Remote Revenue & CRM Operations Specialist

YO AI Labs; Washington (District of Columbia); Remote; USD 83,000 - 124,000; Full time

Job summary

YO AI Labs is seeking an experienced Sales, Revenue, or Customer Success Operations expert to join as a Contractor working remotely. You will optimize CRM workflows, improve data accuracy, and enhance reporting across SaaS environments.

Responsibilities include configuring Salesforce or HubSpot, managing revenue tools, and creating clear documentation and process guidelines to drive adoption and measurable improvements.

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

Operational judgment

Communication skills

Data accuracy

Reporting

Tools

Salesforce

HubSpot

Billing systems

Job description

YO AI Labs is seeking an experienced Sales, Revenue, or Customer Success Operations expert to join as a Contractor working remotely. You will optimize CRM workflows, improve data accuracy, and enhance reporting across SaaS environments.

Responsibilities include configuring Salesforce or HubSpot, managing revenue tools, and creating clear documentation and process guidelines to drive adoption and measurable improvements.