Crm admin - remote

YO AI Labs; Milano; Remoto; EUR 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

YO AI Labs cerca amministratori Salesforce HubSpot per supportare un progetto cliente focalizzato sull’eccellenza operativa nei sistemi CRM e revenue (SaaS). Ruolo da remoto con attività di audit, allineamento dati e definizione di governance software. Esperienza su CRM e integrazioni è essenziale.

Responsabilità includono rivedere processi, segnalarne incongruenze, e documentare decisioni operative per migliorare controllo e delivery. Ottime capacità di comunicazione in inglese richieste.

Competenze

• 4–6 anni di esperienza pratica con Salesforce, HubSpot, Microsoft Dynamics 365 o CRM simili.
• Esperienza nel guidare implementazioni CRM, migrazioni, consolidamenti o rollout.

Mansioni

• Audit di CRM e sistemi revenue per incongruenze, policy obsolete e problemi di automazione.
• Analizzare conflitti di policy e definire regole di business appropriate.
• Rivedere e armonizzare dati tra CRM e piattaforme collegate.
• Creare prompt operativi e documentazione per scenari SaaS complessi.
• Documentare cambiamenti di sistema e decisioni operative.
• Valutare l'impatto delle modifiche CRM su fatturazione, CPQ, ticketing e strumenti integrati.
• Fornire insight su ottimizzazione CRM, design di sistema e governance sostenibile.

Conoscenze

Salesforce

HubSpot

CRM platforms

Data reconciliation

English communication

Strumenti

SQL

APIs

Data models

Descrizione del lavoro

Luogo di lavoro: Milano
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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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.