Salesforce Administrator - Remote

YO AI Labs; Ciudad de México; A distancia; MXN 731.000 - 1.462.000; A tiempo parcial

Descripción de la vacante

YO AI Labs is seeking a Salesforce / HubSpot Administrator - Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems.

You will audit CRM and related platforms, resolve data inconsistencies, and help define governance for SaaS workflows. Strong CRM experience and English communication are required; remote work arrangement offered.

Formación

• 4–6 years hands-on experience with Salesforce, HubSpot, or similar CRM platforms.
• Experience leading CRM implementations, migrations, or rollouts.
• Strong knowledge of fields, objects, flows, validation rules, automation and permissions.
• Experience with two revenue or operational systems such as billing, CPQ, or integration platforms.
• Working knowledge of SQL, APIs, data models, and cross-system data reconciliation.
• Experience in SaaS environments.

Responsabilidades

• Audit CRM and integrated revenue systems for inconsistencies 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 impact of CRM changes on billing, CPQ, ticketing, and other tools.
• Provide insights on CRM optimization and governance.

Conocimientos

CRM administration

Data reconciliation

SQL basics

APIs

SaaS environments

English communication

Herramientas

Salesforce

HubSpot

Microsoft Dynamics 365

Descripción del empleo

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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