CRM Admin - Remote

YO AI Labs; Bogotá ciudad; A distancia; COP 297.069.000 - 396.092.000; Jornada completa

Descripción de la vacante

YO AI Labs is seeking an experienced Salesforce and HubSpot Administrator to support revenue systems in a remote, SaaS-driven project. You will audit CRM and connected revenue platforms, identify inconsistencies, and help implement governance to improve automated workflows across Billing, CPQ, and ticketing integrations.

The role requires 4–6 years of hands-on CRM experience, strong SQL/APIs skills, and excellent English communication.

Formación

• 4–6 years hands-on experience with Salesforce, HubSpot, or similar CRM platforms.
• Experience leading CRM implementations, migrations, consolidations, or rollouts.
• Working knowledge of SQL, APIs, data models, and cross-system data reconciliation.

Responsabilidades

• Audit CRM and revenue systems for inconsistencies, outdated policies and duplicate records.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

Conocimientos

Salesforce Admin

HubSpot Admin

CRM integration

SQL basics

APIs

Data reconciliation

Herramientas

Salesforce

HubSpot

Microsoft Dynamics 365

Descripción del empleo

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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