Revenue & CS Ops Lead (Remote)

YO AI Labs; Wellington; Remote; NZD 83,000 - 152,000; Part time

Job summary

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert for a remote, contract role. You will optimize CRM-driven workflows, ensure data accuracy, and deliver reporting across SaaS environments.

Responsibilities include configuring and managing CRM platforms (Salesforce, HubSpot), aligning revenue tools, building scalable processes, and documenting best practices. Strong communication and problem-solving are essential to drive adoption and improvements.

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.
• Strong understanding of 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 accuracy

Reporting

Workflow management

Communication

Tools

Salesforce

HubSpot

Billing systems

Ticketing systems

Job description

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert for a remote, contract role. You will optimize CRM-driven workflows, ensure data accuracy, and deliver reporting across SaaS environments.

Responsibilities include configuring and managing CRM platforms (Salesforce, HubSpot), aligning revenue tools, building scalable processes, and documenting best practices. Strong communication and problem-solving are essential to drive adoption and improvements.