Remote Client Success Lead - Ownership & Growth

Overseas

Santa Fe Capital

Remote

ARS 52,946,000 - 127,071,000

Full time

41 hours ago
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Job summary

Overseas is seeking an experienced Sales, Revenue or Customer Success Operations professional with strong CRM expertise to optimize workflows, data accuracy, reporting, and revenue operations across SaaS environments. This contractor role focuses on operational excellence and measurable impact.

You will configure and manage CRM platforms (Salesforce, HubSpot or similar), govern revenue tools, and build scalable processes.

Qualifications

  • 4+ years of experience in Sales, Revenue, or Customer Success Operations.
  • Hands-on CRM configuration and management experience.
  • Experience with at least two revenue-related tools outside the CRM.
  • Strong operational judgment and problem-solving skills.
  • Excellent written and verbal communication.
  • Strong understanding of data accuracy, reporting, and workflow management.

Responsibilities

  • Configure and manage CRM platforms such as Salesforce, HubSpot, or similar tools.
  • Manage revenue tools including quoting, billing, ticketing, and project management systems.
  • Build and optimize sales and customer success workflows.
  • Maintain accurate data and reporting across connected systems.
  • Identify and resolve operational or policy-related challenges.
  • Create clear documentation, reports, and process guidelines.
  • Support system adoption and operational improvements.

Skills

CRM configuration
CRM management
Workflow optimization
Data reporting

Tools

Salesforce
HubSpot

Job description

We are looking for experienced Sales, Revenue, or Customer Success Operations professionals with strong CRM expertise and operational judgment. The role focuses on improving workflows, data accuracy, reporting, and revenue operations across SaaS environments.

Sales / Revenue / CS Operations Expert

Job Type: Contractor
Location: Remote

Role Overview

We are looking for experienced Sales, Revenue, or Customer Success Operations professionals with strong CRM expertise and operational judgment. The role focuses on improving workflows, data accuracy, reporting, and revenue operations across SaaS environments.

Key Responsibilities
  • Configure and manage CRM platforms such as Salesforce, HubSpot, or similar tools .
  • Manage revenue tools including quoting, billing, ticketing, and project management systems.
  • Build and optimize sales and customer success workflows.
  • Maintain accurate data and reporting across connected systems.
  • Identify and resolve operational or policy-related challenges.
  • Create clear documentation, reports, and process guidelines.
  • Support system adoption and operational improvements.
Requirements
  • 4+ years of experience in Sales, Revenue, or Customer Success Operations.
  • Hands-on CRM configuration and management experience.
  • Experience with at least two revenue-related tools outside the CRM.
  • Strong operational judgment and problem-solving skills.
  • Excellent written and verbal communication.
  • Strong understanding of data accuracy, reporting, and workflow management.
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