Customer Success Expert - Remote

YO AI Labs; Austin (TX); Remote; USD 90,000 - 140,000; Full time

Job summary

YO AI Labs is seeking a Sales, Revenue, or Customer Success Operations Expert to drive CRM configurations, data integrity, and reporting across SaaS environments. This remote contractor role emphasizes workflow improvements, tooling optimization, and clear process guidelines.

Responsibilities include configuring Salesforce or HubSpot, managing revenue tools, building workflows, and maintaining accurate data across connected systems while delivering actionable insights and documentation.

Qualifications

• 4+ years 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 communication and data reporting skills.

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.

Skills

CRM expertise

Operational judgment

Data accuracy

Reporting

Communication

Tools

Salesforce

HubSpot

Billing systems

Ticketing systems

Job description

Sales / Revenue / CS Operations Expert

Job Type: Contractor
Location: Remote

Role Overview

We are looking for experienced 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.