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Revenue Operations & AI Automation Coordinator

Confidential employer

Posted 9/30/2026Rate visible after sign-upSource: Curated from source
Data Entry
Bookkeeping
CRM
Google Workspace
HubSpot
About the Role

Met Company provides industrial fabrication, structural and miscellaneous steel, laser cutting, welding, modular/container structures, equipment enclosures, manufacturing, installation and field services.

We are building a lean, AI-enabled organization and seeking a technically capable Revenue Operations & AI Automation Coordinator to manage the systems and workflows supporting our sales team.

Role Overview

You will own day-to-day HubSpot administration, ---------- automations, revenue workflow coordination and pipeline reporting.

Your job is to ensure leads are captured, records are accurate, opportunities have clear next steps and approved workflows run reliably. You will work closely with revenue leadership, our SDR, Business Development & Account Manager and Technical Services team.

This role requires hands-on CRM and automation skills, strong organization and an understanding of how a B2B sales process works.

Key Responsibilities

HubSpot & Pipeline Administration

  • Administer HubSpot contacts, companies, deals, properties, views and dashboards.
  • Maintain accurate records, remove duplicates and enforce agreed data standards.
  • Implement opportunity stages and reporting requirements established by revenue leadership.
  • Monitor missing information, overdue follow-ups and stalled opportunities.
  • Track lead sources and maintain attribution data.
  • Ensure opportunities have an assigned owner, next action and follow-up date.
  • Produce weekly pipeline, activity and opportunity-aging reports.

Automation & AI Workflows

  • Build, test, document and monitor ---------- automations.
  • Connect approved tools such as HubSpot, Google Workspace, Slack and ChatGPT/OpenAI.
  • Maintain lead intake, routing, notifications and follow-up workflows.
  • Support AI-assisted RFQ summaries, document extraction and outreach preparation.
  • Establish review steps so AI-generated information is checked before use.
  • Troubleshoot failed workflows and integration issues.
  • Maintain error alerts, recovery procedures and workflow documentation.
  • Coordinate with outside specialists when advanced development is needed.

RFQ & Proposal Coordination

  • Capture inbound RFQs and route them to the appropriate sales and estimating personnel.
  • Track required documents, customer deadlines and outstanding information.
  • Maintain approved proposal templates and sales documents.
  • Coordinate preparation and delivery of approved proposals.
  • Track quote follow-up tasks and alert sales owners when action is overdue.
  • Support scheduling and administrative customer follow-up.

Revenue Team Support

  • Coordinate incoming leads from Google Ads, Blue Book, Thomasnet and other approved channels.
  • Help the SDR maintain clean prospect lists and organized outreach records.
  • Maintain SOPs for CRM use, lead handling and revenue workflows.
  • Identify repetitive tasks that can be simplified or automated.
  • Provide clear updates on system issues, pipeline gaps and improvement opportunities.

Role Boundaries

Revenue leadership owns sales strategy, targets, pricing and commercial approvals. The SDR owns prospecting, and Business Development owns customer relationships and negotiations.

This role owns the supporting systems, reporting and workflow coordination. It does not manage bookkeeping, engineering or shop production.

Required Qualifications

  • Demonstrated experience in Revenue Operations, Sales Operations or CRM administration.
  • Hands-on HubSpot experience beyond basic data entry.
  • Experience building and troubleshooting ---------- automations.
  • Understanding of B2B lead qualification, opportunity stages and sales follow-up.
  • Strong spreadsheet skills and attention to data accuracy.
  • Experience using ChatGPT or other AI tools with appropriate review and validation.
  • Ability to document workflows clearly and explain technical issues in plain English.
  • Strong written and spoken English.
  • Reliable internet connection and availability for agreed working-hour overlap with Houston, Texas.

Preferred Qualifications

  • Experience supporting manufacturing, fabrication, construction or industrial sales.
  • Familiarity with APIs, webhooks, JSON and integration authentication.
  • Experience with Google Workspace, Slack, Seamless.AI and RFQ intake processes.
  • Experience creating pipeline dashboards and lead-source reporting.
  • Evidence of improving sales productivity through reliable automation.

What Success Looks Like

  • Leads and RFQs are captured and routed promptly.
  • HubSpot records and reports are accurate and useful.
  • Sales owners receive timely reminders and clear next actions.
  • Automations run reliably, with failures detected and resolved.
  • Proposals and follow-ups remain organized.
  • Workflows are documented so another team member can maintain them.

How to Apply

Please submit your résumé and brief answers to the following:

1. What HubSpot administration work have you personally completed?
2. Describe a ---------- automation you built, including its trigger, connected systems and error handling.
3. How have you identified or reduced missed sales follow-ups?
4. How do you verify AI-generated information before it enters a CRM or customer document?
5. What are your availability for Houston working-hour overlap, earliest start date and expected monthly compensation?

Include a nonconfidential or redacted workflow example, dashboard or short walkthrough showing your own work. Do not include credentials or private customer information.

Use “Met Revenue Operations & AI Automation” as your application subject line.

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