CRM & Revenue Systems Admin (Dynamics 365) – Remote

YO AI Labs

Santiago

A distancia

CLP 52.985.000 - 112.592.000

Jornada completa

Hace 6 días

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Descripción de la vacante

YO AI Labs is seeking a Salesforce/HubSpot Administrator – Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems. This remote contractor role requires hands-on CRM expertise to evaluate real-world SaaS operations and resolve data and process inconsistencies without requiring prior AI experience.

You’ll audit CRM and related platforms, reconcile data, define business rules, and create clear prompts and documentation for complex SaaS

Formación

4–6 years hands-on Salesforce, HubSpot, Dynamics 365, or similar CRM experience.
Experience leading CRM implementations, migrations, 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, integrations).
Working knowledge of SQL, APIs, data models, and cross-system data reconciliation.
Experience working in SaaS environments.
Excellent written and verbal English communication skills.

Responsabilidades

Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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