Revenue Operations AI Specialist

CaseWorthy, Inc.

. Design, build, and deploy AI agents and automated workflows that streamline lead routing, deal execution, renewals, and customer success motions .

Posted 11/10/2026full-timeRemote • United StatesMid-LevelSenior💰 $80,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Revenue Operations with a strong focus on HubSpot administration, AI workflow automation, and data integrity. Capable of aligning cross-functional teams and providing actionable insights through data-driven decision-making.

Highest-signal resume keywords

HubSpot AdministrationAI Workflow AutomationRevenue Operations ExperienceData Integrity ManagementCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AI Agent DeploymentPipeline ForecastingContract Review SupportCRM Data EnrichmentData Model BuildingPerformance MonitoringSaaS Business ModelsMetrics TrackingPrompt EngineeringLow-Code Automation Tools

Soft Skills

Analytical Problem SolvingClear CommunicationDiagnostic TroubleshootingAdaptability in Fast-Paced Environments

Tools & Technologies

HubSpot Marketing HubHubSpot Sales HubHubSpot Service HubJiraSales Intelligence Tools

Industry Keywords

B2B SaaSRevenue FunnelGTM OrganizationPublic SectorNonprofit Organizations

Tech Stack

Tools & technologies

Apollo

About the role

Key responsibilities & impact

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 data standards, deduplication, field governance, lifecycle stages, and pipeline definitions
Build and maintain the data models, prompt libraries, and knowledge bases supporting revenue AI tools
Provide leadership with a real-time revenue command center including forecast and risk insights
Track and report ARR, pipeline coverage, conversion rates, CAC, and net revenue retention
Create evaluation benchmarks for live revenue AI agents and monitor accuracy and performance after launch
Follow data governance and security policies; keep protected health and personally identifiable information out of GTM AI tools and model training
Document agents and workflows to keep them transparent, auditable, and understandable
Align Sales, Marketing, Customer Success, Product Marketing, and Finance on shared definitions, processes, and reporting
Manage cross-functional RevOps and AI initiatives in Jira from intake and prioritization through delivery
Train and support GTM teams on new tools and workflows to drive adoption
Perform other duties as assigned

Requirements

What you’ll need

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
Strong grasp of SaaS business models, the B2B revenue funnel from lead creation through renewal, and key metrics such as ARR and CAC
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
Experience with sales intelligence or enrichment tools such as Clay or Apollo.io
Experience in a GTM organization selling to government, public sector, or nonprofit organizations, or familiarity with those sectors’ data sources
Prior experience standing up a GTM or revenue dashboard
Working knowledge of prompt engineering, AI evaluation methods, or low-code automation tools
Ability to travel nationwide, up to 10% annually

Benefits

Comp & perks

Ability to travel nationwide, up to 10% annually