CRM Admin - Remote

YO AI Labs; Medellín; A distancia; COP 272.828.000 - 454.713.000; A tiempo parcial

Descripción de la vacante

YO AI Labs is seeking an experienced Salesforce and HubSpot Administrator to support revenue systems for a customer project. This remote contractor role focuses on CRM operations, data quality, and governance across SaaS platforms.

You will audit systems, resolve data inconsistencies, and document complex workflows to ensure accurate AI-driven business processes. English excellence is required.

Formación

• When applying, demonstrate hands-on CRM experience across Salesforce, HubSpot or similar platforms.
• Strong understanding of CRM fields, objects, flows, automation and permissions.
• Experience with cross-system data reconciliation and SaaS environments.

Responsabilidades

• Audit CRM and revenue systems for inconsistencies and automation issues.
• Analyze policy conflicts and define appropriate business rules.
• Review and reconcile data across CRM and connected platforms.
• Create operational prompts and documentation for SaaS scenarios.
• Document recommended system changes and decisions.
• Assess CRM changes' impact on billing, CPQ and ticketing.
• Provide insights on CRM design and sustainable governance.

Conocimientos

Salesforce

HubSpot

Dynamics 365

Herramientas

SQL

APIs

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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