
Especialista en CRM y Automatización – HubSpot, Salesforce
Posted Nov 3

Posted Nov 3
This is a fully remote position, open to applicants in Latin America.
• Manage and enhance CRM systems to maintain data integrity and precise pipeline monitoring.
• Design and implement sophisticated workflow automations utilizing Zapier or Make, integrated with LLM APIs.
• Streamline repetitive sales processes and communication tasks.
• Create, execute, and oversee internal or customer-facing AI agents, including email generation, lead-triage chatbots, and call-transcription summarizers.
• Develop and sustain performance dashboards that provide real-time insights into revenue metrics and conversion rates.
• Analyze operational inefficiencies and recommend technology-driven, AI-enhanced solutions to boost sales team effectiveness.
• Document technical processes and educate internal teams on newly adopted AI systems.
• 2–4 years of experience in Revenue Operations, Sales Operations, Marketing Operations, or Systems Administration.
• Extensive hands-on experience with HubSpot, Salesforce, or comparable CRM platforms.
• Strong proficiency with Zapier and/or Make to create intricate, multi-step automations.
• Practical knowledge of integrating Generative AI models, such as OpenAI and Anthropic, with CRMs and external databases.
• Understanding of APIs, webhooks, and advanced prompt engineering techniques.
• Experience in developing AI agents, chatbots, lead qualification processes, automated outreach, and CRM enrichment workflows.
• Ability to create revenue dashboards and monitor pipeline, conversion rates, and sales performance.
• Advanced proficiency in English (B2/C1).
• Basic understanding of JSON, HTML, CSS, and JavaScript or Python.
• Strong analytical, problem-solving, and process optimization abilities.
• Experience in implementing AI-driven lead scoring and sentiment analysis.
• Familiarity with CRM integrations involving marketing and customer success platforms.
• Experience in documenting workflows and training teams on automation tools.
• Competitive compensation.
• 100% remote work opportunity.
• Standard Monday to Friday work schedule.
• Chance to make a direct revenue impact by modernizing the tech stack and leveraging AI for expanding US businesses.
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Zoe Consulting
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