Especialista en CRM y Automatización – HubSpot/Salesforce

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

📋 Description

• Oversee and enhance CRM systems such as HubSpot and Salesforce to maintain data integrity and precise pipeline monitoring.

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

• Streamline repetitive sales processes and communications through automation.

• Create, execute, and supervise internal or customer-facing AI agents, which include email drafting, lead-triage chatbots, and call-transcription summarizers.

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

• Evaluate operational challenges and recommend technology-driven, AI-enhanced solutions to boost sales team efficiency.

• Document intricate technical workflows.

• Educate internal teams on the adoption of newly integrated 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.

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

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

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

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

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

• Advanced English proficiency (B2/C1).

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

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

• 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 schedule.

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