CRM Admin - Remote

YO AI Labs; Porto; Teletrabalho; EUR 60 000 - 90 000; Tempo integral

Resumo da oferta

YO AI Labs is seeking a Salesforce/HubSpot Administrator – Revenue Systems (SaaS) for a remote contractor role. You will audit and optimize CRM and related revenue platforms, resolve data inconsistencies, and define business rules to improve operational SaaS workflows.

Ideal candidates have 4–6 years of CRM experience, with strong knowledge of automation, data reconciliation, and API integrations. Strong English communication is required for cross‑functional collaboration.

Qualificações

• 4–6 years hands-on CRM experience (Salesforce/HubSpot/T365)
• Experience leading CRM implementations or migrations
• Knowledge of fields, objects, flows, validation rules, automation
• Experience with revenue systems (billing, CPQ) or integrations
• Excellent written and verbal English communication skills

Responsabilidades

• Audit CRM and revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.
• Analyze policy conflicts and determine appropriate business rules.
• Review and reconcile data across CRM and connected platforms.
• Create clear operational prompts and documentation for complex SaaS scenarios.
• Document recommended system changes and operational decisions.
• Assess the impact of CRM changes on billing, CPQ, ticketing, and other integrated tools.
• Provide insights on CRM optimization, system design, and sustainable governance.

Conhecimentos

Salesforce HubSpot proficiency

CRM platforms experience

SQL

APIs

Ferramentas

SQL

APIs

Descrição da oferta de emprego

Salesforce / HubSpot Administrator – Revenue Systems (SaaS)

Role Type: Contractor
Location: Remote

We are seeking experienced Salesforce / HubSpot Administrators – Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems.

You’ll use your CRM expertise to evaluate real-world SaaS operations, resolve data and process inconsistencies, and help improve how AI systems understand complex business workflows. No prior AI experience is required.

Scope of Work

• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.
• Analyze policy conflicts and determine appropriate business rules.
• Review and reconcile data across CRM and connected platforms.
• Create clear operational prompts and documentation for complex SaaS scenarios.
• Document recommended system changes and operational decisions.
• Assess the impact of CRM changes on billing, CPQ, ticketing, and other integrated tools.
• Provide insights on CRM optimization, system design, and sustainable governance.

Preferred Qualifications

• 4–6 years of hands-on experience with Salesforce, HubSpot, Microsoft Dynamics 365, or similar CRM platforms.
• Experience leading CRM implementations, migrations, consolidations, or rollouts.
• Strong knowledge of fields, objects, flows, validation rules, automation, and permissions.
• Experience with at least two revenue or operational systems such as billing, CPQ, ticketing, or integration platforms.
• Working knowledge of SQL, APIs, data models, and cross-system data reconciliation.
• Experience working in SaaS environments.
• Excellent written and verbal English communication skills.