Revenue Operations, CRM & Automation Specialist

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

📋 Description

• Oversee and enhance CRM platforms like HubSpot, Salesforce, or equivalent systems.

• Maintain data integrity and precise tracking of the sales pipeline.

• Design and implement workflow automations with tools such as Zapier or Make, integrated with LLM APIs.

• Streamline repetitive sales processes and communications through automation.

• Create, execute, and manage AI agents for internal use or customer interaction.

• Develop systems for automated email drafting, AI chatbot lead triage, and summarization of call transcriptions.

• Construct and sustain performance dashboards that reflect revenue metrics and conversion rates.

• Identify operational bottlenecks and suggest AI-driven, technology-enabled remedies.

• Document technical workflows comprehensively.

• Educate internal teams on the adoption of newly implemented AI systems.

⛳️ Requirements

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

• Advanced practical experience with HubSpot (preferred), Salesforce, or comparable CRM platforms.

• Strong proficiency with Zapier and/or Make for creating intricate, multi-step automations.

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

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

• Proven experience in building AI agents, chatbots, lead qualification processes, automated outreach, and CRM enrichment workflows.

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

• Proficient in English (B2/C1 level).

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

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

• Experience with AI-driven lead scoring and sentiment analysis implementations.

• Familiarity with CRM integrations alongside marketing and customer success platforms.

• Experience in documenting workflows and training teams on automation tools.

🏝️ Benefits

• Competitive compensation package.

• Fully remote work environment.

• Standard work schedule from Monday to Friday.

• Opportunity to have a direct impact on revenue by modernizing the technology stack and leveraging AI for growing US businesses.