Sales Automation Engineer

Job Title

Sales & Marketing Automation Specialist

(CRM, Funnel & Revenue Operations)

Role Summary

We are seeking a Sales & Marketing Automation Specialist to design, implement, and optimize end-to-end revenue automation across CRM, lead management, and sales funnels. This role focuses on launching fast, improving conversion efficiency, and enabling sales teams through automation, reporting, and actionable insights.

The ideal candidate combines strategic thinking with hands-on execution and can deliver followed by continuous optimization. 

Key Responsibilities

Strategy & Funnel Design

• Audit lead sources, sales processes, and funnel performance
• Define buyer journeys, MQL/SQL criteria, and automation touchpoints
• Align sales and marketing teams on funnel stages and KPIs 

CRM & Automation Implementation

• Configure CRM systems (pipelines, fields, workflows, permissions)
• Implement lead capture, routing, and assignment automation
• Build pipeline automation, task triggers, and SLA reminders
• Ensure clean data flow between marketing and sales systems Lead Nurturing & Sales Enablement
• Design and deploy lead nurturing workflows
• Create automated follow-ups using email, WhatsApp, or SMS
• Develop sales templates, sequences, and enablement assets
• Implement lead segmentation and prioritization logic  

Reporting & Optimization

• Build dashboards for pipeline, conversion, and performance tracking
• Monitor automation effectiveness and conversion metrics
• Test, troubleshoot, and optimize workflows
• Documentation on processes and workflows

Key Deliverables

• Fully functional CRM with automated lead flow
• Core sales funnel mapped and live
• Lead nurturing workflows deployed, automation (MQL)
• Sales follow-up automation implemented (SQL)
• Management dashboards and KPI tracking
• Process documentation and optimization roadmap 

Required Skills & Experience

Must-Have

• 5+ years experience in sales, marketing, or revenue automation

• Hands-on experience with CRM platforms (HubSpot or similar)

• Strong understanding of sales funnels, lead qualification, and lifecycle stages

• Experience building workflows, automation rules, and dashboards

• Ability to translate business goals into automation logic

Nice-to-Have

• Experience with email marketing, WhatsApp/SMS automation

• Understanding of RevOps (Revenue Operations) or sales enablement frameworks

• Minimum knowledge of APIs, integrations, or Zapier/Make

• Enterprise or fast-scaling environment experience