective usage from day one. - HubSpot Training and Support: Providing training sessions and continuous support to enhance user proficiency and resolve issues within HubSpot, ensuring your team can leverage the platform effectively. 4. Technical Support - HubSpot Admin Services: Delivering expert task-based administrative services on a flexible monthly plan, helping businesses manage their HubSpot environment effectively. - Custom HubSpot Solutions: Developing bespoke functionalities within HubSpot to address specific business needs, including custom-coded workflow actions and advanced automation solutions. 🎯 My Commitment: I am dedicated to crafting robust, revenue-generating systems that relentlessly fuel your business growth and profitability. By prioritizing your unique needs, I deliver customized solutions that make a real impact. 🤝 Let's Connect: I am eager to collaborate and provide creative solutions to your revenue and business growth challenges. Reach out to discuss how I can help meet your business needs. 📈 HubSpot help? Book a Consultation now or DM me 💬 | 💎Flat‑fee HubSpot Onboarding: Sales Hub • Marketing Hub • Service Hub | 🏆Expert-Vetted & Top-Rated Plus Talent on Upwork (top 1% of talent) | 🟠 Messy HubSpot? | Book Consultation Now - $35 Roadmap Call 🚀 |

Strategy & Planning
Strategy
Business Coaching
Salesforce
Project Workflows
Business Operations
CRM Development
Process Development
ChatGPT
Customer Relationship Management
Lead Management Automation
Marketing Strategy
Marketing Automation Software
Email Marketing
Lead Generation
Change Management
CRM Software
Marketing Automation
HubSpot
Inbound Marketing
Automated Workflow
Software Integration
Process Optimization
$75 hourly
Andreas M.
- 4.8/5
- (77 jobs)
I’m a former investment banker at Deutsche Bank Alex Brown, general partner at Silicon Valley VC Mohr Davidow Ventures, co-founder of boutique VC firm Fast Ventures, and founder of Jackson Steiner, a micro hedge/distressed real estate investment fund. Combined, this amounts to 30+ years of experience in investment banking and venture finance. Today, a few years into semi-retirement, I help founders and CEOs turn their vision into compelling big-picture stories, align stakeholders around common goals and objectives, and persuade investors to back big strategic moves. My work with clients often comprises creating high-level (i) business plans and financial models, (ii) investor decks to support Pre-Seed, Seed, and Series A-D round fundraising, (iii) strategic narratives, and other high-stakes company presentations. My secret sauce is to create a narrative that evokes a sense of inspired belief among prospective investors and extends an open invitation to them to join my clients’ company stories. Naturally, this approach yields a clear edge over conventional run-off-the-mill presentations because it helps prospective investors find themselves where you want to go. Recent Client Successes: (i) Wander.com secured a combined $30 million in its Seed, Series A, and Series B rounds from top-tier VCs such as QED Investors, RedPoint, Susa Ventures, and others. They also secured a $100 million line of credit from Credit Suisse on Dec 1, 2022. (ii) Wander Atlas launched the first and only vacation rental REIT (Real Estate Investment Trust) raising $100 million in an exempt Reg D offering in Q1 2023. (iii) CoinPanel closed its €10 million Series A round in Q1 2023. (iv) Wellavi.com procured $10 million in growth financing from existing stakeholders and investors such as Backstage Capital and Graph Ventures. But don’t take my word for it; feel free to look them up (e.g., on Crunchbase, Forbes, Bloomberg). Other clients I worked with include BMW Group, CoinPanel.com, Neil Mandt (Crime Door), OnePak, PlantLife, Sharekey, Spotify, Tzmann.com, Viddoze.com, Wander.com, Wander Atlas, Wellavi.com, and many others. I would love to hear from you to discuss your project. I'm a native English speaker. I'm fluent in German and somewhat proficient in French. So, how about it? I’m looking forward to speaking. Andreas Mohr

Strategy & Planning
Business Presentation
Business Planning & Strategy
Financial Presentation
Presentation Design
Strategic Plan
Storytelling
Financial Prospectus Writing
Pitchbook
Strategy
Financial Modeling
Business Plan
Startup Consulting
Venture Capital Consulting
Business Modeling
$33 hourly
John O.
- 5.0/5
- (25 jobs)
Certified HR Professional (CHRP®), Talent Acquisition Expert, Certified Management Consultant (CMC®), and Senior Compensation Analyst. Global HR professional with advanced skills and knowledge in compensation analysis, technical recruitment, training, employee relations, and organizational development. Proven expertise in compensation structuring, market analysis, and salary benchmarking, with experience in IT outsourcing, manufacturing, and retail sectors. Adept at sourcing, retaining, developing, and motivating employees to drive higher productivity. Demonstrates strong competencies as a strategic partner, administrative expert, employee champion, and change agent. I possess extensive administrative and research experience, including resume/CV writing, data entry, content writing, academic research, online research, virtual assistance, lead generation, marketing, and transcription.

Strategy & Planning
Human Resources Consulting
Human Resources Analytics
Excel Formula
Google Sheets Automation
Google Sheets
Human Resource Information System Implementation
Human Resource Information System
Benefits
Total Compensation Structuring
Compensation Report
Compensation
Resume Writing
Human Resource Management
Recruiting
Management Consulting
$195 hourly
Marguerite M.
- 5.0/5
- (55 jobs)
➡️ ABOUT ME I am a finance, real estate, and administrative professional with 15+ years of experience spanning private equity, venture capital, real estate investment, and operations management. I specialize in capitalization analytics, investment modeling, cap table administration, and financial operations for startups, SMBs, established businesses, attorneys, and investors. I have extensive experience with AI prompt development and prompt refinement (for model fine tuning and training), and with using commercial LLMs as an end user and programmatically. As the founder of Investible Ventures LLC, I have provided contract-based finance, administrative, and investment support to over 100 clients worldwide, including startups, real estate firms, and private capital entities. I am a Carta Certified Expert, an official Carta Partner, and a top-rated Upwork contractor with a 100% client satisfaction rating. My work includes operations and general business administration support, equity administration, fundraising and transaction support, investment and cap table modeling, and investor relations. My career began in institutional real estate investment banking, and I have deep expertise in real estate investment, development, and capital markets, having worked on large-scale real estate transactions and syndications. I also have technical experience in AI, LLMs, and Python, including building Seedstage.ai, a proprietary AI-driven platform aggregating Reg CF capital raise data from across the U.S. ➡️ CORE SERVICES Finance & Cap Table Management -- Cap table creation, modeling, structuring, and cleanup (Excel, Carta, AngelList RUVs). -- Equity administration and modeling (convertibles, SAFEs, venture capital structures). -- Transaction waterfall modeling and dilution analysis. -- Fundraising support (document tracking, investor relations, wire coordination). Administrative & Compliance Operations -- Process optimization and back-office support for startups, real estate firms, law firms, and established businesses. -- HR functions: onboarding/offboarding, payroll documentation, benefits tracking. -- Document management, legal compliance, and system audits. -- CRM, virtual mailbox, and investor communications management. Real Estate Investment & Capital Markets -- Real estate cash flow and syndication modeling and investment analysis. -- Portfolio recapitalization and structuring. -- Investor relations, due diligence, and acquisitions. -- Capital markets advisory for real estate investors. Technology & AI Experience -- Significant experience with AI and LLMs, both as an end user (e.g., ChatGPT) and programmatically (e.g. Google, OpenAI, and other commercial LLM APIs). -- Built Seedstage.ai (website), an investment tracking platform that programmatically aggregates all U.S. Reg CF capital raises and leverages an AI layer for analysis. -- Technical skills: Python, Microsoft Excel (expert), Carta (Certified Expert), modern workplace tools. Rapid tech learner, will adapt to any software with little ramp-up time. ➡️ BACKGROUND & CREDENTIALS -- Founder, Investible Ventures LLC – Providing contract-based finance, real estate, and administrative operations for 100+ businesses globally. -- 15+ years in capital markets & private investment, including private equity, real estate development, and investment banking. -- Past roles: Head of Real Estate, VP Capital Markets, Director of Acquisitions, Investment Banking Analyst. -- M.S., Real Estate Finance & Investment – New York University (Dean’s Fellowship for academic excellence). -- B.A., French Language & Literature – SUNY Oswego (Study abroad at La Sorbonne, Paris). -- New York State-licensed Real Estate Broker & Certified Instructor. -- Carta Certified Expert. -- Official Carta Partner. -- Past FINRA Series 7 & 63 Licensed.

Strategy & Planning
Real Estate Financial Modeling
Startup Company
Startup Pitchbook
Modeling
Startup Consulting
Investment Preparation
Financial Modeling
Private Equity
Investment Strategy
Financial Analysis
Venture Capital
Equity Valuation
Microsoft Excel
Venture Capital Consulting
Investment Banking
$82 hourly
Nemanja P.
- 5.0/5
- (73 jobs)
I’m the ops partner who listens on Monday and ships improvements by Friday. Usually, one or two workshops uncover the real pain points; then I blend practical process tweaks with no-code and AI tools to remove friction and keep your team’s momentum. I’m EXPERT VETTED by Upwork (top 1 % on the platform) — pre-screened by Upwork Talent Managers and experts in their field. ––– HOW I CAN HELP 🛠️ PROCESS & TOOLS • Process mapping, optimization & automation - I can map workflows, write clear SOPs, streamline steps, and add smart automations so you can focus on productive work instead of constant firefighting. • Picking & setting up management tools - I can configure Notion, Airtable, ClickUp, Trello, Asana or Monday to fit how your team actually works so you can keep projects organized without wrestling with the software. ⚙️ AUTOMATION & AI • Tool integration & implementation - I can automate and connect your apps with n8n, Zapier, Make, or direct APIs so you can eliminate manual data entry and reclaim hours each week. • AI automation - I can design, prompt-engineer, and deploy custom LLM agents, from retrieval-augmented knowledge bases to function-calling bots and automated report generators, so you can get instant answers and content without extra headcount. 🧑‍🤝‍🧑 Team Enablement Team setup & training — I can set up collaboration tools and teach time‑management and best practices for remote and office work so you can minimise miscommunication and smooth hand‑offs. Coaching — I train you and your team to communicate better, strategize, create processes that you will actually use, and grow your business the way you want it to. ––– ABOUT ME I hold an M.Sc. in Mechanical Engineering, which gives me the analytical toolkit to untangle complex systems quickly. I first put it to work running operations for a direct-marketing company that cleared more than $10 M a year, and recently as a COO for a $30 M ecommerce brand, where we tightened fulfilment workflows, scaled the team, and protected margins. The thing that sets me apart: I listen to you and your needs. I try to understand your goals, vision, and pain points, then find the best management and operational solutions to get us where you want to go. I believe that feedback from that $30 M ecommerce client illustrates this: “Nemanja was instrumental in strengthening our internal operations and corporate structure. As acting COO, he brought clarity, discipline, and alignment across teams, helping us operate more efficiently and make smarter decisions. A truly reliable and strategic leader. Highly recommend!” - Fractional COO – Amazon FBA & eCommerce ★★★★★ (Jun 20 2024 – Apr 14 2025) I have worked as a product and project manager, fractional COO, and automation specialist in the following industries: • Marketing & Design • Health & Fitness • Real Estate • Blockchain • AI ––– Key competencies • Strategic planning • Process management & optimization • AI Automation • Business systems & framework design • Business analysis • Business automation • Remote teams management • Creating SOPs, reports & other business writing 🚀 Reach out and share your job post or your biggest ops bottleneck - I’ll get back with a brief Loom showing how I’d tackle it.

Strategy & Planning
Business Coaching
HR & Business Services
UX & UI
Tool Selection
ClickUp
Business Process Management
Process Optimization
Business Development
Management Consulting
Strategic Planning
Project Management
Product Design
Process Design
Business Process Automation
$150 hourly
Richard H.
- 5.0/5
- (22 jobs)
My passion is to help busy leaders achieve their bold visions through a sharp focus and follow through on what matters most. There's more below ... but first a thought on money. Why do I do this? Because I like to help people. Typically when I propose on a job, I adjust my rate to the commitment and effort the job appears to need. If my standard rate seems out of your reach, it's always worth a quick chat. I'm more interested in the experience of working with new organizations and people than making a ton of money. Conversely complex projects may require more client investment. Expert at business operations that work seamlessly with one another. As a strategy & operations consultant I know how to quicky and accurately assess, analyze, and recommend changes to align people, processes, and strategy. From my time as an operating executive and general manager, I know what it means to implement change and manage the day-to-day for weeks, months, and years. For my clients this means I deeply understand your reality and have the training, frameworks, and hands-on experience to help you succeed -- without pissing off your people. - Fractional COO (Chief Operating Officer, Head of Operations, Operations Director) - Chief of Staff - Management Consulting | Management Consultant - Interim management (Operations, Administration, HR, Comms) - Project management - Strategy & strategic planning - OKR Coach - Startups - Communications (board, investors, executive, company, community)

Strategy & Planning
Customer Service
Business Process Reengineering
Business Strategy
Program Management
Business Coaching
Customer Experience
Business Transformation
Project Management Office
Communications
Strategy
Change Management
Project Management
Management Consulting
Business Operations
Organizational Design & Effectiveness
$250 hourly
Mark C.
- 5.0/5
- (63 jobs)
Bespoke Programming PLATFORMS * Tradestation - EasyLanguage * Multicharts - PowerLanguage * TradingView - PineScript * Conversions between platforms TRADING STRATEGY * mean reversion * gap trading * trend following * breakout system * moving average * investment * portfolio INDICATORS * divergence * support & resistance * trendline * oscillator * volume * moving averages * volatility * trend * price pattern * multi-time frame

Strategy & Planning
Portfolio Management
Technical Analysis
Bot Development
Scripting
Cryptocurrency
Training
Algorithm Development
Trading Language
Quantitative Finance
Automation
Forex Trading
EasyLanguage
TradeStation
Strategy
Financial Analysis
$130 hourly
Paris P.
- 4.9/5
- (48 jobs)
CERTIFIED PARTNER OF: HubSpot, Close, Plecto, Instantly, Apollo, PandaDoc 🗣️ Expert in Revenue-Boosting CRM Systems and Sales Strategy From system integrations and staff training to crafting high-impact sales strategies and guiding go-to-market initiatives, we ensure your technology and sales efforts are perfectly aligned to drive growth and maximize revenue. 💡 10 Years of Sales & Operations Experience | 5 Years in Sales Management 📈 Expert in SMBs and B2B business models (Familiar with all verticals) 🏢 Consulted 500+ Local Businesses ⛰️ Based in Denver, CO, but Accommodating Multiple Time Zones 📇 Highly Detail-Oriented & Extremely Organized 🗣️ Trained Hundreds of Local Businesses and Employees (Tech-Savvy or Not) 🤯 EXPERIENCED IN THE FOLLOWING TOOLS: 🤯 CRMs/Ticketing: HubSpot, Close Project Management Tools: Monday.com, Plecto, Zapier, QuotaPath Sales Tools: Instantly, Apollo, PandaDoc, Dripify 💡 SALES STRATEGY, SALES OPS, AND GO-TO-MARKET CONSULTING: 💡 - Sales Strategy: Develop and execute high-impact sales strategies tailored to boost revenue and drive growth - Sales Ops: Optimize sales processes, including rep pay structures, commission plans, and performance metrics - Go-to-Market Consulting: Guide businesses through successful product launches, including international expansion and market entry = System Implementation & Improvement: Implement and enhance systems for HubSpot, Close, and other revenue-focused tools - Sales Rep Hiring & Training: Support hiring, onboarding, and managing sales teams to ensure success and meet targets - Revenue Generation: Build and manage cold email campaigns and strategic partnerships to generate leads and increase sales TL;DR: I get things done—quickly and correctly! Let me help you leverage top tech systems to boost your revenue and streamline your sales strategy. Reach out to see how we can set your business up for success! 🚀

Strategy & Planning
PandaDoc
System Configuration
Namely
Greenhouse Software
Enterprise Software
Sales Operations
Digital Project Management
Business Operations
Strategy
Asana
Business Development
Analytics
Airtable
Sales
Zendesk
$35 hourly
Rosemarie H.
- 5.0/5
- (31 jobs)
Dynamic, analytical, and solution-oriented Senior & Executive-Level Business Manager with an extensive track record of fostering organizational success through effective management of diverse business operations. With over 15 years of leadership experience, my expertise spans strategic planning, finance, marketing, sales, and project management. I thrive in high-pressure environments, delivering outstanding results by aligning business processes with corporate objectives. Key Offerings: -Strategic Business Planning: Crafting strategic plans that serve as a roadmap for business growth and operational efficiency. -Financial Acumen: Overseeing financial operations, including budgeting, forecasting, and financial reporting to drive financial health and accountability. -Marketing and Sales Strategies: Developing and implementing innovative marketing and sales strategies that enhance market presence and drive revenue growth. -Operational Streamlining: Refining operational processes through lean management principles to deliver cost-effective, high-quality product and service offerings. -Team Leadership and Development: Fostering a culture of high performance through skilled team management, coaching, and professional development. -Project Management Excellence: Leading cross-functional projects from concept through to execution, ensuring timely delivery within scope and budget. -Customer Relationship Management: Maintaining strong customer relations and ensuring client satisfaction through exemplary service delivery and responsiveness. -Data-Driven Decision Making: Utilizing analytical tools and metrics to inform strategic decisions and monitor business health. Why Work with Me? -Comprehensive understanding of various business functions allows for a holistic approach to management and problem-solving. -Proven ability to develop high-performing teams and cultivate an environment conducive to continuous improvement. -Aptitude for balancing strategic, big-picture thinking with minute attention to operational details. -Exceptional communication skills, facilitating effective stakeholder engagement and collaborative partnerships. -Agile and adaptable, capable of pivoting strategies in response to market trends and organizational needs. Let’s connect to explore how my business management expertise can be the catalyst for your company’s next phase of success and innovation.

Strategy & Planning
Management Consulting
Strategy
Business Operations
Organizational Design & Effectiveness
Communications
Business Management
Human Resource Management
Process Architecture
Program Management
Shopify
Administrative Support
Project Management
Management Skills
Microsoft Word
$28 hourly
Joana Camille C.
- 5.0/5
- (114 jobs)
I am a professional business research analyst with more than 10 years of experience. I work closely with different established companies in manufacturing, finance, technology, and health care all over the world. My skill set include, but are not limited to, conducting primary and secondary research, technical, creative, web content writing, transcription, and translation. I am able to do the following, among others: - Web content writing - technical writing - product reviews - Business and Market Intelligence - Business Planning - Competitive profiling - Market sizing and profiling - Creation of materials for war games - Scenario Planning management - Country assessment and landscaping - Market assessment - Go-To-Market Strategy

Strategy & Planning
Research & Strategy
Market Research
Content Writing
Project Management
Research Papers
Technical Writing
Strategy
Industry Research
Business Proposal Writing
Policy Writing
Policy Analysis
Policy Development
Research Methods
Business Plan
$150 hourly
Natalie M.
- 4.7/5
- (64 jobs)
I am an Expert-Vetted Talent status on Upwork with 12+ years of experience providing marketing services and leadership. My expertise includes all aspects of traditional and digital marketing. 🎯I bring experience pairing analytics 📊 with creative, strategic marketing services for startups, small-to-medium-sized businesses, and Fortune 500 companies. As the Founder of Nouvel Age Media and former Global Director of Marketing at XY Sense and Bunker Labs, I have experience developing and executing marketing solutions, collaborating with stakeholders, and using data to create solutions and lead strategic decision-making. 💫 A few other highlights include: 💠 Helped Wear It To Heart achieve a Total Average ROAS of $9.45 for every $1 spent on paid media 💠 Raised $1.2 million dollars in 18 days for Blue Star Families and Bunker Labs 💠 Generated $570K in sales revenue via email marketing for Southern Elegance Candle Company 💠 Improved Foursquare's organic search traffic by +2,902% year-over-year and generated 478 organic search leads 💠 Generated more than 27,000 new followers, 2.5 million impressions, and 214,000 engagements for Gratsy 💠 Generate $1.5M in sales revenue for a B2B client targeting enterprise companies in 4 months Marketing Services my team & I provide: ✅ Branding ✅ Google Ads ✅ Copywriting ✅ Social Media ✅ Email Marketing ✅Marketing Consulting ✅ Marketing Audits ✅ Event Marketing ✅ Content Writing ✅ Social Media Ads ✅ Product Marketing ✅ Marketing Analytics ✅ Influencer Marketing ✅ Website Development ✅ Marketing Coordination ✅ Marketing Management ✅ Marketing Strategy & Plan ✅Go-to-Market Strategy & Plan ✅Content Strategy & Marketing ✅Search Engine Optimization (SEO) ✅Integrated Marketing Communications ✅Cross-Channel Marketing, Multi-Channel Marketing, & Omni-Channel 👇 Global & national brands I have worked with 👇 Lyft, Ticketmaster, Dell Technologies, Henkel, Google, JPMorgan Chase, Google For Startups, Amazon, Ford Fund, Foursquare, Chosen Foods, Macy's, COVERGIRL, LinkedIn, Bunker Labs, WeWork, PayPal, XY Sense, Starbucks, Insperity, MetLife, SexyHair, Wear It To Heart, SKP BlondMe, Banshee Swim, Meta Power Solutions, PureOne Golf, Invown, Florida State University, Gateway, Los Angeles Kings, Street Art Museum Tours, GolfFit, RivetAI, Sovereign Brands, Luc Belaire, Circuit Specialists, Phiaton, Oddict, Minaris Regenerative Medicine, JJAANN App, KIYL Hats, Jon Wise Creative, Brandcamp, West Coast Engines, The Advantage Co., Unbias IT, Jubin Rugs, Integrity Collaboration Excellence, Authentic Beauty Concept, Alterna, B3 Media Solutions, Blueprint, Clear Givings, Dolorem Ipsum, Fair Oak Farms, Gratsy, HeroMarker Studios, Kenra, Kiwii App, Klarbi, Marble, Mathvine, KillCliff, Combustion Associates, INC, Alovitox, Navitas Organics, Mavette, Trulite, City of Coachella Valley, Erin Crum Consulting, Dancely, Daden Consulting, Free Range Partners, OnlySky Media, Pete Fowler Construction Services, Sandwych, Southern Elegance Candle Company, Spectrum Labs, Spencers Gifts, Technossus, The Intimacy Experts, The Visionist Advisors, The Zimmerman Agency, Visit Central Florida, Yogicameron, Sofy AI, SocialHouse, Ross Feinberg, Obagi, 3Q Digital, 108health, Break Away Safety Solution, Alovitox, Women Like Us Foundation, OYA, Acero Street Flavors in Barcelona, Spain

Strategy & Planning
Copywriting
Fortune 500 Company
Strategy
Lead Generation
Lead Generation Strategy
Market Analysis
Marketing Strategy
Digital Marketing
Marketing Analytics
Market Research
Marketing Management
Content Marketing
Digital Marketing Strategy
Email Marketing
Social Media Marketing
$125 hourly
Jim A.
- 4.9/5
- (16 jobs)
🚀 OKRs, Agile Leadership, Strategic Partner in Digital Transformation In today’s fast-moving business world, lack of clear strategy, misaligned teams, and slow execution can stall growth. Only 35% of digital transformation initiatives succeed, and 70% of organizations fail to execute their strategies effectively. If you’re leading a high-growth startup or scaling a business, you need clarity, alignment, and execution to win. That’s where I help. ⚠️ Your Challenges: • Lack of Strategic Development: Without a well-defined strategy, execution is reactive rather than intentional. • Misaligned Teams: Without clear direction, teams work on conflicting priorities, slowing execution. • Unclear Objectives: A lack of defined goals creates confusion, disengagement, and missed opportunities. • Digital Disruption: Many businesses struggle to effectively adopt and integrate new technologies. The reality? Without strategy, execution is chaotic. Without execution, strategy is useless. 🚀 How I Empower Leaders Like You: • I don’t just help you implement frameworks—I ensure they drive impact. A lot of companies “do OKRs” or “do Scrum,” but they don’t see results. The most common reason, they fail to operationalize the framework into the company, ensuring adoption. I work alongside your team to embed these frameworks into your company culture for long-term success. • I focus on business outcomes, not just process improvements. My approach is outcome-driven—helping you prioritize what matters and ensuring every initiative is tied to real, measurable business value. • I customize every engagement. There’s no one-size-fits-all approach. I tailor my coaching and strategy to your company’s specific needs, growth stage, and leadership challenges. • I help you move fast. Execution speed matters. You don’t have months to waste. I help you implement practical, real-world solutions quickly so you see progress in weeks, not quarters. We get to the heart of what is keeping you up at night, and develop a solution for achieving outcomes! 📈 Your Path to Success: • Clarity & Alignment: Every team member understands the company’s vision and their role in achieving it. • Agility & Execution: Your teams move faster, respond better to change, and deliver real results. • Growth & Innovation: Strategic initiatives lead to sustainable success, not just short-term wins. • Long-Term Strategy: You have a clear roadmap to growth, with execution frameworks that scale with your business. Success isn’t about working harder—it’s about working smarter. Let’s make it happen. 🔧 Let’s Collaborate: • Define a Clear Strategy: We’ll build a roadmap that aligns with your vision and ensures focused execution. • Implement Effective OKRs: Set up measurable, outcome-driven goals to drive company-wide alignment. • Build a High-Performance Agile Culture: Creating high-performing, adaptable teams that deliver value with speed and focus. • Scale with a Strategic Execution Plan: Define mission, vision, and long-term goals, ensuring strategy and execution are aligned. Clarity + Focus = Scalable Success. Let’s build a system that works for you.Your business deserves better than chaos. Let’s bring clarity, focus, and execution to your team. 📅 Book a consultation today and take the first step toward transforming your business.

Strategy & Planning
Business Transformation
Go-to-Market Strategy
Strategic Planning
Business Development
Change Management
Executive Coaching
Leadership Training
Product Roadmap
Scrum
Product Development
Agile Software Development
Scaled Agile Framework
Jira
Kanban Methodology
$250 hourly
Marc A.
- 5.0/5
- (11 jobs)
Marc Adler is the former Chief Architect of Citigroup, MetLife, XP Investments, and ADP, and the former CTO of various startups. For the past 5 years, I have been a fractional CTO under the banner of "CTO as a Service" (ctoasaservice dot org), where I have helped dozens of startups. I am available to help your company to develop and troubleshoot your technical team and help you bring your ideas to fruition. If you need someone to code up your application or MVP, I can even get down and dirty with the code. Since starting CTO as a Service in late 2018, I have helped companies in EdTech, Real Estate Tech, Health Care and Wellness, financial services and trading, and many more. My model is to charge you for what you use, in the same manner that you would employ a lawyer or an accountant. You can use me for one hour a month, one hour a day, or 8 hours a day. Here are some of the ways that I could help you. * Vision: Helping you realize your vision by helping to assemble a development team and leading them to develop a product * Innovation: Taking an existing product and helping to move it to the future state * Opinions: Assessment of your current applications and development organization * Confidence: Meeting with investors. Often times, an investor will be more comfortable knowing that there is someone with a lot of senior-level experience behind the scene. * Design: Architecting and designing systems, especially cloud-based systems * Refactoring: Transforming your system into microservices * Hacking: Writing production-quality code * Documentation: Writing technical roadmaps and white papers * Faceoffs: Performing product evaluations * Due Diligence: Vetting vendors, and facing off with CEO’s, CTO’s and Chief Architects from other organizations References are available on request.

Strategy & Planning
Node.js
Amazon Web Services
Golang
C#
Microservice
Software Architecture & Design
Messaging System
Enterprise Architecture
Microsoft Azure
Systems Development
$185 hourly
Zark S.
- 4.9/5
- (145 jobs)
Need a thought partner to help sort your ideas into persuasive presentations which showcase your value? Doing your work and telling your story at the same time is a challenging task for everyone. With my help, your message will go the extra mile in convincing customers, leads, investors, donors, and executives. With a dynamic mix of strategy, design, writing, research, and facilitation, I help my clients translate their concepts into pitch decks, growth plans, reports, profiles, proposals, frameworks, web content, roadmaps, concept visualizations, and workshops. I can help you make the challenging task of selling your work to others much easier. Together we will construct powerful arguments that speak directly to the hearts and minds of your audience. My clients include founders, executives, consultants, teams, businesses, and institutions. I offer reasonable rates, flexibility, and quick turnaround. ------------- Guiding businesses in growth, I prototype solutions leveraging creative and relational capital to address human needs. I map strategy, build brand narratives, advocate for customers, and design the next experience, supporting the efforts of executives and innovation, design, development, and marketing teams. I lead teams through the challenge of effective storytelling, design, and branding using an immersive interview and synthesis process, converting divergent ideas, experiences, and agendas into persuasive marketing collateral, profile narratives, design concepts, and a fundamental understanding the bottom line “why?” At heart I am a practical creative devoted to efficient use of resource, be it energy, material, money or time. I catalyze change and innovation through empathic human interaction. And most of all, I like to roll up my sleeves and get it done now. --------- Specialties: Strategic Design Storytelling, Visioning, and Branding Higher Education Innovation Strategic Partnerships Service and Experience Design Design Research Framework Design Workshop Facilitation Sustainable Business Modeling Program Design and Development Professional Development and Training Innovation & Entrepreneurship Creative Leadership Organizational Change Design Thinking & Human-Centered Design

Strategy & Planning
Customer Discovery
Business Planning & Strategy
Design Thinking
Facilitation
Writing
Creative Direction
Candidate Interviewing
Startup Consulting
Copywriting
Business Presentation
Presentation Design
$200 hourly
Owen K.
- 5.0/5
- (5 jobs)
About Me: I partner with founders and leadership teams to scale their businesses through smart operations and AI-powered growth. Having led operations and growth at several tech companies, I bring a practical approach to turning strategy into results. My sweet spots? Helping companies nail their ideal customer profiles, automate their marketing, and build profitable partner programs. I've guided multiple SaaS and security companies through rapid growth phases, helping them build scalable processes without the usual growing pains. What I Do Best: - Design and automate marketing systems that consistently generate qualified leads - Build data-driven ICPs and buyer personas that sharpen your market focus - Create partner programs that drive real revenue - Navigate complex compliance (ISO27001, SOC2, GDPR) without the headaches - Implement AI and automation that makes sense for your business - Scale operations efficiently as you grow Why Work With Me: I'm not your typical consultant who drops a 100-page strategy deck and disappears. I roll up my sleeves and work alongside your team to make things happen. Whether you're looking to scale your startup, nail your market positioning, or need a seasoned operator to help navigate growth challenges - I can help. Let's Talk If: - You're scaling a SaaS or security company and need operational expertise - You want to build a partner program that actually works - You need help identifying and reaching your ideal customers - You want to automate your marketing and sales processes - You're dealing with complex compliance requirements - You need strategic leadership without the full-time executive cost

Strategy & Planning
Startup Consulting
Venture Capital Consulting
Project Management
Business Operations
Project Management Office
Growth Hacking
Executive Support
Business Strategy
Budget Management
Problem Solving
Team Alignment
Cost-Benefit Analysis
Decision Making
Investment Strategy
Organizational Design & Effectiveness
$175 hourly
Anna C.
- 5.0/5
- (19 jobs)
I LAUNCH ventures. I’m a Strategist, Impact Innovator, Thought Partner and Coach. I'm agile, both a thinker and doer, and seamlessly flow among levels to fill the gaps between vision and execution: • 30,000 feet: innovative strategy and tenacious creativity • 10,000 feet: management planning and tactical leadership • Boots on the ground: tangible, iterative action; bring it to life. -- My Super Powers: I unlock potential (in people and ideas) by harnessing the power of the two F's: FINANCE + FEELINGS. I joke that I’m a cross between BRENÉ BROWN... • Sharp, relatable (and sometimes comedic) analysis of our social psychological dynamics at play in any interaction, individually and collectively in our organizations, for the purpose of empowering, coaching, and journeying WITH you. AND SHARK TANK... • Business savvy and tenacious strategic creativity to bring entrepreneurial and financial solutions to life through innovative early-stage investment, business development, and landscape analysis. -- CORE INDUSTRIES: • Impact Investing (values-aligned investment strategy) • Social Enterprise (entrepreneurship, new initiative launch) • Catalytic Philanthropy (creative funding models for social impact) • Financial Sustainability (business modeling, development strategy) -- HOW I CAN HELP YOU: An overview of the hats I can wear to take you from idea through launch, from concept to tangibility, or from good to even better. I serve those DEPLOYING ASSETS (impact investors, foundations, family offices, etc.) and those BUILDING SOLUTIONS (start-up entrepreneurs, social enterprises, non-profit executives, visionary individuals, etc.). 1) EXECUTIVE STRATEGY COUNSEL Leadership can be lonely. With C-Suite expertise and being an innovative entrepreneurial thinker, I can be your executive sounding board and coach. 2) LAUNCH STRATEGIST Starting something new (program, initiative, venture)? I can turn that idea into action, and get the ball rolling. Now. 3) FINANCIAL IMPACT & INVESTMENT STRATEGIST Do you have capital that you want to activate toward a cause? I can help you get started or navigate the menu of creative financial structures. 4) PITCH COACH I’ve been a seed stage investor and vetted over 600 global enterprises across sectors in one year alone. I can demystify behind the curtain in investors’ and funders’ minds. -- Some of my NOTABLE VENTURES: • Currently building a community venture accelerator and funding platform in my hometown of Atlanta with an intentional focus on low-income entrepreneurs, especially single mothers. • Co-founded a $5.5 Million global impact investment portfolio with a focus on empowering underserved women--including the investment thesis, social impact thesis, global pipeline across 5 continents, virtual due diligence process, and post-investment advisory for a private foundation seeking to deploy direct private investments of up to $250,000 USD across multiple sectors and emerging markets. In one year alone, I recruited and vetted over 600 global ventures for investment consideration. This portfolio continues running today by my co-founder and makes early-stage investments across Africa, Asia, and Latin America. • Founding team and program creator for a high-profile public-private partnership between the U.S. and Japanese governments and private industry following the 2011 Great East Japan Earthquake to revitalize the region hit by the devastating tsunami. This partnership and its programs continue today with high-level access on Capitol Hill, the Japanese Parliament, and among Fortune 500 companies. -- MORE ABOUT ME: I’m committed to empowering human potential, my own included. I’m a natural connector and catalyst, of people and ideas. From my own journey, I can relate to the deep satisfaction, self-confidence, and societal good that arises when you can remove the blockers (whether emotional, logistical, or financial) to being able to express the compassion that lives in your heart tangibly out in the world. Whether struggling to scale your business, tackling a need you see in your community, or aligning your financial capital with your personal values and interests, all these paths begin with caring about something enough to want to try to help. I can help you convert that feeling of CARE into effective ACTION. I thrive in navigating the ambiguity and risk (and exciting possibility) at the early stages of launching new programs, product lines, businesses, investment deals, and career/industry pivots. With my deep compassion for helping others (Enneagram #2) and tenacious strategic creativity, I want to journey with you to catalyze your ideas and impact in the world. -- MY VALUES: My relationships with clients are like all relationships I cherish in my personal life, built on trust. I value integrity, authenticity, transparency, deep listening, and self-awareness. If I’m not the right person to help you, I’ll do my best to point you elsewhere.

Strategy & Planning
Startup Consulting
Pitchbook
Business Coaching
Executive Coaching
Venture Capital Consulting
Social Impact Assessment
Life Coaching
Market Research
$200 hourly
Rolando A.
- 5.0/5
- (137 jobs)
🚀 $1+ BILLION RAISED | 🏆 TOP 1% OF UPWORK FREELANCERS Many entrepreneurs and executives struggle when translating their world-changing ideas into a captivating Pitch Deck or Sales Deck. Through persuasive storytelling and beautiful presentation design, I’ve helped 100s of founders raise over $1 Billion+ in investor capital. 🔥 SPECIALTIES Don’t waste time churning through PowerPoint slides or worrying over the right way to tell your story. I will write, design and craft a persuasive Pitch Deck or Sales Deck for you in 2 weeks or less. What I do best is combining STORYTELLING, STRATEGY & DESIGN, simplifying complex information to create beautiful presentations that inspire, sell and persuade. Specifically, I write and design: • PITCH DECKS | Raise capital with a simple, visual and strategic story for investors • SALES DECKS | Showcase your business, products & services to sell to potential customers • REAL ESTATE DECKS | Get your next property or syndication funded with a professional deck 🏅 PROCESS I’ve worked with businesses both large and small to create 100s of Pitch Decks over the past 10+ years. This is the process that works: 1. STRATEGY | We’ll start with a knowledge and asset download. I will interview you in order to deeply understand your business, customer, market, audience and objectives. 2. STORY | We’ll create the copy and content using proven frameworks, conveying the opportunity for your customers and investors in a simple, linear and clear way. 3. DESIGN | Lastly, we will create a sharp, beautiful, professional design for your deck, including any visuals, models, templates and icons that make it shine. 👉🏼 Check out some examples here: slideas.myportfolio.com 💬 TESTIMONIALS + HIGHLIGHTS "Rolando is fantastic! I worked with him to create a Pitch Deck, and he was a perfect partner. I wasn't looking for someone to just shoot out slides, I needed his experience on how to convey a narrative - which he nailed. I'd come back to him for more work any day." –Nic W, Founder "Rolando was simply amazing. He was hired to take our lengthy and detailed presentation from its original form and help us transform it into a concise, visually stunning state ready for C-level executives. Rolando was able to quickly understand our intended message even though the presentation was technically detailed and very industry specific.” —Steve M., Sr. Executive Plus... • Over $1B raised for 100s of startups, executives and thought leaders • 100% Job Success on Upwork, among Top 1% of Freelancers with all 5-star reviews • 3x Winner of Google Startup Weekend pitch deck competition • BigCo Client Experience includes: Nestlé, Kimberly-Clark, EA Games, Levi Strauss & Co, PepsiCo, SC Johnson, Mondelez, Unilever, and dozens of additional Fortune 500s 📞 NEXT STEPS If you're looking for a world-class Pitch Deck or Sales Deck, I can help. Simply send me a message to start the conversation. The goal will to see whether we're a good fit to work with one another, and I can answer any questions to help us get started. I look forward to working with you!

Strategy & Planning
Lead Generation
Sales Copywriting
Venture Capital
Entrepreneurship
B2B Marketing
Storytelling
Presentation Design
Google Slides
Sales Presentation
Keynote
Microsoft PowerPoint
Data Visualization
Marketing Presentation
Business Presentation
$45 hourly
Manuela V.
- 5.0/5
- (8 jobs)
Your strategy is only as good as your ability to articulate it. If you're great at running your business but find certain areas lacking in organization, I'm here to help!🎯 My purpose is to bring ORDER and EFFICIENCY to your world. Think of me as your go-to person for putting everything in its right place; from streamlining your operational processes for growth, to expertly managing your projects and teams - I've got you covered. I'm all about creating straightforward, easy-to-implement strategies and systems that make your life easier. What can I do for you ? 1. OPERATIONAL SYSTEMS AND PROCESSES. ✔ Establish and document optimal systems and processes for scaling your business operations. ✔ Assist in streamlining operations and day-to-day tasks. ✔ Boost productivity and amplify profits in your business. 2. PROJECT AND TEAMS MANAGEMENT ✔ Lead projects and teams from start to finish. ✔ Oversee planning, execution, and finalisation of projects. ✔ Employ Lean Agile methodologies for heightened efficiency. ✔Guarantee swifter and more effective project completions. My enthusiasm for organization, continuous learning, and strategic thinking makes me the perfect partner for your growing business needs 📈 IMPORTANT: If you've got a task, project or team that you can't seem to get off the ground, just send me a message and let’s explore how I can assist you in getting it done FASTER and BETTER. ✅ I always make sure my clients are fully satisfied. ✅ I use Lean Agile methodologies to ensure no time is wasted. ✅ I can navigate through complex challenges with ease and require minimal oversight to deliver impactful solutions. ✅ I work at a high pace and I will provide you access to my projects/tasks dashboard so you can keep on track of timelines and status. ✅ I have experience working with different productivity systems such as Sheets, Excel, Notion, Trello, Monday, Slack, Power BI, Zapier, Google Suite, Microsoft Suite, ChatGPT prompting, among other AI tools

Strategy & Planning
Research & Strategy
Customer Relationship Management
Business Operations
Virtual Assistance
Service Blueprinting
Social Media Management
ChatGPT Prompt
Zapier
Slack
Asana
Notion
Administrative Support
Project Management
$95 hourly
Michael S.
- 4.8/5
- (160 jobs)
If you are a startup or early-stage founder with a compelling business opportunity but under-capitalized and want to seek funding options, let's talk. I understand, very specifically, what institutional investors want to see to consider your opportunity. Or, as well-known Venture Capitalist Marc Andreesen once said, "The difference between a vision and a hallucination is others will see your vision". I have 20+ years experience in capital markets, both as a founder and working with other founders in successful funding events exceeding $ 450 million. The plan that drives a cap raise begins with a cogent, well-organized, and executable roadmap. Where you are today? How will a capital infusion from an outsider willing to take on the risk allow you to get to the next level? Here is how I start: - Funding readiness: Are you operationally ready? If you're ready, I will tell you. If you’re close but not quite there, I’ll tell you. If you have a lot of work to do before investors will consider you, I'll tell you where the gaps are and let you decide what comes next. - Investor Book: If you're (close to) investor-ready, it's time to build a strong Investor book, guided by your industry and what portfolio investors in your space want to see. - Investor Targets: Investor book is underway. In tandem with, we begin investor due diligence to build a targeted investor list. We look for connections and referrals to partners, analysts, or anyone who can open doors to the target investor. Many believe this is a quick & easy process. You need to know the investors you'll be pitching as if you've worked with them before. If what I've shared makes sense, let's connect, either by direct message or you may invite me to a job you posted on the platform. We can briefly discuss your goals and how I can be of material value if there's a fit. To your success, Mike

Strategy & Planning
Venture Capital Consulting
Investor List
Sales Management
Fundraising
Corporate Strategy
Investor Roadshow
Forecasting
Startup Consulting
Business Continuity Plan
Valuation
Company Valuation
Business Coaching
Management Consulting
Business Development
Business Plan
Strategic Plan
$75 hourly
Paola Lorena D.
- 4.9/5
- (490 jobs)
Creative Director and BA Graphic Designer with 24 years experience in print, digital and corporate design will serve you. No intermediaries. Our services include: Manage the creative process from concept to completion. Translate marketing objectives into clear innovative strategies. Work closely with multidisciplinary project teams. Lead and direct the creative team in the production of all marketing collateral. Create a culture of creativity, energy, and stress reduction to ensure that employees are happy and constantly moving forward. When hiring Filez, you don't only get the most personalized attention you can find online, but also, the most creative team will be at your service to excel your expectations, amaze you with incredibly original designs, and talk to you in your native language very clearly!. Read what our clients are saying about our work: "Paola is a wonderful business partner. Over the last five years i have engaged her and her company FileZ to create four different websites for our portfolio companies and referred her approximately 6-7 web projects. In all cases we found Paola very professional, timely and creative in the solutions she presented to our business and media needs. I wholeheartedly recommend working with Paola and her team. She is my one safe bet on a service provider that never failed to deliver." May 12, 2011 Ranan Lachman, Managing Director, GreenCrest Capital LLC "I love working with Paola. She is creative, efficient and a great communicator. Her team's design work has built our companies brand!" Aaron Tait, Director of Innovation at EC, Co-Founder Spark* International Accelerator, Global Acceleration Team at YGAP, Education Changemakers "You will find that the team at FileZ is a pleasure to work with! They have quality designs and a good turn-around time for project completion. I had the pleasure of working with the people of FileZ (Paola, Diego & Jonathan) for about 4 years and could see that they truly had a team approach to business and have strong talents in graphic designs and web development. I would very much enjoy the opportunity to work with them again and would proudly recommend their services to others. While we have never met in person, I considered Paola to be a very genuine and hard working person and enjoyed the opportunity I had to get to know her and her family. The internet has helped create a global community and Paola, with her strong written communication skills, has done an great job of creating a good international network and in my case friendship." Christine (Blue) Stein Community Relations Director at Leeds & Son Leeds & Son Fine Jewelers, Baron & Leeds (Hawaii), Rolex Boutique @ South Coast Plaza

Strategy & Planning
Strategy
Brand Naming
Art Direction
Project Management Professional
Brand Strategy
Creative Strategy
Creative Direction
GUI Design
Branding
Information Design
Infographic
Graphic Design
Label & Packaging Design
Landing Page
$100 hourly
Martin D.
- 4.7/5
- (25 jobs)
Struggled with clunky UX? Lost users due to poor design? Let’s fix that. I’m a senior UX & product designer with 18+ years of experience, crafting high-converting, intuitive user experiences for businesses of all sizes – from startups to Fortune 500s. My work has helped brands like Allianz, Creative Dock, Infor, Merck & Co., Narvar LLC, and Vendo Services GmbH boost engagement, streamline user flows, and drive revenue. 🔹 Why me? ✅ $400K+ earned on Upwork – proven track record of delivering value. ✅ Strategic UX & AI integration – I don't just make things pretty; I make them work. ✅ Front-end coding knowledge – because great design needs seamless execution. ✅ Remote work pro – 18+ years collaborating across time zones (ET/PT included). 🔹 Who I work with I specialize in helping small business owners, entrepreneurs, and SaaS startups build UX that converts. Whether you need a full product design, UX audit, or AI-driven UX strategy, I’ve got you covered. 📩 Let’s talk. If you’re serious about creating a world-class user experience that boosts retention, reduces friction, and maximizes impact, send me a message.

Strategy & Planning
Research & Strategy
Brand Identity
Creative Strategy
Illustration
Strategy
Graphic Design
UX & UI
Web Design
Webflow
User Experience Design
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Last updated: Jun 16, 2025

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