Remote Revenue & CRM Operations Expert

YO AI Labs; North Carolina; Remote; USD 96,000 - 152,000; Part time

Job summary

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert to optimize CRM-driven workflows in a remote setting. The role emphasizes strong CRM administration, data integrity, and reporting across revenue functions.

Ideal candidates bring 4+ years of experience, hands-on CRM experience, and proficiency with at least two revenue-related tools outside the CRM. The position focuses on operational excellence and clear process documentation.

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

Data accuracy

Reporting

Workflow management

Communication

Problem solving

Tools

Salesforce

HubSpot

Job description

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert to optimize CRM-driven workflows in a remote setting. The role emphasizes strong CRM administration, data integrity, and reporting across revenue functions.

Ideal candidates bring 4+ years of experience, hands-on CRM experience, and proficiency with at least two revenue-related tools outside the CRM. The position focuses on operational excellence and clear process documentation.