Description review
04_Revenue Operations / CRM & Automation Specialist
Cobalto Talent · Mexico · back to the listing
HR standards
58/100
needs work
Title ↔ description
83/100
solid
Reads as
Unclear
no confident match
What this role officially is
operations manager — ESCO, the EU occupation classification
Operations managers plan, oversee and coordinate the daily operations of production of goods and provision of services. They also formulate and implement company policies and plan the use of human resources and materials.
Also known as: division operations manager, operations administrator, operations supervisor, operations general manager, operations director, business operations manager
How others title the same work
Large employers
- Sr. Business Operations Manager, CN Expansion, CN Expansion Amazon.com
- Operations Manager, Bermuda Coinbase
- Operations Senior Associate Coinbase
- Associate Manager, Strategy and Operations, Fraud DoorDash
- Shift Lead - Crestwood DoorDash
Startups
- Collection Team Leader Cityfurnish
- Revenue Operations Lead - Post Sales Abacum
- Customer Operations Analyst BlueCargo
- Head of Customer Operations BlueCargo
- Strategy & Operations Lead Broccoli AI
What the listing never says
- 28 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
Description
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.
Originally posted on Himalayas
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.
Originally posted on Himalayas