Microsoft Dynamics 365 Admin - Remote

YO AI Labs; San Francisco (CA); Remote; USD 90,000 - 130,000; Full time

Job summary

YO AI Labs is seeking an experienced Salesforce / HubSpot Administrator – Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems. This remote contractor role emphasizes data quality, process alignment, and scalable governance.

You will audit CRM and connected platforms, resolve inconsistencies, and document system changes and business rules. Strong knowledge of Salesforce and HubSpot, plus SQL and APIs, is preferred.

Qualifications

• Experience with Salesforce, HubSpot, or other CRM platforms.
• Ability to analyze data flows and ensure data quality across systems.
• Experience with SaaS revenue systems and cross-platform integration is preferred.

Responsibilities

• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.
• Analyze policy conflicts and determine appropriate business rules.
• Review and reconcile data across CRM and connected platforms.
• Create clear operational prompts and documentation for complex SaaS scenarios.
• Document recommended system changes and operational decisions.
• Assess the impact of CRM changes on billing, CPQ, ticketing, and other integrated tools.
• Provide insights on CRM optimization, system design, and sustainable governance.

Skills

CRM expertise

Data reconciliation

SQL knowledge

Documentation

English communication

Tools

Salesforce

HubSpot

Microsoft Dynamics 365

APIs

Job description

Salesforce / HubSpot Administrator – Revenue Systems (SaaS)

Role Type: Contractor
Location: Remote

We are seeking experienced Salesforce / HubSpot Administrators – Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems.

You’ll use your CRM expertise to evaluate real-world SaaS operations, resolve data and process inconsistencies, and help improve how AI systems understand complex business workflows. No prior AI experience is required.

Scope of Work

• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.
• Analyze policy conflicts and determine appropriate business rules.
• Review and reconcile data across CRM and connected platforms.
• Create clear operational prompts and documentation for complex SaaS scenarios.
• Document recommended system changes and operational decisions.
• Assess the impact of CRM changes on billing, CPQ, ticketing, and other integrated tools.
• Provide insights on CRM optimization, system design, and sustainable governance.

Preferred Qualifications

• 4–6 years of hands-on experience with Salesforce, HubSpot, Microsoft Dynamics 365, or similar CRM platforms.
• Experience leading CRM implementations, migrations, consolidations, or rollouts.
• Strong knowledge of fields, objects, flows, validation rules, automation, and permissions.
• Experience with at least two revenue or operational systems such as billing, CPQ, ticketing, or integration platforms.
• Working knowledge of SQL, APIs, data models, and cross-system data reconciliation.
• Experience working in SaaS environments.
• Excellent written and verbal English communication skills.