This is a hands-on technical execution role.
The successful candidate will translate clear project direction into
accurate, functional, and well-documented deliverables.
The
specialist will participate in client meetings and contribute directly
to client buildouts. The ideal candidate has built real production automations and workflows, understands how
APIs and AI tools connect across a live technology stack, and can learn new platforms quickly.
What This Role Is
This is a hands-on execution role supporting RevOps, CRM, automation, and AI
implementation
projects. It is primarily focused on client buildouts, with internal
systems, automations, documentation, and process mprovements assigned
whenever client work is lighter.
The specialist will
participate in client meetings in a supporting capacity, work closely
with project managers and technical experts, execute production-ready
technical deliverables, and learn directly from experienced RevOps and
automation leaders.
Key Responsibilities
1. HubSpot CRM Buildouts
Build,
configure, and maintain solutions across HubSpot Marketing Hub, Sales
Hub, Service Hub, and Operations Hub, including workflows, pipelines,
lifecycle stages, sequences, custom properties, automation rules,
reporting dashboards, lead routing, customer handoffs, data management,
and hub-level configuration.The specialist will update and maintain
HubSpot client environments according to project requirements while
identifying and resolving CRM configuration, workflow, reporting, and
data
issues.
2. Revenue Operations Automation
Build
and maintain workflows supporting the full revenue operations
lifecycle, including lead generation, sales processes, customer onboarding, service delivery, internal handoffs, pipeline
updates,notifications, and reporting.The specialist will implement
workflow logic based on specifications provided by the project manager,
test automated processes before deployment, monitor system performance, and
resolve failed triggers, delays, logic errors, and data issues.
3. Make.com Automation Delivery
Build
and maintain production-level, multi-step Make.com scenarios connecting
HubSpot,Slack, Google Workspace, Monday.com, Claude, and
client-specific platforms.Responsibilities include configuring filters,
routers, iterators, aggregators, error handlers, data transformations,
and custom API calls; troubleshooting failed scenarios, broken
connections, and authentication problems; and documenting scenario logic
so workflows can be maintained by other team members.
4. AI Integration and Implementation
Integrate Claude and other large language models into live business workflows for
automation, analysis, content processing, operational support, structured outputs, and
automated
decision support.The specialist will implement AI functionality
according to project specifications, connect AI tools to CRM, communication, productivity, and project management platforms, and test
AI workflows to ensure accurate, consistent, and useful outputs.
5. Model Context Protocol Support
Configure
and maintain Model Context Protocol connections under the direction of
the clients project leaders, enabling Claude and other AI tools to
interact with systems such as HubSpot, Slack, Google Drive, Monday.com,
and related business platforms. The specialist will troubleshoot
connection failures, permissions issues, configuration errors,and
integration problems while keeping MCP server settings and supporting
documentation current.
6. Monday.com Systems and Automation
Build and maintain Monday.com boards, dashboards, mirrored fields, dependencies,
notifications, integrations, workflow logic, and automations for both client-facing and internal
systems.The specialist will troubleshoot broken automations, improve board structures, and help teams
accurately track work, ownership, progress, deadlines, and reporting.
7. Learning and Development Support
Support
the clients Learning and Development team by building and maintaining
Trainual courses, playbooks, onboarding materials, standard operating
procedures, and technical training content.
The specialist
will convert technical processes into clear, transferable documentation
and ensure training materials remain aligned with current systems,
workflows, and organizational requirements.
8. Custom Code and API Support
Write
JavaScript or Python modules when standard automation tools are
insufficient, including custom functions, lightweight scripts, API calls, and data transformation logic.The specialist will work with REST
APIs, webhooks, JSON payloads, OAuth, authentication methods, and API
documentation while tracing failed requests and resolving integration
and data-flow issues.
9. Data Integrity and Systems Support
Execute
data mapping, field alignment, CRM synchronization, data cleanup,
migration, and system configuration tasks.The specialist will ensure
that custom properties, objects, and data structures are configured
correctly, identify missing, duplicated, or incorrectly mapped information, maintain reliable data flow between systems, and escalate
structural data issues to the project manager.
10. Technical Documentation
Document
every workflow, integration, scenario, and system configuration
completed through clear SOPs, build notes, process maps, maintenance
instructions, and troubleshooting guides. Documentation must remain
organized, accurate, transferable, and updated whenever systems or
workflows change.
11. Client and Team Collaboration
Participate
professionally in client meetings in a supporting role; work closely
with project managers and subject-matter experts; provide clear progress
updates; flag risks and issues proactively; ask thoughtful questions
when instructions are unclear; receive direct feedback professionally;
and attend internal department and company-wide meetings as required.
12. B.O.S.S. Stack Support
Execute
integrations and maintain reliable data flow across EmmerScale’s full
Business Operating Summiting System, including HubSpot, Make.com,
Monday.com, Xero,GoCardless, Harvest, Claude, Slack, and other connected
platforms, as directed by project leads. Monitor system connections,
support platform updates, troubleshoot broken integrations, and ensure
information moves accurately and consistently across the technology
stack.
Required Skills and Experience
● 2+ years of hands-on experience executing automation workflows and CRM builds in a
live production environment.
● Demonstrated expertise in automations and workflows—real things you have built and
shipped in production.
● HubSpot proficiency across one or more hubs, including workflow builder, custom
properties, pipelines, sequences, and reporting.
● Real production Make.com experience, including multi-step scenarios, error handling,
and data transformation.
● Daily working use of Claude or a comparable large language model as a real work tool,
including hands-on AI integration into live workflows—you will walk us through your
workflow in the interview.
● Working understanding of Model Context Protocol (MCP) connectors and how AI tools
plug into a live stack.
● Ability to write custom JavaScript or Python modules and read API responses without
assistance.
● Working knowledge of REST APIs, including webhooks, authentication methods, and
JSON parsing.
● A high degree of willingness to learn and a proven ability to learn and adapt quickly.
● Software-as-solution fluent—picks up new platforms quickly without hand-holding.
● Comfortable participating in client meetings in a supporting role.
● Fluency in three languages; minimum 16 years speaking, writing, and working in English.
● Available within a 9:00 AM–5:00 PM ET window with a consistent four-hour daily block,
Monday through Friday.
Education
Bachelor’s
degree in Business Information Technology (BBIT), Computer
Science,Software Engineering, Information Technology (IT), Information
Systems, Computer
Engineering, Data Science, Artificial Intelligence, Information and Communication
Technology (ICT), or a closely related technical field.
Equivalent technical training, certifications, bootcamp education, or strong professional
experience may also be considered
Preferred Skills and Experience
● Experience configuring MCP server connections to link Claude or other large language models with business platforms.
● Experience executing LLM API integrations within Make.com workflows.
● HubSpot certification in any hub.
● Advanced Make.com experience, including JSON parsing, array aggregation,
iterator/aggregator logic, custom API calls, and structured error handling.
● Experience with Monday.com automation and integrations.
● Experience using Trainual or another Learning and Development or Learning
Management System platform.
● Experience with Google Apps Script.
●
Familiarity with Xero, GoCardless, Harvest, Strety, or similar
accounting,payment-processing, time-tracking, or billing platforms in a
live business environment.
● Previous experience in RevOps execution, consulting, or agency-based client delivery environments.
● Basic experience with SQL or data-querying tools.
● Experience supporting U.S.-based clients or distributed international teams.
Software and Tools
The
successful candidate may work with HubSpot, Make.com, Claude,
Monday.com,Trainual, Google Workspace, Slack, JavaScript, Python, Model
Context Protocol, REST APIs, Xero, GoCardless, Harvest, and Strety.
Candidates must possess a strong automation foundation, practical AI fluency, MCP awareness, and the ability to learn new systems quickly.
Benefits
● Competitive Salary
● Performance raises
● Remote work flexibility
● Opportunity to work with a diverse, dynamic team
● Career growth potential