
Revenue Operations, CRM & Automation Specialist
Posted 6 days ago

Posted 6 days ago
This is a fully remote position, open to applicants in Latin America.
• Manage and enhance CRM systems such as HubSpot, Salesforce, or comparable platforms to maintain data integrity and ensure accurate tracking of the sales pipeline.
• Design and implement sophisticated workflow automations utilizing Zapier or Make, integrated with LLM APIs like OpenAI and Anthropic.
• Streamline repetitive sales activities and communication processes.
• Create, execute, and oversee internal or customer-facing AI agents, which include automated 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.
• Analyze operational bottlenecks and recommend technology-driven, AI-enhanced solutions to boost sales team efficiency.
• Document technical workflows and provide training to internal teams on newly adopted AI systems.
• 2–4 years of experience in Revenue Operations, Sales Operations, Marketing Operations, or Systems Administration.
• Extensive hands-on experience with HubSpot (preferred), Salesforce, or similar CRM platforms.
• Proficient experience using Zapier and/or Make to create intricate, multi-step automations.
• Practical knowledge in integrating Generative AI models (OpenAI, Anthropic) with CRMs and external databases.
• Familiarity with APIs, webhooks, and advanced prompt engineering.
• Experience in building AI agents, chatbots, lead qualification, automated outreach, and CRM enrichment workflows.
• Capability to create revenue dashboards and monitor 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 capabilities.
• Experience with implementing AI-driven lead scoring and sentiment analysis.
• CRM integrations with marketing and customer success platforms.
• Experience in documenting workflows and training teams on automation tools.
• 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.
Wellhub
ThirdChannel
Surge AI
Neara
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