Revenue Operations AI Specialist

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

📋 Description

• Design, develop, and implement AI agents and automated workflows to enhance lead routing, deal execution, renewals, and customer success processes.

• Automate intricate revenue tasks including pipeline forecasting, contract review assistance, and CRM data enrichment, ensuring clear human review checkpoints.

• Provide Account Executives and Account Managers with deal notifications, qualification and coaching workflows, as well as win/loss insights.

• Oversee HubSpot administration, configuration, and data hygiene comprehensively across Marketing Hub, Sales Hub, and Service Hub.

• Uphold data standards, deduplication, field governance, lifecycle stages, and pipeline definitions.

• Develop and maintain data models, prompt libraries, and knowledge bases that support revenue AI tools.

• Deliver leadership with a real-time revenue command center, offering forecast and risk insights.

• Monitor and report on ARR, pipeline coverage, conversion rates, CAC, and net revenue retention.

• Establish evaluation benchmarks for live revenue AI agents and track accuracy and performance post-launch.

• Adhere to data governance and security protocols; ensure that protected health information and personally identifiable information are excluded from GTM AI tools and model training.

• Document agents and workflows to maintain transparency, auditability, and comprehensibility.

• Coordinate alignment among Sales, Marketing, Customer Success, Product Marketing, and Finance on shared definitions, processes, and reporting.

• Manage cross-functional RevOps and AI projects in Jira from intake and prioritization to delivery.

• Train and assist GTM teams on new tools and workflows to promote adoption.

• Perform additional duties as needed.

⛳️ Requirements

• 3–5+ years of experience in Revenue Operations, Sales Operations, or Marketing Operations, preferably in B2B SaaS.

• Extensive fluency in HubSpot — configuration, administration, reporting, and workflow automation — including practical experience with Marketing Hub.

• Proven experience in building, deploying, and maintaining AI workflows or agents within a production business environment.

• Strong understanding of SaaS business models, the B2B revenue funnel from lead generation to renewal, and essential metrics such as ARR and CAC.

• Data-driven mindset with a keen focus on data integrity, privacy, and compliance.

• Excellent diagnostic and troubleshooting skills, along with an analytical approach to problem-solving.

• Effective written and verbal communication skills, including the ability to convey technical concepts to non-technical colleagues.

• Adaptability to work cross-functionally in a dynamic and fast-paced environment.

• Familiarity with Jira for managing cross-functional initiatives.

• Experience with sales intelligence or enrichment tools like Clay or Apollo.io.

• Background in a GTM organization selling to government, public sector, or nonprofit entities, or knowledge of these sectors’ data sources.

• Previous experience in establishing a GTM or revenue dashboard.

• Working knowledge of prompt engineering, AI evaluation techniques, or low-code automation tools.

• Willingness to travel nationwide, up to 10% annually.

🏝️ Benefits

• Ability to travel nationwide, up to 10% annually.