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 ensure 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 AI agents for internal use or customer interaction.

• Develop automated tools for drafting emails, lead triage chatbots, and summarizing call transcriptions.

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

• Analyze operational bottlenecks and suggest AI-driven, technology-enabled solutions.

• Document technical processes and train internal teams on newly established AI systems.

⛳️ Requirements

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

• Proficient hands-on experience with HubSpot, Salesforce, or comparable CRM platforms.

• Strong expertise in using Zapier and/or Make for intricate, multi-step automations.

• Practical experience in integrating Generative AI models such as OpenAI and Anthropic with CRMs and external databases.

• Familiarity with APIs, webhooks, and advanced prompt engineering techniques.

• Proven experience in developing AI agents, chatbots, lead qualification, automated outreach, and CRM enhancement workflows.

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

• Advanced proficiency in English (B2/C1).

• Basic technical knowledge 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.

🏝️ Benefits

• Competitive compensation.

• 100% remote work structure.

• Standard Monday-Friday schedule.

• Chance to make a direct revenue impact by modernizing the technology stack and deploying AI for expanding US businesses.