Revenue & CS Ops Lead - CRM & Workflow Optimizer (Remote)

YO AI Labs; Atlanta (GA); Remote; USD 83.000 - 124.000; Teilzeit

Zusammenfassung

YO AI Labs is seeking an experienced Sales, Revenue, or Customer Success Operations expert for a remote contractor role. You will optimize revenue workflows, ensure data accuracy, and deliver actionable reporting across Salesforce, HubSpot, and related systems.

Responsibilities include configuring CRM platforms, managing revenue tools for quoting, billing, and ticketing, building workflows, maintaining data quality, and creating clear documentation to support adoption and continuous improvement.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

CRM configuration

Data reporting

Workflow optimization

Communication

Problem-solving

Tools

Salesforce

HubSpot

Billing/Quoting tools

Jobbeschreibung

YO AI Labs is seeking an experienced Sales, Revenue, or Customer Success Operations expert for a remote contractor role. You will optimize revenue workflows, ensure data accuracy, and deliver actionable reporting across Salesforce, HubSpot, and related systems.

Responsibilities include configuring CRM platforms, managing revenue tools for quoting, billing, and ticketing, building workflows, maintaining data quality, and creating clear documentation to support adoption and continuous improvement.