Revenue Operations, CRM & Automation Specialist

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

📋 Description

• Manage and enhance CRM platforms to guarantee data integrity and precise pipeline monitoring

• Design and implement sophisticated workflow automations using Zapier or Make, integrated with LLM APIs such as OpenAI and Anthropic

• 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 that offer real-time insights into revenue metrics and conversion rates

• Identify operational bottlenecks and recommend technology-driven, AI-enhanced solutions to boost sales productivity

• Document intricate technical workflows and provide training for internal teams on newly deployed AI systems

• Link sales, marketing, and customer success processes to maximize revenue generation

⛳️ Requirements

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

• Proficient hands-on experience with HubSpot (preferred), Salesforce, or other comparable CRM platforms

• Strong expertise in using Zapier and/or Make to create complex, 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

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

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

• Advanced proficiency in English (B2/C1)

• Basic technical knowledge 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

• CRM integrations with marketing and customer success platforms

• Experience in documenting workflows and training teams on automation tools

🏝️ Benefits

• Competitive compensation

• 100% remote work structure

• Standard Monday-Friday schedule

• Opportunity to drive direct revenue impact by modernizing the tech stack and deploying AI for growing US businesses