brafton - Sales & Marketing Operations Specialist

Remote - Mexico remote1w ago

Requirements

• Minimum 2 years of experience in Sales Operations, Revenue Operations, CRM Administration, Marketing Operations, Digital Marketing, Analytics, or a related field. • Experience working with CRM platforms such as HubSpot, Salesforce, Microsoft Dynamics, or similar systems. • Experience with lead tracking, attribution, conversion measurement, and marketing analytics across CRM and digital marketing platforms. • Familiarity with analytics and advertising platforms such as Google Analytics 4 (GA4), Google Tag Manager (GTM), Google Ads, Microsoft Ads, Meta Ads, LinkedIn Ads, or similar technologies. • Understanding of CRM configuration, workflows, automation, reporting, and data management. • Experience supporting marketing automation, lead management, or campaign operations. • Familiarity with AI tools (such as ChatGPT, Claude, Copilot, Gemini, or similar) and an interest in applying AI to improve business processes and operational efficiency. • Strong analytical and problem-solving skills with excellent attention to detail. • Excellent written and verbal English communication skills. • Ability to manage multiple projects and priorities in a fast-paced, client-focused environment. • Experience working directly with clients in a consulting or agency environment. • Experience implementing or troubleshooting marketing attribution, conversion tracking, offline conversion imports, or CRM integrations with advertising platforms. • Familiarity with CRM migrations, APIs, middleware, or automation platforms such as Zapier, Make, or Workato. • Experience with reporting and BI tools such as Looker Studio, Power BI, Tableau, or CRM reporting. • Familiarity with sales intelligence and enrichment platforms such as Apollo, ZoomInfo, LinkedIn Sales Navigator, or similar tools. • Experience designing dashboards, KPI frameworks, or executive reporting. • Demonstrated ability to identify opportunities for AI-driven automation and process improvement.

Responsibilities

• Support the delivery of Sales & Marketing Operations consulting projects for internal teams and external clients. • Configure, optimize, and maintain CRM platforms and related business systems (including HubSpot, Salesforce, Microsoft Dynamics, and similar technologies). • Design and improve lead management processes, including lifecycle stages, lead routing, lead scoring, qualification frameworks, and sales handoff. • Build and maintain reporting dashboards and executive-level analytics that provide actionable business insights. • Implement and troubleshoot lead tracking, attribution, and conversion measurement across CRM, analytics, and advertising platforms. • Configure and validate marketing and analytics platforms including Google Analytics 4 (GA4), Google Tag Manager (GTM), Google Ads, Microsoft Ads, Meta Ads, LinkedIn Ads, and similar technologies. • Support campaign tracking through UTM strategies, conversion tracking, offline conversion imports, and CRM-to-ad platform integrations. • Review CRM data quality and recommend improvements to data structure, automation, reporting, and operational processes. • Assist with CRM implementations, migrations, system integrations, API connections, and data imports. • Support marketing automation, email campaigns, nurture programs, and campaign operations. • Research, enrich, and maintain company and contact data to improve CRM accuracy. • Leverage AI tools and emerging technologies to improve operational efficiency, automate repetitive tasks, generate insights, and enhance client reporting. • Participate in client discovery sessions, solution design, implementation, testing, documentation, and user acceptance. • Develop process documentation, training materials, and implementation guides for both internal teams and clients. • Collaborate with sales, marketing, client services, and technical teams to deliver operational improvements.