Microsoft Dynamics 365 Admin - Remote

YO AI Labs; Lausanne; Remote; CHF 96.000 - 165.000; Teilzeit

Zusammenfassung

YO AI Labs is seeking a Salesforce/HubSpot Administrator – Revenue Systems (SaaS) for a remote contractor role. You will audit and optimize CRM and related revenue systems, ensure data integrity, and document complex SaaS workflows to support operational excellence.

Ideal candidates bring 4–6 years of CRM experience, hands-on leadership of CRM implementations, and strong knowledge of Salesforce/HubSpot ecosystems, data reconciliation, and API integrations. Fluent English required.

Qualifikationen

• 4–6 years hands-on experience with Salesforce, HubSpot, 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 (billing, CPQ, ticketing, etc.).
• Proficient in SaaS environments with excellent English communication.

Aufgaben

• Audit CRM and integrated revenue systems for inconsistencies 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 SaaS scenarios.
• Document recommended system changes and operational decisions.
• Assess impact of CRM changes on billing, CPQ, ticketing, and integrations.
• Provide insights on CRM optimization and sustainable governance.

Kenntnisse

CRM workflows

Data reconciliation

SaaS experience

English communication

CRM implementation

System governance

Tools

Salesforce

HubSpot

Microsoft Dynamics 365

SQL

APIs

Data models

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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