Especialista en CRM y Automatización – HubSpot/Salesforce

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

📋 Description

• Manage and enhance CRM systems such as HubSpot and Salesforce, ensuring data integrity and precise pipeline oversight.

• Design and implement sophisticated workflow automations utilizing Zapier and Make/Integromat, integrated with LLM APIs.

• Streamline repetitive sales operations and communications through automation.

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

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

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

• Document intricate technical workflows.

• Educate internal teams on the adoption of newly introduced 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 expertise in using Zapier and/or Make to create complex, multi-step automations.

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

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

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

• Proficient in building revenue dashboards and monitoring pipeline, conversion rates, and sales performance.

• Advanced proficiency in English (B2/C1).

• Basic technical understanding 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 alongside 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 work schedule.

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