Sales Business Process Automation Engineer; Consultant

Sales Business Process Automation Engineer (Consultant)

Department: Business Growth

Employment Type: Contract

Location: Santa Barbara

Compensation: $45.00 - $65.00 / hour

About Silver Air: Silver Air is a premier private aviation provider offering exceptional jet charter services and comprehensive aircraft management. We're modernizing our sales operations through intelligent automation and process optimization.

The Opportunity: We're seeking a Sales Business Process Automation Engineer to streamline our charter sales operations, optimize our CRM infrastructure (Hub Spot), and build scalable automation workflows. This is a consultant or contract engagement (6 months initially, with potential to extend) focused on delivering measurable improvements to our sales efficiency and customer response times.

Who You Are: You are an innovative thinker with a passion for aviation and technology. You excel in creating solutions that bridge the gap between AI capabilities and business needs, particularly in sales. Your strategic mindset and technical expertise enable you to drive significant improvements in operational efficiency and customer satisfaction.

Hub Spot Optimization & Administration

• Audit current Hub Spot setup across sales, operations, and customer service
• Standardize pipelines, deal stages, properties, and data fields
• Build custom workflows for quote processing, follow-ups, and lead routing
• Implement reporting dashboards for sales metrics, fleet utilization, and conversion tracking
• Train internal team on Hub Spot best practices and daily usage

Sales Process Automation

• Automate inbound quote processing and routing to appropriate sales reps
• Build email sequences and nurture campaigns for prospect follow-up
• Create automated lead scoring based on charter history, inquiry type, and urgency
• Develop workflows that connect quote requests → availability checks → pricing → follow-up
• Eliminate manual data entry between systems (email, booking, CRM)

System Integration

• Map existing tools and identify integration opportunities (scheduling software, maintenance tracking, billing)
• Implement API connections or middleware (Zapier, Make) to connect disparate systems
• Ensure data flows smoothly between Hub Spot, flight operations, and back-office systems
• Document all integrations and create runbooks for internal team

Light AI/ML Applications (where data supports it)

• Implement predictive lead scoring models
• Deploy email optimization tools (send time, subject line testing)
• Explore pricing optimization for empty legs and positioning flights
• Identify opportunities for chatbots or automated initial inquiry responses (with human oversight)

Knowledge Transfer & Documentation

• Document all processes, workflows, and system configurations
• Train internal systems manager (Austin) to maintain and expand automation
• Provide recommendations for next-phase improvements
• Create SOPs for ongoing CRM management

What Success Looks Like

30 Days:

• Complete Hub Spot audit with prioritized improvement roadmap
• Standardized data fields and pipeline stages deployed
• Quick-win automation workflows live (lead routing, basic follow-ups)

60 Days:

• Major automation workflows operational (quote processing, email sequences, reporting)
• Integration plan finalized and first integrations deployed
• Internal team trained and adopting new processes

90 Days:

• Measurable improvements in quote response time and sales activity tracking
• Clean, reliable data feeding reports and dashboards
• Systems manager (Austin) able to maintain and iterate on workflows
• Recommendations for advanced automation/AI roadmap

What We're Looking For

Required:

• 3+ years in sales operations, marketing ops, or business process automation
• Expert-level Hub Spot experience (workflows, custom properties, reporting, integrations)
• Hands-on experience with automation tools (Zapier, Make/Integromat, API integrations)
• Strong understanding of B2B sales processes, lead management, and pipeline optimization
• Ability to translate business requirements into technical workflows
• SQL or database query experience for reporting and data analysis
• Excellent communication skills - able…