Sales Operations & AI Automation Specialist

CEO Concierge Service Inc.; Taguig; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

CEO Concierge Service Inc. is seeking a Sales Operations & AI Automation Specialist to manage 1,000+ marketing-qualified leads using AI-assisted outreach, ensuring timely follow-ups and streamlined sales administration.

You will audit and enrich Airtable data, run personalized email sequences, and prepare proposals and contracts with approved pricing and templates. The role requires strong Airtable expertise and hands-on ChatGPT/Claude automation experience, plus CRM, ops, and document workflow

Qualifications

• Strong Airtable proficiency and hands-on ChatGPT/Claude automation experience.
• Experience in sales operations, email outreach, CRM management, and proposal/contract administration.
• Ability to build, troubleshoot, and document reliable workflows.
• Strong business writing, research, organization, and independent task management within approval requirements.

Responsibilities

• Audit, deduplicate, enrich, and segment Airtable leads; maintain statuses, ownership, notes, follow-up dates, and next actions.
• Run approved, personalized email sequences; verify contact eligibility and suppression requirements, and track deliverability, replies, and objections.
• Prepare proposals and contracts using Client-approved pricing, scope, and templates; coordinate signatures, Airtable requisitions, follow-ups, and Operations handoffs.
• Automate research, email drafts, response tracking, tasks, reminders, status updates, and document preparation.
• Prepare consultation briefs covering prospect background, needs, engagement, buying signals, and discovery questions.
• Maintain weekly scorecards tracking MQL-to-SQL conversions, consultations, proposals, and contracts; elevate qualified prospects and stalled deals.
• Test automations before unattended use; maintain SOPs, access controls, human approval checkpoints, and privacy safeguards.

Skills

Airtable proficiency

Automation with ChatGPT/Claude

Sales operations

CRM management

Proposal/contract administration

Business writing

Tools

Airtable

ChatGPT

Claude

Job description

Sales Operations & AI Automation Specialist

Tools: Airtable, ChatGPT and/or Claude, and approved automation platforms

Manage CEO Concierge’s 1,000+ existing marketing-qualified leads (MQLs) through AI-assisted email outreach, consistent follow-ups, and accurate sales administration. Generate qualified consultation opportunities while reducing Jana’s daily administrative workload.

Key Responsibilities

• Audit, deduplicate, enrich, and segment Airtable leads; maintain accurate statuses, ownership, notes, follow-up dates, and next actions.

• Run approved, personalized email sequences; verify contact eligibility and suppression requirements, and track deliverability, replies, and objections.

• Prepare proposals and contracts using Client-approved pricing, scope, and templates; coordinate signatures, Airtable requisitions, follow-ups, and Operations handoffs.

• Automate research, email drafts, response tracking, tasks, reminders, status updates, and document preparation.

• Prepare consultation briefs covering prospect background, needs, engagement, buying signals, and discovery questions.

• Maintain weekly scorecards tracking MQL-to-sales-qualified lead (SQL) conversions, consultations, proposals, and contracts; elevate qualified prospects and stalled deals.

• Test automations before unattended use; maintain SOPs, access controls, human approval checkpoints, and privacy safeguards.

Qualifications

• Strong Airtable proficiency and hands-on ChatGPT and/or Claude automation experience.

• Experience in sales operations, email outreach, CRM management, and proposal/contract administration.

• Ability to build, troubleshoot, and document reliable workflows.

• Strong business writing, research, organization, and independent task management within approval requirements.

Nice to Have

• Experience reactivating leads and improving email conversions.

• Background supporting VA agencies or service-based businesses.

Key Competencies

Proactive ownership, consistent follow-through, analytical thinking, clear communication, accuracy, confidentiality, and sound judgment.