Especialista en CRM y Automatización – HubSpot/Salesforce

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

📋 Description

• Oversee and enhance CRM platforms to maintain data integrity and ensure precise pipeline tracking.

• Design and implement sophisticated workflow automations utilizing Zapier or Make, with integration to LLM APIs.

• Develop, execute, and manage AI agents for internal use or customer engagement, focusing on email drafting, lead triage, and summarizing call transcriptions.

• Create and sustain performance dashboards that offer real-time insights into revenue metrics and conversion rates.

• Identify operational bottlenecks and recommend AI-driven, technology-supported solutions to boost sales efficiency.

• Document technical processes and train internal staff to embrace newly deployed AI systems.

⛳️ Requirements

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

• Advanced practical experience with HubSpot, Salesforce, or comparable CRM platforms.

• Expert knowledge of major CRMs and automation tools like Zapier and Make.

• Advanced skills in prompt engineering.

• Practical experience in connecting Generative AI models, including OpenAI and Anthropic, to CRMs and external databases using webhooks and APIs.

• Demonstrated ability to create intricate, multi-step automations utilizing AI modules.

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

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

• Advanced proficiency in English (B2/C1).

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

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

• Experience in implementing AI-driven lead scoring and sentiment analysis.

• CRM integrations with marketing and customer success platforms.

• Experience in documenting workflows and training teams on automation tools.

🏝️ Benefits

• Competitive salary.

• Fully remote work environment.

• Standard Monday to Friday work schedule.

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