Salesforce Administrator - Remote

Yo Ai Labs

São Paulo

Teletrabalho

BRL 391 000 - 558 000

Tempo integral

há 24 horas
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Qualificações

  • 4–6 years of hands-on CRM experience.
  • Experience leading CRM implementations.
  • Experience with billing, CPQ, ticketing or integration platforms.
  • SaaS environment experience.

Responsabilidades

  • Audit CRM and revenue systems for inconsistencies and automation issues.
  • Analyze policy conflicts and define business rules.
  • Review and reconcile data across CRM and connected platforms.
  • Document operational prompts and recommended system changes.
  • Assess impact of CRM changes on billing and CPQ.
  • Provide CRM optimization insights and governance guidance.

Conhecimentos

CRM expertise
SaaS experience
English communication

Ferramentas

Salesforce
HubSpot
Microsoft Dynamics 365
SQL
APIs

Descrição da oferta de emprego

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  • Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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.
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