Remote CRM & Revenue Operations Specialist

YO AI Labs; San Jose (CA); Remote; USD 120,000 - 150,000; Part time

Job summary

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert for a remote contractor role. The ideal candidate will bring hands-on CRM configuration and management experience across Salesforce, HubSpot, and similar platforms, plus a track record with multiple revenue tools beyond the CRM to optimize workflows and data quality.

Responsibilities include building and refining sales and customer success processes, maintaining accurate data and reports, and creating clear documentation and

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.

Skills

CRM configuration

CRM management

Data accuracy

Reporting

Tools

Salesforce

HubSpot

Job description

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert for a remote contractor role. The ideal candidate will bring hands-on CRM configuration and management experience across Salesforce, HubSpot, and similar platforms, plus a track record with multiple revenue tools beyond the CRM to optimize workflows and data quality.

Responsibilities include building and refining sales and customer success processes, maintaining accurate data and reports, and creating clear documentation and