Customer Success Operations Specialist (Remote | $40–$85/hr)

Synthires; United States; À distance; USD 62 000 - 124 000; Plein temps

Résumé du poste

Synthires is seeking a Revenue Operations & CRM Systems Specialist (SaaS) for a remote contractor role. You will own CRM configurations, align revenue operations, and ensure data accuracy across multiple SaaS tools, including billing, CPQ, and ticketing systems.

You’ll draft actionable prompts and document decisions to support AI-system training and operational integrity. You will analyze data, identify policy gaps, and communicate complex concepts clearly to both technical and non-technical

Qualifications

• 5–10 years of hands-on experience in revenue operations, sales operations, customer success operations, or SaaS implementation/onboarding with direct system ownership.
• Demonstrated ability to personally configure CRM systems, including fields, workflows, validation rules, and permissions.
• Experience working with at least two SaaS revenue tools beyond the CRM, such as billing/subscription management, CPQ/quoting, ticketing/support, project tracking, or automation/integration platforms.
• Strong understanding of CRM ownership, revenue operations, data accuracy, and operational processes.
• Experience assessing changes that cascade across interconnected systems and maintaining overall operational integrity.
• Ability to navigate and document grey areas, exceptions, and conflicting policies, particularly around renewals and entitlement changes.
• Strong analytical and critical-thinking skills, with sound operational judgment when resolving complex system issues.
• Professional English proficiency with excellent written and verbal communication skills.
• Ability to clearly articulate reasoning, assumptions, trade-offs, and operational recommendations.

Responsabilités

• Analyze CRM, billing, and ticketing data to identify gaps between operational logic, system behavior, and established policies.
• Identify and document policy conflicts, outdated automations, duplicate entities, permissions mismatches, and undocumented processes.
• Draft precise operational prompts and recommendations for handling complex or ambiguous scenarios across the SaaS revenue stack.
• Evaluate the desired state of underlying data and correct discrepancies to maintain logical consistency and data accuracy across systems.
• Document reasoning, including the rationale for changes made and decisions to leave specific areas unchanged.
• Apply strong operational judgment when rules conflict or changes may create cascading impacts across interconnected systems.
• Produce clear, thorough documentation suitable for both technical and non-technical stakeholders.
• Assess operational trade-offs and provide structured recommendations for complex system and policy decisions.

Connaissances

CRM ownership

Revenue operations

Data accuracy

Reporting

Interconnected SaaS systems

Outils

Billing/subscription management

CPQ/quoting

Ticketing/support

Description du poste

Revenue Operations & CRM Systems Specialist (SaaS)

Position: Revenue Operations & CRM Systems Specialist (SaaS)

Type: Contractor

Compensation: $45–$90/hour

Location: Remote

About the Opportunity

We are seeking Revenue Operations & CRM Systems Specialists with hands‑on SaaS systems expertise to contribute to a complex systems alignment project. You’ll apply your experience in CRM ownership, revenue operations, data accuracy, reporting, and interconnected SaaS systems to help train next-generation AI systems.

No prior AI experience is required

your domain expertise and operational judgment are what matter.

Key Responsibilities

• Analyze CRM, billing, and ticketing data to identify gaps between operational logic, system behavior, and established policies.
• Identify and document policy conflicts, outdated automations, duplicate entities, permissions mismatches, and undocumented processes.
• Draft precise operational prompts and recommendations for handling complex or ambiguous scenarios across the SaaS revenue stack.
• Evaluate the desired state of underlying data and correct discrepancies to maintain logical consistency and data accuracy across systems.
• Document reasoning, including the rationale for changes made and decisions to leave specific areas unchanged.
• Apply strong operational judgment when rules conflict or changes may create cascading impacts across interconnected systems.
• Produce clear, thorough documentation suitable for both technical and non-technical stakeholders.
• Assess operational trade-offs and provide structured recommendations for complex system and policy decisions.

Required Qualifications

• 5–10 years of hands‑on experience in revenue operations, sales operations, customer success operations, or SaaS implementation/onboarding with direct system ownership.
• Demonstrated ability to personally configure CRM systems, including fields, workflows, validation rules, and permissions.
• Experience working with at least two SaaS revenue tools beyond the CRM, such as billing/subscription management, CPQ/quoting, ticketing/support, project tracking, or automation/integration platforms.
• Strong understanding of CRM ownership, revenue operations, data accuracy, and operational processes.
• Experience assessing changes that cascade across interconnected systems and maintaining overall operational integrity.
• Ability to navigate and document grey areas, exceptions, and conflicting policies, particularly around renewals and entitlement changes.
• Strong analytical and critical‑thinking skills, with sound operational judgment when resolving complex system issues.
• Professional English proficiency with excellent written and verbal communication skills.
• Ability to clearly articulate reasoning, assumptions, trade‑offs, and operational recommendations.

Preferred Qualifications

• Experience in SaaS environments, particularly fintech, healthtech, insurtech, or complex multi‑product organizations.
• Experience managing interconnected CRM, billing, support, CPQ, and automation systems.
• Strong background in documenting operational policies, system logic, and exception handling.
• Experience identifying and resolving data inconsistencies, duplicate records, automation issues, and permissions conflicts.
• Experience supporting complex SaaS implementations or multi‑system operational environments.

Compensation

• Competitive compensation of $45–$90/hour.
• Remote and flexible project-based work.