Client Operations & Automation Specialist

Summary

Road to Rev runs ongoing outbound sales for B2B companies selling into the consumer packaged goods industry. The Client Operations & Automation Specialist will build and manage the operational systems behind client engagements, automate workflows, support sales representatives, and communicate directly with clients about account performance.

Responsibilities

• Building and improving automations in Make.com that connect our stack and remove manual work from the team's day
• Connecting systems through APIs and webhooks, including GoHighLevel, Instantly, Apollo, and several more
• Finding the processes that still run on human effort and replacing them with systems that do not
• Configuring new client accounts in GoHighLevel, including sub-account architecture, campaign infrastructure, and calling setup
• Monitoring the systems you build and resolving issues before they reach a client
• Building and refining prospect lists in Apollo as campaign targeting evolves
• Supporting sales reps with playbooks, list quality, and day-to-day problem solving
• Running client communication, including onboarding calls, weekly reporting, and account health conversations

Skills

• You must be living and working full-time in the United States
• Two or more years in agency operations, client success, marketing operations, or a comparable role
• Hands-on experience building automations with no-code tools, and comfort working with APIs and webhooks. (You do not need to be able to write custom code.)
• Exceptional organization. You will carry many moving pieces across multiple accounts, and small errors compound quickly
• Comfort inside a fast-paced startup, where priorities shift and the process you wrote last month needs rewriting this month

Qualifications

Must Haves

• You must be living and working full-time in the United States
• Two or more years in agency operations, client success, marketing operations, or a comparable role
• Hands-on experience building automations with no-code tools, and comfort working with APIs and webhooks. (You do not need to be able to write custom code.)
• Exceptional organization. You will carry many moving pieces across multiple accounts, and small errors compound quickly
• Comfort inside a fast-paced startup, where priorities shift and the process you wrote last month needs rewriting this month

Benefits

• Cash bonuses tied to retention. You earn ongoing performance bonuses on every client account you support for as long as they renew.
• Unlimited paid time off
• A 401K
• Health insurance