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🌟 Dr. Tanvi Sachar PMP Certified Project Manager with 18 Years of Experience Certified Monday Consultant and Systems Architect • 🏆 PMP Certified with 18 years of project management experience • 🚀 125+ full Monday implementations delivered • 💼 $400K+ in Monday professional services delivered through Upwork and private clients • ⭐ Consistently five-star client feedback • 🇺🇸 75 U.S. clients served, plus multiple across Europe • 🌍 Experience across more than fifteen industries • 🤝 Supported by an internal team of six specialists for fast, high-quality delivery I do not simply set up project management or CRM systems, but I also... I design and build complete business operating systems in Monday that remove manual work, give leadership real visibility, and keep teams aligned without chaos. With 18 years of project management experience and PMP certification, I bring both strategic execution discipline and deep Monday technical expertise to every implementation. I stay personally involved in every project. The difference is simple: expert strategy plus a skilled delivery team, not a random freelancer or a one-size-fits-all agency. 💡 What I bring to your organization 🧠 Strategy-first system design I start with business process consulting, not features. You get structured workflows, clean data models, and scalable architecture instead of brittle templates. ⚙️ Technical depth Advanced automations and integrations using Make, Zapier, n8n, and APIs. I routinely consolidate five or more disconnected tools into one operational backbone. 📈 Full lifecycle delivery Process mapping, architecture, automations, dashboards, onboarding, documentation, and long-term support. 🏆 Proven results More than 78 implementations across construction, manufacturing, insurance, legal, agencies, SaaS, field operations, wholesale, and more. Most clients return for multiple follow-on projects. 🎯 What you get working with me • 📊 Executive dashboards with real-time, decision-ready insights • ⚡ 50–80% reduction in manual work through automation • 📈 A system that scales as your team grows • 📚 Clear documentation so your team stays empowered after handoff ❌ Not a fit for • 💸 Cheap quick builds • 🧱 DIY duct-tape setups • ⏱️ Shortcut-driven projects ✅ A strong fit for • 👔 Founders, directors, and operations leaders • 📉 Teams outgrowing spreadsheets and fragmented tools • 🧠 Companies ready to make Monday their operational backbone

Michael Marcellus Monday Systems Consultant & Agency Project Lead • 🚀 Coordinated 100+ Monday implementations delivered by our agency team • 💼 Agency delivery of $400K+ in Monday professional services • ⭐ Consistently high client satisfaction across multiple engagements • 🇺🇸 75+ U.S. clients served, plus organizations across Europe • 🌍 Experience supporting teams in more than fifteen industries • 🤝 Backed by an internal specialist team to ensure fast, high-quality delivery I do not simply “set up boards.” I coordinate the design and delivery of complete business operating systems in Monday that reduce manual work, improve visibility, and keep teams aligned. Every project combines strategic planning with structured execution through an experienced agency team. I remain personally involved in project planning, client communication, and quality oversight — ensuring solutions are practical, scalable, and aligned with your real-world workflows. 💡 What I bring to your organization 🧠 Strategy-first system design We begin with business process consulting, focusing on scalable workflows and clean architecture rather than fragile templates. ⚙️ Technical delivery coordination Advanced automations and integrations across Make, Zapier, n8n, and APIs — bringing multiple tools together into a unified operational backbone inside Monday. 📈 Full lifecycle project delivery Process mapping, architecture planning, automation coordination, dashboards, onboarding, and long-term optimization. 🏆 Proven implementation experience Agency-supported deployments across construction, manufacturing, insurance, legal, agencies, SaaS, field operations, wholesale, and more. Many clients return for expansion and optimization work. 🎯 What you get working with me • A Monday system designed to support real operational workflows • Executive dashboards with meaningful, real-time insights • Automation strategies that reduce manual effort • Scalable architecture that grows with your organization • Clear documentation and structured handoff 🔗 Platforms and integrations coordinated Automation: Make, Zapier, n8n CRM: HubSpot, Pipedrive Accounting: QuickBooks, Bill Document Management: PandaDoc, SignNow, DocuSign ERP: NetSuite, Holded Meetings and Notes: Fireflies, Read, Calendly E-Commerce: Shopify, WooCommerce Communication: WhatsApp, Slack ❌ Not a fit for • Quick, low-budget builds without long-term structure • Patchwork setups intended as temporary fixes • Projects prioritizing shortcuts over stability ✔️ A strong fit for • Teams outgrowing spreadsheets and fragmented tools • Operations leaders seeking structured system design • Organizations ready to build Monday as a long-term operational backbone 🔮 Ready to improve your system? Message me with “WIZARD” and I’ll review your current setup, identify structural bottlenecks, and outline practical improvement opportunities.

HubSpot & Salesforce Solution Architect | 850+ projects across 10+ industries | Proprietary 4-Factor Methodology | $18,000+/mo avg labor savings per client | 112+ hours/mo bandwidth recovered I'm the Solution Architect behind 850+ HubSpot and Salesforce implementations. Sales Ops, RevOps, and Marketing leaders hire me as their fractional HubSpot Consultant, Salesforce Consultant, and Solution Architect — when their CRM is leaking revenue, drowning their team in manual work, or just plain not delivering what it was supposed to. As your Solution Architect AND embedded CRM Administrator, I lead engagements across the full HubSpot and Salesforce stack — HubSpot CRM implementations, Salesforce builds, HubSpot↔Salesforce integrations, Marketing Automation rollouts, and the day-to-day CRM admin work that keeps everything running clean. The 4-Factor Methodology I've built — refined across 850+ CRM, RevOps, and Marketing Automation projects — accounts for your business model, processes, industry, and growth stage before a single workflow gets configured. Systems stay agile as you scale, not custom builds that calcify on go-live day. RESULTS: ⏱ $18,000+/mo avg labor savings + 112+ hrs/mo bandwidth recovered per client (avg across 850+ projects) ⏱ +40% qualified leads for a SaaS client via HubSpot workflows, lead scoring, Marketing Automation rebuild ⏱ 100,000+ contacts migrated from Zoho to HubSpot with zero data loss ⏱ Salesforce transformation for a $250M+ CPG sales agency — fixed scaling blockers that nearly derailed a complex multi-brand build 💬 "Beniah identified and fixed key issues that would have prevented us from scaling, and played a game-changing role in turning a very complex project into a reality. We truly think of him as an expanded member of our team." — Laura Howell, CIO, C.A. Fortune 💬 "Working with Ben was an incredible experience. Thorough, professional, timely, and patient. I would not hesitate to recommend him for any HubSpot-related projects." — Courtney Sparkman, Upwork client TWO WAYS TO START: → Not sure where to begin? Start with a 10-hour RevOps audit — I diagnose what's broken in your HubSpot or Salesforce setup, prioritize fixes, and hand you a roadmap. If we're a fit, we implement together. → Already know what you need? Build, migrate, or integrate from day one — HubSpot CRM, Salesforce, HubSpot↔Salesforce integration, Marketing Automation rollouts, full CRM administration. CORE SERVICES: ✅ HubSpot Solution Architecture: HubSpot CRM setup, customization, HubSpot Marketing Hub implementation ✅ Salesforce Solution Architecture: implementation and optimization across Salesforce Clouds ✅ HubSpot↔Salesforce integration with enterprise-grade bidirectional sync — your dedicated HubSpot Salesforce Consultant ✅ CRM Administration: user management, permissions, data governance, ongoing CRM admin and optimization ✅ Marketing Automation strategy and build: HubSpot Marketing, Salesforce Marketing Cloud, Journey Builder, Pardot ✅ Email marketing and Marketing Automation optimization (HubSpot, Klaviyo, Mailchimp) ✅ Workflow automation via Zapier, Make, n8n, and APIs on clean CRM Administrator foundations ✅ Reporting and dashboards in HubSpot, Salesforce, Tableau, Power BI ✅ RevOps strategy: as your dedicated RevOps Consultant — lead routing, lead scoring, attribution, Revenue Operations design TOOLS: Salesforce Clouds: Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Revenue Cloud, Experience Cloud HubSpot Hubs: Marketing Hub, Sales Hub, Service Hub, CMS Hub, Operations Hub Automation: Zapier, Make, n8n, native APIs, custom middleware Email & Marketing Automation: Pardot, Klaviyo, Mailchimp, Outreach, Active Campaign Other CRM: Zoho CRM, Pipedrive Analytics: Tableau, Power BI, GA4, Einstein Analytics Adjacent: WordPress, Shopify, Webflow INDUSTRIES: Real Estate & Investment | SaaS | Ecommerce | Consumer Brands & CPG | Coaching | Insurance & Finance | Marketing Agencies | Consulting | Healthcare | B2B WHY CLIENTS HIRE ME: ✔ 10+ years as a Salesforce Solution Architect and HubSpot Solution Architect ✔ Featured on UpCity as a Top Service Provider for HubSpot and Salesforce consulting ✔ Proprietary 4-Factor Methodology™ — proven across 850+ projects in 10+ industries ✔ Certified: Salesforce & HubSpot Certified Administrator. Experienced Salesforce Marketing Cloud Expert, Salesforce Pardot Specialist, HubSpot Marketing, and RevOps Consultant. ✔ Solution Architect-tier strategy paired with hands-on CRM admin delivery — multiple CIOs and VPs have called me "a member of our team," not a vendor If you need a HubSpot Solution Architect, Salesforce Solution Architect, CRM Administrator, RevOps Consultant, Marketing Automation Consultant, or HubSpot Salesforce Consultant who understands both the tech and the revenue motion — let's talk. 📩 Tell me what's broken or what you're building. I respond within 24 hours with a clear next step.

I design and operationalize scalable people infrastructure for regulated, multi-state, and global organizations. Very strong compliance background. 10 years+ experience. Bring me in when you need systems to be built correctly (or rebuilt). I can then maintain that system for you as needed. I am an extremely meticulous and high-ownership person. My focus is: 1. Workforce infrastructure & onboarding architecture 2. Compliance & governance systems implementation 3. HR generalist/ management operations I can design custom HR ecosystems aligned to your industry, regulatory exposure, workforce size, growth stage, budget, and operational complexity. Then I implement and maintain them. I build clean, modern (thoughtful, simple!) systems that survive audits, scale effortlessly, and function without chaos. I believe healthy culture grows out of systems that your people and you can use intuitively and thrive in. Industries served: government contracting, manufacturing, energy, engineering, SaaS, media/tech, international professional services, and federal-adjacent environments. Workforce Systems Architecture I design structured employment ecosystems, including: —End-to-end onboarding architecture (offer → verification → payroll/benefits → systems → policy controls → manager integration) —Multi-state workforce frameworks (W2/1099 classification strategy) —Distributed and bilingual workforce alignment —Organizational reporting and accountability design —Performance documentation systems —Offboarding and termination governance workflows —OSHA-aligned operational safety structures for field and manufacturing environments Systems Implementation & Platform Integration I do not depend on a single toolset. I curate the stack that fits your organization. Platforms implemented and configured include: —Payroll & HRIS (e.g., Gusto, Rippling, and similar systems) —Timekeeping systems (e.g., Lathem PayClock) —Microsoft 365 ecosystems, (Teams, SharePoint documentation governance, structured personnel record systems), Google Workspace —Slack-based communication architecture and leadership visibility design —Various benefits, broker, and vendor integrations (PrimePay, Paychex, DEEL, etc) My role is to: —Evaluate tools —Configure them properly —Align them with regulatory compliance and your policy requirements —Integrate workflows across people and systems —Stabilize and maintain operations post-implementation Compliance & Workforce Governance —I-9 verification audits, systems, and remediation controls —Wage & hour alignment —W2/1099 classification governance —Audit-ready documentation control —Employee handbook design and version governance, including bilingual versions —Policy localization for global teams —Cross-border contractor lifecycle coordination (U.S., EU, LATAM, India, CIS) Recent projects: — Built and operationalized the complete HR and workforce governance infrastructure for a regulated food & beverage manufacturer, implementing multi-state payroll, timekeeping integration, OSHA systems/facility safety design + audit readiness, training and certification tracking, I-9 controls, and bilingual workforce systems in under 90 days. — Architected workforce structure and operational systems for a live-streaming marketplace and media/tech startup, formalizing governance, documentation standards, onboarding process, and distributed team environments/alignments to support sustainable scale. — Scaled a federal IT/DoD contractor from 30 to 85+ employees and contractors, enabling $30M in contract expansion within six months. Designed and implemented entire HR infrastructure and systems A-Z. — Designed and implemented a group-wide L&D and operational documentation framework for an international IP law firm (130+ professionals across 30+ offices), reducing errors by 70% and supporting merger expansion into MENA. — Built full HR and operational infrastructure for a global media company, enabling $800K in contract growth and expansion across five continents. What You Hire Me To Do —Build HR functions from zero —Re-engineer fragmented workforce systems —Implement onboarding architecture correctly —Stabilize compliance exposure —Integrate payroll, timekeeping, and documentation systems —Design scalable workforce governance structures —Prepare organizations for growth, acquisition, or regulatory scrutiny —Improve employee relations and retention through stronger, more effective engagement and management If you need structure, call me. If you have a mess, call me! I’m here to help.

I help startups, small businesses, and growing teams build structure across HR, payroll, and people operations. I step into messy or inconsistent systems, improve workflows, support multi-state employee administration, and keep critical back-office functions moving with clear, dependable execution. My work commonly includes HR administration, onboarding and offboarding, payroll support, payroll audit preparation, HRIS cleanup and maintenance, benefits coordination, employee documentation, SOP creation, workflow documentation, and compliance-oriented administrative support. I also support cross-functional operations projects when a business needs stronger follow-through and better internal organization. I bring 20+ years of experience across HR administration, payroll coordination, operations, executive support, project management, and process improvement. I have supported clients in SaaS, eCommerce, behavioral health, higher education, legal, IT, market research, and professional services. On Upwork, my profile shows 100K+ in earnings, 26 total jobs, 2,174 hours worked, Top Rated status, and a 100 percent Job Success score. Clients hire me when they need a steady operator who can assess what is broken, build practical structure, and improve consistency without creating more overhead. Core areas of support: - HR administration and employee lifecycle support. - Multi-state onboarding and offboarding. - Payroll support and audit preparation. - HRIS administration, optimization, and maintenance. - Benefits administration and coordination. - Compliance-oriented support. - SOP creation, process documentation, and workflow improvement. - Business operations support and project coordination. If you need a consultant who can quickly identify gaps, organize the work, and strengthen HR, payroll, and operations with practical execution, I am a strong fit.

Operations and strategy professional with 6+ years of experience supporting leadership teams, startups, and global organizations across HR, program management, research, and business operations. I specialize in bringing structure to fast-moving environments, improving workflows, and driving cross-functional execution. I have supported enterprise HR system implementations, led operational initiatives, coordinated complex projects, and delivered executive-level support across U.S. and international teams. My work spans strategic communications, content development, organizational planning, and operational scaling. Known for being proactive, detail-oriented, and solutions-focused, I partner closely with leaders to turn ideas into clear plans, improve efficiency, and support sustainable growth. Let’s chat about how I can support your work and bring immediate value to your team.