Customer Success Operations - Remote

YO AI Labs; New York (NY); Remote; USD 90,000 - 150,000; Full time

Job summary

YO AI Labs is seeking a Sales, Revenue, or Customer Success Operations expert for a remote contractor role. You will optimize CRM workflows, improve data accuracy, and enhance reporting across SaaS environments.

Responsibilities include configuring Salesforce or HubSpot, managing revenue tools, building scalable processes, and creating clear documentation to support adoption and improvements.

Qualifications

• 4+ years of experience in Sales, Revenue, or CS Operations.
• Hands-on CRM configuration and management experience.
• Experience with at least two revenue-related tools outside the CRM.

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 documentation, reports, and process guidelines.
• Support system adoption and operational improvements.

Skills

CRM configuration

CRM management

Data accuracy

Reporting & analytics

Tools

Quoting tools

Billing systems

Ticketing systems

Project management 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.