This is a remote position.
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 specialist will work closely with the clients project managers and subject-matter experts to build configure maintain and troubleshoot systems across HubSpot Claude Trainual Google Workspace and other business 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 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 updatesnotifications and 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. Automation Delivery
Build and maintain production-level multi-step scenarios connecting HubSpotSlack Google Workspace Claude and client-specific 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 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 and related business platforms. The specialist will troubleshoot connection failures permissions issues configuration errorsand integration problems while keeping MCP server settings and supporting documentation current.
6. Systems and Automation
Build and maintain boards dashboards mirrored fields dependencies
notifications integrations workflow logic and automations for both client-facing and internal
specialist will troubleshoot broken automations improve board structures and help teams
accurately track work ownership progress deadlines and reporting.
7. Learning and Development Support
Support the clients Learning and Development team by building and maintaining Trainual courses playbooks onboarding materials standard operating procedures and technical training content.
The specialist will convert technical processes into clear transferable documentation and ensure training materials remain aligned with current systems workflows and organizational requirements.
8. Custom Code and API Support
Write JavaScript or Python modules when standard automation tools are insufficient including custom functions lightweight scripts API calls and data transformation specialist will work with REST APIs webhooks JSON payloads OAuth authentication methods and API documentation while tracing failed requests and resolving integration and data-flow issues.
9. Data Integrity and Systems Support
Execute data mapping field alignment CRM synchronization data cleanup migration and system configuration specialist will ensure that custom properties objects and data structures are configured correctly identify missing duplicated or incorrectly mapped information maintain reliable data flow between systems and escalate structural data issues to the project manager.
10. Technical Documentation
Document every workflow integration scenario and system configuration completed through clear SOPs build notes process maps maintenance instructions and troubleshooting guides. Documentation must remain organized accurate transferable and updated whenever systems or workflows change.
11. Client and Team Collaboration
Participate professionally in client meetings in a supporting role; work closely with project managers and subject-matter experts; provide clear progress updates; flag risks and issues proactively; ask thoughtful questions when instructions are unclear; receive direct feedback professionally; and attend internal department and company-wide meetings as required.
12. B.O.S.S. Stack Support
Execute integrations and maintain reliable data flow across EmmerScales full Business Operating Summiting System including HubSpot XeroGoCardless Harvest Claude Slack and other connected platforms as directed by project leads. Monitor system connections support platform updates troubleshoot broken integrations and ensure information moves accurately and consistently across the technology stack.
Requirements
Required Skills and Experience
2 years of hands-on experience executing automation workflows and CRM builds in a
live production environment.
Demonstrated expertise in automations and workflowsreal things you have built and
shipped in production.
HubSpot proficiency across one or more hubs including workflow builder custom
properties pipelines sequences and reporting.
Real production experience including multi-step scenarios error handling
and data transformation.
Daily working use of Claude or a comparable large language model as a real work tool
including hands-on AI integration into live workflowsyou will walk us through your
workflow in the interview.
Working understanding of Model Context Protocol (MCP) connectors and how AI tools
plug into a live stack.
Ability to write custom JavaScript or Python modules and read API responses without
assistance.
Working knowledge of REST APIs including webhooks authentication methods and
JSON parsing.
A high degree of willingness to learn and a proven ability to learn and adapt quickly.
Software-as-solution fluentpicks up new platforms quickly without hand-holding.
Comfortable participating in client meetings in a supporting role.
Fluency in three languages; minimum 16 years speaking writing and working in English.
Available within a 9:00 AM5:00 PM ET window with a consistent four-hour daily block
Monday through Friday.
Education
Bachelors degree in Business Information Technology (BBIT) Computer ScienceSoftware Engineering Information Technology (IT) Information Systems Computer
Engineering Data Science Artificial Intelligence Information and Communication
Technology (ICT) or a closely related technical field.
Equivalent technical training certifications bootcamp education or strong professional
experience may also be considered
Preferred Skills and Experience
Experience configuring MCP server connections to link Claude or other large language models with business platforms.
Experience executing LLM API integrations within workflows.
HubSpot certification in any hub.
Advanced experience including JSON parsing array aggregation
iterator/aggregator logic custom API calls and structured error handling.
Experience with automation and integrations.
Experience using Trainual or another Learning and Development or Learning
Management System platform.
Experience with Google Apps Script.
Familiarity with Xero GoCardless Harvest Strety or similar accountingpayment-processing time-tracking or billing platforms in a live business environment.
Previous experience in RevOps execution consulting or agency-based client delivery environments.
Basic experience with SQL or data-querying tools.
Experience supporting U.S.-based clients or distributed international teams.
Software and Tools
The successful candidate may work with HubSpot Claude Google Workspace Slack JavaScript Python Model Context Protocol REST APIs Xero GoCardless Harvest and Strety.
Candidates must possess a strong automation foundation practical AI fluency MCP awareness and
the ability to learn new systems quickly.
Bachelors degree in Business Information Technology (BBIT) Computer ScienceSoftware Engineering Information Technology (IT) Information Systems Computer Engineering Data Science Artificial Intelligence Information and Communication Technology (ICT) or a closely related technical field
2 years of hands-on experience executing automation workflows and CRM builds in a live production environment. Demonstrated expertise in automations and workflowsreal things you have built and shipped in production. HubSpot proficiency across one or more hubs including workflow builder custom properties pipelines sequences and reporting. Real production experience including multi-step scenarios error handlingand data transformation.