AI Instructor – CRM automation (Remote, United States and Canada)

What the work is for

YPAI Learn teaches teams to automate work with AI in live classes. Your classes take sales and service teams from copying notes into the CRM by hand to workflows that route leads, create tasks and draft record updates, and teach them to check triggers, duplicates and AI-written fields before they trust them.

The work

• Teach the live class “Route new leads and create follow-up tasks automatically in your CRM”, 90 minutes, from the class kit.
• Teach the live class “Turn call notes into CRM updates with AI and review them before they save”, 90 minutes, from the class kit.
• Show live how to build a workflow from a trigger, conditions and actions, and test it on sample records before switching it on.
• Walk learners through an AI step that summarises a call or an email into CRM fields, with a person reviewing the result before the record changes.
• Help learners whose workflow fires twice, skips records or creates duplicates trace the faulty trigger or condition and fix it.

What to expect

• Your classes are live online sessions in English for learners across the world, and the application includes a question on other languages you teach in.
• For every class you receive a kit with a minute-by-minute plan, slides, speaker notes, a demo and a backup recording of the demo, which runs a lead-routing workflow in a sample CRM.
• You teach remotely from your own computer, with a stable connection, a camera, a microphone and a CRM sandbox account to demo in.
• Each class has its own instructor test, which you pass before your first session of that class.
• Before a teaching assignment starts, you sign an instructor agreement. It covers pay, confidentiality and how class material may be used.
• Each invitation states the class times and the price learners pay, and you see both before you accept.
• Already have a course on CRM automation, or want to make one? You can sell your own recorded course on YPAI Learn too. Bring a course you've built, or build one with our kit. It's the same application.

What you bring

• A CRM workflow or automation you built in real work, that you can show and explain with sample data.
• Experience training CRM users, onboarding sales or service teams, or running admin workshops.
• Patience with learners who distrust automation after a workflow once emailed the wrong people.

You need

• Hands-on experience building automations in a CRM: triggers, conditions, actions, field updates and task creation.
• Experience as a CRM administrator, in sales operations or revenue operations, or in a similar role.
• Fluent spoken English, the language the classes are taught in.
• 18 years or older.

Good to know

• If you need your employer's approval for outside work, obtain it before you accept an assignment.
• Teaching depends on how much demand there is for the classes, and the invitation states the expected time commitment.
• Applying is free of charge, and buying or taking a YPAI Learn course is not required.