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Workana Premium logo

Revenue Operations Expert - Part Time

Workana Premium
Posted Jun 19, 2026, 11:35 PM UTC
🇺🇸United States🏠Remote📁Sales
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This is not an administrative role. This is not an entry-level role. This is a builder role.

Your Mission

Build a predictable, measurable, AI-powered revenue generation engine. You will work directly with the CEO to create systems, automations, dashboards, workflows, and operating infrastructure that consistently generate qualified opportunities, starting with the speaking pipeline and expanding into workshops and executive advisory services. Success will be measured by the strength of the pipeline you build and the leverage you create across the business.

What You Will Own

Revenue Operations
• Design and optimize CRM infrastructure.
• Build revenue dashboards and KPI tracking systems.
• Create visibility into pipeline health across all service lines.
• Build follow-up and lead nurturing systems.
• Establish operating rhythms around revenue generation activities.

Speaking Pipeline (Primary Focus)
• Build and operate a speaking opportunity sourcing engine.
• Systematize the application and opportunity tracking process.
• Create outreach workflows for event organizers and speaker bureaus.
• Implement follow-up automation and CRM integrations.
• Deliver measurable KPI reporting on pipeline performance and health.

AI & Automation
• Build workflows using AI tools such as ChatGPT and Claude, along with automation platforms.
• Eliminate repetitive manual work across the business.
• Create scalable and repeatable operating systems.
• Document SOPs and processes to ensure sustainability and consistency.

Success in the First 90 Days

The first 90 days will focus on two key priorities:

1. Revenue Infrastructure Built
• CRM optimized and structured for pipeline management.
• Dashboards implemented with real-time visibility.
• KPI tracking established across critical business metrics.
• Revenue reporting operational and delivered on a weekly basis.

2. Speaking Pipeline Built
• Speaking opportunity engine fully operational.
• Opportunity tracking and application process systemized.
• Follow-up workflows active and automated.
• Pipeline visible, measurable, and consistently generating qualified opportunities.

Workshop pipeline development, executive advisory pipeline expansion, and broader operational leverage initiatives will become Phase 2 priorities (months 4–6) once the foundation is established.

Required Experience

This role is designed for professionals who have already built and managed systems successfully.

Required
• 3+ years of experience in Operations, Revenue Operations (RevOps), or Growth Operations.
• Experience with CRM platforms such as HubSpot, Salesforce, Pipedrive, Go High Level, or similar.
• Experience with automation platforms such as Zapier, Make, n8n, or equivalent.
• Experience using AI tools such as ChatGPT and Claude for workflow design and automation.
• Experience building dashboards and KPI tracking systems.
• Experience designing outbound prospecting and lead generation systems.
• Strong process design and documentation skills.
• Professional-level English and Spanish proficiency.
• Must be based in Latin America (LATAM).

Preferred
• Experience with Claude Code, Claude Co-Work, or similar AI-assisted development tools.
• Startup or founder-support experience.
• Experience supporting advisors, consultants, or professional services businesses.
• Proficiency with Apollo.io and LinkedIn Sales Navigator.
• Experience building AI-first operating systems.

Who You Are
• Entrepreneurial: You identify opportunities, take initiative, and move projects forward without waiting for direction.
• Autonomous: You deliver results independently with minimal supervision.
• Data-Driven: You rely on metrics, track performance consistently, and make decisions based on evidence.
• AI-Native: You naturally look for ways to automate, optimize, and scale work using AI.
• Resourceful: You find practical solutions even with limited resources, tools, or guidance.
• Direct: You communicate honestly, clearly, and constructively, regardless of audience.

Most importantly, you are energized by the opportunity to build a revenue engine from the ground up and create meaningful business impact through systems, automation, and operational excellence.

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