Mid CRM & Automation Specialist

Company Overview:

Global Technology Services is a rapidly expanding organization situated in Medellín, Colombia. We pride ourselves on possessing one of the most influential networks within software development and IT services for the entertainment, financial, and logistics sectors. Our corporate projections offer a multitude of opportunities for professionals to elevate their careers and experience substantial growth. Joining our team means engaging with expansive engineering teams across Latin America, Philippines and the United States, contributing to cutting-edge developments in multiple industries.

Position Title: Mid CRM & Automation Specialist

Location: LATAM

What you will be doing:

• CRM Architecture & Administration: Administers and continuously optimizes the company’s CRM platforms (Monday.com / Monday CRM and HubSpot CRM), configuring pipelines, lifecycle stages, custom properties, automations, permissions, integrations, and strict data governance.

• Data Quality & Pipeline Hygiene: Monitors CRM data integrity daily, collaborating directly with sales representatives to ensure leads, accounts, contacts, activities, and opportunities are accurate and current.

• Daily Sales Enablement: Meets with sales representatives on a daily cadence to understand priorities, remove operational roadblocks, and provide hands-on workflow and system support.

• Prospect Research & Lead Generation: Utilizes lead intelligence platforms such as ZoomInfo and AI research tools to identify target accounts, key decision-makers, and new commercial opportunities.

• Outbound Marketing Campaigns: Supports the creation, audience segmentation, copywriting, and automated sequence execution for outbound marketing and mass email prospecting initiatives.

• Business Intelligence & Dashboards: Designs, builds, and maintains interactive Power BI dashboards and advanced Microsoft Excel models to provide executive visibility into commercial KPIs, sales velocity, pipeline progression, and revenue targets.

• Sales Performance Reviews: Prepares analytical insights and actively participates in weekly sales performance reviews with the CSO and commercial representatives to identify performance gaps and conversion trends.

• Marketing & Event ROI Tracking: Establishes measurement frameworks to quantify the financial ROI, lead conversion, and opportunity generation resulting from marketing campaigns, industry conferences, and trade shows.

• Process Automation: Identifies inefficiencies in commercial workflows and develops automated solutions that reduce manual administrative burdens and improve team productivity.

• AI Workflow Integration: Leverages generative AI platforms (e.g., ChatGPT, Claude) to accelerate prospect research, data processing, sales documentation, email copy generation, and operational reporting.

• Executive Reporting: Compiles weekly, monthly, and quarterly commercial summaries, pipeline health evaluations, and strategic planning insights for executive leadership.

• Performs other commercial operations and strategic enablement duties as assigned.

Required Skills & Experience

To excel in this role, you should possess: 

• Education: Bachelor’s degree in Industrial Engineering, Business Administration, Business Analytics, Information Systems, Marketing, or a related field; an equivalent combination of education and experience will be considered.

• Experience: 2–4 years of demonstrated experience in Revenue Operations, Sales Operations, Business Analysis, CRM Administration, Sales Enablement, or a closely related commercial operations role.

• CRM Expertise: Hands-on experience administering and configuring CRM systems, specifically Monday.com / Monday CRM and/or HubSpot CRM (automations, pipelines, workflows, and integrations).

• Advanced Microsoft Excel: High proficiency with complex formulas, lookup functions (XLOOKUP, INDEX/MATCH), pivot tables, nested logic, data modeling, and reporting automation.

• Business Intelligence (BI): Demonstrated experience building reports, data models, and executive dashboards in Power BI.

• Lead Intelligence Platforms: Direct experience using sales prospecting and company intelligence tools such as ZoomInfo.

• Outbound Marketing: Familiarity with outbound email prospecting, marketing automation workflows, audience targeting, and sequence setup.

• AI Tools: Practical experience incorporating AI tools (ChatGPT, Claude, or equivalent) into daily research, analysis, and process workflows.

• Commercial Acumen: Strong understanding of B2B commercial pipelines, deal stages, conversion funnel metrics, and ROI analysis.

Soft Skills:

• Analytical Problem Solver: Strong ability to think critically, diagnose process bottlenecks, and approach operational challenges with a business-first perspective.

• Cross-Functional Communication: Excellent verbal, written, and presentation skills with the ability to communicate seamlessly with both field sales reps and executive leaders.

• High Attention to Detail: Exceptional commitment to data accuracy, clean documentation, and procedural discipline.

• Proactive & Self-Motivated: Natural curiosity to investigate how operations work and propose solutions independently without waiting for direct instructions.

• Agility & Multitasking: Ability to manage multiple projects, ad-hoc requests, and deadlines simultaneously in a fast-paced environment.

• Bridge Builder: Proven capability to translate complex business requirements into intuitive, scalable technical solutions.

Why you will love GTS:

• Join a powerful tech workforce and help us change the world through technology

• Professional development opportunities with international customers

• Collaborative work environment

• Career path and mentorship programs that will lead to new levels.

Join GTS and contribute to shaping the data landscape within a dynamic and growing organization. Your skills will be honed, and your contributions will play a vital role in our continued success. GTS is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.