AI Automation Specialist (Hubspot)
Job Summary
This is a remote position.
Remote Philippines Full-Time
Schedule: 5:30 AM 2:30 PM PHT (8:00 AM - 5:00 PM ACST)
PHP
If youre a high-performing operations professional who thrives on process mapping HubSpot architecture and working with a leading Australian Solar firm that values strategic impact over simple task completion keep reading.
This isnt a role for a data entry assistant waiting for instructions.
This is a focused outcome-driven position where youll own the CRM engine eliminate manual admin drag across the business and use cutting-edge automation and AI tools to 10x your impact.
Why This Is a Dream Job
Youll be working directly with the Director of a prestigious growing Australian solar and electrical group who:
Champions Innovation: Operates a future-of-work global-impact team that prioritizes elite AI-adaptive operators.
Values Your Growth: Provides access to elite peers continuous upskilling and a dedicated Success Manager (CSM) for professional coaching.
Respects Your Expertise: Focuses on dream outcomes and gives you the explicit permission to simplify systems and push back on unnecessary complexity.
Builds Stability: Works alongside an established collaborative PH-based team (Finance and Admin) looking for a true systems backbone.
Youll get career transformation high-level visibility and a direct line to the founder without being stuck in a rigid virtual assistant rut.
This is a core operational leadership role covering CRM architecture cross-system connectivity and process optimization. You arent just moving data from one field to another; you are designing the complete commercial pipelinemastering lead routing data hygiene trigger logic and dashboard visibility to keep the entire business aligned.
Youll take the lead on:
HubSpot Architecture & Cleanup: Running full system audits and executing deep cleanups of properties pipelines deal stages and lifecycle data.
End-to-End Process Design: Mapping and rebuilding the entire lead lifecycle from the moment a lead arrives from web forms phone or third-party sources to final deal close.
Cross-System Connectivity: Linking HubSpot cleanly to email calendar quoting and job-management systems via Zapier or Make to eradicate duplicate data entry.
AI Workflow Integration: Implementing practical AI-enhanced workflows (like automated email triage or lead qualification notes) that genuinely lift output and eliminate repeatable manual tasks.
Reporting & Operational Visibility: Standing up automated executive-facing commercial dashboards in HubSpot tracking lead volumes source mix and conversion rates.
Standard Operating Procedures (SOPs): Documenting connections into clean plain-English one-page guides so non-technical team members can execute flawlessly.
This Role Is a Great Fit If You:
Are a Process Architect: You instinctively think past a single-step automation mapping out the full flow while anticipating edge cases data breaks and operational bottlenecks.
Are an Integration Specialist: You possess deep battle-tested muscle in HubSpot CRM paired with multi-step Zapier or Make logic.
Are an AI-Adaptive Operator: You fluidly use tools like ChatGPT Claude and native AI modules within Make/Zapier to move real operational metrics not just chat.
Have 35 years of experience in CRM administration and business automation ideally within a fast-paced trade construction or SMB setting.
Are High-Accountability: You manage your own automation backlog lead weekly progress syncs with leadership and value simple highly adopted systems over complex bloat.
Communicate with elite fluency and possess the confidence to respectfully push back when an operational idea adds more friction than value.
What Success Looks Like
After 6090 Days:
The CRM is Fortified: A comprehensive HubSpot audit has been shipped the database is scrubbed clean and broken workflows are permanently repaired.
Production is Seamless: The end-to-end lead flow is fully operational with zero unrouted leads and automated handoffs between sales and scheduling run flawlessly.
Impact is Measured: The connected ecosystem has achieved a measurable reduction in manual data entry saving the team at least 10 hours per week.
Trust is Earned: The director confidently runs weekly leadership reviews directly off your automated HubSpot dashboards without manual data manipulation.
If youve ever thought:
I am a world-class systems builder who can map out a workflow on paper and build it seamlessly in HubSpot and ZapierI just want a client who is organized and values my technical depth this is that role.
Lets build long-term success together.
Required Skills:
This Role Is a Great Fit If You: Are a Process Architect: You instinctively think past a single-step automation mapping out the full flow while anticipating edge cases data breaks and operational bottlenecks. Are an Integration Specialist: You possess deep battle-tested muscle in HubSpot CRM paired with multi-step Zapier or Make logic. Are an AI-Adaptive Operator: You fluidly use tools like ChatGPT Claude and native AI modules within Make/Zapier to move real operational metrics not just chat. Have 35 years of experience in CRM administration and business automation ideally within a fast-paced trade construction or SMB setting. Are High-Accountability: You manage your own automation backlog lead weekly progress syncs with leadership and value simple highly adopted systems over complex bloat. Communicate with elite fluency and possess the confidence to respectfully push back when an operational idea adds more friction than value. What Success Looks Like After 6090 Days: The CRM is Fortified: A comprehensive HubSpot audit has been shipped the database is scrubbed clean and broken workflows are permanently repaired. Production is Seamless: The end-to-end lead flow is fully operational with zero unrouted leads and automated handoffs between sales and scheduling run flawlessly. Impact is Measured: The connected ecosystem has achieved a measurable reduction in manual data entry saving the team at least 10 hours per week. Trust is Earned: The director confidently runs weekly leadership reviews directly off your automated HubSpot dashboards without manual data manipulation. Final Word If youve ever thought: I am a world-class systems builder who can map out a workflow on paper and build it seamlessly in HubSpot and ZapierI just want a client who is organized and values my technical depth this is that role. Lets build long-term success together.
Required Education:
Graduate