04_Revenue Operations / Crm & Automation Specialist

Cobalto Talent; Xico; Remote; MXN 1,317,000 - 2,069,000; Full time

Benefits offered by this job

Competitive compensation

100% remote work

Revenue impact through tech stack AI

Job summary

Cobalto Talent is seeking a Revenue Operations / CRM & Automation Specialist for a 100% remote role in LATAM. You will architect and optimize revenue workflows, connect tech stacks, and deploy AI-driven agents to automate data entry and lead qualification.

The role demands systems thinking and experience linking CRMs with AI tools. Ideal candidates have 2–4 years in RevOps or SalesOps, strong HubSpot/CRM knowledge, and hands-on AI automation experience.

Qualifications

• 2–4 years in Revenue Operations, SalesOps, MarketingOps, or Systems Administration.
• Expert-level knowledge of CRMs (HubSpot preferred) and automation platforms (Zapier, Make).
• Advanced prompt engineering and AI-model integration with CRMs via APIs/webhooks.
• Proven ability to build complex, multi-step automations that utilize AI modules.
• Advanced English (B2/C1) to communicate with US-based teams.
• Basic understanding of HTML, CSS, JSON, and JavaScript/Python.

Responsibilities

• Administer and optimize CRM platforms to ensure data hygiene and pipeline tracking.
• Architect and deploy advanced workflow automations integrated with LLM APIs to automate repetitive sales tasks.
• Design, implement, and manage AI agents for email drafting, chatbots, and CRM enrichment.
• Build and maintain dashboards to show revenue metrics and conversion rates.
• Audit bottlenecks and propose AI-powered solutions to increase productivity.
• Document workflows and train teams on new AI systems.

Skills

Revenue Operations

HubSpot

Zapier/Make

AI integration

English proficiency

Web technologies

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.

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.