Jaclyn V.
Business Operations Specialist | CRM & Automation | Client Success
Your business needs more than a task-taker. It needs someone who thinks ahead, keeps everything moving, and builds the systems that make growth sustainable. That's what I do. I'm a Certified Keap Partner and Top Rated Plus Business Operations Specialist with 10+ years of experience working with founders, executives, coaches, and international teams. My work sits at the intersection of executive support, CRM management, client success, and process automation, giving you a single expert who can handle the full operational picture, not just one piece of it. Here's where I deliver the most value: * CRM & Automation — Keap (Certified), ActiveCampaign, HubSpot, Salesforce; automated workflows via Zapier, Make & Go High Level * Executive Assistance — calendar ownership, inbox management, meeting coordination, stakeholder communications * Client Success & Onboarding — managing client journeys from first touchpoint to program completion and renewal * Sales Operations — pipeline management, lead tracking, follow-up sequencing, CRM hygiene, and reporting * Process & Project Management — SOP development, team coordination via Asana, Trello, Monday, and ClickUp * Content & Communication Support — newsletters, email campaigns, presentations, and social media scheduling Before going remote, I spent 8 years at Author Solutions leading training programs for customer support and sales teams, developing the systems thinking and coaching instincts that now make me a stronger operator for my clients. I've supported businesses across the US, Singapore, Malaysia, and Australia, and I understand how to adapt quickly to different work cultures and expectations. I'm not the VA who waits to be told what to do. I notice gaps, flag issues early, and propose solutions because your success is my benchmark. Available for ongoing retainers and project-based engagements. Let's build something that actually works.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $518
Billed in all: $77,859$78k
$518 in the last 6 months
Across 8 contracts
Earnings, last 30 days
Skill rankings: Top 30% in Employee Training
Ranked by MRR among everyone on Upwork with the skill.
- #23Keap Administration42 freelancers · 🇵🇭 #9Top 55%🇵🇭#9 of 14
- #176Employee Training582 freelancers · 🇵🇭 #55Top 30%🇵🇭#55 of 155
- #354Intercom744 freelancers · 🇵🇭 #133Top 48%🇵🇭#133 of 269
- #423ActiveCampaign1,108 freelancers · 🇵🇭 #87Top 38%🇵🇭#87 of 201
- #449Supply Chain Management1,094 freelancers · 🇵🇭 #66Top 41%🇵🇭#66 of 166
- #1,079ClickUp2,407 freelancers · 🇵🇭 #210Top 45%🇵🇭#210 of 514
- #1,093Salesforce CRM3,059 freelancers · 🇵🇭 #325Top 36%🇵🇭#325 of 769
- #1,902Email Automation4,268 freelancers · 🇵🇭 #176Top 45%🇵🇭#176 of 413