Key Facts

Remote From:

Philippines

Category: AI Specialist

Full time

Mid-level (2-5 years)

English

Hard Skills

HubSpot CRM HubSpot CRM Lead Workflow Data Cleansing Business Metrics Systems Integration Documentation Generation Digital Dashboards Good Documentation Practices

Other Skills

•
Verbal Communication Skills
•
Detail Oriented
•
Teamwork

Roles & Responsibilities

Process Architect with ability to map full flow, anticipate edge cases, data breaks, and bottlenecks
Integration Specialist with deep HubSpot CRM expertise and multi-step Zapier or Make logic
AI-Adaptive Operator proficient with tools like ChatGPT, Claude, and native AI modules in Make/Zapier to drive measurable operational metrics
3–5 years of experience in CRM administration and business automation, preferably in fast-paced trades, construction, or SMBs

Requirements:

HubSpot Architecture Cleanup: run audits and deep cleanups of properties, pipelines, deal stages, and lifecycle data
End-to-End Process Design: map and rebuild the entire lead lifecycle from intake via web forms, phone, or third-party sources to final deal close
Cross-System Connectivity: link HubSpot to email, calendar, quoting, and job-management systems via Zapier or Make to eradicate duplicate data entry
AI Workflow Integration: implement practical AI-enhanced workflows that lift output and reduce repeatable manual tasks

Remote Workmate

About Remote Workmate

Remote Workmate is an Australian-owned offshore staffing company that helps business owners tap mission-critical expertise from highly skilled Filipino professionals. We help companies outsmart competitors and achieve remarkable growth. By building and managing a high-performing remote team for you, we can improve workforce flexibility, boost productivity, and scale your business cost-effectively. At the same time, we get to provide Filipinos with fully remote jobs that offer work-life balance and help them build rewarding careers. We have worked with over 500 businesses from different industries since 2014, and we are continuing to gain momentum globally. Our recruitment expertise and local knowledge enable us to find the best fit and fill positions effectively. Here are the top reasons to work with us: 1. Free recruitment process where you can get involved as much as you wish 2. A single monthly invoice that covers everything - employee salary, compliance, HR services, payroll management, etc. 3. No work, no pay policy - work progress can be monitored in real-time through screenshots and time tracking software 4. Once you decide to hire a candidate, you'll always have the guarantee of a free employee replacement. If we can show you how Remote Workmate can help you achieve more for less, would it be worth a few minutes to find out how? Contact us by calling: +61 2 8294 8160 (Australia – Sydney) | +61 8 7111 3393 (Australia – Adelaide) +64 4-887 1160 (New Zealand) | +1 604-265-8205 (Canada) +1 650-646-3218 (United States of America) or email us at hire at remoteworkmate.com.

Founded: 2018

Company size: 11 - 50

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Job description

This is a remote position.

AI Automation Specialist (Hubspot)
Remote | Philippines | Full-Time

Schedule: 5:30 AM – 2:30 PM PHT (8:00 AM - 5:00 PM ACST)
PHP 65,000 – 90,000

If you’re a high-performing operations professional who thrives on process mapping, HubSpot architecture, and working with a leading Australian Solar firm that values strategic impact over simple task completion — keep reading.

This isn’t a role for a "data entry assistant" waiting for instructions.

This is a focused, outcome-driven position where you’ll own the CRM engine, eliminate manual admin drag across the business, and use cutting-edge automation and AI tools to 10x your impact.

Why This Is a Dream Job

You’ll be working directly with the Director of a prestigious, growing Australian solar and electrical group who:

Champions Innovation: Operates a future-of-work, global-impact team that prioritizes elite, AI-adaptive operators.
Values Your Growth: Provides access to elite peers, continuous upskilling, and a dedicated Success Manager (CSM) for professional coaching.
Respects Your Expertise: Focuses on "dream outcomes" and gives you the explicit permission to simplify systems and push back on unnecessary complexity.
Builds Stability: Works alongside an established, collaborative PH-based team (Finance and Admin) looking for a true systems backbone.

You’ll get career transformation, high-level visibility, and a direct line to the founder — without being stuck in a rigid "virtual assistant" rut.

What You’ll Be Owning

This is a core operational leadership role covering CRM architecture, cross-system connectivity, and process optimization. You aren't just moving data from one field to another; you are designing the complete commercial pipeline—mastering lead routing, data hygiene, trigger logic, and dashboard visibility to keep the entire business aligned.

You’ll take the lead on:

HubSpot Architecture & Cleanup: Running full system audits and executing deep cleanups of properties, pipelines, deal stages, and lifecycle data.
End-to-End Process Design: Mapping and rebuilding the entire lead lifecycle from the moment a lead arrives from web forms, phone, or third-party sources to final deal close.
Cross-System Connectivity: Linking HubSpot cleanly to email, calendar, quoting, and job-management systems via Zapier or Make to eradicate duplicate data entry.
AI Workflow Integration: Implementing practical AI-enhanced workflows (like automated email triage or lead qualification notes) that genuinely lift output and eliminate repeatable manual tasks.
Reporting & Operational Visibility: Standing up automated, executive-facing commercial dashboards in HubSpot tracking lead volumes, source mix, and conversion rates.
Standard Operating Procedures (SOPs): Documenting connections into clean, plain-English one-page guides so non-technical team members can execute flawlessly.

Requirements

This Role Is a Great Fit If You:

Are a Process Architect: You instinctively think past a "single-step" automation, mapping out the full flow while anticipating edge cases, data breaks, and operational bottlenecks.
Are an Integration Specialist: You possess deep, battle-tested muscle in HubSpot CRM paired with multi-step Zapier or Make logic.
Are an AI-Adaptive Operator: You fluidly use tools like ChatGPT, Claude, and native AI modules within Make/Zapier to move real operational metrics, not just chat.
Have 3–5 years of experience in CRM administration and business automation, ideally within a fast-paced trade, construction, or SMB setting.
Are High-Accountability: You manage your own automation backlog, lead weekly progress syncs with leadership, and value simple, highly adopted systems over complex bloat.
Communicate with elite fluency and possess the confidence to respectfully push back when an operational idea adds more friction than value.

What Success Looks Like

After 60–90 Days:

The CRM is Fortified: A comprehensive HubSpot audit has been shipped, the database is scrubbed clean, and broken workflows are permanently repaired.
Production is Seamless: The end-to-end lead flow is fully operational with zero unrouted leads, and automated handoffs between sales and scheduling run flawlessly.
Impact is Measured: The connected ecosystem has achieved a measurable reduction in manual data entry, saving the team at least 10+ hours per week.
Trust is Earned: The director confidently runs weekly leadership reviews directly off your automated HubSpot dashboards without manual data manipulation.

Final Word

If you’ve ever thought:

"I am a world-class systems builder who can map out a workflow on paper and build it seamlessly in HubSpot and Zapier—I just want a client who is organized and values my technical depth," this is that role.

Let’s build long-term success — together.