Revenue Operations, CRM & Automation Specialist

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

📋 Description

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

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

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

• Develop and sustain performance dashboards that highlight revenue metrics and conversion rates.

• Identify operational challenges and recommend AI-driven solutions to boost sales efficiency.

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

• Update the technology stack and implement AI solutions to support 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.

• Solid experience with Zapier and/or Make for developing complex, multi-step automations.

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

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

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

• Capability to create 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 with implementing AI-driven lead scoring and sentiment analysis.

• 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 environment.

• Standard Monday-Friday work schedule.