Microsoft dynamics 365 admin - remote

YO AI Labs; Roma; Remoto; EUR 60.000 - 90.000; Part-time

Descrizione del lavoro

YO AI Labs in Rome seeks an experienced Salesforce/HubSpot Administrator to support a customer project focused on CRM and revenue systems optimization. The role emphasizes operational excellence, data quality, and governance within SaaS environments.

You will audit CRM and integrated revenue stacks for inconsistencies, define business rules, reconcile data across platforms, and create clear prompts and documentation for complex scenarios. English communication must be excellent.

Competenze

• 4–6 years hands-on experience with Salesforce, HubSpot, or similar CRM platforms.
• Experience leading CRM implementations, migrations, or rollouts.
• Strong knowledge of CRM fields, objects, flows, and automation.

Mansioni

• Audit CRM and revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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

Conoscenze

Salesforce

HubSpot

CRM administration

Data reconciliation

SQL

APIs

CRM migrations

Strumenti

CPQ systems

Billing systems

Ticketing systems

Integration platforms

Descrizione del lavoro

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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