Customer Success Operations - Remote

YO AI Labs; Mumbai; Remote; INR 2,066,000 - 3,444,000; Full time

Job summary

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert for a remote contractor role. The candidate should have 4+ years of experience in Sales, Revenue, or Customer Success Operations, with hands-on CRM configuration and proficiency in revenue-related tools outside the CRM.

Responsibilities include configuring CRM platforms (Salesforce/HubSpot), managing quoting, billing, and ticketing tools, and building data-driven workflows.

Qualifications

• 4+ years of experience in Sales, Revenue, or CS Operations.
• Hands-on CRM configuration and management experience.
• Experience with at least two revenue-related tools outside the CRM.
• Strong data accuracy and reporting skills.
• Excellent written and verbal communication.
• Strong operational judgment and problem-solving.

Responsibilities

• Configure and manage CRM platforms such as Salesforce or HubSpot.
• 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.

Skills

CRM configuration

Revenue operations

Data reporting

Process optimization

Operational judgment

Written communication

Verbal communication

Tools

Salesforce

HubSpot

Billing tools

Job description

Sales / Revenue / CS Operations Expert

Job Type: Contractor
Location: Remote

Role Overview

We are looking for experienced Sales, Revenue, or Customer Success Operations professionals with strong CRM expertise and operational judgment. The role focuses on improving workflows, data accuracy, reporting, and revenue operations across SaaS environments.

Key Responsibilities

• 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.

Requirements

• 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.