Revenue Operations, CRM & Automation Specialist

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

📋 Description

• Oversee and enhance CRM systems to maintain data integrity and precise pipeline monitoring.

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

• Streamline repetitive sales processes and communications through automation.

• Create, deploy, and manage internal or customer-facing AI agents for tasks such as email drafting, lead triage, and summarizing call transcriptions.

• Develop and sustain performance dashboards for immediate revenue insights and conversion statistics.

• Evaluate operational challenges and recommend technology-driven, AI-enhanced solutions to boost sales efficiency.

• Document technical processes and provide training to internal teams on newly adopted AI systems.

• Integrate and optimize workflows across sales, marketing, and customer success departments.

• Upgrade the technology stack and implement AI solutions for expanding US enterprises.

⛳️ Requirements

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

• In-depth knowledge of leading CRM platforms, including HubSpot, Salesforce, or comparable systems.

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

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

• Advanced skills in prompt engineering.

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

• Familiarity with APIs and webhooks.

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

• Capability to create 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 improvement skills.

• Experience in implementing AI-driven lead scoring and sentiment analysis.

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

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

🏝️ Benefits

• Competitive salary package.

• Fully remote work arrangement.

• Standard Monday to Friday work schedule.