Revenue Operations, CRM & Automation Specialist

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

📋 Description

• Manage and enhance CRM platforms to maintain data integrity and precise pipeline tracking.

• Design and implement workflow automations utilizing Zapier or Make, integrated with LLM APIs.

• Create, execute, and oversee internal or client-facing AI agents for tasks such as email drafting, lead triage, and summarizing call transcriptions.

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

• Analyze operational challenges and recommend AI-driven solutions to boost sales productivity.

• Document technical processes and educate internal teams on newly adopted AI systems.

• Revamp the technology stack and deploy AI solutions tailored for expanding US businesses.

⛳️ Requirements

• 2–4 years of experience in Revenue Operations, Sales Operations, Marketing Operations, or Systems Administration.

• Proficient hands-on experience with HubSpot, Salesforce, or comparable CRM platforms.

• Extensive experience with Zapier and/or Make for intricate, multi-step automation processes.

• Practical knowledge of integrating Generative AI models like OpenAI and Anthropic with CRMs and external databases.

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

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

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

• Proficient in English (B2/C1 level).

• 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 involving marketing and customer success platforms.

• History of documenting workflows and training teams on automation tools.

🏝️ Benefits

• Competitive salary package.

• Fully remote work arrangement.

• Standard Monday to Friday working hours.