04 - Revenue Operations / CRM & Automation Specialist

Cobalto Talent; Monterrey; Remote; MXN 360,000 - 540,000; Full time

Benefits offered by this job

Competitive compensation

100% remote LATAM

Job summary

CobaltoTalent seeks a Revenue Operations / CRM & Automation Specialist to architect and optimize revenue processes across sales, marketing, and customer success. The role focuses on connecting apps, automating tasks with AI, and reducing manual data entry.

You will design AI-driven workflows, implement AI agents, and integrate CRM platforms with AI APIs to improve lead qualification and outreach efficiency.

Qualifications

• 2-4 years of experience in Revenue Operations, SalesOps, MarketingOps, or Systems Administration.
• Expert-level knowledge of major CRMs (HubSpot preferred) and automation platforms (Zapier, Make).
• Advanced prompt engineering skills and experience connecting Generative AI models to CRMs via APIs/webhooks.
• Proven ability to build complex automations that use AI modules for lead routing and CRM enrichment.
• Advanced English proficiency (B2/C1) for collaboration with US-based teams.
• Basic understanding of web technologies (HTML, CSS, JSON, JavaScript/Python).

Responsibilities

• Administer and optimize CRM platforms to ensure data hygiene and accurate pipeline tracking.
• Design and deploy advanced workflow automations integrated with AI APIs.
• Develop internal or customer-facing AI agents for email drafting, chatbots, and call summaries.
• Build dashboards for real-time revenue metrics and conversions.
• Identify bottlenecks and propose AI-powered solutions to boost productivity.
• Document workflows and train teams on AI systems.

Skills

CRM expertise

Automation platforms

Prompt engineering

English proficiency

Web technologies basics

Tools

HubSpot

Salesforce

Zapier

Make

OpenAI

Anthropic

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.