CRM Admin - Remote

YO AI Labs; Ottawa; Remote; CAD 70,000 - 110,000; Full time

Job summary

YO AI Labs is seeking a Salesforce / HubSpot Administrator – Revenue Systems for a remote engagement. You will optimize CRM and connected revenue platforms, resolve data and process inconsistencies, and help align automation with business policies across SaaS environments.

Applicants should bring 4–6 years of hands-on CRM experience, including implementations or migrations, and strong SQL/API knowledge. English communication skills are essential for cross-team collaboration in a remote setting.

Qualifications

• 4–6 years hands-on CRM experience.
• Experience leading CRM implementations or migrations.
• Knowledge of fields, objects, flows, validation rules, automation.
• Experience with at least two revenue/operational systems such as billing or CPQ.
• SaaS environment experience.

Responsibilities

• 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 impact of CRM changes on billing, CPQ, ticketing and other tools.
• Provide insights on CRM optimization and governance.

Skills

CRM administration

SQL basics

API knowledge

SaaS experience

Data reconciliation

English communication

Tools

Salesforce

HubSpot

Microsoft Dynamics 365

Job description

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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