CRM & Revenue Operations Specialist (Remote)

YO AI Labs; Wellington; Remote; NZD 90,000 - 130,000; Full time

Job summary

YO AI Labs is seeking an experienced Sales/Revenue/Customer Success Operations professional to optimize CRM platforms and streamline revenue workflows from remote Wellington, NZ. The role emphasizes data accuracy, reporting, and cross-tool integration to support scalable SaaS revenue operations.

You will configure and manage CRM systems (Salesforce/HubSpot), oversee billing and ticketing tools, and architect efficient workflows.

Qualifications

• 4+ years of experience in Sales, Revenue, or CS Operations.
• Hands-on CRM configuration and management.
• Experience with at least two revenue tools outside the CRM.
• Strong operational judgment and problem-solving.
• 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 management

Operational judgment

Revenue operations

Tools

Billing software

Ticketing systems

Project management tools

Job description

YO AI Labs is seeking an experienced Sales/Revenue/Customer Success Operations professional to optimize CRM platforms and streamline revenue workflows from remote Wellington, NZ. The role emphasizes data accuracy, reporting, and cross-tool integration to support scalable SaaS revenue operations.

You will configure and manage CRM systems (Salesforce/HubSpot), oversee billing and ticketing tools, and architect efficient workflows.