Remote CRM Admin — Revenue Systems (Salesforce/HubSpot)

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• Audit CRM and revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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

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.