Revenue Operations Lead - CRM & Workflow Optimizer

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

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.