04 - Revenue Operations / CRM & Automation Specialist

Cobalto Talent; Culiacán; Remote; MXN 1,130,000 - 1,695,000; Full time

Benefits offered by this job

Competitive compensation

Remote work (Mon-Fri)

AI-driven revenue impact

Job summary

CobaltoTalent is seeking a Revenue Operations / CRM & Automation Specialist to architect and optimize revenue processes across sales, marketing, and customer success. You will go beyond CRM admin to connect apps, design AI-driven workflows, and automate data entry and lead qualification.

You will implement AI agents, build dashboards, and ensure data hygiene across HubSpot/Salesforce, Zapier, and AI APIs. The role requires systems thinking, scripting basics, and clear communication with US teams

Qualifications

• 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.
• Advanced English proficiency (B2/C1) to communicate with US-based teams.
• Strong analytical skills and a basic understanding of web technologies (HTML, CSS, JSON, basic JavaScript/Python).

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) seamlessly integrated with LLM APIs to automate repetitive sales tasks.
• Design, implement, and manage AI agents (email drafting, chatbots for lead triage, call transcription summaries).
• Build and maintain performance dashboards for real-time revenue metrics and conversions.
• Audit bottlenecks and propose AI-powered solutions to boost sales productivity.
• Document complex workflows and train teams on new AI systems.

Skills

Revenue Operations

CRM administration

Automation platforms

Prompt engineering

Data integration

Analytical thinking

Tools

HubSpot

Salesforce

Zapier

Make

OpenAI API

Anthropic API

Job 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.