Remote Revenue Operations Lead (CRM & Tools)

YO AI Labs; Toronto; Remote; CAD 90,000 - 130,000; Full time

Job summary

YO AI Labs is seeking a Sales, Revenue, or Customer Success Operations expert to optimize CRM workflows, improve data accuracy, and drive revenue operations across our SaaS environment. This contract role supports cross-functional teams remotely and requires hands-on CRM configuration experience.

You will configure Salesforce or HubSpot, manage billing and ticketing tools, and build clear documentation and reports to support adoption and continuous improvement.

Qualifications

• 4+ years of experience in Sales, Revenue, or Customer Success Operations.
• Hands-on CRM configuration and management experience.
• Experience with at least two revenue-related tools outside the CRM.
• Strong operational judgment and problem-solving skills.
• Excellent written and verbal communication.
• Strong understanding of data accuracy, reporting, and workflow management.

Responsibilities

• Configure and manage CRM platforms such as Salesforce, HubSpot, or similar tools.
• Manage revenue tools including quoting, billing, ticketing, and project management systems.
• Build and optimize sales and customer success workflows.
• Maintain accurate data and reporting across connected systems.
• Identify and resolve operational or policy-related challenges.
• Create clear documentation, reports, and process guidelines.
• Support system adoption and operational improvements.

Skills

CRM configuration

Revenue operations

Data reporting

Workflow design

Communication

Tools

Salesforce

HubSpot

Billing software

Ticketing system

Job description

YO AI Labs is seeking a Sales, Revenue, or Customer Success Operations expert to optimize CRM workflows, improve data accuracy, and drive revenue operations across our SaaS environment. This contract role supports cross-functional teams remotely and requires hands-on CRM configuration experience.

You will configure Salesforce or HubSpot, manage billing and ticketing tools, and build clear documentation and reports to support adoption and continuous improvement.