CRM, Data & AI Operations Specialist

CRM, Data & AI Operations Specialist LeadExec, APIs, Lovable, Database Architecture & Sales Operations About the Role We are seeking a technically skilled CRM, Data & AI Operations Specialist to help manage and expand the operational infrastructure supporting our B2B and B2C businesses. This is not a basic CRM administration or calling-platform role. The right person must understand how lead-generation websites, CRM platforms, databases, APIs, automation tools, sales systems, and AI-enabled workflows work together as one connected operating environment. Our infrastructure includes LeadExec by ClickPoint Software, multiple B2B and B2C databases, a network of websites and applications built through Lovable, Google Sheets, outbound sales platforms, calling tools, and third-party partner systems. The selected candidate does not need to already be an expert in every feature of LeadExec, but must have the technical ability to learn the platform quickly and understand how it fits into a larger lead-management, data, and revenue operations architecture. Core Responsibilities LeadExec and Lead Distribution Learn, configure, and manage LeadExec by ClickPoint Software. Create and maintain campaigns, buyers, sources, lead types, filters, routing rules, pricing, caps, schedules, and delivery requirements. Troubleshoot lead delivery, posting, validation, rejection, and distribution issues. Monitor lead flow across multiple campaigns and business verticals. Maintain accurate buyer, publisher, campaign, and lead-source configurations. Support API-based lead posting and delivery between LeadExec and external systems. Understand how LeadExec connects with Lovable applications, websites, databases, and third-party platforms. Database Architecture and Source of Truth Help establish and maintain the correct source of truth across multiple B2B and B2C databases. Understand how customer, prospect, publisher, buyer, campaign, lead, call, opportunity, and revenue data relate across systems. Identify duplicate, conflicting, incomplete, or outdated records. Create clear rules regarding which system owns each category of data. Maintain consistent field definitions, identifiers, naming conventions, statuses, and record relationships. Support data synchronization between LeadExec, Lovable, Google Sheets, CRM systems, calling platforms, email platforms, and internal databases. Help prevent fragmented data and disconnected operational workflows. APIs, Integrations and Automation Connect and manage APIs between internal and external platforms. Read API documentation and understand endpoints, authentication, payloads, field mapping, webhooks, responses, and error handling. Test and troubleshoot lead-posting integrations. Map data accurately between different systems. Work with JSON, API requests, response codes, logs, and technical documentation. Build or support automations using tools such as Make.com, n8n, Zapier, Google Apps Script, or similar platforms. Document integrations and workflows so they can be maintained and expanded. Coordinate with developers and management when more advanced technical work is required. Lovable and Website Infrastructure Work with Lovable-based websites, internal applications, dashboards, forms, and databases. Understand how website forms and applications connect to LeadExec and other operational systems. Help configure data capture, field mapping, routing, tracking, and system integrations. Test website-to-CRM and website-to-LeadExec workflows. Identify technical or operational problems across our network of websites. Use Lovable to support internal tools, dashboards, workflows, and application improvements. Work effectively with technical staff responsible for the broader Lovable infrastructure. AI-Enabled Operations Use AI effectively for technical troubleshooting, workflow design, documentation, data analysis, process improvement, and system administration. Apply AI to accelerate research, API integration, field mapping, formula creation, quality assurance, and operational reporting. Understand how to use AI responsibly without relying on unverified outputs. Validate AI-generated recommendations against system documentation, actual data, and business requirements. Help identify opportunities to add AI-enabled intelligence and automation across our operational systems. Create structured prompts and repeatable AI-assisted workflows for internal use. Google Sheets and Operational Reporting Build and maintain advanced Google Sheets used for campaign operations, lead reconciliation, reporting, quality control, and data management. Use formulas, lookups, filters, conditional logic, pivot tables, validation rules, imports, and data-cleaning methods. Import, export, normalize, and reconcile data between systems. Create reporting that clearly shows lead flow, campaign activity, buyer performance, publisher performance, delivery status, revenue, and operational issues. Help transition critical processes away from disconnected spreadsheets when a database or integrated system should become the source of truth. Sales and Revenue Operations Support B2B and B2C sales, customer acquisition, publisher management, buyer management, and campaign operations. Maintain accurate records across the sales and operational lifecycle. Help management implement improved workflows, automation, reporting, and accountability. Troubleshoot system issues affecting sales, lead delivery, customer acquisition, or campaign performance. Work across departments to ensure that technology supports the company’s revenue operations strategy. Calling and Outbound Platforms Configure and maintain cloud-based calling and outbound communication platforms as needed. Support user accounts, campaigns, call routing, dispositions, recordings, reporting, and CRM connections. Troubleshoot basic calling-platform issues. Calling-platform administration is part of the role, but it is not the primary technical requirement. Required Skills Strong experience with CRM, lead-management, sales operations, marketing operations, or revenue operations systems. Ability to learn LeadExec by ClickPoint Software quickly. Experience working with APIs and system integrations. Understanding of databases, data relationships, field mapping, and source-of-truth architecture. Experience managing data across multiple B2B and B2C systems. Strong Google Sheets skills. Practical experience using AI for technical and operational work. Ability to troubleshoot technical workflows across multiple connected platforms. Strong attention to detail and data accuracy. Excellent written English communication. Ability to work independently, document work, meet deadlines, and take ownership of problems. Ability to understand both the technical requirements and the underlying business objective. Preferred Qualifications Direct experience with LeadExec or another lead-distribution platform. Experience with Lovable. Experience with Supabase or similar database platforms commonly used with Lovable applications. Experience with Make.com, n8n, Zapier, or Google Apps Script. Familiarity with webhooks, JSON, REST APIs, Postman, and API testing. Experience with HubSpot or other sales CRM platforms. Experience with Instantly, Drip, or other outbound email systems. Experience with lead generation, affiliate marketing, performance marketing, call campaigns, or buyer and publisher management. Experience working with U.S.-based sales and operations teams. Basic understanding of website forms, tracking, attribution, and lead capture. Ability to work with developers while also independently handling operational system administration. The Right Candidate The right person is not simply a user of individual software applications. We need someone who can understand the full operating system: Websites and forms → Lovable applications and databases → LeadExec → APIs and integrations → CRM and sales systems → buyers, publishers, customers, reporting, and revenue operations. This person must be able to determine where data originates, where it should be stored, which system should control it, how it moves between platforms, and how to resolve problems when the systems do not match. Job Type Long-term, ongoing position Hourly engagement Approximately 20–40 hours per week, depending on experience, performance, and workload Must have meaningful availability during U.S. Eastern Time business hours To Apply Please answer each of the following questions: How many years of experience do you have in CRM, sales operations, marketing operations, lead management, or revenue operations? What experience do you have with LeadExec, ClickPoint Software, or another lead-distribution platform? Describe a system you managed that connected websites, forms, a CRM, databases, lead-routing software, or external buyers. Describe an API integration you built, configured, tested, or troubleshot. What systems were connected? What experience do you have working with Lovable? Have you worked with Supabase or another relational database connected to websites or internal applications? Explain what “source of truth” means when a company has multiple B2B and B2C databases. How would you determine which system should own customer, lead, campaign, buyer, publisher, and revenue data? What AI tools do you use, and how have you used AI to improve technical or operational work? Rate your Google Sheets skills from 1–10 and describe the most advanced work you have completed. What automation platforms have you used, including Make.com, n8n, Zapier, or Google Apps Script? Have you worked with lead routing, campaign configuration, buyer management, publisher management, or lead-delivery troubleshooting? Describe a technical operations problem you solved independently. What is your hourly rate? What is your availability during U.S. Eastern Time? Important: Applicants who only have experience operating basic calling software or performing simple CRM data entry will not be considered. We are seeking someone with deeper technical, data, integration, AI, and operational capabilities.