Revenue Operations, AI Automation Specialist

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

📋 Description

• Develop and sustain effective automations within Zoho CRM, Zoho Flow, Zoho ZMA 2.0, Zoho Forms, and other associated Zoho tools.

• Employ Zoho Zia Agents where they significantly enhance sales follow-up, lead routing, coaching, data enrichment, or reduce administrative tasks.

• Utilize AI tools such as ChatGPT, Claude Code, Claude Cowork, Codex, or similar to enhance internal workflows beyond mere novelty demonstrations.

• Collaborate with existing automation and AI systems responsibly, ensuring documentation of workflows prior to implementation.

• Assist in creating AI-supported workflows for lead qualification, call-note summaries, quoting assistance, next-action recommendations, quote follow-up reminders, and sales coaching.

• Identify and flag automation risks before they escalate into operational issues.

• Organize, structure, and uphold Zoho CRM data integrity so the sales team can rely on the information presented.

• Enhance lead stages, deal stages, follow-up tasks, tags, fields, views, and reporting mechanisms.

• Detect instances where leads may be lost, delayed, duplicated, or inadequately followed up.

• Establish clear workflows for managing incoming leads, sales follow-up, quote reminders, and pipeline transparency.

• Assist the sales team in maintaining daily CRM discipline and adopting processes effectively.

• Create straightforward dashboards and reports that highlight areas needing attention without requiring founder intervention.

• Document each workflow created in clear and concise language.

• Develop Standard Operating Procedures (SOPs) that future team members can easily follow.

• Educate team members on CRM best practices, daily workflows, follow-up discipline, and the correct usage and development of AI-assisted tools.

• Provide weekly updates detailing what has been developed, what has changed, what is currently blocked, and the anticipated outcomes.

⛳️ Requirements

• At least 2 years of experience in RevOps, sales operations, CRM administration, automation, or a closely related field.

• Proficient working experience with Zoho CRM.

• Proven experience in creating workflows, automations, dashboards, reports, or enhancements to sales processes within CRM systems.

• Comfortable collaborating with sales teams, sales managers, and non-technical personnel.

• Able to provide examples of systems you have improved, rather than just tools utilized.

• Strong working experience with the deployment of AI Agents.

• **Technical Skills (Non-negotiable)**

• Administration of Zoho CRM: fields, layouts, modules, views, stages, tasks, automations, and reporting.

• Experience with Zoho Flow or similar automation tools.

• Basic understanding of APIs, webhooks, CRM integrations, and data transit between tools.

• AI-savvy operator: actively incorporates AI Tools and Agents into daily operations.

• Ability to leverage AI for workflow design, documentation, quality assurance, research, summarization, and process enhancement.

• Capability to troubleshoot problems independently without continuous IT assistance.

• **Strong Nice-to-Haves**

• Experience with Zoho Deluge.

• Familiarity with Zoho Zia Agents or Zia automation.

• Experience with Zoho Analytics, Zoho ZMA 2.0, Zoho Forms, or Zoho Desk.

• Background in B2B sales operations, home services, trades, construction, building products, or field services.

• Experience with OpenAI, Claude, Codex, Zapier, Make, n8n, or custom automation workflows.

• Experience in training sales representatives or administrative staff on CRM utilization.

• Basic exposure to Shopify, Klaviyo, Meta Ads, or e-commerce automation.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and career advancement.

• Flexible work hours and potential for remote work.

• Collaborative and innovative work environment.

• Comprehensive benefits package including health, dental, and retirement plans.