Customer Success Operations - Remote

YO AI Labs; City of Melbourne; Remote; AUD 179,000 - 262,000; Part time

Job summary

YO AI Labs is seeking an experienced Sales, Revenue, or Customer Success Operations expert to optimize CRM workflows and data integrity across SaaS environments. This contract role emphasizes hands-on CRM configuration and cross-tool coordination to improve revenue processes.

The ideal candidate will drive reporting accuracy, implement efficient workflows, and collaborate on policy-related challenges while delivering clear documentation and user adoption support.

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

Data accuracy

Reporting

Workflow management

Operational judgment

Communication

Problem-solving

Revenue tools

Tools

Salesforce

HubSpot

Quoting tools

Billing tools

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.