Senior CRM & AI Automation Specialist – HubSpot / Salesforce

Senior CRM & AI Automation Specialist – HubSpot /
Salesforce
Employment Type: Contract
Compensation: $10–$15 USD/hour
Location: Remote
Time Zone: PST

About the Role
We are looking for a Senior CRM & AI Automation Specialist with advanced hands-on experience in
HubSpot and Salesforce to support a client opportunity and, if the opportunity closes, lead the technical
implementation.
This role combines CRM architecture, workflow automation, system integration, AI-powered sales
automation, and client-facing technical consulting.
Initially, you will work alongside the client lead on an active opportunity to understand the client's existing
HubSpot and Salesforce environment, assess technical feasibility, identify the right solution, define the
implementation scope, and provide a realistic technical estimate/quote.
If the opportunity moves forward, you will take ownership of implementing and optimizing the CRM and
automation systems.

This is a highly hands-on role for someone who can work independently, understand complex CRM
environments, translate business requirements into technical solutions, and confidently participate in client
discovery calls.

Key Responsibilities
Client Discovery & Technical Consulting
Join client discovery calls alongside the client lead to understand their existing CRM environment,
processes, and business requirements.
Assess the client's current HubSpot and Salesforce setup, integrations, workflows, data structure,
and automation opportunities.
Determine technical feasibility and recommend practical solutions based on the client's needs.
Define implementation requirements, technical scope, dependencies, and expected outcomes.
Provide realistic implementation estimates and technical input for client proposals and quotes.
Identify additional automation opportunities while avoiding unnecessary complexity or overbuilding.

HubSpot & Salesforce Integration

Build and maintain reliable bi-directional HubSpot ↔ Salesforce integrations.
Design and manage CRM architecture, field mapping, lifecycle stages, data synchronization, routing,
and system logic.
Ensure accurate MQL → SQL → Salesforce Opportunity handoff.
Troubleshoot synchronization issues, data inconsistencies, workflow conflicts, and integration
failures.
Maintain clean and reliable CRM data across both platforms.
AI BDR & Lead Nurture Automation
Build AI-assisted BDR/SDR workflows for automated lead follow-up and qualification.
Develop automated lead nurture workflows for new inbound leads.
Build lead reactivation systems to engage dormant leads within the existing database.
Implement trigger-based or predictive lead scoring in HubSpot to identify high-quality MQLs.
Automate lead routing and escalation based on lead behavior, qualification, and scoring.
Optimize workflows to improve speed-to-lead and conversion opportunities.

Salesforce Opportunity Automation

Build and maintain Salesforce automation for stalled, delayed, or inactive opportunities.
Develop a "Linger Pipeline" nurture system to automatically follow up with prospects delayed by
budget, timing, or other factors.
Create appropriate triggers, follow-up sequences, and routing logic to minimize manual
intervention.
Monitor workflow performance and continuously optimize automation.

Content & AI Automation Support

Support automation initiatives involving the repurposing of existing YouTube/video content into
FAQ-style SEO, AEO, and GEO content, where technically appropriate.
Help identify opportunities to use AI and automation to efficiently repurpose existing content assets.
Recommend practical solutions based on the client's existing technology stack and objectives.

Testing, Documentation & Optimization

Thoroughly test CRM integrations and automation workflows before deployment.
Document workflows, integrations, field mappings, logic, and implementation decisions.
Monitor workflow performance and troubleshoot issues.
Continuously optimize systems for reliability, scalability, and reduced manual intervention.

Essential Qualifications

Advanced hands-on experience with both HubSpot and Salesforce.
Proven experience building and maintaining bi-directional HubSpot ↔ Salesforce integrations.
Strong understanding of CRM architecture, including:
Workflow automation
Field mapping
Lifecycle stages
Data synchronization
Lead routing

CRM data structure
Experience building automated lead nurture and lead reactivation workflows.
Experience implementing AI-assisted BDR/SDR workflows for lead follow-up and qualification.
Experience building predictive or trigger-based lead scoring in HubSpot.
Strong Salesforce automation experience, particularly for stalled or delayed opportunities.
Strong understanding of the MQL → SQL → Salesforce Opportunity process.
Demonstrated ability to troubleshoot complex CRM and integration issues.
Client-facing and discovery-capable, with the ability to:
Participate confidently in client calls
Understand existing systems and business processes
Ask effective technical discovery questions
Recommend appropriate solutions
Scope implementation requirements
Provide realistic implementation estimates
Ability to work independently with minimal technical hand-holding.

Preferred Qualifications

Experience with n8n, Make, Zapier, or similar automation platforms.
Strong experience working with APIs and webhooks.
Experience implementing AI agents, AI BDRs, or AI SDR systems.
Experience working with B2B sales organizations and complex CRM environments.
Understanding of SEO, AEO, and GEO.
Experience transforming YouTube/video libraries into FAQ and search-focused content.
Ability to identify additional automation opportunities during technical discovery.
Strong understanding of sales operations, lead management, and revenue workflows.

Key Performance Indicators (KPIs)
Success in this role will be measured by:

Successful technical discovery and assessment of the client's existing HubSpot/Salesforce
environment.
Accurate and practical implementation plans and technical quotes.
Reliable bi-directional HubSpot ↔ Salesforce synchronization.
Faster response to new leads and improved dormant-lead reactivation.
Improved identification, scoring, and routing of qualified MQLs.
Effective automated nurture of stalled or "Linger Pipeline" opportunities.
Reduced manual CRM and sales follow-up work.
Reliable workflow and integration performance.
Clear documentation and maintainable automation systems.
Ability to deliver solutions independently and within the agreed technical scope.

What We're Looking For
The ideal candidate is a senior hands-on CRM and automation specialist who understands both the
technical and business sides of revenue operations.
You should be comfortable going beyond simply executing instructions—you'll be expected to diagnose
problems, ask the right questions, recommend solutions, scope the work, and then build it.
If you have deep HubSpot and Salesforce expertise combined with AI automation, integrations, and strong
client-facing communication skills, we'd like to hear from you