Especialista en CRM y Automatización – HubSpot, Salesforce

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Manage and enhance CRM platforms, including HubSpot and Salesforce.

• Maintain data integrity and ensure precise pipeline tracking.

• Design and implement workflow automations using tools such as Zapier and Make/Integromat.

• Connect workflow automations with LLM APIs, including OpenAI and Anthropic.

• Create, implement, and oversee AI agents for internal use or customer interaction.

• Automate processes such as email drafting, lead triage, call transcription summaries, lead qualification, and sales outreach.

• Develop and sustain performance dashboards to monitor revenue metrics and conversion rates.

• Identify operational bottlenecks and recommend AI-driven solutions to enhance sales efficiency.

• Document technical workflows thoroughly.

• Provide training to internal teams on newly adopted AI systems.

⛳️ Requirements

• 2–4 years of experience in Revenue Operations, Sales Operations, Marketing Operations, or Systems Administration.

• Extensive hands-on experience with HubSpot (preferred), Salesforce, or comparable CRM platforms.

• Proficient in using Zapier and/or Make to develop complex, multi-step automations.

• Practical experience integrating Generative AI models (OpenAI, Anthropic) with CRMs and external databases.

• Understanding of APIs, webhooks, and advanced prompt engineering.

• Experience in creating AI agents, chatbots, lead qualification processes, automated outreach, and CRM enrichment workflows.

• Capability to construct revenue dashboards and monitor pipeline, conversion rates, and sales performance.

• Proficient in English (B2/C1 level).

• Basic technical knowledge of JSON, HTML, CSS, and either 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.

🏝️ Benefits

• Competitive compensation.

• 100% remote work structure.

• Standard Monday-Friday schedule.

• Opportunity to directly influence revenue by modernizing the tech stack and utilizing AI for expanding US businesses.