Director of Revenue Systems and AI Automation (Offshore)

Role overview

Director of Revenue Systems and AI Automation (Offshore) at Caul Group. This is a deeply technical, execution-focused leadership role where you own the systems layer of the business and turn AI/automation ideas into production infrastructure.

You will connect the dots across the marketing-to-lead-to-transaction chain, audit existing systems for broken or missing handoffs, and build durable fixes that make revenue operations faster, cleaner, and more profitable.

Key responsibilities

• Own revenue systems & attribution infrastructure
  • Design and maintain attribution architecture and lead pipeline connections.
  • Ensure end-to-end tracking from first ad impression through closed transaction.
• Build production AI automation using Claude
  • Create Claude projects/skills and prompt systems that replace manual departmental work.
  • Implement validation logic and produce clean, structured outputs (not experiments).
• Execute and maintain ClickFunnels workflow systems
  • Build/maintain funnels, pipelines, email automations, and workflow triggers.
  • Integrate ClickFunnels with Follow Up Boss and the broader stack.
  • Prevent failures during high-volume listing seasons.
• Develop dashboards and data pipelines
  • Build dashboards and connect data pipelines (e.g., for listings, transactions, deal visibility).
• Lead performance reporting CRM taxonomy project (SISU)
  • Consolidate 110+ lead source categories into a clean, standardized taxonomy.
  • Govern the schema so data never becomes bloated or inconsistent.
  • Collaborate with a fractional CFO to enable accurate agent performance tracking and revenue attribution.
• Cross-functional leadership (systems ownership)
  • Partner closely with the Founder, Broker in Charge, Director of Marketing, and Founder’s Chief of Staff.
  • The defining partnership is with the Director of Marketing; you own infrastructure while they own creative, campaigns, and the marketing team.

Examples of work mentioned

• Scoped and deployed a Zapier integration between Follow Up Boss and ClickFunnels to automate lead tagging, assignment, and pipeline entry.
• Built an automated coaching intelligence system analyzing agent call data from Follow Up Boss using Claude to generate weekly coach reports and flag conversion gaps.
• Created a Replit dashboard integrating Open to Close and Baserow for real-time listing/transaction visibility.
• Architected agent onboarding automation that triggers onboarding checklists and Follow Up Boss contact setup when an agent signs up, with monitoring nudges via Agently.

Requirements / ideal profile (inferred from description)

• Strong systems thinking and ability to trace and fix integration chains end-to-end.
• Proven ability to build and productionize AI automation using Claude.
• Deep expertise with revenue workflow automation and funnel/pipeline execution.
• Ability to build dashboards/data pipelines and govern data taxonomies for accurate reporting.
• Can operate as an ownership leader (not a task executor), collaborating with marketing and finance.

Location / eligibility

• Must be based in Latin America.
• Preference for Uruguay, Costa Rica, or Colombia.