Sales & Marketing Operations Specialist

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

📋 Description

• Assist in the execution of Sales & Marketing Operations consulting projects for both internal teams and external clients.

• Set up, enhance, and sustain CRM platforms along with associated business systems.

• Design and refine lead management processes, encompassing lifecycle stages, lead routing, lead scoring, qualification frameworks, and sales handoff.

• Create and maintain reporting dashboards and analytics for executive-level insights.

• Implement and resolve issues related to lead tracking, attribution, and conversion measurement.

• Configure and verify marketing and analytics platforms, such as GA4, GTM, Google Ads, Microsoft Ads, Meta Ads, and LinkedIn Ads.

• Facilitate campaign tracking through UTM strategies, conversion tracking, offline conversion imports, and integrations between CRM and ad platforms.

• Evaluate the quality of CRM data and propose enhancements.

• Assist in CRM implementations, migrations, system integrations, API connections, and data imports.

• Support marketing automation, email campaigns, nurture programs, and overall campaign operations.

• Research, enrich, and sustain company and contact data.

• Utilize AI tools and emerging technologies to increase efficiency and enhance reporting.

• Engage in client discovery, solution design, implementation, testing, documentation, and user acceptance.

• Develop process documentation, training resources, and implementation guides.

• Collaborate effectively with sales, marketing, client services, and technical teams.

⛳️ Requirements

• At least 2 years of experience in Sales Operations, Revenue Operations, CRM Administration, Marketing Operations, Digital Marketing, Analytics, or a related discipline.

• Proficient in working with CRM platforms like HubSpot, Salesforce, Microsoft Dynamics, or similar systems.

• Experience in lead tracking, attribution, conversion measurement, and marketing analytics across CRM and digital marketing platforms.

• Familiarity with analytics and advertising platforms such as Google Analytics 4 (GA4), Google Tag Manager (GTM), Google Ads, Microsoft Ads, Meta Ads, LinkedIn Ads, or comparable technologies.

• Knowledge of CRM configuration, workflows, automation, reporting, and data management.

• Experience in supporting marketing automation, lead management, or campaign operations.

• Familiarity with AI tools like ChatGPT, Claude, Copilot, Gemini, or similar technologies.

• Strong analytical and problem-solving abilities with a keen attention to detail.

• Excellent written and verbal communication skills in English.

• Ability to handle multiple projects and priorities in a dynamic, client-oriented environment.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and career advancement.

• Flexible working hours and the possibility of remote work.

• Comprehensive health, dental, and vision insurance.

• Supportive and collaborative work culture.