CRM Admin - Remote

YO AI Labs; Los Angeles (CA); Remote; USD 90,000 - 130,000; Full time

Job summary

YO AI Labs is seeking an experienced Salesforce / HubSpot Administrator to support revenue systems in a remote, contractor role. You will audit CRM and related systems, resolve data inconsistencies, and craft clear operational prompts for complex SaaS scenarios.

Ideal candidates bring 4–6 years across Salesforce, HubSpot, or similar platforms, with strong SQL, API, and data reconciliation skills, plus experience with billing/CPQ or ticketing integrations.

Qualifications

• 4–6 years of hands-on experience with CRM platforms (Salesforce/HubSpot/M365 or similar).
• Experience leading CRM implementations, migrations, consolidations, or rollouts.

Responsibilities

• Audit CRM and revenue systems for inconsistencies and automation issues.
• Analyze policy conflicts and determine business rules.
• Review and reconcile data across CRM and connected platforms.
• Create operational prompts and documentation for SaaS scenarios.
• Document recommended system changes and decisions.
• Assess CRM changes' impact on billing, CPQ, ticketing, and related tools.
• Provide insights on CRM optimization and governance.

Skills

Salesforce Administration

HubSpot Administration

SQL

APIs

Data Reconciliation

CRM Governance

Tools

CPQ Systems

Billing Systems

Job description

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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