RevOps & AI Operations Specialist

Valeria Aguerri; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

Valeria Aguerri is seeking a mid-level RevOps & Growth Operations Specialist to drive revenue, partnerships, and community initiatives. You’ll own lead routing, sequence management, and CRM evolution while enabling AI-enabled automation.

This role reports to the Chief of Staff with dotted-line support from executives and department heads. You will build scalable workflows, maintain data integrity, and implement cross-team automation across HubSpot, Make, and Monday.com to support rapid growth in

Qualifications

• 3–5 years in Revenue Operations, Sales Ops or Client Ops in professional services or high-growth model.

Responsibilities

• Lead management, routing, and auditing to avoid revenue opportunities being missed.
• Build, test, and optimize outreach sequences aligned with sales goals.
• Audit and own HubSpot migration, refine post-launch workflows.
• Operationalize onboarding for new community members and support partnerships.
• Develop AI infrastructure and guardrails with human-in-the-loop oversight.
• Analyze and optimize workflows, deploy integrations to remove bottlenecks.
• Ensure seamless data routing across HubSpot, monday.com, Google Workspace, Zoom, Granola.
• Foster internal Claude workflows and automation adoption.

Skills

RevOps experience

Workflow automation

HubSpot

Make.com

Zapier

CRM platforms

Tools

Make.com

Zapier

Workato

HubSpot

monday.com

Salesforce

ClickUp

Asana

Google Workspace

Zoom

Granola

Job description

This company believes in a future of work where companies succeed because of their leadership, not despite it. They empower organizations and their managers with the tools, skills, and training to unlock the full potential of their team. They are growing and looking for driven, thoughtful and passionate builders -people who are ready to dive in and learn by doing, not just by watching.

They are looking for someone who aligns with ther vision and values.

They are looking for a sharp, mid-level RevOps & Growth Operations Specialist to act as the engine for our business growth. This role focuses heavily on supporting their Revenue, Partnerships, and Community teams, with targeted operational support for their Delivery team.

They are not looking for someone entry-level, nor a senior executive. They want a strong, entrepreneurial mid-level operator who takes massive pride in clean infrastructure, seamless data routing, and proactive team communication.

This role reports to:

• Direct Report: Chief of Staff
  
• Dotted-Line Support: CEO, Head of Community & Partnerships, Head of Delivery
  

What this role owns

1. Revenue & Lead Operations

• Lead Management & Routing: Build, audit, and manage systems for lead scoring, assignment, and instant routing to ensure no revenue opportunity is missed.
  
• Sequence & Messaging Management: Build, test, and maintain outreach and nurturing sequences within their sales platforms. Monitor sequence performance and iterate on copy/messaging in alignment with sales goals.
  
• Pipeline Infrastructure: Ensure flawless deal-stage progression and manage data cleanliness across their active pipelines.
  
• CRM Evolution & Optimization: Partner closely with their external migration consultant during their transition from monday.com to HubSpot. You will audit the newly built architecture, take full operational ownership post-launch, and continuously refine the HubSpot workspace to fit their evolving sales workflows.
  

2. Community & Partnerships Support

• Member Onboarding: Operationalize and own the onboarding pipeline for new community members, ensuring a premium first-impression experience.
  
• Partnership Admin Support: Partner with the Head of Partnerships & Growth to track pipeline conversations, manage event/webinar logistics, and support ecosystem growth.
  

3. Systems, Automation, & AI Operations

• AI Infrastructure & Agents: Build and maintain internal Claude agents embedded within thei r workflows to automate and streamline routine staff processes.
  
• Quality Control Guardrails: Establish smart, high-level human-in-the-loop checkpoints so that automated AI workflows have proper oversight before execution.
  
• Workflow Auditing & Optimization: Continually analyze existing systems, squash bugs, and proactively deploy new integrations to eliminate operational bottlenecks.
  
• Knowledge & Platform Routing: Optimize connections between HubSpot, monday.com, Google Workspace, Zoom, and Granola so data and team action items route flawlessly.
  
• Internal AI Adoption: Help the internal team integrate custom Claude workflows and new system automations into their daily routines to maximize overall efficiency.
  

4. Post-Sale Delivery & Expansion Operations

• Automated Engagement Kickoffs: Eliminate the post-sale hand-off gap by automating and improving client onboarding, and leader onboarding.
  
• Coach Matchmaking & Network Infrastructure: Maintain a capacity and skill-set database of their external coach network to help Delivery instantly identify optimal coach pairings.
  
• Trigger-Based Account Expansion: Build dashboards tracking client engagement metrics and program milestones to automatically alert sales when an account is primed for upsells.
  

SUCCESS LOOKS LIKE

• In 30 Days: You have mapped their lead-to-deal and sales-to-delivery journeys, audited their HubSpot, Make, and Monday setups, and aligned with leadership on a short list of immediate fixes.
  
• In 60 Days: You have fixed critical data and automation bugs, documented core workflows, and delivered a clear pipeline view with a lightweight weekly scorecard.
  
• In 90 Days: You have optimized automated lead routing, launched your first customer nurture or reactivation campaigns, and eliminated manual tracking dependencies.
  
• In 1 Year: The entire revenue engine runs seamlessly from first contact to account expansion, with system bottlenecks proactively eliminated before the team experiences them.
  

Requirements

• 3 to 5 years of professional experience in Revenue Operations (RevOps), Sales Ops, or Client Operations inside a professional services firm, management consulting company, corporate training agency, or a high-growth marketplace business model..
  
• Technical Workflow Strength: Strong, demonstrable knowledge of building automated workflows. Mastery of tools like Make.com, Zapier, or Workato is required, along with deep experience in modern CRMs/Project Management tools (e.g., HubSpot, monday.com, Salesforce, ClickUp, Asana). They care about your operational logic and ability to build systems, not just a specific software name.
  
• AI Tooling Mastery: A strong understanding of (or passion to master) Claude prompting and agent frameworks for business efficiency.
  
• Automated Guardrails: Ability to design highly automated tech stacks while maintaining practical quality control and human review standards.
  
• The "Audit" Mindset: You don't just build new things blindly; you love looking at existing setups, finding structural flaws, and reinforcing them so they don't break.
  
• Communication Master:Exceptional ability to translate technical, automated, or workflow changes into clear, simple instructions for the internal team. Strong enough to communicate effectively with external clients or executive leaders when required.
  
• Entrepreneurial & Proactive: You naturally take initiative. If you see a breakdown in how a lead is routed or how a community member is onboarded, you proactively propose and build the fix.