CRM Admin - Remote

YO AI Labs; Zürich; Remote; CHF 90.000 - 130.000; Teilzeit

Zusammenfassung

YO AI Labs is seeking an experienced Salesforce / HubSpot Administrator to support a customer project focused on operational excellence across CRM and revenue systems. Remote role with emphasis on CRM governance, data quality, and cross-system integration.

You will audit CRM environments, define business rules, and document operational decisions while ensuring smooth integration with billing, CPQ, and ticketing tools. Strong English communication is essential for collaboration with global teams.

Qualifikationen

• 4–6 years hands-on CRM experience (Salesforce/HubSpot/D365).
• Experience leading CRM implementations, migrations, or rollouts.

Aufgaben

• Audit CRM and revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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

Kenntnisse

CRM administration

Data reconciliation

SQL

APIs

English communication

Tools

Salesforce

HubSpot

Microsoft Dynamics 365

Jobbeschreibung

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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