Remote CRM Operations Specialist for Sales Enablement

YO AI Labs

Maryland

Remote

USD 95,000 - 125,000

Part time

14 days+

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Job summary

YO AI Labs is seeking a Remote Contractor for a CRM Operations Specialist role focused on optimizing sales operations and CRM processes. You will assess workflows, automate logic, review data, and validate AI outputs against real-world CRM scenarios.

No AI experience required; deep CRM and sales operations expertise is essential. Responsibilities include documenting processes, improving adoption, and ensuring data quality across platforms like Salesforce and HubSpot.

Qualifications

Experience in CRM operations and sales operations with hands-on platform fluency in Salesforce and/or HubSpot.
Proven ability to analyze CRM data, map processes, and drive improvements in workflows.
Track record of maintaining data integrity and enabling sales enablement through CRM processes.

Responsibilities

Evaluate CRM workflows, sales processes, pipeline management, and automation logic in Salesforce, HubSpot, and similar tools.
Document existing sales operations processes, identify inefficiencies, and propose improvements.
Provide real-world CRM scenarios and feedback based on sales operations best practices.
Review CRM data, workflows, and user interactions to support AI training objectives.
Evaluate AI outputs for accuracy and alignment with real-world CRM operations.
Contribute to CRM documentation, process guides, and training materials.
Assess data quality, identify inconsistencies, duplicates, and gaps in CRM data.
Recommend actions to improve CRM adoption, workflow efficiency, and process consistency.
Collaborate with teams to refine CRM datasets, scenarios, and evaluation criteria.