Customer success expert - remote

YO AI Labs; Lombardia; Remote; EUR 55.000 - 124.000; Vollzeit

Zusammenfassung

YO AI Labs is looking for a seasoned Sales, Revenue, or Customer Success Operations expert to optimize CRM workflows, data integrity, and revenue reporting in a SaaS environment. This contractor role is remote, with Milano as the primary reference for the work.

You will configure CRM platforms (Salesforce, HubSpot or similar), manage revenue tools beyond the CRM, and build scalable processes. Strong communication and data-driven problem solving are essential to drive efficient operations across

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

CRM configuration

Data accuracy

Reporting

Operational judgment

Communication

Workflow management

Tools

Quoting tool

Billing tool

Jobbeschreibung

Luogo di lavoro: Milano

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.