Remote SaaS Revenue & Customer Success Ops Expert

OpenTrain AI, Inc.; USA; Remote; USD 55.000 - 117.000; Teilzeit

Zusammenfassung

OpenTrain AI, Inc. is seeking a Sales, Revenue, and Customer Success Operations Expert for a remote, part-time contractor role. The position pays $40–$85 per hour and is open to professionals in the United States and Canada.

You will apply practical sales, revenue, and customer success operations judgment to realistic AI training scenarios and explain decisions clearly. Responsibilities include evaluating CRM configurations, assessing workflow designs, and diagnosing data-quality issues across

Qualifikationen

• Hands-on experience in SaaS sales, revenue, or customer success operations.
• CRM configuration for Salesforce or HubSpot.
• Experience with two tools outside the CRM (quoting, billing, ticketing, or project tracking).
• Strong communication and ability to explain decisions clearly.

Aufgaben

• Evaluate CRM configuration choices involving fields, workflows, automation, and validation rules.
• Assess workflow designs and integration tradeoffs across CRM, revenue, and customer success tools.
• Resolve conflicts between operational policies and rules.
• Diagnose duplicate records, mismatched numbers, and inconsistent definitions across connected systems.
• Explain how to find root causes of data-quality issues.
• Describe how to help sales and customer success adopt or adapt workflows.
• Flag scenarios with insufficient information for a sound decision.

Kenntnisse

SaaS operations

CRM configuration

Cross-functional teamwork

Data quality diagnosis

Technical communication

Revenue operations

Tools

Salesforce

HubSpot

Quoting software

Ticketing system

Jobbeschreibung

OpenTrain AI, Inc. is seeking a Sales, Revenue, and Customer Success Operations Expert for a remote, part-time contractor role. The position pays $40–$85 per hour and is open to professionals in the United States and Canada.

You will apply practical sales, revenue, and customer success operations judgment to realistic AI training scenarios and explain decisions clearly. Responsibilities include evaluating CRM configurations, assessing workflow designs, and diagnosing data-quality issues across