Remote CRM & Revenue Operations Specialist

YO AI Labs; Palo Alto (CA); Remote; USD 83,000 - 138,000; Part time

Job summary

YO AI Labs is seeking an experienced Sales, Revenue, or Customer Success Operations professional for a remote contractor role. You will optimize CRM configurations, data integrity, and revenue workflows across SaaS platforms.

The ideal candidate has 4+ years in operations, hands-on CRM experience, and a track record of improving quoting, billing, and reporting processes. Excellent communication and data-driven decision making are essential.

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.

Job description

YO AI Labs is seeking an experienced Sales, Revenue, or Customer Success Operations professional for a remote contractor role. You will optimize CRM configurations, data integrity, and revenue workflows across SaaS platforms.

The ideal candidate has 4+ years in operations, hands-on CRM experience, and a track record of improving quoting, billing, and reporting processes. Excellent communication and data-driven decision making are essential.