Remote CRM & Revenue Operations Specialist

YO AI Labs; Valparaíso; Remote; CLP 76.482.000 - 105.163.000; Vollzeit

Zusammenfassung

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert to drive CRM configuration, reporting, and workflow optimization for a remote SaaS environment. You will enhance data accuracy and streamline revenue processes across core tools like Salesforce and HubSpot.

The role emphasizes hands-on CRM management, cross-functional collaboration, and documentation to support scalable revenue operations. Remote work is supported, with a focus on operational excellence and clear communications.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

CRM configuration

Workflow optimization

Data reporting

Operational judgment

Communication

Tools

Salesforce

HubSpot

Quoting tools

Billing tools

Jobbeschreibung

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert to drive CRM configuration, reporting, and workflow optimization for a remote SaaS environment. You will enhance data accuracy and streamline revenue processes across core tools like Salesforce and HubSpot.

The role emphasizes hands-on CRM management, cross-functional collaboration, and documentation to support scalable revenue operations. Remote work is supported, with a focus on operational excellence and clear communications.