Remote Revenue & CS Ops Specialist

YO AI Labs; San Jose (CA); Remote; USD 90,000 - 120,000; Part time

Job summary

YO AI Labs is seeking an experienced Sales, Revenue, or Customer Success Operations expert to optimize workflows, data accuracy, and reporting across our SaaS platforms. The role focuses on CRM-centric process improvement and revenue operations in a remote setting.

You will configure CRM systems, manage revenue tools, build workflows, and create clear documentation to support adoption and scalable growth.

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 written and verbal communication, data accuracy, 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

Data accuracy

Communication

Tools

Salesforce

HubSpot

Quoting tools

Billing systems

Job description

YO AI Labs is seeking an experienced Sales, Revenue, or Customer Success Operations expert to optimize workflows, data accuracy, and reporting across our SaaS platforms. The role focuses on CRM-centric process improvement and revenue operations in a remote setting.

You will configure CRM systems, manage revenue tools, build workflows, and create clear documentation to support adoption and scalable growth.