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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Revenue Operations and automated workflow design, with a strong focus on optimizing CRM systems like HubSpot and monday.com. Capable of managing operational processes, ensuring data integrity, and enhancing client onboarding experiences.
Highest-signal resume keywords
Revenue Operations ExperienceAutomated Workflow DesignHubSpot MasteryMake.com ProficiencyOperational Audit Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Automated WorkflowsData CleanlinessLead Scoring SystemsPerformance MonitoringIntegration DeploymentQuality Control CheckpointsDashboard CreationLead Routing OptimizationClient Onboarding AutomationSales Pipeline Management
Soft Skills
Effective CommunicationProactive Problem SolvingEntrepreneurial MindsetInstruction Translation
Tools & Technologies
HubSpotMonday.comMake.comZapierWorkatoGoogle WorkspaceZoomClaude AgentsSalesforceClickUp
Industry Keywords
Revenue OperationsSales OperationsClient OperationsProfessional ServicesManagement ConsultingCorporate TrainingHigh-Growth Marketplace
About the role
Key responsibilities & impact- Build, audit, and manage systems for lead scoring, assignment, and instant routing
- Build, test, and maintain outreach and nurturing sequences; monitor performance and iterate messaging
- Ensure deal-stage progression and data cleanliness across active pipelines
- Partner with the external migration consultant during the transition from monday.com to HubSpot
- Audit the new HubSpot architecture, own operations post-launch, and refine the workspace
- Own onboarding pipelines for new community members
- Track partnership conversations, manage event and webinar logistics, and support ecosystem growth
- Build and maintain internal Claude agents embedded in workflows
- Establish human-in-the-loop quality-control checkpoints for AI workflows
- Analyze systems, fix bugs, deploy integrations, and eliminate operational bottlenecks
- Optimize connections between HubSpot, monday.com, Google Workspace, Zoom, and Granola
- Support internal adoption of Claude workflows and system automations
- Automate and improve client and leader onboarding after sales handoff
- Maintain a capacity and skill-set database for the external coach network
- Build dashboards tracking engagement metrics and milestones to trigger account-expansion alerts
- Map lead-to-deal and sales-to-delivery journeys; audit HubSpot, Make, and monday.com setups
- Document core workflows, deliver pipeline views, and create weekly scorecards
- Optimize lead routing, launch nurture or reactivation campaigns, and eliminate manual tracking dependencies
Requirements
What you’ll need- 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
- Strong, demonstrable knowledge of building automated workflows
- Mastery of tools like Make.com, Zapier, or Workato is required
- Deep experience in modern CRMs/Project Management tools, e.g., HubSpot, monday.com, Salesforce, ClickUp, Asana
- Strong understanding of, or passion to master, Claude prompting and agent frameworks for business efficiency
- Ability to design highly automated tech stacks while maintaining practical quality control and human review standards
- Audit mindset: ability to identify structural flaws in existing setups and reinforce systems
- Exceptional ability to translate technical, automated, or workflow changes into clear, simple instructions
- Ability to communicate effectively with external clients or executive leaders when required
- Entrepreneurial and proactive approach to identifying and fixing operational breakdowns
Benefits
Comp & perks- 100% remote from anywhere in Latam
