Source Motive partners with B2B founders to integrate AI and automation seamlessly into their businesses without diverting focus from core operations. The company places skilled AI Automation Engineers directly within client organizations to audit workflows and uncover inefficiencies across sales, marketing, and operations. These engineers design and implement tailored automation and AI solutions using the clients’ existing tools, aiming to enhance revenue generation and operational efficiency.
Key Responsibilities
- Design, implement, and optimize go-to-market (GTM) systems spanning sales, marketing, and customer operations for B2B clients.
- Conduct comprehensive audits of existing workflows and technology stacks to identify bottlenecks, leakages, and areas for improvement.
- Configure automation and AI-driven processes to enhance lead flow, qualification, follow-up, and overall revenue performance.
- Collaborate closely with founders and GTM teams to translate business goals into scalable processes, dashboards, and playbooks.
- Work within existing client tools such as CRM platforms, marketing automation software, and collaboration tools to build and test automations.
- Integrate AI agents and data sources, monitor system performance, and iterate based on results and stakeholder feedback.
- Provide clear documentation, training, and guidance to client teams to ensure smooth adoption, maintain system reliability, and drive continuous improvement.
Required Qualifications
- Proven experience with go-to-market systems and processes, including CRM configuration, marketing automation, sales operations, and pipeline management.
- Hands-on expertise with automation tools and integrations such as workflow automation platforms, APIs, and data connectors, with the ability to work effectively within existing client tool stacks.
- Strong analytical and problem-solving skills, capable of conducting workflow audits, identifying inefficiencies, and translating findings into actionable system designs.
- Solid understanding of AI concepts and practical applications, including AI agents, lead scoring, and intelligent routing, with a keen interest in emerging technologies.
- Excellent written and verbal communication skills, with the ability to document processes, create playbooks, and collaborate effectively with founders and GTM teams.
- Ability to work independently in a fully remote environment, manage multiple client priorities, and deliver projects on schedule with meticulous attention to detail.
- Bachelor’s degree in a relevant field such as Business, Engineering, Computer Science, or equivalent practical experience.
Preferred Qualifications and Benefits
- Prior experience in B2B SaaS or services environments, GTM engineering, revenue operations, or sales/marketing operations is highly advantageous.
- Engagements are long-term and embedded, with Source Motive managing contracts, payroll, and compliance to ensure seamless deployment.
- The role offers the opportunity to work remotely while contributing directly to client success through innovative AI and automation solutions.
This position is ideal for professionals passionate about leveraging AI and automation to drive measurable business outcomes within dynamic B2B environments.