Director of Revenue Systems and AI Automation (Offshore)

This search is open exclusively to candidates based in Latin America. Preference for Uruguay, Costa Rica, or Colombia. WHO WE ARE Caul Group Residential (https://caulgroup.com/) is the number one resale real estate team in The Triangle, North Carolina, brokered by eXp Realty. Led by Tina Caul, ranked in the top 0.5% of Realtors nationwide, our team sells 800+ homes annually with 50 agents and a reputation for luxury service at every price point. We carry a 4.9 Google rating (https://share.google/2ZPq7iEGnfqocgmea) with over 700 public reviews. Look us up! We are a partially on-site, partially remote, and globally distributed. We move fast, build things that work, and don't carry broken systems. Our culture runs on six values: Collaboration, Grit, Leaders Building Leaders, Intention, Fail Forward, and Evolve.   BACKGROUND CONTEXT Every department at Caul Group is generating AI and automation ideas faster than they can be built. This role turns those ideas into operational reality — and finds the ones nobody thought to ask about yet. You are not advising. You are not consulting. You own the systems layer of this business and make it faster, cleaner, and more profitable — auditing what we have, identifying what is broken, redundant, or missing, and building the infrastructure that fixes it permanently. This is a deeply technical, execution-focused role for someone who thinks in system connections. When someone says "our Google LSA leads are not showing up correctly in Follow Up Boss," you trace the integration chain, find where the handoff failed, and build the fix. You do not wait to be asked. Your primary collaborators: the Founder, the Broker in Charge, the Director of Marketing, and the Founder's Chief of Staff. The defining partnership is with the Director of Marketing. They own creative, campaigns, and the team. You own the infrastructure — attribution architecture, lead pipeline connections, systems tracking what works from first ad impression through closed transaction. They read the output. You build and tune the machine. If you worked here last week, you might have: • Scoped and deployed a Zapier integration between Follow Up Boss and ClickFunnels so new leads from Ylopo automatically get tagged, assigned, and entered into the correct pipeline, eliminating the daily manual lead routing the team was doing every morning and stopping revenue from falling through the cracks • Built an automated coaching intelligence system that pulls agent call data from Follow Up Boss, breaks it down by agent, and delivers a weekly report to each coach using Claude to analyze call patterns, flag agents avoiding follow-ups, identify cold databases, and surface conversion gaps so coaches walk into one-on-ones with data-backed talking points instead of guessing • Created a Replit dashboard pulling listing data from Open to Close and Baserow so the Founder has real-time visibility into active listings, pending transactions, and closed deals without digging through three platforms • Architected the full new agent onboarding automation, functioning as an HR system in a box, where a signed agent triggers auto-generation of their 90-day drip campaign, onboarding checklist, and Follow Up Boss contact setup, with Agently automations monitoring task completion and sending accountability nudges when agents fall behind An immediate cross-functional initiative in your first 30 days: We are running SISU as our performance reporting CRM with over 110 lead source categories that need to be consolidated into a clean, standardized taxonomy. This project runs in collaboration with our fractional CFO and directly enables accurate agent performance tracking, revenue attribution, and leadership visibility into who is producing and where. The right person for this role does not manually clean this data. They build the AI agent or automation system that executes it, then govern the schema so it never gets this bloated again. CORE RESPONSIBILITIES This is a leadership role of ownership, not task lists. Here is what you will lead: AI Tool Building - You build Claude projects, Claude skills, and prompt systems that replace manual work across every department. These are production tools team members rely on daily, with structured inputs, validation logic, and clean outputs. Not experiments. Infrastructure. ClickFunnels Workflow Execution - You build and maintain ClickFunnels funnels, pipelines, email automations, and workflow triggers. You handle integration between ClickFunnels, Follow Up Boss, and the broader stack and ensure nothing breaks during high-volume listing seasons. Dashboard and Data Pipeline Development - You build dashboards and connect data pipelines using Replit, Baserow, Zapier, and Claude. When leadership needs visibility into a metric, you architect the flow from data source to clean visual output and ship a working, reliable tool. CRM and Transaction Integration - You own and improve integrations ac