Remote CRM & Revenue Operations Specialist

YO AI Labs; California (MO); Remote; USD 83,000 - 124,000; Full time

Job summary

YO AI Labs is seeking an experienced Sales/Revenue/CS Operations Expert for a remote contractor role. You will optimize CRM workflows, improve data accuracy, and drive reporting across SaaS environments.

The ideal candidate has 4+ years in ops, hands-on CRM config, and experience with Salesforce or HubSpot plus two revenue tools. You will document processes and support system adoption to scale revenue operations.

Qualifications

• 4+ years in Sales, Revenue, or CS Operations.
• Hands-on CRM configuration and management.
• Experience with at least two revenue tools outside the CRM.
• Strong operational judgment and problem-solving.
• Excellent written and verbal communication.
• Focus on 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

Sales Operations

CRM configuration

Data reporting

Workflow optimization

Tools

Salesforce

HubSpot

Job description

YO AI Labs is seeking an experienced Sales/Revenue/CS Operations Expert for a remote contractor role. You will optimize CRM workflows, improve data accuracy, and drive reporting across SaaS environments.

The ideal candidate has 4+ years in ops, hands-on CRM config, and experience with Salesforce or HubSpot plus two revenue tools. You will document processes and support system adoption to scale revenue operations.