Customer Success Expert - Remote

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

Job summary

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert to elevate CRM-driven workflows across SaaS environments. This remote contractor role emphasizes data accuracy, reporting, and revenue operations across multiple tools and teams.

You will configure and manage CRM platforms such as Salesforce or HubSpot, oversee billing and quoting tools, and help build scalable workflows. Strong communication and problem-solving are essential for successful adoption and continuous improvement.

Qualifications

• 4+ years in Sales, Revenue, or CS Operations.
• Hands-on CRM configuration and management experience.
• Experience with at least two revenue tools outside the CRM.
• Strong communication and data accuracy.

Responsibilities

• Configure and manage CRM platforms (Salesforce, HubSpot, or similar).
• Manage revenue tools including quoting, billing, ticketing, and PM systems.
• Build and optimize sales and customer success workflows.
• Maintain accurate data and reporting across connected systems.
• Identify and resolve operational challenges.
• Create documentation, reports, and process guidelines.
• Support system adoption and operational improvements.

Skills

CRM configuration

Data accuracy & reporting

Operational workflow design

Communication

Tools

Salesforce

HubSpot

Billing system

Ticketing system

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.