Especialista en CRM y Automatización – HubSpot, Salesforce

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

📋 Description

• Manage and enhance CRM systems to maintain data integrity and precise pipeline monitoring.

• Design and implement workflow automations utilizing Zapier or Make, integrated with large language model APIs such as OpenAI and Anthropic.

• Create, execute, and oversee internal or customer-facing AI solutions for tasks like email drafting, lead triage, and summarizing call transcriptions.

• Develop and sustain performance dashboards to provide real-time insights into revenue metrics and conversion rates.

• Analyze operational inefficiencies and recommend AI-driven, technology-enhanced strategies to boost sales productivity.

• Record technical processes and educate internal teams on newly adopted AI systems.

⛳️ Requirements

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

• Advanced practical knowledge of HubSpot, Salesforce, or comparable CRM platforms.

• Strong background in using Zapier and/or Make to create intricate, multi-step automations.

• Hands-on experience with integrating Generative AI models, including OpenAI and Anthropic, into CRMs and external databases.

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

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

• Proficiency in constructing revenue dashboards and monitoring pipeline, conversion rates, and sales performance.

• Advanced English proficiency (B2/C1).

• Basic technical understanding of JSON, HTML, CSS, and either JavaScript or Python.

• Strong analytical, problem-solving, and process optimization capabilities.

• 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 technologies.

🏝️ Benefits

• Competitive compensation.

• 100% remote work structure.

• Standard Monday-Friday schedule.

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