Customer Success Expert - Remote

YO AI Labs; Wellington; À distance; NZD 90 000 - 130 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

CRM configuration

Data reporting

Workflow management

Operational judgment

Revenue operations

Outils

Billing software

Ticketing systems

Project management tools

Description du poste

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.
• Strong understanding of data accuracy, reporting, and workflow management.

Customer Success Expert - Remote Wellington, New Zealand