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
View Original Listing
Unlock AI Intelligence, score breakdowns, and real-time alerts
Upgrade to Pro — $29.99/mo

Client

Spent: $1,750,229.28Rating: 5.0Verified