Remote CRM Admin - Revenue Systems & Automation Specialist

YO AI Labs; Boston (MA); Remote; USD 83,000 - 131,000; Full time

Job summary

YO AI Labs seeks a Salesforce / HubSpot Administrator – Revenue Systems (SaaS) on a contract basis. This remote role focuses on CRM and revenue system operational excellence across platforms, data quality, and governance.

You will audit, reconcile, and optimize CRM data, write clear operational prompts, and document recommended system changes. Strong SaaS CRM expertise and English communication are required; eligible candidates can work from anywhere in the US.

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.

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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

Salesforce/HubSpot

CRM leadership

Automation & workflows

Data reconciliation

SQL & APIs

SaaS experience

English communication

Tools

CRM platforms

Job description

YO AI Labs seeks a Salesforce / HubSpot Administrator – Revenue Systems (SaaS) on a contract basis. This remote role focuses on CRM and revenue system operational excellence across platforms, data quality, and governance.

You will audit, reconcile, and optimize CRM data, write clear operational prompts, and document recommended system changes. Strong SaaS CRM expertise and English communication are required; eligible candidates can work from anywhere in the US.