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Cobalto Talent

04_Revenue Operations / CRM & Automation Specialist

Posted 6 days ago
2-5 years experience
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AI Summary

You will architect and optimize revenue-generating processes by connecting the tech stack and implementing AI-driven agents to automate workflows. Additionally, you will manage CRM platforms, build performance dashboards, and train internal teams on new AI-powered systems.

04_Revenue Operations / CRM & Automation Specialist

(Remote) Work Model: 100% Remote (LATAM) About the Role We are looking for a highly RevOps / CRM & Automation Specialist  to architect and optimize our revenue-generating processes across sales, marketing, and customer success. In this role, you will go far beyond basic CRM administration; you will be the architect of our digital workflows, responsible for connecting our tech stack and implementing AI-driven agents to eliminate manual data entry, automate lead qualification, and hyper-personalize sales outreach. The ideal candidate is a systems-thinker who loves connecting apps, structuring data, and finding innovative ways to leverage Artificial Intelligence to close deals faster.

Key Responsibilities

  • Administer and optimize CRM platforms (HubSpot, Salesforce, or similar) to ensure pristine data hygiene and accurate pipeline tracking.
  • Architect and deploy advanced workflow automations (using Zapier, Make/Integromat) seamlessly integrated with LLM APIs (OpenAI, Anthropic) to automate repetitive sales tasks and communications.
  • Design, implement, and manage internal or customer-facing AI agents (e.g., automated email drafting, AI chatbots for lead triage, call transcription summarizers) tailored to our sales funnel.
  • Build and maintain performance dashboards to provide real-time visibility into revenue metrics and conversion rates.
  • Audit existing operational bottlenecks and propose tech-enabled, AI-powered solutions to radically increase the sales team's productivity.
  • Document complex technical workflows and train internal teams on how to adopt newly implemented AI systems.

Required Skills & Experience

  • 2-4 years of experience in Revenue Operations, SalesOps, MarketingOps, or Systems Administration.
  • Expert-level knowledge of major CRMs (HubSpot is highly preferred) and automation platforms (Zapier, Make).
  • Advanced prompt engineering skills and hands-on experience connecting Generative AI models to CRMs and external databases via webhooks and APIs.
  • Proven ability to build complex, multi-step automations that utilize AI modules (e.g., routing leads based on AI sentiment analysis, automated CRM enrichment).
  • Advanced English proficiency (B2/C1) to communicate effectively with US-based sales and marketing teams.
  • Strong analytical skills and a basic understanding of web technologies (HTML, CSS, JSON, basic JavaScript/Python).

What We Offer

  • Competitive compensation
  • 100% remote work structure with a standard Monday-Friday schedule.
  • The opportunity to drive direct revenue impact by modernizing the tech stack and deploying AI for growing US businesses.



Requirements

AI Screening – RevOps / CRM & Automation Specialist

Must Have:

  • 2–4 years of experience in Revenue Operations, Sales Operations, Marketing Operations, or Systems Administration.
  • Advanced hands-on experience with HubSpot (preferred), Salesforce, or similar CRM platforms.
  • Strong experience with Zapier and/or Make to build complex, multi-step automations.
  • Practical experience integrating Generative AI models (OpenAI, Anthropic) with CRMs and external databases.
  • Knowledge of APIs, webhooks, and advanced prompt engineering.
  • Experience building AI agents, chatbots, lead qualification, automated outreach, and CRM enrichment workflows.
  • Ability to build revenue dashboards and track pipeline, conversion rates, and sales performance.
  • Advanced English (B2/C1).
  • Basic technical knowledge of JSON, HTML, CSS, and JavaScript or Python.
  • Strong analytical, problem-solving, and process optimization skills.
  • Experience implementing AI-driven lead scoring and sentiment analysis.
  • CRM integrations with marketing and customer success platforms.
  • Experience documenting workflows and training teams on automation tools.


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