Revenue Operations Expert - Remote

YO AI Labs; Región Centro; Remote; MXN 1,102,000 - 1,653,000; Full time

Job summary

YO AI Labs is seeking a remote, contractor-level expert in Sales, Revenue, or Customer Success Operations to optimize CRM-driven workflows for SaaS environments. The role emphasizes data accuracy, reporting, and revenue operations across connected tools.

Ideal candidates will have 4+ years of experience, hands-on CRM configuration experience, and proficiency with at least two revenue-related tools beyond the CRM, coupled with strong communication and problem-solving abilities.

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 operational judgment and problem-solving skills.
• Excellent written and verbal communication.

Responsibilities

• Configure and manage CRM platforms (Salesforce, HubSpot, or similar).
• 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

CRM management

Data accuracy

Reporting

Workflow design

Communication

Tools

Salesforce

HubSpot

Quoting tools

Billing tools

Ticketing systems

Project mgmt systems

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.