Remote Revenue & Customer Success Ops Specialist

YO AI Labs; Ciudad de México; Remote; MXN 600,000 - 800,000; Part time

Job summary

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert to optimize CRM-driven workflows and reporting for SaaS environments. The contractor will configure and manage CRM platforms and revenue tools, ensuring data accuracy across connected systems.

Ideal candidates bring 4+ years in Sales, Revenue, or Customer Success Operations, hands-on CRM experience, and strong communication skills to drive operational improvements and documentation.

Qualifications

• 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 data accuracy, reporting, and workflow management.

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.

Skills

CRM configuration

Data reporting

Workflow optimization

Communication

Tools

Salesforce

HubSpot

Billing systems

Job description

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert to optimize CRM-driven workflows and reporting for SaaS environments. The contractor will configure and manage CRM platforms and revenue tools, ensuring data accuracy across connected systems.

Ideal candidates bring 4+ years in Sales, Revenue, or Customer Success Operations, hands-on CRM experience, and strong communication skills to drive operational improvements and documentation.