Customer Success Operations - Remote

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

Job summary

YO AI Labs is seeking a remote Sales / Revenue / CS Operations Expert contractor to optimize CRM workflows, reporting, and revenue processes across SaaS environments. The role emphasizes hands-on CRM configuration, data integrity, and cross-system coordination.

Ideal candidates have 4+ years in Sales/Revenue/CS Ops, strong communication, and the ability to drive operational improvements across billing, quoting, and ticketing tools.

Qualifications

• 4+ years of experience in Sales, Revenue, or Customer Success Operations.

Responsibilities

• Configure and manage CRM platforms such as Salesforce, HubSpot, or similar tools.

Skills

CRM experience

Operational judgment

Problem-solving

Written & verbal communication

Data accuracy

Workflow management

Tools

Salesforce

HubSpot

Billing/quoting tools

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.