Salesforce / HubSpot Administrator - Revenue Systems - Remote

YO AI Labs; Rio de Janeiro; Teletrabalho; BRL 467 000 - 623 000; Tempo parcial

Resumo da oferta

YO AI Labs is seeking an experienced Salesforce/HubSpot Administrator to support revenue systems for a customer project. You will audit CRM and connected platforms, resolve data issues, and document complex SaaS workflows.

Strong CRM knowledge and cross-system data skills are essential in a remote, contractor role. Ideal candidates bring 4–6 years hands-on CRM experience, plus leadership in CRM implementations and a solid grasp of billing, CPQ, and integration platforms.

Qualificações

• 4–6 years hands-on Salesforce/HubSpot or similar CRM experience.
• Experience leading CRM implementations, migrations or rollouts.
• Strong knowledge of CRM objects, flows, validation rules and automation.
• Experience with billing, CPQ, ticketing or integration platforms.

Responsabilidades

• Audit CRM and revenue systems for inconsistencies and automation issues.
• Analyze policy conflicts and determine business rules.
• Review and reconcile data across CRM and connected platforms.
• Create operational prompts and documentation for SaaS scenarios.
• Document recommended system changes and decisions.
• Assess CRM changes' impact on billing and related tools.
• Provide insights on CRM optimization and governance.

Conhecimentos

CRM platforms

English communication

Data reconciliation

SQL & APIs

Cross-system collaboration

Ferramentas

Salesforce

HubSpot

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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