CRM Admin - Remote

YO AI Labs; Chennai District; Remote; INR 5,293,000 - 9,263,000; Full time

Job summary

YO AI Labs seeks an experienced Salesforce/HubSpot Administrator – Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems. Remote contractor role requiring strong CRM expertise and problem-solving skills.

You will audit CRM and connected platforms, resolve data inconsistencies, and document recommended changes. Excellent written and verbal English are essential for effective collaboration in a SaaS environment.

Qualifications

• 4–6 years of hands-on CRM experience (Salesforce, HubSpot, Dynamics 365 or similar).
• Experience leading CRM implementations, migrations or rollouts.
• Strong knowledge of fields, objects, flows, validation rules, automation, and permissions.
• Experience with two revenue/operational systems (billing, CPQ, ticketing, integrations).
• Proficiency in SQL, APIs and cross-system data reconciliation.
• SaaS environment experience is required.
• Excellent written and spoken English.

Responsibilities

• Audit and optimize CRM and connected revenue systems for data quality and automation.
• Identify policy conflicts and define business rules for CRM usage.
• Review and reconcile data across CRM and integrated platforms.
• Create clear operational prompts and documentation for complex SaaS scenarios.
• Document system changes and operational decisions to guide governance.
• Assess impact of CRM changes on billing, CPQ, ticketing and related tools.
• Provide insights on system design and governance for scalable operations.

Skills

Salesforce / HubSpot CRM platforms

CRM automation & workflows

SQL & APIs data reconciliation

English communication skills

Job description

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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