CRM & Revenue Systems Admin (HubSpot & Salesforce) Remote

YO AI Labs; Porto; Teletrabalho; EUR 65 000 - 90 000; Tempo parcial

Resumo da oferta

YO AI Labs is seeking an experienced Salesforce/HubSpot Administrator to support revenue systems in a remote, SaaS-driven project. You will audit CRM and related platforms, resolve data inconsistencies, and document business rules to optimize CRM operations across billing, CPQ, and ticketing.

The role emphasizes lifecycle governance, data reconciliation, and clear operational prompts for complex SaaS scenarios, with strong English communication required.

Qualificações

• 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.

Responsabilidades

• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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.

Ferramentas

Salesforce

HubSpot

Microsoft Dynamics 365

CRM platforms

CRM implementations

SQL

APIs

Data modeling

Data reconciliation

SaaS environments

English communication

Descrição da oferta de emprego

YO AI Labs is seeking an experienced Salesforce/HubSpot Administrator to support revenue systems in a remote, SaaS-driven project. You will audit CRM and related platforms, resolve data inconsistencies, and document business rules to optimize CRM operations across billing, CPQ, and ticketing.

The role emphasizes lifecycle governance, data reconciliation, and clear operational prompts for complex SaaS scenarios, with strong English communication required.