Customer Success Expert - Remote

YO AI Labs; Boston (MA); Remote; USD 90,000 - 120,000; Full time

Job summary

YO AI Labs is seeking an experienced Sales, Revenue, or Customer Success Operations expert to optimize CRM workflows, reporting, and data integrity in a fully remote setup. You will drive improvements across SaaS environments and partner with cross-functional teams to enhance data quality and operational excellence.

The role requires hands-on CRM configuration, experience with revenue-related tools beyond the CRM, and a strong ability to translate data into actionable insights for sales and

Qualifications

• 4+ years of experience in Sales, Revenue, or Customer Success Operations.
• Hands-on CRM configuration and management.
• Experience with at least two revenue-related tools outside the CRM.
• Strong communication and problem-solving skills.
• Data accuracy and reporting knowledge.

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 configuration

Operational judgment

Data accuracy

Reporting

Communication skills

Tools

Salesforce

HubSpot

Quoting systems

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.