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Career Directions Limited (CDL)

Remote AI Automation Specialist & RevOps

Career Directions Limited (CDL)

81d ago

0OtherUnited Stateshimalayas
Revenue-OperationsAutomation-EngineeringCRM-AdministrationAI-Automation-SpecialistRevOps-SpecialistAI-And-Automation-SpecialistRemote-AI-ConsultantMid-level

Job Description

Category: Technology Location: Role Title: Remote AI Automation Specialist & RevOps Internal Role Name:The Automation Builder Location: Fully Remote — Kenya-based professional supporting a U.S.-based company and its global clients Engagement Type: Part-Time, 20 hours per week, with a structured growth path to 40 hours per week Schedule & Availability: A consistent four-hour daily block, Monday through Friday, scheduled within 9:00 AM to 5:00 PM Eastern Time Team Alignment: Revenue Operations, Automation, CRM, and AI Implementation Client-Facing Status: Client-supporting, not client-leading Contract Term: 12 months Position Summary The RevOps & AI Automation Specialist will serve as the execution arm of the clients revenue operations, automation, CRM, and AI implementation work.The specialist will work closely with the clients project managers and subject-matter experts to build, configure, maintain, and troubleshoot systems across HubSpot, Make.com, Claude, Monday.com, Trainual, Google Workspace, and other business platforms.This is a hands-on technical execution role. The successful candidate will translate clear project direction into accurate, functional, and well-documented deliverables. The specialist will participate in client meetings and contribute directly to client buildouts. The ideal candidate has built real production automations and workflows, understands how APIs and AI tools connect across a live technology stack, and can learn new platforms quickly. What This Role Is This is a hands-on execution role supporting RevOps, CRM, automation, and AI implementation projects. It is primarily focused on client buildouts, with internal systems, automations, documentation, and process improvements assigned whenever client work is lighter. The specialist will participate in client meetings in a supporting capacity, work closely with project managers and technical experts, execute production-ready technical deliverables, and learn directly from experienced RevOps and automation leaders. Key Responsibilities 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; troubleshooting failed scenarios, broken connections, and authentication problems; 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