Salesforce / HubSpot Administrator - Revenue Systems - Remote

YO AI Labs; São Paulo; Teletrabalho; BRL 90 000 - 160 000; Tempo parcial

Resumo da oferta

YO AI Labs is seeking an experienced Salesforce / HubSpot Administrator to support Revenue Systems in a remote, SaaS-focused project. You will audit and optimize CRM and connected platforms, resolve data inconsistencies, and document operational rules to improve how complex workflows are understood and governed.

This contractor role requires hands-on leadership in implementing scalable CRM governance across billing, CPQ, and ticketing integrations.

Qualificações

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

Responsabilidades

• Audit CRM and revenue systems for inconsistencies and automation issues.
• Analyze policy conflicts and define appropriate business rules.
• Review and reconcile data across CRM and connected platforms.
• Create clear operational prompts and documentation for SaaS scenarios.
• Document recommended system changes and decisions.
• Assess impact of CRM changes on billing, CPQ, ticketing, and integrations.
• Provide insights on CRM optimization and governance.

Conhecimentos

Salesforce

HubSpot

Microsoft Dynamics 365

CRM platforms

Ferramentas

SQL

APIs

Data models

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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