Sales & Marketing Operations Specialist

Accountabilities:

• Support the delivery of Sales & Marketing Operations consulting projects for internal stakeholders and external clients.

• Configure, optimize, and maintain CRM platforms such as HubSpot, Salesforce, Microsoft Dynamics, and comparable systems.

• Design and improve lead management processes, including lifecycle stages, lead routing, lead scoring, qualification frameworks, and sales handoffs.

• Build and maintain dashboards, reports, and executive-level analytics that translate operational data into actionable business insights.

• Implement and troubleshoot lead tracking, attribution, conversion measurement, and reporting across CRM, analytics, and advertising platforms.

• Configure and validate marketing and analytics technologies, including GA4, Google Tag Manager, Google Ads, Microsoft Ads, Meta Ads, LinkedIn Ads, and similar platforms.

• Manage campaign tracking through UTM strategies, conversion tracking, offline conversion imports, and CRM-to-advertising platform integrations.

• Review CRM data quality and recommend improvements to data structures, workflows, automation, reporting, and operational processes.

• Assist with CRM implementations, migrations, integrations, API connections, and data imports.

• Support marketing automation, email campaigns, nurture programs, and broader campaign operations.

• Research, enrich, and maintain company and contact information to improve CRM accuracy and data quality.

• Identify and implement AI-enabled tools and emerging technologies to automate repetitive work, improve efficiency, generate insights, and enhance reporting.

• Participate in client discovery, solution design, implementation, testing, documentation, and user acceptance activities.

• Develop process documentation, training materials, and implementation guides for internal teams and clients.

• Collaborate closely with sales, marketing, client services, and technical teams to deliver sustainable operational improvements.

Requirements

• At least 2 years of professional experience in Sales Operations, Revenue Operations, CRM Administration, Marketing Operations, Digital Marketing, Analytics, or a related discipline.

• Hands-on experience with CRM platforms such as HubSpot, Salesforce, Microsoft Dynamics, or similar technologies.

• Experience with lead tracking, attribution, conversion measurement, and marketing analytics across CRM and digital marketing ecosystems.

• Familiarity with GA4, Google Tag Manager, Google Ads, Microsoft Ads, Meta Ads, LinkedIn Ads, or comparable analytics and advertising platforms.

• Understanding of CRM configuration, workflows, automation, reporting, and data management.

• Experience supporting marketing automation, lead management, or campaign operations.

• Familiarity with AI productivity tools such as ChatGPT, Claude, Copilot, Gemini, or similar solutions, combined with an interest in applying AI to business processes.

• Strong analytical, problem-solving, organizational, and attention-to-detail skills.

• Excellent written and verbal English communication skills.

• Ability to manage multiple projects, deadlines, and priorities in a fast-paced, client-focused environment.

• Client-facing experience within a consulting or agency environment is a plus.

• Experience with attribution, conversion tracking, offline conversion imports, or advertising-platform/CRM integrations is desirable.

• Familiarity with CRM migrations, APIs, middleware, or automation tools such as Zapier, Make, or Workato is advantageous.

• Experience with BI and reporting platforms such as Looker Studio, Power BI, Tableau, or CRM reporting is a plus.

• Knowledge of sales intelligence and enrichment tools such as Apollo, ZoomInfo, LinkedIn Sales Navigator, or similar platforms is beneficial.

• Experience developing dashboards, KPI frameworks, executive reporting, or AI-driven automation initiatives is an advantage.

Benefits

• 100% remote work from Brazil.

• Full-time contract position.

• Opportunity to work across internal initiatives and external client projects.

• Exposure to multiple industries, business models, CRM ecosystems, and marketing technologies.

• Opportunities to work with modern AI tools and emerging automation technologies.

• Varied projects spanning CRM optimization, analytics, marketing technology, attribution, and revenue operations.

• Collaborative, client-focused working environment.

• Opportunities for continuous learning and professional development.

• Exposure to consulting, solution design, implementation, and strategic operational improvement.

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