Revenue Operations / CRM & Automation Specialist

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

📋 Description

• Manage and enhance CRM systems to ensure data integrity and precise pipeline monitoring.

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

• Create, implement, and oversee both internal and customer-facing AI agents for tasks such as email drafting, lead triage, and summarization of call transcriptions.

• Develop and sustain performance dashboards for real-time tracking of revenue metrics and conversion rates.

• Identify operational bottlenecks and suggest AI-enhanced, technology-driven solutions to boost sales efficiency.

• Record technical workflows and provide training to internal teams on newly adopted AI systems.

• Update the technology stack and implement AI solutions for expanding US businesses.

⛳️ Requirements

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

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

• Proficient in using Zapier and/or Make to create intricate, multi-step automations.

• Practical experience in integrating Generative AI models, such as OpenAI and Anthropic, with CRMs and external databases.

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

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

• Capable of creating revenue dashboards and monitoring pipeline, conversion rates, and sales performance.

• Proficient in English at an advanced level (B2/C1).

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

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

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

• CRM integrations with marketing and customer success platforms.

• Proven experience in documenting workflows and training teams on automation tools.

🏝️ Benefits

• Competitive compensation.

• 100% remote work structure.

• Standard Monday-Friday schedule.