Remote Revenue & Customer Success Operations Specialist

YO AI Labs; New York (NY); Remote; USD 90,000 - 130,000; Full time

Job summary

YO AI Labs is seeking a highly experienced Sales, Revenue, or Customer Success Operations expert for a remote contractor role. The candidate will configure and optimize CRM platforms like Salesforce or HubSpot, manage revenue-related tools, and improve data accuracy, reporting, and workflows across SaaS environments.

The role emphasizes hands-on CRM management, strong operational judgment, and excellent communication to drive adoption and operational improvements across teams.

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

Data accuracy

Reporting

Communication

Tools

Salesforce

HubSpot

Job description

YO AI Labs is seeking a highly experienced Sales, Revenue, or Customer Success Operations expert for a remote contractor role. The candidate will configure and optimize CRM platforms like Salesforce or HubSpot, manage revenue-related tools, and improve data accuracy, reporting, and workflows across SaaS environments.

The role emphasizes hands-on CRM management, strong operational judgment, and excellent communication to drive adoption and operational improvements across teams.