Remote Salesforce & Revenue Systems Admin

YO AI Labs

Oxford

À distance

GBP 65 000 - 101 000

Plein temps

Il y a 3 jours
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Résumé du poste

YO AI Labs is seeking an experienced Salesforce / HubSpot Administrator – Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems. You will audit, reconcile, and optimize CRM data and workflows, creating clear prompts and documentation for complex SaaS scenarios.

Applicants should have 4–6 years of hands-on CRM experience, strong knowledge of Salesforce/HubSpot, and familiarity with billing/CPQ systems.

Qualifications

  • 4–6 years 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.

Responsabilités

  • Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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

Connaissances

CRM experience
HubSpot
Salesforce
Cross-system data reconciliation
SQL
APIs
SaaS environments
English communication

Outils

Salesforce
HubSpot
Dynamics 365
SQL
APIs

Description du poste

YO AI Labs is seeking an experienced Salesforce / HubSpot Administrator – Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems. You will audit, reconcile, and optimize CRM data and workflows, creating clear prompts and documentation for complex SaaS scenarios.

Applicants should have 4–6 years of hands-on CRM experience, strong knowledge of Salesforce/HubSpot, and familiarity with billing/CPQ systems.

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