Remote Revenue & Sales Ops Expert (Contractor)

YO AI Labs; Boston (MA); Remote; USD 83,000 - 165,000; Part time

Job summary

YO AI Labs is seeking a seasoned Sales, Revenue, or Customer Success Operations expert. The role focuses on CRM configuration, data accuracy, reporting, and revenue operations across SaaS environments, with a strong emphasis on workflow optimization and cross-functional collaboration.

The ideal candidate will have hands-on experience with Salesforce or HubSpot, plus multiple revenue-related tools outside the CRM, and will drive process improvements in a fully remote setting.

Qualifications

• 4+ years of experience in Sales, Revenue, or Customer Success Operations.
• Hands-on CRM configuration and management.
• 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 analysis

Workflow optimization

Reporting

Tools

Salesforce

HubSpot

Billing/Quoting tools

Job description

YO AI Labs is seeking a seasoned Sales, Revenue, or Customer Success Operations expert. The role focuses on CRM configuration, data accuracy, reporting, and revenue operations across SaaS environments, with a strong emphasis on workflow optimization and cross-functional collaboration.

The ideal candidate will have hands-on experience with Salesforce or HubSpot, plus multiple revenue-related tools outside the CRM, and will drive process improvements in a fully remote setting.