CRM Admin - Remote

YO AI Labs; Rio de Janeiro; Teletrabalho; BRL 120 000 - 180 000; Tempo integral

Resumo da oferta

YO AI Labs is seeking experienced Salesforce / HubSpot Administrators – Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems.

You’ll audit CRM and revenue systems, resolve data and process inconsistencies, and help improve how AI systems understand complex business workflows. No prior AI experience is required.

Qualificações

• 4–6 years hands-on CRM experience with Salesforce, HubSpot, Dynamics 365, or similar platforms.
• Experience leading CRM implementations, migrations, consolidations, or rollouts.
• Strong knowledge of fields, objects, flows, validation rules, automation and permissions.
• Experience with at least two revenue or operational systems (billing, CPQ, ticketing, integrations).

Responsabilidades

• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicates and automation issues.
• Analyze policy conflicts and determine appropriate business rules.
• Review and reconcile data across CRM and connected platforms.
• Create clear operational prompts and documentation for complex SaaS scenarios.
• Document recommended system changes and operational decisions.
• Assess CRM changes' impact on billing, CPQ, ticketing and other tools.
• Provide insights on CRM optimization, system design, and governance.

Conhecimentos

Salesforce

HubSpot

CRM administration

SQL

APIs

Data reconciliation

English communication

Ferramentas

Salesforce

HubSpot

Dynamics 365

Descrição da oferta de emprego

Salesforce / HubSpot Administrator – Revenue Systems (SaaS)

Role Type: Contractor
Location: Remote

We are seeking experienced Salesforce / HubSpot Administrators – Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems.

You’ll use your CRM expertise to evaluate real-world SaaS operations, resolve data and process inconsistencies, and help improve how AI systems understand complex business workflows. No prior AI experience is required.

Scope of Work

• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.
• Analyze policy conflicts and determine appropriate business rules.
• Review and reconcile data across CRM and connected platforms.
• Create clear operational prompts and documentation for complex SaaS scenarios.
• Document recommended system changes and operational decisions.
• Assess the impact of CRM changes on billing, CPQ, ticketing, and other integrated tools.
• Provide insights on CRM optimization, system design, and sustainable governance.

Preferred Qualifications

• 4–6 years of hands-on experience with Salesforce, HubSpot, Microsoft Dynamics 365, or similar CRM platforms.
• Experience leading CRM implementations, migrations, consolidations, or rollouts.
• Strong knowledge of fields, objects, flows, validation rules, automation, and permissions.
• Experience with at least two revenue or operational systems such as billing, CPQ, ticketing, or integration platforms.
• Working knowledge of SQL, APIs, data models, and cross-system data reconciliation.
• Experience working in SaaS environments.
• Excellent written and verbal English communication skills.