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Valerie c.
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Valerie c.

Process Improvement & Business Operations Specialist

I have 20 years in business, and for the last decade I’ve been contracting my services remotely. During my journey, I’ve been able to see how businesses operate from many different angles, and that’s where I developed my love for process improvement, workflow design, and operations performance improvement. In addition to the firsthand training I’ve gained through real work, I’ve strengthened my expertise with advanced studies in psychology and business analytics, giving me a deeper understanding of how people, systems, and operations interact. Most recently, I supported the headquarters of a large multi-unit franchise network (ERA Group), where I improved operations across compliance, contracts, marketing, IT, accounting, and executive leadership. I built automated tracking systems, cleaned up workflows, organized data structures, and created processes that made day-to-day operations smoother for both internal teams and franchisees. My work included invoice tracking automation, onboarding workflows, file management systems, KPI dashboards, and cross-department operational improvements. I also bring experience from the legal world, where I supported attorneys with case preparation, document organization, client communication, research, and administrative coordination. That experience strengthened my precision, structure, confidentiality awareness, and ability to operate under pressure — all qualities that carry into the systems work I do today. Key Skills, Tools & Areas of Experience: Process improvement & workflow optimization Operations performance improvement Systems analysis & operational redesign Monday.com — board structure, dashboards, automations, workflows Microsoft 365 — SharePoint, Excel, Power Automate, Teams Automated invoice tracking & accounts receivable workflows Data organization, custom reports & KPI dashboards File management systems & information architecture SOP creation, documentation & process mapping CRM setup, cleanup & workflow alignment Cross-department project coordination Legal administration, research & case preparation Executive support, client communication & high-volume task management I’m passionate about helping businesses run better. If you need clearer workflows, stronger processes, or organized systems, I’d be happy to partner with you and create solutions that truly support your team.

🇺🇸Greer, United States$45/hr100% JSS5.00 (12)Since Feb 2020

Earnings and projects

MRR
$1.6k

Last 6 months ÷ 6

World#30,397 / 412k
🇺🇸Country#6,002 / 62.1k
Revenue, last 30 days
$1.6k

Last 6 months: $9.5k

World#27,362 / 412k
🇺🇸Country#4,945 / 62.1k
Total earnings
$29k

Billed in all: $31k

World#112,681 / 412k
🇺🇸Country#19,330 / 62.1k
Per project
$1.5k

$9.5k in the last 6 months

World#97,101 / 412k
🇺🇸Country#16,497 / 62.1k
Projects, last 6 months
1
0% fixed100% hourly
World#128,092 / 412k
🇺🇸Country#16,472 / 62.1k
Projects in all
20

Across 29 contracts

62% fixed38% hourly
World#133,447 / 412k
🇺🇸Country#19,377 / 62.1k

Earnings, last 30 days

$30.7k+$1.6k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$29k$30k$31kOct 8Oct 23Nov 7

Skill rankings: Top 7% in Microsoft Excel

Ranked by MRR among everyone on Upwork with the skill.

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  6. #57Microsoft Dynamics CRM497 freelancers · 🇺🇸 #15Top 11%
  7. #98Microsoft Dynamics 365844 freelancers · 🇺🇸 #23Top 12%
  8. #304CRM Development2,819 freelancers · 🇺🇸 #56Top 11%