Customer Success Operations - Remote

YO AI Labs; Boston (MA); Remote; USD 96,000 - 152,000; Full time

Job summary

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert for a remote contractor role. You will apply CRM expertise to optimize workflows, data accuracy, and revenue operations across SaaS environments.

You will configure CRM platforms (Salesforce, HubSpot), manage revenue tools (quoting, billing, ticketing), and build scalable workflows. Strong communication and data reporting skills are essential to drive operational improvements.

Qualifications

• 4+ years of experience in Sales, Revenue, or CS Operations.
• Hands-on CRM configuration and management.
• 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.

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

Data reporting

Revenue tools

Workflow management

Communication

Problem solving

Tools

Salesforce

HubSpot

Billing software

Ticketing system

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.