GTM AI & Revenue Ops Lead

CaseWorthy, Inc.; Salt Lake City (UT); On-site; USD 110,000 - 170,000; Full time

Job summary

CaseWorthy, Inc. is seeking a Revenue Operations AI Specialist to own revenue operations and AI tooling across the GTM organization.

You will connect Marketing, Sales Development, Sales, Account Management, and Customer Success in HubSpot, and build the AI layer that surfaces insights and automates repetitive tasks from first touch through renewal. You will design, deploy, and maintain AI agents and workflows, own data models, prompt libraries, knowledge bases, and evaluation benchmarks that

Qualifications

• 3–5+ years of experience in Revenue Operations, Sales Operations, or Marketing Operations, ideally in B2B SaaS.
• Deep HubSpot fluency — configuration, administration, reporting, and workflow automation — including hands‑on experience with Marketing Hub.
• Demonstrated experience building, deploying, and maintaining AI workflows or agents in a production business setting.
• A strong grasp of SaaS business models, the B2B revenue funnel from lead creation through renewal, and key metrics such as ARR and CAC.
• A data‑driven mindset with rigorous attention to data integrity, privacy, and compliance.
• Strong diagnostic and troubleshooting instincts, and an analytical approach to solving problems.
• Clear written and verbal communication, including the ability to explain technical concepts to non‑technical teammates.
• Comfort working cross-functionally in a fast‑paced, evolving environment.
• Familiarity with Jira for managing cross-functional initiatives.

Responsibilities

• Design, build, and deploy AI agents and automated workflows that streamline lead routing, deal execution, renewals, and customer success motions.
• Automate complex revenue tasks such as pipeline forecasting, contract review support, and CRM data enrichment, with clear human review points.
• Equip Account Executives and Account Managers with deal alerts, qualification and coaching workflows, and win/loss intelligence.
• Own HubSpot administration, configuration, and data hygiene end to end across Marketing Hub, Sales Hub, and Service Hub.
• Maintain a clean, trusted CRM: data standards, deduplication, field governance, lifecycle stages, and pipeline definitions.
• Build and maintain the data models, prompt libraries, and knowledge bases every revenue AI tool draws on.
• Give leadership a single real-time view of the business — a revenue command center that includes forecast and risk insights.
• Track and report on core SaaS revenue metrics, including ARR, pipeline coverage, conversion rates, CAC, and net revenue retention.

Skills

HubSpot fluency

AI workflows experience

Data-driven mindset

Cross-functional collaboration

Strong communication

Tools

HubSpot

Jira

Clay

Apollo.io

Low-code automation tools

Job description

CaseWorthy, Inc. is seeking a Revenue Operations AI Specialist to own revenue operations and AI tooling across the GTM organization.

You will connect Marketing, Sales Development, Sales, Account Management, and Customer Success in HubSpot, and build the AI layer that surfaces insights and automates repetitive tasks from first touch through renewal. You will design, deploy, and maintain AI agents and workflows, own data models, prompt libraries, knowledge bases, and evaluation benchmarks that