Customer Success Expert - Remote - Remote

Yo Ai Labs; Almada; Remote; EUR 30,000 - 46,000; Full time

Job summary

Yo Ai Labs in Portugal (Setúbal/Almada) is seeking a Sales Operations professional to optimize CRM-driven revenue processes across SaaS environments.

You will configure CRM platforms, manage revenue tools, and build workflows to improve data accuracy, reporting, and policy adherence. Strong communication and problem-solving skills are essential as you collaborate with sales and customer success teams.

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; data accuracy and reporting.

Responsibilities

• Configure and manage CRM platforms such as Salesforce, HubSpot, or similar.
• Manage revenue tools including quoting, billing, ticketing, and project management.
• 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 documentation, reports, and process guidelines.
• Support system adoption and operational improvements.

Skills

CRM configuration

Revenue tools

Data accuracy

Reporting

Workflow management

Communication skills

Tools

Salesforce

HubSpot

Billing system

Ticketing system

Job description

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. Excellent written and verbal communication. Strong understanding of data accuracy, reporting, and workflow management.