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$29/hr
98%
Job Success
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14+ YEARS SALESFORCE CONSULTANT & DEVELOPER | ✅ 69 X Certified badges & 36 X Ceritifications ⭐️⭐️⭐️⭐️⭐️ CERTIFICATIONS | SALESFORCE GOLD PARTNER | ARTIFICIAL INTELLIGENCE - AI, CTI, SMS, WHATSAPP & MARKETING CLOUD EXPERT | AWS & HUBSPOT DEVELOPER, I HAVE GOOD EXPERTISE WITH SALESFORCE, HUBSPOT CRM & ARTIFICIAL INTELLIGENCE
✔I was based out of San Diego, US and moved to India, was working for Fortune 500 companies
✅Official Agentblazer champion 2026
✔ Technology & Salesforce crm Youtube channel with 136k subscribers Rahulchauhansfdc : Youtube channel: my channel about Salesforce, Hubspot best practices, and Cloud/AI best practices.
Salesforce & HubSpot Architect with 14+ years of experience helping companies streamline sales, marketing, customer service, and RevOps processes.
✔ Tableau Certified, Hubspot, marketing cloud certified & Power BI
✅Top-Rated Plus Status: Verified in the top 1% of talent globally on Upwork.
✅14+ Years Experience: Delivering elite-level technical and architectural CRM solutions.
✅90,000+ Hours Logged: Hands-on platform engineering and strategic consulting.
✅500+ Global Clients: Trusted by Fortune 500 enterprise giants including Yamaha and Toyota.
✅Official Salesforce Community Group Leader, Dreamforce Hackathon Winner, and Montreal Dreamin' Speaker.
Core Value Proposition
• AI-First Architect: Deeply specialized in Salesforce Einstein, Agentforce, and automated AI workforce deployment.
• True Multi-Cloud Mastery: Seamless cross-cloud blueprints built to optimize business KPIs and technology ROI.
• HubSpot Data Alignment: Elite custom API integration syncing your marketing and sales infrastructure flawlessly.
• Clicks-Before-Code Philosophy: Prioritizing scalable native features to lower long-term technical debt and maximize maintenance ease.
Verified Certifications & Credentials
Salesforce Architect & Elite AI Suite
✅Salesforce Certified Application Architect
✅Salesforce Certified Integration Architect
✅Salesforce Certified Development Lifecycle and Deployment Architect
✅Salesforce Certified Data Architecture and Management Designer
✅Salesforce Certified Sharing and Visibility Designer
✅Salesforce Certified AI Specialist / Agentforce Specialist
✅Salesforce Certified AI Associate
Salesforce Developer & Consultant Credentials
✅Salesforce Certified Platform Developer II
✅Salesforce Certified Platform Developer I
✅Salesforce Certified JavaScript Developer I
✅Salesforce Certified Platform App Builder
✅Salesforce Certified Advanced Administrator & Administrator
✅Salesforce Certified Sales Cloud Consultant
✅Salesforce Certified Service Cloud Consultant
✅Salesforce Certified Experience Cloud Consultant
✅Salesforce Certified User Experience Designer
✅Salesforce Certified Associate
HubSpot Certifications
✅HubSpot CRM Software Certification
✅HubSpot Marketing Hub Software Certification
✅HubSpot Sales Hub Software Certification
✅HubSpot Inbound Marketing Optimization Certification
✅HubSpot Integrating with HubSpot Foundations Certification
✅HubSpot Revenue Operations (RevOps) Certification
10x Salesforce Superbadges
✅Advanced Apex Specialist
✅Apex Specialist
✅Data Integration Specialist
✅Lightning Web Components Specialist
✅Service Cloud Specialist
✅Process Automation Specialist
✅Security Specialist
✅Business Administration Specialist
✅Lightning Experience Reports & Dashboards Specialist
Technical Ecosystem Mastery
• Core CRM Clouds: Sales, Service, Experience, Financial Services, and Health Cloud.
• Marketing & Analytics: Marketing Cloud, Pardot (Account Engagement), HubSpot Hubs, Tableau, and Power BI.
• Custom Code & API: Advanced Apex, Lightning Web Components (LWC), Aura Components, MuleSoft integrations, and custom middleware patterns (QuickBooks, HubSpot, proprietary databases).
Noteworthy Enterprise Engagements
• Yamaha Motors: Led multi-cloud system restructuring and data rationalization.
• Toyota Motors: Appointed as Salesforce Technical Team Lead for global workflow optimization.
• University of California, Berkeley: Engineered secure student/faculty internal system portals.
• Ticketmaster & Lloyds Pharmacy
Ready to architect your business transformation with an industry expert?
Click "Invite to Job" or "Hire Now" to start engineering your stack today.
Salesforce Architect Agentforce AI Salesforce AI Specialist Apex LWC HubSpot Integration MuleSoft Salesforce Marketing Cloud Sales Cloud Service Cloud Tableau API Custom Integration Data Migration HubSpot CRM Application Architect
Salesforce Technical Architect Application Architect Integration Architect MuleSoft Integration HubSpot Salesforce Sync Custom API Developer REST SOAP API Integration
Advanced Apex Specialist Lightning Web Components (LWC) Aura Components JavaScript Developer Asynchronous Apex Apex Triggers & Classes Visualforce Salesforce DevOps CI/CD
Sales Cloud Consultant Service Cloud Optimization Experience Cloud Portals Financial Services #USA #Australia #UAE #Europe #Canada #UK
Georgia
$60/hr
97%
Job Success
$200K+ earned
Available now
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I help companies fix and scale Salesforce systems. Especially when integrations, automation, or data flows don’t work as expected.
Over the past 15+ years, I’ve worked with startups, mid-size companies, and enterprises, turning Salesforce into a reliable system of operations, not just a CRM. Most of my work focuses on integrations, process automation, and cleaning up complex or underperforming setups.
I’ve helped teams fix broken integrations between Salesforce and tools like HubSpot, NetSuite, and other APIs, clean up messy data after migrations, improve data integrity, and build scalable automation using Flows and Apex. I also work on optimizing lead routing, pipeline visibility, reporting, and connecting Salesforce with external systems.
My core expertise includes Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud / Account Engagement (Pardot), CPQ, Nonprofit Cloud, Litify, AppExchange app development, integrations, automation, and data migration.
From a technical perspective, I work with Apex, Lightning Web Components (LWC), Aura, Visualforce, Salesforce Flow (record-triggered and screen flows), Platform Events, REST/SOAP APIs, webhooks, data modeling, validation rules, and process automation.
I have hands-on experience integrating Salesforce with platforms like HubSpot, NetSuite, SAP, Stripe, Twilio, DocuSign, PandaDoc, Celigo, Zapier/Make, FormAssembly, Formstack, WordPress, and OpenAI / ChatGPT.
I focus on building systems that are stable, scalable, and actually used by teams, not overengineered solutions that break over time. If you’re dealing with a messy setup, broken sync, or need to build something reliable from scratch, happy to discuss.
Certifications:
Salesforce Certified Platform Developer II
Salesforce Certified Platform Developer I
Salesforce Certified Administrator I
Salesforce Certified Platform App Builder
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Experience Cloud Consultant
Salesforce Certified JavaScript Developer I
Salesforce Certified Service Cloud Consultant
$50/hr
91%
Job Success
$400K+ earned
Available now
Offers consultations
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I represent Netpace.Inc, an agency with 20+ Years of Building, Scaling, and Transforming with Code, Cloud & AI. We're not just software developers — we’re product accelerators and technology partners trusted by Fortune 500s and startups building tomorrow's unicorns
Our hybrid delivery model gives you the best of both worlds:
• U.S.-based business managers for clarity, accountability, and timezone alignment
• Global delivery teams for execution at speed and scale
• A flexible, responsive team ready to plug into your roadmap
We help you ship faster, scale securely, and lead with AI-first development — whether you're building from scratch, modernizing legacy code, or integrating intelligent workflows into existing products.
____________________________________________________________________________
💼 Core Services
Web Software & App Development
• MVPs, portals, dashboards, SaaS platforms
• Full-stack (Java Spring Boot, Node.js, Python, .NET, React, Flutter, React Native)
• Microservices, containerization, and API-first builds
AI & LLM Integrations
• AI chatbot development (custom GPTs, OpenAI, Claude, Mistral, etc.)
• AI-powered process automation & virtual assistants
• RAG, vector DBs, knowledge bases & prompt engineering
• Private LLM deployments and inference optimization
Cloud Enablement & DevOps
• AWS, Azure, GCP cloud migration
• CI/CD pipelines, infrastructure as code, serverless apps
• Cloud security, observability, and cost optimization
Dedicated Teams / Staff Augmentation
• On-demand pods of developers, designers, testers
• Short-term velocity boosts or long-term team extensions
• Pre-vetted, domain-specific experts
CMS & eCommerce Development
• CMS : WordPress, Wix, Webflow, Squarespace, Framer, Craft CMS, Strapi, Moodle
• eCommerce : Custom, Shopify, Magento, BigCommerce, WooCommerce
• CRM & Marketing Automation : Odoo CRM, HubSpot, Lovable.
Design & Product Strategy
• UI/UX (Figma, mobile-first, accessibility-compliant)
• Product ideation, wireframes, prototyping
• Conversion-focused SaaS and eCommerce UX
____________________________________________________________________________
🔍 What Makes Us Different?
• AI-Native from Day One: We don't bolt AI on. We build with it — from GPT-powered UIs to automated test generation and AI-enhanced workflows.
• Fortune 500 Trust + Startup Speed: Enterprise-grade systems thinking with a lean, agile execution mindset.
• Transparent Communication: Weekly demos, Slack access, daily standups — whatever fits your style.
• Outcome-Driven: We track success by your KPIs — whether it's sign-ups, conversions, uptime, or time to market.
____________________________________________________________________________
📞 Let's Talk
Whether you’re launching your next product or transforming legacy workflows — we’d love to understand your vision and show you what’s possible with Netpace.
Let's connect for a quick 10-minute call.
Associated with
Netpace Inc
$400K+
earned
$85/hr
96%
Job Success
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Salesforce Solutions Architect | AI & Agentforce Expert | 15x Certified Developer, Architect & Admin
Elevate Your Business with a Top-Rated Salesforce & AI Specialist
With 15 Salesforce certifications and a proven track record of delivering successful Salesforce CRM implementations, AI solutions, and Agentforce automation, I help businesses scale, streamline operations, and maximize ROI through tailored and data-driven Salesforce strategies.
Why Hire Me?
✅ Top-rated Salesforce Expert on Upwork with 80+ successful projects
✅ AI & Agentforce Specialist – Integrating AI for more intelligent business decisions
✅ End-to-End Salesforce Solutions – Implementation, integration, and customization
✅ Proven Success – Helping businesses boost efficiency & automation
Key Skills & Specialties
🔹 Salesforce Development & Architecture
Apex, Visualforce, Lightning Components (Aura/LWC) for custom app development
API Integrations (REST, SOAP, Bulk API)
🔹 Salesforce Integration Expert
Seamlessly integrating Salesforce with Stripe, Twilio, Mailchimp, AWS, Google, NetSuite, QuickBooks, Slack, HubSpot, and more
🔹 AI & Automation for Salesforce
AI-powered predictive analytics, chatbots, process automation, and Einstein AI solutions
Automating workflows and enhancing decision-making through AI-driven insights
🔹 Agentforce & Customer Engagement
Optimizing Agentforce for enhanced productivity, AI-powered case routing, and customer engagement
🔹 Salesforce Consulting & Administration
CRM architecture, system administration, data migration, workflows, and security setup
Salesforce Certifications & Expertise
Salesforce Certified:
✔ Platform App Builder
✔ Platform Developer I & II
✔ Administrator
✔ Sales Cloud Consultant
✔ Service Cloud Consultant
✔ Experience Cloud Consultant
Advanced Specializations:
✅ Salesforce CPQ & Quote-to-Cash Implementation
✅ Einstein Analytics & Tableau CRM for Data Insights
✅ Marketing Cloud Automation (Journey Builder, AMPscript, Automation Studio)
✅ FinancialForce Customization for streamlined financial operations
✅ Field Service Lightning for optimized field operations
Salesforce Implementation & Customization Services
Sales Cloud
🔹 Lead & Opportunity Management
🔹 Conga Composer for advanced document generation
🔹 Custom reports & dashboards
Service Cloud
🔹 OpenCTI, Live Agent, Knowledge Articles
🔹 Entitlement & Case Management
📩 Marketing Cloud & Pardot (B2B Marketing)
🔹 AI-powered lead scoring
🔹 Personalized email automation & retargeting
🛒 Commerce Cloud & Salesforce AI Solutions
🔹 Demandware, HTML/ISML, JavaScript, JSON
🔹 AI-powered customer segmentation & personalization
Let’s Build Your Salesforce Success Together!
Whether you need Salesforce implementation, AI automation, custom development, or process optimization, I provide scalable, high-performance solutions tailored to your business growth.
Ready to optimize your Salesforce operations? Let’s connect and discuss your project today!
$35/hr
100%
Job Success
$400K+ earned
Available now
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Hey there! I'm Sumit Mishra – Your Go-To Salesforce Expert
I’m a 22x Certified Salesforce Consultant, Developer, and Solution Architect with over 13 years of experience helping organizations make the most of their Salesforce investment. I’ve worked with nonprofits, healthcare organizations, SaaS startups, and global enterprises—building smart, scalable, and secure solutions that drive real results.
If you’re looking for someone who can truly understand your business needs, translate them into powerful Salesforce solutions, and work as an extension of your team—you’re in the right place.
What I Do Best:
Sales Cloud, Service Cloud & Salesforce CPQ: I help sales and support teams work smarter with streamlined processes, automation, and custom workflows. I’ve also implemented CPQ for dynamic quoting and approval cycles.
NPSP (Nonprofit Success Pack): From donor management and grant tracking to volunteer portals and reports—I’ve set up full nonprofit CRM systems that drive impact and efficiency.
Health Cloud: I’ve built HIPAA-compliant care plans, patient updates, and clinical workflows using Health Cloud, often paired with custom automation and Lightning Components.
Marketing Cloud: I’ve created dynamic emails using AMPscript, built customer journeys in Journey Builder, managed Data Extensions, and automated campaigns that actually convert.
Commerce Cloud & Experience Cloud: I’ve worked on B2B/B2C commerce portals, partner communities, and public-facing sites using LWC and Experience Cloud, tailored to unique business needs.
Salesforce Setup, Customization & Integration: I build everything from the ground up—custom objects, Flows, Apex, LWC.
Integrated Salesforce with platforms like QuickBooks, Stripe, Zoom, Outlook, and Gmail using REST APIs, Webhooks, and middleware like Zapier, Workato, and Dell Boomi.
Reports, Dashboards & Analytics: I love turning messy data into clear insights. I’ve built advanced dashboards and reports for everything from forecast vs. actuals to donor segmentation and patient health outcomes.
DevOps, Agile & Project Management: I use tools like Git, Copado, Gearset, Jenkins, and Salesforce DX for reliable deployments.
I work in Agile sprints using tools like Jira, Asana, and ClickUp—always focused on getting things done right and on time.
A Few Projects I’m Proud Of:
LWC-powered Volunteer Portal for a nonprofit
Automated donor lifecycle journeys with NPSP & Flow
Patient alerts & care plans in Health Cloud
Stripe + Zoom event automation from Salesforce
Multilingual Conga quote generator for B2B sales
Why Clients Love Working With Me:
✅ 13+ years of Salesforce experience
✅ 22 Salesforce certifications across Admin, Dev, Architect, and Marketing
✅ Strong communication and full ownership of projects
✅ Experience across multiple industries and use cases
✅ US time zone overlap for seamless collaboration
Let’s Talk: If you need a Salesforce expert who brings both technical skills and business insight—I’d love to hear more about your project.
Let’s connect and make something awesome together.
$35/hr
97%
Job Success
Available now
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🚀 Top-Rated Plus Salesforce Consultant | 30X Certified | HubSpot Gold Partner & Monday Gold Partner & first and only Monday Certified CRM specialists.
Strategic Implementations | No-Code/Low-Code Workflows | Multi-Platform Integrations
Hi, I’m Vivek — CTO at CloudCache Consulting, a certified Salesforce Summit Partner and Gold Monday & HubSpot Partner.
With over 14+ years of CRM experience, 30+ Salesforce certifications, and a proven job success rate on Upwork, I help businesses scale smarter with intelligent CRM implementations, cross-platform integrations, AI innovations and automation-driven solutions.
I’ve successfully delivered 1,000+ CRM and automation projects across sectors, including SaaS, finance, real estate, nonprofits, and retail—designing systems that cut manual effort, unify teams, and elevate customer experiences.
🛠️ My Core Services:
⚙️ Salesforce Implementation & Consulting
(Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, CPQ, Field Service)
📈 HubSpot CRM & Marketing Automation
(Onboarding, pipeline setup, lead scoring, marketing campaigns, sales automation)
📋 Monday CRM & Workflow Solutions
(Sales pipelines, project management boards, task tracking, automation with Make)
🧑💻 Custom Development & AppExchange Packages
(Apex, LWC, Flow Builder, Aura, custom Lightning apps, AppExchange publishing and managed packages)
🔌 Complex Integrations
(Integrations with SAP, NetSuite, Stripe, DocuSign, Zoom, Shopify, QuickBooks, Xero, and REST/SOAP APIs, powered by Make, Zapier, and Workato for scalable no-code/low-code automation)
Data Migration & Cleansing
(Migrate from HubSpot, Excel, ACT! with deduplication and data integrity)
Nonprofit Success Pack (NPSP)
(Grant management, donation tracking, volunteer portals, custom reports)
Tech Stack & Tools:
Languages & Frameworks:
Apex, LWC, Aura, SOQL, JavaScript (React, Angular, Vue)
Automation:
Flow Builder, Process Builder, Journey Builder, Workflow Rules
Forms & Docs:
FormAssembly, Titan, Formstack, Docomotion
Security & Compliance:
Field-Level Security (FLS), Role Hierarchies, Sharing Rules
🔄 Integration & Automation Platforms:
Make(Integromat) – Visual automation for Salesforce, HubSpot, Monday, and third-party SaaS
🔹Zapier – Quick-turn integrations and task automation across 5,000+ apps
🔹Workato – Enterprise-grade iPaaS platform for building complex cross-cloud workflows
🔹Celigo, MuleSoft, and Tray also supported
🎓 Salesforce Certifications (30x+):
🏗️ Application Architect & System Architect
🔌 Integration Architecture Designer
👨💻 Platform Developer I & II
🛠️ Admin & Advanced Admin
💼 Sales, Service, Marketing, Experience Cloud Consultant
💸 CPQ, 🛠️ Field Service, 🎛️ OmniStudio Developer
📊 Tableau CRM, ✉️ Pardot Consultant
❤️ Nonprofit Cloud Consultant.
🧡 HubSpot CRM Partner Expertise:
As a HubSpot-certified Partner, I help businesses implement and scale Sales, Marketing, and Service Hubs.
From custom deal stages and lead scoring to email automation and dashboard reporting, I build systems that drive ROI.
Integrations include Shopify, Zoom, Calendly, Stripe, and more.
🟧 Monday Consulting Excellence:
As a Gold Partner, we’ve helped 100+ companies streamline operations using Monday Work Management, Monday CRM, and Monday Dev.
I build no-code/low-code workflows for:
✅ Project tracking
📊 Sales operations
🚀 Onboarding & service delivery
🤝 Cross-team collaboration
🔁 Automation via native tools and Make
🌟 Why Clients Choose CloudCache Consulting:
🧠 14+ Years CRM Expertise with Cross-Industry Domain Knowledge
💼 100% Upwork Job Success Score | Long-Term Client Relationships
🔁 End-to-End Delivery: Consulting → Development → Deployment
📣 Transparent Communication, ⚡ Agile Execution & 📄 Documentation
🛡️ ISO 9001 & 27001 Certified Processes | 🌍 GDPR Compliant
🌐 Trusted by Startups, SMEs, and Global Enterprises Alike
💰 Cost-Efficient Solutions, ⏱️ On-Time Delivery, Long-Term Relationships
🚀 Let’s build CRM systems that don’t just work—but drive growth.
#Project Management #CRM #CRMDevelopement #CustomerRelationshipManagement #mondaycom #HubSpotCRM #CRMImplementation #CRMAutomation #WorkflowAutomation #BusinessProcessAutomation #APIIntegration #CRMMigration #RevenueOperations #SalesOperations #SalesforceCRM #Make. com #Zapier #HubSpotSalesHub
Message me today to discuss your Salesforce, HubSpot, or Monday needs.
Associated with
CloudCache Consulting Private Limited
$33/hr
98%
Job Success
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🏆 Top 1% Expert-Vetted Salesforce Consultant | 99% Job Success Score | 5.0★ Rating Across 264 Engagements on Upwork
I’m a ⭐️⭐️⭐️⭐️⭐️36x Certified Salesforce and 14x Certified HubSpot Expert (trailblazer.me/id/divschauhan), 3-time Dreamforce Hackathon Winner, with strong experience in AppExchange product development and active roles as a Salesforce Community Group Leader and Trailhead Answers Leader.
⭐️ Core skills include:
✅ Salesforce Implementation ✅ Salesforce Administration
✅ Sales Cloud ✅ Service Cloud ✅ Financial Services Cloud
✅ Experience Cloud ✅ Marketing Cloud ✅ Salesforce Maps
✅ Flow Builder ✅ Reports & Dashboards ✅ Lightning Pages
✅ Data Migration ✅ CPQ ✅ Commerce Cloud ✅ Agentforce
I have worked with 🌟High Profile Clients🌟 in my Salesforce Career:
✅ Yamaha Motors(Fortune 500 Company)
✅ Ticket Master (~100 Million Estimated Revenue per Year)
✅ Lloyds Pharmacy(~150 Million Estimated Revenue per Year)
𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬:
✅ Salesforce Certified MuleSoft Developer II
✅ Salesforce Certified B2C Commerce Developer
✅ Salesforce Certified MuleSoft Developer I
✅ Salesforce Certified B2C Solution Architect
✅ Salesforce Certified Marketing Cloud Developer
✅ Salesforce Certified Platform Developer II
✅ Salesforce Certified OmniStudio Developer
✅ Salesforce Certified Marketing Cloud Consultant
✅ Salesforce Certified Marketing Cloud Account Engagement Specialist
✅ Salesforce Certified Marketing Cloud Administrator
✅ Salesforce Certified Nonprofit Cloud Consultant
✅ Salesforce Certified Field Service Consultant
✅ Salesforce Certified CRM Analytics and Einstein Discovery Consultant
✅ Salesforce Certified CPQ Specialist
✅ Salesforce Certified Service Cloud Consultant
✅ Salesforce Certified Marketing Cloud Email Specialist
✅ Salesforce Certified Sales Cloud Consultant
✅ Salesforce Certified Platform App Builder
✅ Salesforce Certified Experience Cloud Consultant
✅ Salesforce Certified Administrator
✅ Salesforce Certified Platform Developer I
𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 & 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠:
✅ Configuring Salesforce orgs from scratch, including custom objects, fields, roles, and profiles
✅ Data cleansing and governance for accuracy and reliability
✅ Designing reports and dashboards for actionable insights
✅ Apex classes, triggers, Visualforce pages, Lightning Web Components (LWC), Aura
✅ Custom AppExchange product development and third-party integrations (REST/SOAP APIs, JSON, XML, web services)
✅ JavaScript/jQuery customization to extend Salesforce functionality
✅ AppExchange tool selection, administrator and end-user training, and go-live documentation
𝐇𝐮𝐛𝐒𝐩𝐨𝐭 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 & 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠:
✅ HubSpot CRM setup
✅ HubSpot onboarding
✅ HubSpot customization
✅ HubSpot workflow automation
✅ HubSpot email marketing automation
✅ HubSpot lead management
✅ HubSpot pipeline setup
✅ HubSpot sales automation
✅ HubSpot reporting & dashboards
✅ HubSpot data migration
✅ HubSpot integration services
✅ HubSpot API integration
✅ HubSpot CMS development
✅ HubSpot landing page design
✅ HubSpot email template design
✅ HubSpot contact segmentation
✅ HubSpot data cleanup & deduplication
✅ HubSpot CRM optimization
✅ HubSpot lifecycle stage setup
✅ HubSpot support & maintenance
⭐️⭐️⭐️⭐️⭐️ Financial Services Salesforce Consultant | Service Cloud | Experience Cloud | Sales Cloud | Australia | Europe | UK | USA | Canada | UAE
𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬:
Salesforce Developer, Salesforce Administrator, Salesforce Marketing Cloud, Salesforce CPQ, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Commerce Cloud, Salesforce Einstein, Salesforce Admin, CRM Development, Email Studio, Salesforce Apex, Salesforce Architect, Salesforce lightning, Lightning Web Components, LWC, Salesforce Expert, Salesforce Lightning Web Components (LWC), Salesforce integration, Senior Salesforce Developer, Salesforce AppExchange, Salesforce App Development, Salesforce API, Salesforce, Marketing Cloud, Marketing Campaign, Pardot, Salesforce Development, Salesforce Admin, Salesforce Integration, Salesforce setup, Salesforce set up, Salesforce Customization, Salesforce dev, Account, Lead, Contact, Opportunity, Quote, Order, CPQ, PDF, SF dev, SFDC dev, Salesforce optimization, Managed Package, Unmanaged Package, app, application, publishing, publish, Lightning, Classic, Aura, Lightning Web Component, Lightning Framework, Visualforce, VF, Lightning page, Apex, Trigger, Batch, Apex Class, Scheduler, Scheduled Apex, Batch, Queue, Standard Objects, Custom Objects, Custom Fields, Validation, Validation Rules, Automation, Data, Setup, Einstein, Einstein GPT, EinsteinGPT, LinkedIn, Linked In, Apollo, Workflow, work flow, WF, Screen Flow, Screenflow, Flow, Trigger Flow, Triggerflow, Process Builder, process builder, email, email template, MailChimp, Mail Chimp, Einstein GPT, GPT4, Conga Composer & Conga Sign, Salesforce Maps, High Velocity Sales.
$62.5/hr
98%
Job Success
$2M+ earned
Offers consultations
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I hold a Master of Science in Computer Science from the Illinois Institute of Technology and a Microsoft Certified Developer credential. Over 12+ years, I've partnered with reputable US-based clients to architect and deliver web and mobile applications, ecommerce platforms, backend systems, and AI-powered solutions that support real business operations across industries — on time, on budget, and built to last.
When mid-size and enterprise teams need a senior developer they can trust with complex, high-stakes projects — they hire me.
What I do best:
- .NET, PHP Python full-stack development — robust, secure, and enterprise-grade
- Mobile app development (iOS & Android) from concept to launch
- API design, development, and seamless third-party integrations
- SQL Server & MySQL — database architecture, optimization, and performance tuning
- AI & machine learning integration — intelligent features built into real products
- Legacy system modernization, code audits, and architecture consulting
- Full product lifecycle ownership: architecture → development → testing → deployment across Windows, Linux, and Mac environments
Need more than one developer?
I can provide a dedicated team of experienced developers and project managers for end-to-end delivery — giving you agency-level capacity with senior-level oversight, accountability, and a single point of contact you can trust.
Who I work with:
Mid-size and enterprise teams who need a technically strong, communicative partner — not someone they have to babysit. Whether you're scaling an existing platform, modernizing a legacy system, integrating AI into your product, or building something from the ground up, I bring the experience and leadership to move fast without cutting corners.
Why clients keep coming back:
I don't just write code — I bring product thinking, technical leadership, and a genuine investment in your business goals. I ask the right questions upfront, communicate proactively, flag risks before they become expensive, and deliver consistently. My clients value long-term partnerships, not one-and-done transactions.
Got a project in mind? Send me a message and I'll get back to you within a few hours.
Associated with
Empirical Edge Inc.
$1M+
earned
$27/hr
100%
Job Success
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✅ Full-Charge Bookkeeping and Accounting Service | Tax Preparer | Certified Bookkeeper & QuickBooks Online Advanced ProAdvisor Bookkeeper | Accounts Receivable (AR) & Accounts Payable (AP) Management | Experienced QuickBooks Reconciliation | QuickBooks Online Cleanup
𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 𝐏𝐫𝐨 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 | 𝐅𝐂𝐂𝐀 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 | 𝐂𝐏𝐀 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 I Remote Bookkeeper with 10+ years delivering expert U.S. bookkeeping services, 𝐐𝐁𝐎 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠, 𝐜𝐚𝐭𝐜𝐡-𝐮𝐩 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠, and financial reporting for small business owners.
As a certified bookkeeper and virtual bookkeeper, I provide accurate monthly bookkeeping, QuickBooks cleanup, bank reconciliation, and tax preparation support that keep your books clean, compliant, and decision-ready.
QuickBooks & Accounting Software:
• 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 (𝐐𝐁𝐎) 𝐏𝐫𝐨 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝
• 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐃𝐞𝐬𝐤𝐭𝐨𝐩
• 𝐗𝐞𝐫𝐨 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝
• 𝐖𝐚𝐯𝐞 | 𝐌𝐘𝐎𝐁 | 𝐁𝐮𝐢𝐥𝐝𝐢𝐮𝐦
• 𝐆𝐮𝐬𝐭𝐨 & 𝐀𝐃𝐏 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 𝐏𝐫𝐨𝐜𝐞𝐬𝐬𝐢𝐧𝐠
Core Bookkeeping Services:
• Monthly Bookkeeping & Catch-Up Bookkeeping: • Complete monthly bookkeeping services for small businesses
• Catch-up bookkeeping – bringing behind-schedule books current
• Accounts Payable (A/P) – bill entry, vendor payments, expense tracking
• Accounts Receivable (A/R) – invoicing, payment tracking, collections
• Bank reconciliation – monthly account reconciliation in QuickBooks Online
• Credit card reconciliation – matching statements with QBO transactions • General ledger review – ensuring GAAP compliance
QuickBooks Online Services:
• QuickBooks setup – company file creation, chart of accounts configuration
• QuickBooks cleanup – fixing errors, reconciling discrepancies, organizing messy books
• QBO migration – transferring data from Excel or other software to QuickBooks Online
• QuickBooks training – teaching business owners effective QBO use
• Multi-currency setup for international transactions
Financial Reporting & Statements:
• Financial statements – Balance Sheet, Profit & Loss, Cash Flow Statement
• Financial reporting – custom reports for management decisions
• Budget vs. actual reports – variance analysis for expense control
• Financial forecasting – revenue projections and cash flow planning
• KPI tracking and ratio analysis
Month-End & Year-End Services:
• Month-end closing – reconciliations, accruals, adjusting entries
• Year-end closing – preparing books for tax season
• Tax preparation support – tax-ready financial statements for CPAs
• Sales tax tracking – quarterly filing preparation
• 1099 preparation – contractor payment tracking and filing
• Payroll processing support – Gusto/ADP reconciliation and reporting
Specialized Services:
Industry-Specific Small Business Bookkeeping:
• E-commerce bookkeeping – Shopify, Amazon, WooCommerce integration
• Real estate bookkeeping – property management, rental income tracking
• Construction bookkeeping – job costing, progress billing
• Retail bookkeeping – POS integration, inventory management
• Professional services – law firms, consultants, agencies
• Nonprofit bookkeeping – fund accounting, grant tracking
Accounts Payable & Receivable Specialist:
• A/P processing – bill management, payment scheduling
• A/R processing – invoice creation, payment collection, aging reports
• Cash flow management – optimizing receivables and payables
Remote Bookkeeper Services:
As a remote bookkeeper and virtual bookkeeper, I offer cloud-based bookkeeping:
✅ 100% Remote Services – Secure cloud access ✅ Monthly Bookkeeping Packages – Tailored to your business ✅ Catch-Up Bookkeeping Projects – Fast turnaround ✅ QuickBooks Cleanup Services – Error correction ✅ On-Demand Support – Financial guidance available ✅ Secure Collaboration – Safe document sharing
Why Hire a Certified QBO Pro Advisor?
✅ 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 𝐄𝐱𝐩𝐞𝐫𝐭 – 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐫𝐨 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 ✅ 𝐔.𝐒. 𝐒𝐦𝐚𝐥𝐥 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 – 10+ 𝐲𝐞𝐚𝐫𝐬 𝐰𝐢𝐭𝐡 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 ✅ 𝐀𝐜𝐜𝐮𝐫𝐚𝐭𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 – 𝐂𝐥𝐞𝐚𝐧, 𝐭𝐢𝐦𝐞𝐥𝐲 𝐬𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 ✅ 𝐅𝐂𝐂𝐀 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 – 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐜𝐫𝐞𝐝𝐞𝐧𝐭𝐢𝐚𝐥𝐬 ✅ 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫 – 𝐅𝐥𝐞𝐱𝐢𝐛𝐥𝐞 𝐫𝐞𝐦𝐨𝐭𝐞 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 ✅ 𝐓𝐚𝐱-𝐑𝐞𝐚𝐝𝐲 𝐁𝐨𝐨𝐤𝐬 – 𝐎𝐫𝐠𝐚𝐧𝐢𝐳𝐞𝐝 𝐟𝐨𝐫 𝐬𝐦𝐨𝐨𝐭𝐡 𝐭𝐚𝐱 𝐩𝐫𝐞𝐩 ✅ 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩 – 𝐑𝐞𝐥𝐢𝐚𝐛𝐥𝐞 𝐬𝐮𝐩𝐩𝐨𝐫𝐭
Need a trusted QuickBooks Online Pro Advisor and certified bookkeeper?
Whether you need monthly bookkeeping, QuickBooks cleanup, catch-up bookkeeping, financial statements, or virtual bookkeeping support, I deliver accurate, professional bookkeeping services.
Let's discuss how I can support your business with clean books and clear financial insights!
$150/hr
100%
Job Success
$80K+ earned
Available now
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Top 1% Expert-Vetted Research Consultant | Former VP Research, 12 Years Experience
Trusted by Fortune 500, startups, nonprofits, entrepreneurs, SMBs
Top Rated Plus on Upwork
Award-Winning Researcher (NASPA NOW Award, Geneva Ray ORATE Award)
60+ studies designed (case study, quasi-experimental, RCT, mixed-method)
100+ focus group and in-depth interviews conducted
$4 million+ in grant-funded projects managed
I'm Dr. Annie Cole, EdD, the founding CEO and Principal Research Consultant at Praxia Insights, a global research agency. I offer end-to-end research support to academics, businesses, and nonprofits.
Market/Product/UX Research
Competitor/Gap Analysis/TAM
Academic/Grant Research
Instrument/Assessment Tool Development
Program Evaluation
Focus Group/In-Depth Interview
Survey
Data Analysis/Dashboard
Rapid Cycle Testing
Customer Segmentation/Personas/Journey Maps
Landscape Analysis
Literature Review
Funnel/Website/Social Analytics
Conversion Rate/CTR Optimization
Executive Report
Annual Report
Brief/Infographic
Pitch-Ready Slide Deck
EXAMPLES OF MY WORK:
1. Ran several focus groups to help an online Saas company identify user perceptions when scrolling the company website, which led to major insights into why users weren't signing up for consultation calls.
2. Helped an edtech startup land their first federally-funded EIR grant for over $3 million in funding across 5 years.
3. Developed and ran a user feedback survey to collect customer feedback at 6 months and 1 year after their paid experience with the company. Data was used to show evidence of programmatic impacts to major funders and donors.
4. Designed the first annual report for a nonprofit, which was shared with stakeholders and funders to share impact data and build brand credibility.
**FEEDBACK FROM PREVIOUS CLIENTS**
"Absolutely fantastic to work with ! Dr Annie is a rock star 🌟 looking forward to more projects together."
"This is our 2nd time working with Annie. She was very prompt on her communication. We were able to meet and get an understanding of the project. I got consistent updates on participants, schedule, and changes. Overall it was a very thorough project. Definitely recommend her for doing any focus groups!"
"Very good work. I received very good feedback from members of my target audience and now have a report I can show to our executive board to propose new changes."
MY BACKGROUND & EXPERIENCE:
• BS Psychology, EdD Educational Neuroscience
• Previous journal review board member for NASPA, JSARP, & JWG
• Social and Behavioral Responsible Conduct of Research, CITI Training
• Conflict of Interest, CITI Training
*****
If you've read this far... it might make sense to jump on a call with me!
Let's set up a free consultation call so I can better understand your unique project needs.
Dr. Annie Cole, Ed.D.
Founding CEO, Principal Research Consultant
Praxia Insights