At boost.ai, we’re redefining how people interact with companies. As a Gartner Magic Quadrant Conversational AI Challenger, we empower organizations around the world to deliver next-generation customer experiences through intelligent chat and voice automation. Because AI is our core product, we believe in practicing what we preach, using cutting-edge AI tools internally to optimize our way of working. As we continue to scale globally, we’re looking for a process-obsessed, tech-curious Revenue Operations & AI Efficiency Specialist to help keep our revenue engine running smoothly.
Our sales motion doesn’t end at “Closed Won.” You will ensure deals flow seamlessly through Salesforce while actively leveraging Generative AI, LLMs, and modern automation to eliminate manual bottlenecks and supercharge our team's productivity.
This role sits at the intersection of Sales, Finance, Customer Excellence, and Marketing. You’ll be the operational architect ensuring the data, systems, and AI-driven workflows behind every deal work flawlessly.
Key Responsibilities
Sales Execution & Revenue Systems Support:
- Salesforce Record Reviews: Support sales throughout the deal lifecycle by conducting pre-close Salesforce record reviews to ensure accurate billing and reporting readiness.
- Workflow Automation: Assist with active Salesforce administration, supporting flow automation, integrations, testing, and quality checks to ensure reliable data flow.
- Data Hygiene & Accuracy: Ensure exceptional CRM data accuracy and hygiene by validating records, flagging discrepancies, and streamlining data entry.
- System Troubleshooting: Partner with Revenue Management and RevOps leadership to troubleshoot system problems, resolve data issues, and escalate complex technical errors.
AI-Driven Efficiency & Process Optimization
- Identify opportunities to embed AI tools (e.g., Gemini, Claude, Slackbot, or internal AI frameworks) into daily RevOps workflows to speed up data handling and reporting.
- Prompt Engineering & Scripting: Create and refine prompts, internal AI assistants, or low-code automations to analyze sales data, draft documentation, and summarize pipeline health.
- Root-Cause Resolution: Eliminate repetitive manual tasks by building automated Salesforce shortcuts or AI-assisted workflows.
Data, Enablement & Cross-Functional Insights
- Dashboard Modernization & Reporting: Build, maintain, and modernize Salesforce reports and dashboards to provide leadership and cross-functional teams with clear visibility into pipeline health, sales performance, and key revenue metrics.
- AI-Enhanced Documentation: Create and maintain clear sales process documentation, playbooks, and system guidance, leveraging AI tools to keep training materials dynamically updated as workflows evolve.
- Sales Onboarding & Collaboration: Partner closely with Sales Enablement and cross-functional stakeholders (Finance, Marketing, Customer Success) to support sales training initiatives, ensuring new hires seamlessly adopt our revenue systems and automated workflows.
Skills & Mindset
- 1–3 years of experience in Revenue Ops, Sales Ops, Business Operations or a similar role.
- Strong Salesforce Proficiency: Hands-on experience working inside Salesforce is required. You must understand its structure and how fields, objects, and reports interact under the hood.
- AI Tool Fluency: Practical, hands-on experience using Generative AI tools to solve work problems, format data, write formulas, or accelerate daily tasks.
- Comfort with structured data: A natural attention to detail. you instantly spot data irregularities or things that "don't look right."
- Process oriented: The ability to strictly follow defined processes while proactively finding ways to improve them over time.
- Strong communication: Clear communication skills and confidence collaborating across international teams spanning EMEA and North America.
Bonus points if you:
- Have deep experience with Salesforce automation tools (Flows, validation rules, or integrations).
- Understand basic SaaS concepts like subscriptions, ARR, billing cycles, or renewals.
- Enjoy documenting how things work so others don’t have to guess.
- Have partnered with Finance, Marketing, Revenue Management or Customer Success teams before
You’ll love this role if you:
- Get a strange sense of satisfaction from clean data and well-designed processes.
- Dislike doing the same manual task twice and would rather spend time automating or AI-prompting a solution than doing manual data entry.
- Are genuinely excited about the future of AI-driven business productivity.
- Learn fast, ask great questions, and love "connecting the dots" across global teams.Enjoy figuring out how systems work (and why they sometimes don’t)
- Prefer fixing root causes instead of applying manual band-aids
- Like being the person who connects the dots across teams
- Care deeply about things “flowing” correctly from one step to the next
- Are curious about an AI-driven businesses
- Learn fast, ask good questions, and aren’t afraid to dig into details
- Are energized by working in a global, cross-regional environment spanning EMEA and North America
- Get a little nerdy about Salesforce, workflows, and reporting
About boost.ai
Boost.ai is the trusted leader in AI-powered customer experience solutions for regulated industries.
Proven performance and enterprise-grade reliability make boost.ai the partner of choice for leading brands across the US, including Credit Union of Colorado, MSU Federal Credit Union, Coursera, Tokio Marine HCC, and more. Boost.ai is recognized as a Challenger in Gartner’s 2025 Magic QuadrantTM for Conversational AI Platforms.
Our core values—trust, innovation, teamwork, and fun—are central to everything we do. We are committed to building a supportive environment that drives growth, encourages collaboration, and helps us achieve our goals while maintaining a fun and vibrant culture. These values provide a strong foundation that empowers our team members to excel.
It is our policy to provide equal opportunities for employment and career advancement based on an individual's abilities, qualifications, and suitability for the role. We welcome applications from all qualified candidates, regardless of gender, gender identity, religion or belief, sexual orientation, age, disability, or any other characteristic protected by applicable law.
