Revenue & CS Operations Architect (Remote)

YO AI Labs; Houston (TX); Remote; USD 83,000 - 165,000; Full time

Job summary

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert for a remote contractor role. You will optimize CRM workflows, improve data accuracy, and deliver reporting across SaaS environments to drive revenue operations.

You should have 4+ years in Sales, Revenue, or Customer Success Operations, hands-on CRM configuration, and experience with two revenue tools outside the CRM. Strong communication and problem-solving are essential.

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

CRM management

Data accuracy

Reporting

Workflow design

Communication

Problem-solving

Tools

Salesforce

HubSpot

Job description

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert for a remote contractor role. You will optimize CRM workflows, improve data accuracy, and deliver reporting across SaaS environments to drive revenue operations.

You should have 4+ years in Sales, Revenue, or Customer Success Operations, hands-on CRM configuration, and experience with two revenue tools outside the CRM. Strong communication and problem-solving are essential.