Remote CRM & Revenue Systems Specialist

YO AI Labs; New York (NY); Remote; USD 55,000 - 96,000; Part time

Job summary

YO AI Labs is seeking a Salesforce / HubSpot Administrator - Revenue Systems (SaaS) for a remote contract role to support operational excellence across CRM and revenue platforms.

You will audit, reconcile, and optimize CRM data and workflows, create clear documentation for complex SaaS scenarios, and assess impact on billing, CPQ, ticketing, and integrations. Strong English communication required.

Qualifications

• 4–6 years hands-on CRM experience.
• Led CRM implementations, migrations, consolidations, or rollouts.
• Strong knowledge of fields, objects, flows, validation rules, automation, and permissions.
• Experience with billing, CPQ, ticketing, or integration platforms.
• Working knowledge of SQL, APIs, data models, and cross-system data reconciliation.
• Experience in SaaS environments.
• Excellent written and verbal English communication skills.

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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

MS Dynamics 365

CRM migrations

SQL

APIs

Data reconciliation

SaaS environments

Job description

YO AI Labs is seeking a Salesforce / HubSpot Administrator - Revenue Systems (SaaS) for a remote contract role to support operational excellence across CRM and revenue platforms.

You will audit, reconcile, and optimize CRM data and workflows, create clear documentation for complex SaaS scenarios, and assess impact on billing, CPQ, ticketing, and integrations. Strong English communication required.