Responsibilities
- Assist in executing consulting initiatives for sales and marketing operations across internal departments and external customers.
- Set up, refine, and manage CRM systems and associated business platforms such as HubSpot, Salesforce, and Microsoft Dynamics.
- Create and enhance lead management workflows, covering lifecycle definitions, routing logic, scoring models, qualification criteria, and handoff procedures to sales.
- Develop and manage reporting dashboards and high-level analytics that deliver measurable business intelligence.
- Deploy and resolve issues with lead tracking, attribution modeling, and conversion analysis across CRM, analytics, and advertising tools.
- Configure and verify marketing and data collection platforms including Google Analytics 4, Google Tag Manager, Google Ads, Microsoft Ads, Meta Ads, LinkedIn Ads, and comparable systems.
- Enable campaign tracking using UTM parameters, conversion monitoring, offline imports, and integrations between CRM and ad platforms.
- Evaluate CRM data integrity and suggest enhancements to data organization, automation, reporting, and operational workflows.
- Help execute CRM rollouts, data migrations, system integrations, API setups, and bulk data uploads.
- Support marketing automation workflows, email initiatives, lead nurturing sequences, and campaign execution.
- Research, update, and manage contact and company records to increase CRM data precision.
- Apply AI-powered tools and new technologies to boost efficiency, automate routine activities, uncover insights, and improve client reporting.
- Engage in client onboarding meetings, solution planning, deployment, testing, documentation, and final approval processes.
- Produce process documentation, training resources, and setup guides for internal use and client delivery.
- Work jointly with sales, marketing, client service, and technical teams to implement operational enhancements.
Work Arrangement
Remote (Worldwide)
Other
- This is a fully remote, full-time contract role.
- Candidates must reside in Mexico.
- An English-language resume is required.
