This is a remote position.
What this role owns
• 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: Take a leading execution role if/when they migrate their growth data from monday.com into HubSpot.
• 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.
• AI Infrastructure & Agents: Build and maintain internal Claude agents embedded within their Make.com 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.
• Engagement Kickoffs: Provide administrative support to the Head of Delivery by preparing templates, setting up client folders, and gathering initial materials to launch new engagements.
• Task Management: Help track and organize high-level fulfillment tasks throughout active engagements to keep delivery timelines visible.
Success looks like
• In 30 Days: You have audited their current Make.com and monday.com configurations,stabilized any existing bugs, and smoothly taken over the day-to-day admin operations for community onboarding and delivery kickoffs.
• In 90 Days: You have successfully optimized their lead-routing framework, deployed active sales sequences, integrated Claude agents to handle manual staff workflows with flawless human-in-the-loop guardrails, and mapped out or executed a clean transition to HubSpot.
• In 1 Year: The company's growth tech stack runs like a well-oiled engine. Leads route instantly, data across tools matches perfectly, leadership has clear data visibility, and you are proactively finding and killing bottlenecks before the team even knows they exist.
Requirements
Benefits
• $3000 USD/monthly
• 100% remote from anywhere in Latam
Originally posted on Himalayas