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  • $125 hourly

    • 5.0/5
    • (54 jobs)
    👋 Hello! I'm Eddy, a dedicated Monday.com specialist with a passion for optimizing workflows. I've successfully transformed the workflow of over 100 companies worldwide, ranging from startups to Fortune 500s, using Monday.com. 🏆 Expertise & Achievements: • Over the past few years, I've crafted over 3,000 boards & dashboards, tailoring them to the unique needs of businesses across various industries. • Monday.com isn't just a tool for me; it's a canvas where I paint efficient, automated, and streamlined processes that drive results. • My diverse portfolio includes fully automated emails, sales dashboards, HR applicant tracking systems, and much more. 🛠️ Services I Offer: • Tutoring: Personalized Monday.com sessions for individuals or teams. • Board Creation: Designing boards and workflows from scratch. • Complex Setups: Connecting data between boards, optimizing information flow, and ensuring data privacy. • Consultation: Understanding your business needs and proposing tailored Monday.com solutions. • Automation: Leveraging Monday.com and third-party apps from the Monday marketplace. • Board Management: Long-term management, improvements, and efficiency checks. • Integration: Connecting various departments with data privacy tailored to your needs. • Project Handling: Be it small tasks or complex projects, I've got you covered. 📱 Apps I Frequently Use with Monday.com: Make.com, Salesforce, Survey Monkey, Docu Gen, Op. Sign, Google Docs, Pivot, 1View, Zapier, General Caster, VlookUp & Index Match, ZenDesk, Jira, and more. 🌟 Why Choose Me?: • Experience: Years of hands-on experience with Monday.com, ensuring you get the best solutions. • Data Privacy: Your data's sanctity is paramount. I adhere to all data privacy agreements and NDAs. 🖼️ A Glimpse of My Work: With my extensive experience on the Monday.com platform, I've had the privilege to design and manage a wide range of boards tailored to specific business needs. Some of the projects I've successfully executed include: • Communication: Fully Automated emails, Facebook, SMS campaign tracking, and management. • Sales & Marketing: Sales Leads Management, Sales Dashboards, and Sales & Suppliers CRM linked to multiple boards. • Logistics: Export and import process tracking, Route and time attendance tracking. • Purchasing & Inventory: Complete purchasing process with supplies and cost control, Stock & Inventory Control. • Human Resources: HR Applicant Tracking System, HR Leave attendance tracking, Payroll tracking System, Employee Onboarding Board, Staff Evaluation forms linked to Monday.com boards. • Performance Metrics: Employees' KPI Live boards. • Quality & Compliance: Check Lists for on-site projects (Quality Control). • Hospitality: Recipe Live costing for Restaurants. These are just a few examples of the diverse projects I've undertaken. Whether you're in sales, logistics, HR, or any other industry, I can tailor Monday.com to fit your unique needs. Explore my detailed portfolio to witness firsthand the transformative impact of my work
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Demo Presentation
    Process Optimization
    Project Management
    Business Coaching
    Process Improvement
    Project Workflows
  • $85 hourly

    • 4.9/5
    • (57 jobs)
    I provide tech consulting and build automated systems using no-code/low-code tools to simplify work, optimize process and increase productivity. With over 60 projects implemented in a span of 2 years, I have a wide range of experience in various industries. 💻 Specialization: 1. Automation Tools - Monday.com, Zapier, Make (ex Integromat) ⚙️ Integration experience: 1. Sales, Marketing, Support & Operations Tools - Monday, HubSpot, Pipedrive, Calendly, Acuity Scheduling, Slack, Zoom, Zendesk, Proposify, Loom, MailChimp, Kajabi, Google, Microsoft, Dropbox, Shopify, DocuGen, Bitskout AI 2. Invoicing & Payment Tools - Stripe, Xero, Harvest 3. Forms, Surveys & e-Signature Tools - WorkForms, Typeform, Jotform, DocuSign, PandaDoc 4. Productivity Tools - Monday, ClickUp, Notion, Trello 🏗️ Industry experience: 1. Automotive Manufacturing & Dealership 2. Consulting/Coaching Services 3. Digital Marketing Agency 4. e-Commerce 5. Construction & Maintenance 6. Accounting Services 7. Legal Services 8. Interior Design 9. Non-profit 10. Cybersecurity 11. Cryptocurrency 12. Payment Processing/Gateway 13. Content Production 14. Chemicals 15. Healthcare 16. Arboriculture 17. Real Estate Agency 18. Promotional Services 19. General Contractors / High-End Interior Remodeling and Renovations 20. Software Development Ready to transform the way you work? 💪🏻 Send a message now and let’s discuss your needs!
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Process Design
    Automated Workflow
    Zapier
    API Integration
    Dashboard
    Process Optimization
    Solution Architecture
    Business Management
    Automation
    System Configuration
    Customer Relationship Management
    Software Integration
    CRM Software
    Make.com
    Business Process Automation
    Business Applications Consultation
  • $150 hourly

    • 4.9/5
    • (29 jobs)
    Top 1%, Top Rated and EXPERT VETTED Project Manager on Upwork - I have over a decade of experience in Leading Teams and Projects in a variety of industries and on a plethora of platforms. I am a certified Project Management Professional (PMP) and Agile Certified Practitioner (PMI-ACP) with extensive experience in Business Operations and efficiencies. As one of the highest ranked Project Managers on Upwork, I provide quality 5 star service with every project. I consult and specialize in project development and execution to resolve your frustrations in your daily operations. We can join together and lead your business into growth, save money, and create an enjoyable workplace. Skills and actionable tasks: - Operational management (analysis, review, growth) - Business Planning (development & plans) - Project Risk Analysis (review & reduction plans/projects) - Capital Projects (development & implementation) - SOP + processes (development & implementation) - OSHA, DOT, CDL, AS, ISO knowledge - Microsoft Office - Word, Excel, Publisher, Project, etc. - Excellent customer service skills (ability to train, use, and audit) - Experienced Service Quality Assurance auditor - Super Users in Asana, Slack, MS Project, Trello, Monday.com, and Basecamp. I look forward to connecting with you and your company!
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Logistics Management
    Efficiency Testing
    Team Alignment
    Hospitality & Tourism
    Project Management
    Business Cases
    Project Objectives
    Critical Thinking Skills
    Project Insight
    Project Risk Management
    Project Management Professional
    Project Delivery
    Risk Analysis
    Project Scheduling
  • $135 hourly

    • 4.9/5
    • (168 jobs)
    🥇 EXPERT-VETTED = Top 1% of all talent on Upwork | A Master of One = Monday.com 🤓| Investing in the right technology is the first step, implementing it right is the second. → Integrate all of your systems the right way. → Automate all repetitive tasks. → Teach your staff how to get the most out of the Monday.com features. Here’s how I can optimize your Monday.com to its full potential: 👉 WINNING SETUP. You’ll have your account set up correctly to benefit from every feature you pay for. 👉 SMART FLOW. I'll help you display all your processes into boards and design all the interdependencies between boards. 👉 COMPLETE CONTROL. I’ll gather all the information in one place and create the necessary workspaces for your teams to work better and faster: HR, Marketing, Operations, and Finance. 👉 FRICTIONLESS MIGRATION. You get help to migrate all your projects to Monday.com from any other project management system or spreadsheets. 👉 AUTOMATION. I’ll make the platform work for you with workflows and automation, so you can minimize errors and focus on what matters. 👉 INTEGRATION. You get support to integrate Monday.com with your other systems, including Outlook, GSuite, Slack, and Microsoft Teams. 👉 PERFORMANCE. I’ll set up Monday.com dashboards to make it easy for you to visualize key KPIs and measure productivity. Why you should work with me: ⭐️ Monday.com certified partner ⭐️ 5 years experience implementing Monday.com in companies of all sizes ⭐️ Top Rated Plus freelancer ⭐️ Fast turnarounds ⭐️ Ongoing communication You will be paying for my expertise, not for my learning process. It’s time to say goodbye to manual tasks that slow down your staff and make you leave money on the table. And I’m here to support you and your team from start to finish. Get in touch, and let’s make sure you make the proper return on your investment in Monday.com. Pura Vida, Omara
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    System Administration
    SaaS
    Project Management
    Automation
    Implementation
    Software Integration
    Business Process Automation
    CRM Software
    Automated Workflow
    Process Development
    Project Workflows
    Project Scheduling
    Trello
    Asana
  • $95 hourly

    • 5.0/5
    • (77 jobs)
    I help business owners get more of what they want from their business. I am a Professional EOS Implementer, a Certified Exit Planning Advisor, and an Investment Banker with 20+ years of experience. I am the Founder and Managing Director of RedShift Advisors, a lower middle market investment bank in Pittsburgh, PA. We provide strategic planning, investment banking, merger and acquisition, and corporate finance services to privately held and entrepreneur-owned companies in the lower middle market. STRATEGIC PLANNING: We are focused on delivering strategies and solutions to increase the value of your business. We work with our clients to identify, articulate, and prioritize the objectives of a business and its owners. We are thorough in our research and analysis. Our strategic planning services can address business planning, managing cash flow, forecasting and modeling, growth strategy, succession planning, exit planning, transaction planning, and management decision making. INVESTMENT BANKING: We provide a traditional set of investment banking services to small and medium sized enterprises (SME). Our suite of services includes mergers, acquisitions, and capital raising. We maintain relationships with financial institutions throughout the capital markets including banks, private lenders, investment companies, and private equity funds. MERGERS & ACQUISITIONS: We provide both buy-side and sell-side M&A advisory services. On Upwork, we can provide solutions to all or just a portion of your desired transaction. Our M&A services include valuation reports, buyers lists, acquisition search and screening, due diligence, modeling and forecasting, and writing memorandums and presentations. CORPORATE FINANCE: Our corporate finance services include capital raising to finance growth (including working capital, capital spending and acquisitions), fund distributions, and improve cash flow. We can help improve your capital structure, reduce your cost of capital, manage cash flows, and understand and minimize interest rate risk. Let us help you finance working capital (including accounts receivable and inventory, equipment purchases and acquisitions.
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Succession Plan
    Business Valuation
    Company Valuation
    Pitchbook
    Executive Coaching
    Small Business Administration
    Capital Markets
    Investment Banking
    Due Diligence
    Corporate Finance
    Management Consulting
    Strategy
    Business Plan
    Mergers & Acquisitions
  • $150 hourly

    • 5.0/5
    • (37 jobs)
    Do you need a certified monday.com partner to design an excellent workflow for your team? As a business consultant, I have worked with many different software for analytics, big data, digitalization of documents and processes. However, meeting monday.com was special. I instantly knew monday.com was not just another platform but also a fantastic tool that belongs in every successful company's arsenal! I fell in love with it immediately as I felt completely aligned with the monday.com goal and motto to help your business grow so we can: 'Grow together'. In the past five years, I have set up monday.com on various verticals ranging from Marketing to Manufacturing and Telecommunications to Retail getting the best out of platform for their unique respective requirements. As a preferred monday.com partner, I like to keep up to date with all the latest apps and feature releases. I will always find the best way to leverage them to your company's advantage. By walking through your day-to-day tasks and processes and by asking the right questions together, we will discover all your pains and needs; addressing how monday.com can offer you and your company value. Let's achieve your dream workflow together! Let's run through your current process so that we can find ways to optimize them, improving your everyday work! Let's find ways to improve how you: communicate with your team handoff projects and tasks transfer responsibilities track available resources Visualize your work pleasantly and intuitively! I can also help by training and onboarding you and your coworkers to the monday.com platform or the specific processes we have implemented. I can advise you on finding the best plan and features to address your needs and achieve your goals. I can analyze your business processes and implement monday.com to have: the most suitable boards for you and your team. views that help you get the point visually and intuitively dashboards to create a clear overview of your processes and dynamically report on them automations to take care of the grunt work. integrations so that all your systems work together for you existing applications developed in the App store Use the API to address your specific needs I can't wait to help you get the best out of Monday.com! Let's set up a call right away, Kind Regards, Thanos Spelas
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Requirement Analysis
    Business Consulting
    Management Skills
    Project Plans
    Project Workflows
    Project Scheduling
    Process Optimization
    Project Objectives
    Customer Relationship Management
    SaaS
    Business Analysis
    Agile Project Management
  • $88 hourly

    • 5.0/5
    • (3 jobs)
    As a Chief People Architect for over two decades now, I have enjoyed a successful career working with exceptional companies like Microsoft, AT&T, Eastman Kodak, Capgemini and others. My expertise includes leading Human Resource teams and helping companies sovle business problems and evolve the dynamic human capabilities needed to succeed in today's workplace. I have earned and maintain Senior Professional in Human Resources (SPHR) and SHRM Senior Certified Professional (SHRM-SCP) certifications. Additionally, I have earned a Master of Science in Human Resources and Training, Master of Business Administration in Strategic Leadership and will soon complete a PhD in Organizational Development. As a seasoned Human Resource Consultant, I am intimately familiar with most areas of Human Resources and people development. My practice includes years of experience successfully leading, coaching and working inside organizations and consulting with intact teams both in the U.S. and internationally. Now, I look forward to helping you achieve the success you desire in all your human capital needs.
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Career Coaching
    Company Policy
    Succession Plan
    Termination
    Custom Insight Employee Engagement Survey
    Employee Training
    Human Resource Management
    Organizational Development
    Compensation
    Job Description Writing
  • $150 hourly

    • 5.0/5
    • (13 jobs)
    I have worked in recruiting, training and People Operations for the past 15 years, both in house and as an external consultant. Since I have mostly recruited for technical roles, I am highly experienced in researching, boolean search, Linkedin recruiting and engaging with passive candidates. Some of the tasks I perform for my clients are: - Recruiting, Hiring and Onboarding software development teams - Remote team engagement - Technical and Executive Recruiting - Job Descriptions and Organizational Charts - Soft Skills Training design and delivery - HR management - HR processes development - Performance Review - Onboarding - Career/Life coaching I am an expert in partnering with clients to get a profound understanding of their needs and provide resources that will help their businesses thrive. I particularly enjoy working for startups and learning more about different kinds of businesses. If you need any additional information feel free to reach out.
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    English
    Interpersonal Skills
    Employee Training
    Employee Communications
    Organizational Development
    Castilian Spanish
    Communications
    Career Coaching
    Recruiting
    Internet Recruiting
    HR & Business Services
    Human Resource Management
  • $80 hourly

    • 5.0/5
    • (3 jobs)
    Throughout my 19 year career in human resources, I have always appreciated when I heard managers and employees define me as not the typical HR person. I don't follow the traditional HR rules. I work with team members to help them to be the best version of themselves. I believe that if employees are properly supported, they will achieve unbelievable results for the organization. The challenge is that you must meet each individual where they are. Organizations can support their team members in various ways using technology, providing consistent messaging in line with the company culture and brand, and properly compensating team members with value-added benefits, experiences and salaries. For all the small to mid-size leaders out there - I am here to support YOU! You have so much on your plate as you grow your business that you don't need to be spending a copious amount of time researching and implementing programs, determining compliance gaps, and establishing organizational structures that are scalable. I think it's imperative that an HR person must be up-to-date on any new and upcoming employment law changes. I am a perpetual learner. I attend webinars and courses on a weekly basis so that I may learn about any compliance changes as well as to learn the best in practice concepts applicable to small and mid-size employers. I spent my career living and learning on the job accompanied by constant education through SHRM, employment attorneys, HRCI, Hacking HR, and LinkedIn groups. I have even signed up for a webinar produced in Singapore (SST time zone) recently and woke up at 3am to learn how that side of the world is dealing with Covid 19 and returning to work. Sometimes you have to do what you have to do - just in your pajamas. I look forward to working with your organization to help you achieve your goals. I am providing a list below of areas in HR for which I have experience. • Compensation and benefit programs • Budget administration/reporting • Union negotiation and arbitration • Performance and talent management • Wellness program development • Branding and community involvement • Employee and labor law • Regulatory compliance • Leadership coaching/counseling • HR technology: Bamboo HR| Paycom| Jazz HR| Concur • Continuous improvement • Workplace safety • Labor contract administration • Policy design and administration • Employee recruitment and retention
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Company Policy
    Employee Onboarding
    Employee Relations
    Workplace Safety & Health
    Human Resources Compliance
    Job Description Writing
    Human Resource Information System
    Compensation & Benefits
    Employee Communications
    Human Resource Information System Implementation
    Human Resources Strategy
    Employee Engagement
    Human Resource Management
    HR & Business Services
  • $75 hourly

    • 4.5/5
    • (4 jobs)
    I am a certified HR professional and operations partner with significant experience in helping build and scale emerging organizations. Highly organized with a keen attention to detail, I specialize in building strong foundations for early stage companies so that founders can dedicate their energy elsewhere. From strategy and implementation to training and maintenance. I have experience with: Compliance, Recruitment, Succession Planning, Onboarding / Offboarding, Benefits , Policies and Procedure Development, Salary Benchmarking, Equity Plans, Learning and Development, Performance Management, Employee Relations, Incident Investigations, Change Management, Audits, and more. In addition to this HR experience, I have a background in project management, agile methodologies, and user experience design which has helped me be an invaluable addition to teams looking for operational support.
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Process Development
    Performance Management
    Recruiting
    Startup Company
    Project Management
    Human Resources
    Startup Consulting
    Hiring Strategy
    Leadership Coaching
    Compliance
    Policy Writing
    Employee Relations
    Training
    Employment Law
  • $150 hourly

    • 4.9/5
    • (196 jobs)
    👋 Welcome! I'm Shannon, your go-to No-Code Consultant specializing in ClickUp, Airtable, SmartSuite, Softr, and Noloco 🚀 With over 6 years of experience, I empower businesses to streamline their operations using the best no-code and project management tools available. My expertise spans across Airtable, SmartSuite, ClickUp, and a variety of other systems. 🏢 Industries I Serve: - Construction/Renovations - Education and Training - Digital Marketing Agencies/Web Development Agencies - Lawyers/Law Firms - Property Managers/Real Estate Developers - Accountants/Bookkeepers - Coaches/Consultants, Entrepreneurs - Interior Designers - Non-profits/Government Agencies - Video/Podcast Production - Social Media/Content Management - Agriculture Technology/Biotechnology - Travel Logistics Agencies - Publishing Companies - Manufacturers 🖱️ Verified ClickUp Consultant: As a Verified ClickUp Consultant since 2020, I've mastered the art of ClickUp consulting, implementation, training, and ongoing support. Expect custom templates, dashboards, automations, and more that fit your unique business needs. 🌬️ Airtable Service Partner: Proud to be a Certified Airtable Partner, I create complex custom solutions that streamline workflows. With over 100 clients served, I integrate tools like Softr, Fillout, Zapier, and Make to enhance functionality. 🧠 SmartSuite Partner: As a Certified Partner Consultant of SmartSuite, I provide expert consulting, training, and implementation services. Integrating SmartSuite with other tools is my forte, making your systems work seamlessly together. 💻 Softr Expert: Let me elevate your systems with custom dashboards, portals, and client portals through Softr. As a certified expert, I add functionality and control with seamless integrations. 💪 Noloco Expert: Recently certified as a Noloco Expert, I specialize in creating custom web solutions and integrating them with platforms like Google Sheets, SmartSuite, and Airtable. 🐝 Hive Certified Partner: As a Hive Certified Partner, I am equipped to deliver advanced project management solutions that optimize and automate your workflows. With a focus on collaboration and efficiency, I have empowered numerous clients by integrating Hive with essential tools such as Zapier and Make, ensuring seamless functionality across platforms. Let's elevate your project management to the next level with Hive's dynamic capabilities. 🟡 Notion Expertise: My extensive experience in Notion includes designing databases, automating workflows, developing custom templates, and integrating Notion with various tools for tailored solutions. 🌟 Additional Software Expertise: Certified in Asana, Zapier, and Monday, I'm also adept with no-code portal tools like Softr.io, EasyPortal, Noloco, and Stacker. My skills extend to business management systems and CRM platforms, ensuring comprehensive software proficiency. 💼 Our Agency - SMV Virtual Consulting: We're a top-rated Upwork agency specializing in no-code system implementation and operational support. Our certifications include ClickUp, Monday.com, Airtable, SmartSuite, Asana, Hive, Noloco, Softr, and Zapier, ranking us in the top 3% of all agencies. 💼 Business Support Services: We offer more than just software expertise; our comprehensive business support services include Virtual Assistants, Project Managers, and Operations Managers, fostering long-term client relationships based on trust and exceptional support. 🚀 Let's Connect: Need help with ClickUp, Airtable, SmartSuite, or any other specialized tool? I'm here to assist you. Schedule a free 30-minute Discovery Call to discuss how we can boost your business operations. Let's make things happen together! 💻
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    No-Code Development
    Zapier
    Automation
    Airtable
    ClickUp
    Task Automation
    Task Coordination
    Virtual Assistance
    Business Operations
    Business Consulting
    System Automation
    Project Management Support
    Process Improvement
    Automated Workflow
  • $150 hourly

    • 5.0/5
    • (43 jobs)
    Are you sick of the repetitive tasks in your office? Do your employees need to cut down on their admin? Or even be more of a team? Do you need the automation done yesterday? Well, then I believe we're fighting the same problem! I understand the frustration that comes with all repetitive tasks. I know the struggles of working as a team remotely. I know the ins and outs of project management using some of the best tools out there What tools can I set you up with? (Automation, Integration, set-up, and more!) * Monday.com * Zendesk * Airtable * Integromat * Gsuite * Salesforce * Zapier What I can do for you: 1. Show you some of the wonderful automation tools out there and advise you on which would suit your problems best. 2. Set up of online platforms like Monday.com 3. Teach you and your team what automation does and how to use it in your daily work-life 4. Streamline your workflows 5. Reduce your repetitive tasks through the joys of automation 6. Set up your dashboards, giving you real-time views of the companies KPI's 7. Set up user access, for any privacy policy 8. Automate any process I can help you with any automation need you could imagine. Let's have a call to show you what an impact can be made through automation. I can give you a demo of some of our templates, use cases, and more
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Visual Basic for Applications
    Make.com
    Google APIs
    Process Improvement
    Zapier
    Automation
    Software Integration
    Java
    Salesforce
    Airtable
    Project Management Office
    Ecommerce Website Development
    Python
  • $95 hourly

    • 5.0/5
    • (13 jobs)
    Expert Human Resources Professional and Leadership Coach with over 15 years’ experience leading people and culture strategies, talent development, and business performance. I help companies of all sizes with their HR consulting and fractional HR needs. I’ve implemented departments, grown teams, accelerated careers, designed foundational programs, coached executives, managed HR functions, and guided change of all degrees, including a large-scale merger and acquisition. I partner with companies to enhance culture, define organizational structure, refine recruiting and talent selection processes, and develop people strategies to maximize performance. I can help transform your people strategies and resources to build a culture that encourages personal accountability, growth, and a commitment to achieving results. Areas of HR & People Support: • Leadership Development • Culture & Change • Executive Development • Organizational Design & Effectiveness • Recruiting Processes & Job Descriptions • Succession Planning • Learning & Development • Coaching • HR Administration "Jana Svoboda was an essential part of our Human Resource team at Cabela’s. Jana played essential roles in both leadership development as well as succession planning. Additionally, she served as my personal coach for my development as the CEO of the company. I valued her input on my development at the highest possible degree. Jana is an extraordinary talent whom I can recommend without reservation!" Tommy Millner, Retired Former CEO Cabela's, Best Buy Board of Directors “Incredibly collaborative is the phrase that comes to mind when I think of Jana. I had the pleasure of working with her on an extremely challenging acquisition project. As counter-parties, we came together to design, develop, and implement an HR program that supported both sides of the transaction while creating and managing the employee experience. Although we were on opposing sides, she felt like a colleague and cared deeply for everyone, including me!” Lisa Fimby-Dukart, Capital One Finance Happy to answer any questions you may have about my work projects and background. I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Organizational Development
    Human Resources Strategy
    Performance Management
    Culture
    HR & Business Services
    Management Development
    Organizational Design & Effectiveness
    Leadership Development
    Program Curriculum
    Human Resources Consulting
    Executive Coaching
    Succession Plan
    Mergers & Acquisitions
    Recruiting
  • $200 hourly

    • 4.9/5
    • (92 jobs)
    Hi there! I'm Marly, a certified monday.com expert! ✨ I transform businesses by building tailored CRM and project management workflows on monday.com. Monday.com's digital transformation is a strategic evolution that I approach with a long-term perspective as an implementation consultant. Recognizing that digital transformation is a gradual process rather than an instantaneous change, I prioritize a phased approach to ensure seamless integration and sustained success. By systematically implementing Monday.com's versatile tools and adapting workflows, organizations can incrementally enhance efficiency, collaboration, and overall operational effectiveness. This deliberate, long-term strategy allows for continuous improvement, empowering teams to evolve at a pace that aligns with their unique needs and ensures a successful digital transformation journey. Our ultimate objective is to empower our clients by enhancing their overall workflow efficiency. To achieve this, I'm eager to understand more about your organization's unique requirements on monday.com. Additionally, I'm more than willing to share timelines, budgets, and address any other questions you might have. Here are the services I offer on monday.com: Process Mapping monday.com Implementation CRM Creation Custom Project Management Workspace Creation Task Management Dashboard and Reporting Development Automation and Integration Setup Team Training and Onboarding Ongoing support Feel free to discuss your needs or ask any questions you may have—I'm here to assist you! I look forward to connecting with you!
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    CRM Development
    Salesforce CRM
    CRM Automation
    CRM Software
    Process Development
    Process Design
    Automation
    Automated Workflow
    Marketing Operations & Workflow
    Project Workflows
    Customer Relationship Management
    Asana
  • $220 hourly

    • 5.0/5
    • (214 jobs)
    I specialize in turbocharging sales forces and I've been tied to over $60M in profit over the course of my career. If you're looking for a telemarketer or cold caller then I am not your guy, sorry. I design strategies, processes, training, and sales collateral that make your sales team function and perform better than they did last month. I own a sales consulting company, IRC Sales Solutions. We do a lot of general sales consulting and fractional CMO or VP of Sales roles, but people also hire us for: --Sales Strategy --Sales Process --Sales Training --Sales Automation --Artificial Intelligence (AI) Sales Technology --CRM Optimization --Commission Structures / compensation plans --Sales Call Scripts --Email Scripts --Copywriting --Sales Enablement Content / Sales Kits --Pitch Decks / Presentations --Lead Generation In my previous full-time sales manager role: ---Managed 90+ sales reps averaging $1.5 million in net profit per month ---Grew YoY net profit by an average of 106% ---Grew YoY volume by an average of 72% In my previous full-time sales representative role: ---#1 sales rep out of 90 as a senior sales rep ---Earned company up to $100k net profit per month ---Became the first sales rep to ever hit commission while still in training General Experience: ---Sales (15 years) ---Negotiation (10 years) ---Sales Management (10 years) ---Logistics/Freight (8 years) ---HubSpot (5 years, partner) ---Salesforce Lightning, Pipedrive, Zoho ---Outreach.io, Reply.io, Growbots ---Infotelligent, ZoomInfo, Leadfuze ---Contract Law ---Product Development ---B.A., Sales & Business Marketing I'm trained in the following Sales Methodologies: ---MEDDICC ---Challenger Sales ---Sandler Sales ---SPIN Selling ---Solution (Consultative) Selling ---Predictable Revenue / Cold Calling 2.0 ---HIRO Pipeline Framework (Refine Labs) "Sales organizations that have a closely monitored, strictly enforced, or automated sales process are twice as likely to perform well compared to organizations who have a nonexistent or informal structure." -Harvard Business Review
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Business Planning & Strategy
    Sales Development
    Compensation & Benefits
    Sales Strategy
    Sales Optimization
    Sales
    Sales Management
    Compensation
    Compensation Report
    HubSpot
  • $100 hourly

    • 4.8/5
    • (11 jobs)
    Strategic Human Resources professional and proven business partner offering a broad-based HR background with expertise across multiple functions and disciplines. Instrumental in enhancing efficiency, streamlining HR processes, and implementing change management strategy. Talented team leader leveraging excellent communication skills to resolve emerging issues and relate effectively with individuals at all organizational levels.
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Human Resources Strategy
    Candidate Recommendation
    Employment Handbook
    Ultimate Software UltiPro
    Payroll Reconciliation
    Human Resource Management
    Recruiting
    Job Posting
    Benefits
    Human Resources Compliance
    Human Resource Information System
    ADP Workforce Now
    Human Resources Consulting
    Payroll Accounting
    HR & Business Services
  • $60 hourly

    • 5.0/5
    • (3 jobs)
    I have spent 25 years in leadership roles in the nonprofit industry. I have managed & directed teams of all sizes as well as volunteers from all types of backgrounds. My expertise is in organizational effectiveness, building successful teams, coaching executives and board development. I can quickly identify problem areas and come up with a workable and straightforward solution. I have mentored/coached leaders for more than 10 years, all of whom have gone on to become successful in their careers. I can help you: - figure out how to transfer your skills from corporate to nonprofit - launch your new nonprofit and come up with an actionable plan for growth - identify problems and offer solutions within your organization - design a strategic plan - launch a fund development plan - navigate your new role as a nonprofit executive - manage the change necessary for growth and success within your organization - assist with staff challenges/management concerns This is just a short list to illustrate my experience. Chances are, if you have a nonprofit question or problem, I can help!
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Nonprofit Organization
    People Management
    Management Skills
    Business Management
    Executive Coaching
    Organizational Design & Effectiveness
    Team Building
  • $100 hourly

    • 5.0/5
    • (169 jobs)
    I am a senior finance professional with over 30 years of experience across multiple industries. I have a comprehensive understanding of corporate finance, accounting, cash flow management, financial planning and analysis, financial projections, and modeling. In addition to being a full-time consultant, I am also an adjunct professor of finance at three local universities. I am experienced working with startups and helping them determine financial feasibility and demonstrate value to both equity and debt investors. For growth-stage and established firms, I am a scalable addition to the finance team to be used on an interim or special project basis. My clients find me capable, knowledgeable, a good communicator, and willing to go the extra mile to make their businesses a success. See my client feedback below for more insight into what you can expect from working with me. My goal is to help you be successful. I am looking forward to speaking with you about your needs and how I can help you accomplish your goals. Industries I have experience in include: Commercial Real Estate (including Multi-Family, Retail, Office, Flex-Space, Self Storage, Mobile Home Parks), Residential Real Estate, Manufacturing, Retail including eCommerce, Salons / Spas, Saas, and many others.
    vsuc_fltilesrefresh_TrophyIcon Succession Planning
    Business Modeling
    Spreadsheet Software
    Corporate Finance
    Investor Overview
    Financial Modeling
    Cash Flow Modeling
    Business Valuation
    Budget Management
    Financial Variance Analysis
    Financial Projection
    Microsoft Excel
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