Revenue Operations Expert - Remote

Yo Ai Labs; Auckland; Remote; NZD 90,000 - 130,000; Full time

Job summary

Yo Ai Labs is seeking experienced Sales, Revenue, or Customer Success Operations professionals to optimize CRM-driven workflows across SaaS environments. You will improve data accuracy, reporting, and revenue operations while shaping policies that drive adoption and efficiency.

The role requires hands-on CRM configuration, experience with two or more revenue-related tools, and strong problem-solving skills. Join a data-driven team focused on scalable, measurable impact.

Qualifications

• Hands-on CRM configuration and management experience.
• Strong understanding of data accuracy, reporting, and workflow management.
• Experience with revenue-related tools outside the CRM.

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

Operational judgment

Problem-solving

Sales Operations

Tools

Salesforce

HubSpot

Job description

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.