Customer Success & Revenue Ops Lead (Remote)

YO AI Labs; Chicago (IL); Remote; USD 70,000 - 120,000; Full time

Job summary

YO AI Labs is seeking a seasoned Sales, Revenue, or Customer Success Operations expert to optimize CRM-driven workflows in a remote capacity. You will configure and manage CRM systems, improve data accuracy, and build reporting across revenue tools.

The role requires hands-on experience with Salesforce or HubSpot, and at least two revenue-related tools beyond the CRM, coupled with strong communication and problem-solving skills to drive adoption and process improvements.

Qualifications

• 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.

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 analysis

Workflow optimization

Operational judgment

Communication skills

Tools

Salesforce

HubSpot

Billing/Quoting tools

Job description

YO AI Labs is seeking a seasoned Sales, Revenue, or Customer Success Operations expert to optimize CRM-driven workflows in a remote capacity. You will configure and manage CRM systems, improve data accuracy, and build reporting across revenue tools.

The role requires hands-on experience with Salesforce or HubSpot, and at least two revenue-related tools beyond the CRM, coupled with strong communication and problem-solving skills to drive adoption and process improvements.