Revenue Operations, CRM & Automation Specialist

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

📋 Description

• Manage and enhance CRM platforms to ensure data accuracy and effective pipeline tracking.

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

• Streamline repetitive sales tasks and communication processes through automation.

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

• Develop AI tools for drafting emails, lead triaging, and summarizing call transcriptions.

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

• Identify operational bottlenecks and recommend AI-driven solutions to enhance sales productivity.

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

⛳️ Requirements

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

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

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

• Practical knowledge 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, automated outreach, and CRM 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 abilities.

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

• Familiarity with CRM integrations involving 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.