Caul Group: Director of Income Programs and AI Automation

Headquarters: Raleigh, North Carolina

URL: http://caulgroup.com

This search is open solely to candidates based mostly in Latin America.

Desire for Uruguay, Costa Rica, or Colombia.

BACKGROUND CONTEXT

Each division at Caul Group is producing AI and automation concepts sooner than they are often constructed. This function turns these concepts into operational actuality — and finds those no one thought to ask about but.

You aren’t advising. You aren’t consulting. You personal the programs layer of this enterprise and make it sooner, cleaner, and extra worthwhile — auditing what now we have, figuring out what’s damaged, redundant, or lacking, and constructing the infrastructure that fixes it completely.

This can be a deeply technical, execution-focused function for somebody who thinks in system connections. When somebody says “our Google LSA leads usually are not exhibiting up accurately in Observe Up Boss,” you hint the combination chain, discover the place the handoff failed, and construct the repair. You don’t wait to be requested.

Your major collaborators: the Founder, the Dealer in Cost, the Director of Advertising, and the Founder’s Chief of Employees. The defining partnership is with the Director of Advertising. They personal artistic, campaigns, and the crew. You personal the infrastructure — attribution structure, lead pipeline connections, programs monitoring what works from first advert impression by means of closed transaction. They learn the output. You construct and tune the machine.

When you labored right here final week, you may need:

• Scoped and deployed a Zapier integration between Observe Up Boss and ClickFunnels so new leads from Ylopo routinely get tagged, assigned, and entered into the proper pipeline, eliminating the every day guide lead routing the crew was doing each morning and stopping income from falling by means of the cracks

• Constructed an automatic teaching intelligence system that pulls agent name knowledge from Observe Up Boss, breaks it down by agent, and delivers a weekly report to every coach utilizing Claude to investigate name patterns, flag brokers avoiding follow-ups, determine chilly databases, and floor conversion gaps so coaches stroll into one-on-ones with data-backed speaking factors as an alternative of guessing

• Created a Replit dashboard pulling itemizing knowledge from Open to Shut and Baserow so the Founder has real-time visibility into lively listings, pending transactions, and closed offers with out digging by means of three platforms

• Architected the complete new agent onboarding automation, functioning as an HR system in a field, the place a signed agent triggers auto-generation of their 90-day drip marketing campaign, onboarding guidelines, and Observe Up Boss contact setup, with Agently automations monitoring activity completion and sending accountability nudges when brokers fall behind

A direct cross-functional initiative in your first 30 days:

We’re operating SISU as our efficiency reporting CRM with over 110 lead supply classes that must be consolidated right into a clear, standardized taxonomy. This challenge runs in collaboration with our fractional CFO and instantly permits correct agent efficiency monitoring, income attribution, and management visibility into who’s producing and the place. The best individual for this function doesn’t manually clear this knowledge. They construct the AI agent or automation system that executes it, then govern the schema so it by no means will get this bloated once more.

CORE RESPONSIBILITIES

This can be a management function of possession, not activity lists. Here’s what you’ll lead:

AI Device Constructing You construct Claude initiatives, Claude abilities, and immediate programs that substitute guide work throughout each division. These are manufacturing instruments crew members depend on every day, with structured inputs, validation logic, and clear outputs. Not experiments. Infrastructure.

ClickFunnels Workflow Execution You construct and preserve ClickFunnels funnels, pipelines, electronic mail automations, and workflow triggers. You deal with integration between ClickFunnels, Observe Up Boss, and the broader stack and guarantee nothing breaks throughout high-volume itemizing seasons.

Dashboard and Knowledge Pipeline Growth You construct dashboards and join knowledge pipelines utilizing Replit, Baserow, Zapier, and Claude. When management wants visibility right into a metric, you architect the stream from knowledge supply to scrub visible output and ship a working, dependable device.

CRM and Transaction Integration You personal and enhance integrations throughout Observe Up Boss, Open to Shut, Ylopo, ClickFunnels, and SISU, guaranteeing leads, contacts, and transactions stream cleanly between programs with zero guide handoffs.

Scope Temporary Execution Each construct begins with a structured scope transient. You assessment it, verify deliverables, ask sensible questions earlier than you begin, execute on spec, self-QA in opposition to success standards, and log your hours. You don’t wait to be walked by means of each step.

Documentation and Handoff Each construct contains documentation: what it does, the way it works, easy methods to preserve it, and the place it lives. You utilize AI to generate first drafts and edit for accuracy. A construct with out documentation just isn’t a accomplished construct.

WHAT SUCCESS LOOKS LIKE

You personal these key metrics:

Construct Velocity: Ship 6 to 10 accomplished builds monthly, starting from 2-hour fast builds to multi-day structure initiatives.

Turnaround Time: Fast builds below 4 hours delivered inside 24 to 48 hours of task. Bigger builds delivered inside scoped timeline with zero missed deadlines.

High quality and QA: 90% or extra of builds move first assessment with out rework, that means you self-checked in opposition to the scope transient earlier than marking it full.

Documentation Compliance: 100% of accomplished builds embrace clear documentation inside 24 hours of supply.

System Uptime: Automations, dashboards, and integrations preserve 95% or higher reliability, particularly throughout high-volume itemizing seasons.

WHO YOU ARE

You aren’t a generalist. You aren’t an AI fanatic. You’re a technical skilled with a confirmed observe report of constructing income infrastructure that works in manufacturing and the power to show what you construct to the leaders round you.

CORE REQUIREMENTS

• 7+ yrs of hands-on expertise in a deadly mixture of income programs, CRM structure, AI automation, RevOps, or technical operations. Arduous ground. We’re paying high of LATAM unbiased contractor market and count on depth, not potential.

• Direct expertise deploying AI brokers and AI-driven automations which might be stay in manufacturing, fixing actual enterprise issues, with measurable outcomes. Not demos. Not prototypes.

• Professional-level Claude fluency. We’re a Claude-first group. Mastery of Claude Tasks, Claude Abilities, and Claude Cowork is obligatory.

• Capacity to show on the highest stage. You’ll be able to clarify advanced programs structure to non-technical leaders and educate division heads easy methods to use and preserve what you construct. This isn’t a task for somebody who builds in isolation.

• Comfy in fast-moving, imperfect environments the place infrastructure is incomplete and priorities shift.

• Comfy working with high-driver, direct personalities. This isn’t a tender tradition.

• U.S. residential actual property expertise is strongly most well-liked. Capacity to ramp on it independently is the minimal acceptable various.

Technical Fluency — CRM Structure

• CRM knowledge schema design, normalization, and governance

• Tag taxonomy design and enforcement at scale

• Contact lifecycle mapping and pipeline logic

• Knowledge deduplication and clear report administration

• Observe Up Boss at a deep architectural stage, or a instantly comparable CRM

Technical Fluency — Lead Routing and Attribution

• Lead routing logic and supply attribution methodology

• UTM parameter design and supply integrity

• Multi-touch attribution fashions together with first-touch, last-touch, linear, and time-decay

• Tracing damaged supply attribution again by means of an integration chain

• Funnel analytics and conversion monitoring from first contact by means of shut

Technical Fluency — Integration and API Structure

• REST API design, consumption, authentication by way of OAuth 2.0, fee limiting, pagination, and error dealing with

• Webhook structure and event-driven integration design

• Customized connector improvement when no off-the-shelf choice exists

• Automation platform structure throughout Zapier, Make, and n8n and when to construct customized as an alternative

• Knowledge pipeline design and cross-platform knowledge routing with correct error dealing with

• Advertising know-how integrations together with advert platform APIs and digital-to-CRM lead journey mapping

Technical Fluency — AI Programs and Agent Growth

• AI agent design, orchestration, and manufacturing deployment

• Mannequin Context Protocol (MCP) and context-aware AI system design

• LLM API integration with Anthropic Claude as the first platform

• Immediate engineering at a programs stage with structured enter dealing with, fallback logic, and formatted outputs

• Retrieval-Augmented Era for enterprise context purposes

• Scope transient execution, self-QA, and constructing programs which might be maintainable by others

CANDIDATE PATHS

Path A is a programs skilled with direct U.S. residential actual property expertise on the know-how aspect, not as an agent. You will have lived inside Observe Up Boss, constructed or repaired lead routing, and perceive the complete gross sales funnel from seize by means of shut.

Path B is a technical skilled whose background is in RevOps, progress engineering, or AI automation, with depth so sturdy you ramp on actual property context independently with no need fundamentals defined.

Path A is most well-liked. Path B is totally accepted if the technical depth is outstanding.

What We Will Not Settle for

• Anybody whose AI expertise is proscribed to constructing customized ChatGPT bots

• Zapier-only candidates presenting themselves as programs architects

• Company consultants who’ve overseen builds with out hands-on implementation 

• Conventional operations managers or people-management-heavy ops leads

• Anybody whose case research are outcomes with no structure behind them

• Anybody who wants a activity listing to know what to work on

Each stage of our interview course of requires you to exhibit your work at a technical stage, together with sharing your display.

TECH STACK

We’re a Claude-first group. Professional-level mastery of Claude, Claude Tasks, Claude Abilities, and Claude Cowork is required, not most well-liked.

Present Stack: Observe Up Boss, ClickFunnels, Open to Shut, SISU, Ylopo, Agently, Zapier, Replit, Baserow, Notion, Google Workspace, Slack, ManyChat. This listing just isn’t exhaustive. A part of your mandate is to audit what now we have, determine redundancies, and advocate what stays, what goes, and what we’re lacking.

INTERVIEW PROCESS

• Apply by way of LinkedIn solely. Don’t electronic mail us. Don’t contact our crew by means of every other channel. Purposes submitted exterior this posting won’t be reviewed.

• Reply all pre-screening questions in full. Skip them and you don’t transfer ahead.

• Stage 1: Interview with the Founder’s Chief of Employees. She is a technical powerhouse and an AI witch, and he or she might be your closest collaborator inside this group. She is the first gatekeeper for this course of. Come ready with a minimal of 4 concrete examples of programs you have got constructed, with full technical specifics, and be able to share your display.

• Stage 2: Interview with the Founder.

• Stage 3: Interview with the Dealer in Cost.

• Stage 4: Group interview with the Founder, Dealer in Cost, and Chief of Employees. You’ll current a challenge plan or case examine demonstrating how you’ll method this function based mostly on what you have got realized within the course of. No work is carried out unpaid. That is your alternative to point out the way you assume and the way you lead.

• Provide prolonged. 90-day trial interval begins.
  At profitable completion of 90 days, you might be formally our individual.

COMPENSATION STRUCTURE

$5 o $6K USD monthly based mostly on expertise and take a look at challenge analysis.

• Construction: Full-time unbiased contractor (1099). That is an offshore function for candidates based mostly in LATAM.

• Pay schedule: Paid in USD on the first and fifteenth of each month, deposited instantly into your US checking account or paid out by way of your platform of alternative, e.g., Clever, PayPal, and so forth. 

• Location: Totally distant. Desire for Uruguay, Costa Rica, or Colombia.

• Skilled Growth: $1.5 to $3K annual funds for programs, certifications, conferences, and instruments.

• Workspace: Coworking membership allowance or dwelling workplace setup funds. As much as you!

HOW TO APPLY

Apply by way of We Work Remotely or by way of LinkedIn.  Inside your resume, be certain that to incorporate your LinkedIn profile and a minimal of 4 particular examples of programs, automations, or builds you have got created, mounted, or considerably improved. Apps and not using a minimal of 4 concrete technical examples won’t advance. Every instance should embrace the issue, what you constructed, the technical structure, and the measurable final result.

Be ready to share your display through the interview course of.

To use: https://weworkremotely.com/remote-jobs/caul-group-director-of-revenue-systems-and-ai-automation