Especialista en CRM y Automatización – HubSpot/Salesforce

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

📋 Description

• Manage and enhance CRM platforms like HubSpot and Salesforce to ensure data integrity and precise pipeline management.

• Design and implement sophisticated workflow automations utilizing Zapier and Make, in conjunction with LLM APIs such as OpenAI and Anthropic.

• Streamline repetitive sales processes and communication tasks.

• Create, execute, and oversee internal or customer-oriented AI agents, including email generation, lead-triage chatbots, and call transcription summarizers.

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

• Identify operational challenges and recommend AI-driven, technology-supported solutions to enhance sales team efficiency.

• Document technical processes and provide training for 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, Salesforce, or comparable CRM platforms.

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

• Practical knowledge of integrating Generative AI models, including OpenAI and Anthropic, with CRMs and external databases.

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

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

• Capable of building revenue dashboards and monitoring pipeline, conversion rates, and sales performance metrics.

• Advanced proficiency in English (B2/C1).

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

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

• Experience with AI-driven lead scoring and sentiment analysis implementations.

• Familiarity with CRM integrations involving marketing and customer success platforms.

• Proven experience in documenting workflows and training teams on automation tools.

🏝️ Benefits

• Competitive compensation.

• 100% remote work environment.

• Standard Monday-Friday work schedule.

• Opportunity to make a direct revenue impact by modernizing the technology stack and implementing AI solutions for expanding US businesses.