RevOps - Marketing and Sales Operations Automation Consultant

Project Based- LATAM

About the Position

We are seeking an Automation Consultant that knows how Marketing and Sales teams work and integrate their technologies in the most efficient and cost-effective way possible.

Tools that will be used or are being used are: Hublead, Apollo.io, HubSpot (HS), N8N, Claude, Fireflies and others and needed

We are looking to figure out how to:

- Lead Intelligence Management Process- Expert that knows how to use tools and process to optimize sales leads intelligence. Establish best practice to find best leads from LI, Website and overall lists of prospects based on defined ICP criteria. Workflows are suggested. The end goal is to provide sales representatives with warm leads and capture sales activities from LinkedIn, Email, Call and any outreach in CRM for tracking, productivity and evaluation.
- Turn website visitors into potential leads- We can see for the most part which companies visit the website but would like find a way to determine who the person is. Implementation of technologies to make this happen with a high level of confidence.
- Implement Note Taker Tool: that would integrate well with Coda.io, Proposals Tools, Loop, M365 to document notes for status meetings from clients, sales cales, internal meetings. Seeking for implementation of best practices workflows for this.
- Set Up Proposal tool setup: Provide advice on best tool to automate proposal development that includes building blocks development (static and dynamic contact management), population of content based on notes (notes integration would be idóneo), establishment of version control, e-signature, automated follow-up sequence when proposal is sent but not opened or signed
- Unified Analytics Dashboard: Build and maintain a single Looker Studio dashboard that consolidates data from GA4, LinkedIn, and HubSpot into one shareable link, updated weekly with no manual exports. Core metrics include website sessions, top pages, CTR, impressions, LinkedIn reach, and HubSpot pipeline activity. Internal stakeholders should be able to access and filter the dashboard without login.
- Newsletter Agent: Automated agent responsible for monitoring developments across Elevate's core service areas on a weekly basis (examples: CMMC, FedRAMP, ISO 42001, AI Governance, SOC 2, SWIFT CSP). The agent selects the most relevant updates, drafts a structured newsletter in Elevate's editorial voice, and routes it for human review before distribution through HubSpot. Output follows a consistent format: an intro paragraph, topic blocks, and a closing CTA to book a call.
- Clutch Review Request Agent:



Automated workflow triggered when a project is concluding and CSD personnel indicate to follow up with client. Sends a personalized review request referencing the client's name, project type, and outcome, with a direct link to Elevate's Clutch profile. Includes a follow-up step if no response is received within 5 days, and tracks open rate, click rate, and review submission.
- AI Case Study Draft Agent: Agent that generates a structured case study draft from a consultant-submitted intake form and available delivery notes or Clutch review. Output follows a fixed structure (Problem, Our Approach, Results, Client Quote, Services Used) and is delivered to a shared Coda doc or Google Doc for editorial review. Tone and format must align with Elevate's brand voice, defined via system prompt.
- Competitive Intelligence Agent: Weekly monitoring of a defined competitor list, covering company news, press releases, blog posts, LinkedIn activity, job postings, and new content. The agent produces an AI-generated summary per competitor: what changed, what it means for Elevate, and a recommended action. Delivered every Monday via email digest or Coda doc, with escalation flags for high-priority events such as a competitor entering a new service area.
- Competitor Change Monitoring Agent: Continuous or daily monitoring of competitor websites and LinkedIn presence, with instant or same-day alerts when meaningful changes are detected, including updates to services pages, new lead magnets, webinars, case studies, tool launches, or job postings. Each alert includes AI-generated context explaining what changed and why it matters. A monthly rollup report summarizes all changes and emerging competitive patterns.
- Client Onboarding Automation: End-to-end onboarding sequence triggered automatically when a deal is marked Closed Won in HubSpot. Sends a personalized, on-brand welcome email to the new client with next steps and point of contact, creates an internal task list for the assigned team, and updates the contact's lifecycle stage from Lead to Customer. Optionally notifies the internal Slack channel with new client details and references a documented onboarding checklist for team consistency.
- Other Projects as we continue to mature function

Moreover, day to day activities include:

HubSpot Data Ownership & Accuracy





- Own data cleanliness and accuracy inside HubSpot across the entire sales pipeline
- Identify and fix incorrect, incomplete, or inconsistent data
- Ensure lead routing, deal movement, and task assignments function correctly

Integrations with HubSpot

- Expertise to build, maintain, and troubleshoot integrations with Hubspot (e.g. Apollo, Hublead, Claude, M365 etc)
- Reduce friction for Sales by simplifying and optimizing workflows

Data Enrichment

- Work with Sales to develop lists for prospecting, from LinkedIn and Apollo and ensure they are enriched for targeting.
- Researching lists, people and putting list together from disparate sources
- Performing research of companies and contacts to provide targeted lists to Sales personnel, this a continuous process that should continue to be improved and automated over time

Sales Pipeline & Reporting Support

Build KPI reporting and ensure accurate tracking of sales KPIs and performance metrics

System Troubleshooting & Problem Solving

- Diagnose issues across HubSpot, integrations, and workflows
- Work cross-functionally with Sales team members to identify root causes
- Implement solutions quickly without waiting for direction

Process Documentation & Training

- Build and maintain clear, step-by-step process documentation (“point-and-click” SOPs)
- Train Sales team members on correct system usage
- Ensure new hires are properly set up and onboarded in HubSpot and related tools
- Quality Control & System Integrity
- Ensure all workflows, automations, and data structures are functioning correctly
- Continuously monitor for errors, inconsistencies, and breakdowns
- Escalate issues quickly and proactively

Must-haves

- HubSpot workflow and automation setup (Sales Hub Professional or above)
- N8N workflow builder and orchestrator
- Claude code and integration experience
- Proposal tool integration with HubSpot (at least one live implementation)
- Deep experience with Sales and Marketing tools to improve workflows and provide more visibility on sales and marketing processes (e.g. Clay, Lead Intelligence software, HubSpot, Apollo, Note Takers, Sales LI, Video recording, Marketing Automations etc)
- Vibe Coding, API integrations knowledge, authentication
- Dashboard build: Looker Studio or equivalent with multi-source data
- Delivers with documentation so the team can maintain what was built

Cultural Fit

- Responsible, Accountable, Get Tasks done on time
- Smart, creative, authentic, and collaborative; able to thrive in a small, fast-paced, and values-driven firm.
- Strong communicator, easy to work with, and committed to continuous learning and improvement.

Compensation

Monthly salary for full time work or hourly depending on person

📌 RevOps - Marketing and Sales Operations Automation Consultant (Argentina)
🏢 Elevate
📍 Argentina