Salesforce / HubSpot Administrator - Revenue Systems - Remote

YO AI Labs; Porto; Teletrabalho; EUR 79 000 - 105 000; Tempo parcial

Resumo da oferta

YO AI Labs is seeking an experienced Salesforce/HubSpot Administrator to support revenue systems in a remote, contract capacity. The role focuses on auditing, reconciling data, and optimizing CRM across platforms to enable accurate billing and CPQ workflows.

You will craft clear operational prompts, document system changes, and help define governance for complex SaaS scenarios, leveraging strong CRM expertise and API familiarity.

Qualificações

• 4–6 years of hands-on experience with Salesforce, HubSpot, 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 two or more 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 revenue systems for inconsistencies 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 SaaS scenarios.
• Document recommended system changes and operational decisions.
• Assess the impact of CRM changes on billing, CPQ, ticketing, and other tools.
• Provide insights on CRM optimization, system design, and governance.

Conhecimentos

CRM administration

Data reconciliation

SQL basics

Ferramentas

Salesforce

HubSpot

Microsoft Dynamics 365

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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