Remote AI Automation Specialist & RevOps

description Job Description

checklist Qualifications & Requirements

• check_circle • requirements while identifying and resolving CRM configuration, workflow, reporting, and data issues. 2. Revenue Operations Automation Build and maintain workflows supporting the full revenue operations lifecycle, including lead generation, sales processes, customer onboarding, service delivery, internal handoffs, pipeline updates,notifications, and reporting.The specialist will implement workflow logic based on specifications provided by the project manager, test automated processes before deployment, monitor system performance, and resolve failed triggers, delays, logic errors, and data issues. 3. Make.com Automation Delivery Build and maintain production-level, multi-step Make.com scenarios connecting HubSpot,Slack, Google Workspace, Monday.com, Claude, and client-specific platforms.

psychology Required Skills

task_alt Responsibilities

• arrow_right • 1. HubSpot CRM Buildouts Build, configure, and maintain solutions across HubSpot Marketing Hub, Sales Hub, Service Hub, and Operations Hub, including workflows, pipelines, lifecycle stages, sequences, custom properties, automation rules, reporting dashboards, lead routing, customer handoffs, data management, and hub-level configuration.The specialist will update and maintain HubSpot client environments according to project requirements while identifying and resolving CRM configuration, workflow, reporting, and data issues. 2. Revenue Operations Automation Build and maintain workflows supporting the full revenue operations lifecycle, including lead generation, sales processes, customer onboarding, service delivery, internal handoffs, pipeline updates,notifications, and reporting.The specialist will implement workflow logic based on specifications provided by the project manager, test automated processes before deployment, monitor system performance, and resolve failed triggers, delays, logic errors, and data issues. 3. Make.com Automation Delivery Build and maintain production-level, multi-step Make.com scenarios connecting HubSpot,Slack, Google Workspace, Monday.com, Claude, and client-specific platforms.Responsibilities include configuring filters, routers, iterators, aggregators, error handlers, data transformations, and custom API calls
• arrow_right troubleshooting failed scenarios, broken connections, and authentication problems
• arrow_right and documenting scenario logic so workflows can be maintained by other team members. 4. AI Integration and Implementation Integrate Claude and other large language models into live business workflows for automation, analysis, content processing, operational support, structured outputs, and automated decision support.The specialist will implement AI functionality according to project specifications, connect AI tools to CRM, communication, productivity, and project management platforms, and test AI workflows to ensure accurate, consistent, and useful outputs. 5. Model Context Protocol Support Configure and maintain Model Context Protocol connections under the direction of the clients project leaders, enabling Claude and other AI tools to interact with systems such as HubSpot, Slack, Google Drive, Monday.com, and related business platforms. The specialist will troubleshoot connection failures, permissions issues, configuration errors,and integration problems while keeping MCP server settings and supporting documentation current. 6. Monday.com Systems and Automation Build and maintain Monday.com boards, dashboards, mirrored fields, dependencies, notifications, integrations, workflow logic, and automations for both client-facing and internal systems.The specialist will troubleshoot broken automations, improve board structures, and help teams accurately track work, ownership, progress, deadlines, and reporting. 7. Learning and Development Support Support the clients Learning and Development team by building and maintaining Trainual courses, playbooks, onboarding materials, standard operating procedures, and technical training content. The specialist will convert technical processes into clear, transferable documentation and ensure training materials remain aligned with current systems, workflows, and organizational requirements. 8. Custom Code and API Support Write JavaScript or Python modules when standard automation tools are insufficient, including custom functions, lightweight scripts, API calls, and data transformation logic.The specialist will work with REST APIs, webhooks, JSON payloads, OAuth, authentication methods, and API documentation while tracing failed requests and resolving integration and data-flow issues. 9. Data Integrity and Systems Support Execute data mapping, field alignment, CRM synchronization, data cleanup, migration, and system configuration tasks.The specialist will ensure that custom properties, objects, and data structures are configured correctly, identify missing, duplicated, or in