AI Automation Consultant - Sales, Marketing, Operations
UpworkUSNot specifiedexpertScore: 85
Marketing Automation AuditAI Agent Developmentsales automationMarketing Automationagentic ai
AI Automation Consultant
About the Engagement
We are seeking experienced AI Automation Consultants to support a structured operational audit and automation initiative.
This is a project-based engagement, not a long-term full-time contract. Engagements will be structured around clearly defined audit and implementation scopes. We expect to review operations across functions so we are looking at consultants who have AI automation experience across any of the following functional domains
Sales
Customer Success
Marketing
Editorial
Video Production
Product Operations
HR
Finance
We do not expect one individual to cover all functions. Engagement will be aligned to your area of expertise.
Objective
Audit workflows within your functional domain
Identify high-value automation and AI use cases
Redesign inefficient processes
Build and deploy production-ready automations
Deliver measurable improvements in efficiency and/or revenue impact
This is a hands-on execution role — not strategy-only consulting.
Scope of Work
Each project engagement will typically include:
1. Workflow Audit
Map end-to-end processes
Identify bottlenecks and repetitive tasks
Assess data flows and system integrations
Quantify time and efficiency gaps
2. Automation Design
Propose AI-enabled solutions
Define system architecture
Identify required tools and integrations
Prioritize based on ROI
3. Implementation
Build automation workflows
Integrate with existing systems (CRM, marketing tools, internal systems, etc.)
Deploy pilot use cases
Measure impact
4. Documentation & Handoff
Provide technical documentation
Create process playbooks
Enable internal team ownership
Ideal Background
We are looking for consultants who have:
Previously worked in leadership or operational roles in:
Sales
Customer Success
Marketing
Editorial / Content
Product Operations
HR or Finance
Direct experience implementing automation within those functions
Hands-on AI and workflow automation experience
Strong preference for consultants who have:
Designed and deployed automation themselves
Worked cross-functionally
Delivered measurable business impact
Technical Expertise
Experience with modern tools and technologies such as:
LLM platforms (OpenAI, Claude, Gemini, etc.)
RAG architectures
Workflow automation tools (Zapier, Make, n8n, etc.)
Agent-based automation systems
CRM platforms (Salesforce, HubSpot, etc.)
API integrations
Scripting (Python or similar preferred)
Bonus:
Predictive modeling (churn, forecasting)
Experience in content or media-heavy organizations
Engagement Model
Project-based engagement or hourly
Clearly defined scope per department
Potential for follow-on implementation projects
What Success Looks Like
Clear audit report with prioritized automation roadmap
2–5 high-impact automations deployed
Quantified efficiency improvements
Transfer of knowledge to internal teams
How to Apply
Please include:
Your functional expertise (e.g., Sales Ops, CS Ops, Marketing Ops, etc.)
2–3 automation projects you personally implemented
Tools and tech stack used
Measurable impact achieved
Preferred engagement structure
Unlock AI Intelligence, score breakdowns, and real-time alerts
Upgrade to Pro — $29.99/moClient
Spent: $1,750,229.28Rating: 5.0Verified