Revenue Operations & CRM Systems Specialist

OpenTrain AI; Northern (KY); Hybrid; USD 62,000 - 124,000; Part time

Benefits offered by this job

Remote work

Flexible schedule

Impactful work

Job summary

OpenTrain AI is seeking Revenue Operations Specialists with expert SaaS experience for a complex systems alignment project. You will analyze revenue, policies, and CRM data, documenting inconsistencies and drafting precise guidance for ambiguous scenarios.

The role focuses on supporting SaaS revenue stacks, including billing, CPQ, and ticketing, with a remote, part-time engagement lasting 1 to 3 months. Compensation ranges from $45 to $90 per hour.

Qualifications

• 5 to 10 years of hands-on revenue operations and SaaS experience.
• Experience configuring CRM fields, workflows, validation rules, and permissions.
• Experience with at least two adjacent SaaS revenue tools (billing, CPQ, ticketing, etc.).
• Background in SaaS environments, esp fintech/healthtech/insurtech.
• Ability to manage changes cascading across interconnected systems.
• Strong written and verbal communication of trade-offs.
• Native or bilingual English proficiency.

Responsibilities

• Analyze CRM, billing, and ticketing data to find misalignment between operational logic and policies.
• Identify and document policy conflicts, outdated automations, duplicates, and permission mismatches.
• Draft precise operational prompts and recommendations for complex situations within the SaaS revenue stack.
• Evaluate data state, correct discrepancies, and ensure logical consistency across systems.
• Record rationale for changes and explain untouched areas.
• Use judgment when rules cascade across systems.
• Create thorough written documentation for stakeholders.

Skills

Revenue operations

CRM systems

Policy documentation

Written communication

English proficiency

Tools

Billing and subscription management

CPQ and quoting

Ticketing and support

Automation and integration platforms

Job description

About OpenTrain

OpenTrain AI is the hiring and contracting organization for this role. OpenTrain is the #1 platform for finding and building careers in AI training and data labeling, connecting experienced professionals with projects that help shape how modern AI systems learn and perform.

Creating an OpenTrain account is free, and candidates can apply in minutes for remote projects that match their expertise.

About AI Training Work

AI training is the human side of building artificial intelligence. Specialists contribute real-world expertise by writing examples, evaluating model outputs, documenting reasoning, and helping systems respond more accurately to complex situations.

This project focuses on text generation and evaluation within SaaS revenue operations and CRM systems. Your operational judgment can help models learn how to reason through interconnected systems, conflicting policies, and ambiguous business scenarios.

• Remote work with a flexible part-time schedule
• No prior AI-training experience required
• Use your professional expertise to influence next-generation AI systems

The Role

OpenTrain AI is engaging Revenue Operations and CRM Systems Specialists with expert-level SaaS experience for a complex systems alignment project. You will analyze operational data and policies, identify inconsistencies across revenue systems, and create precise written guidance for complex or ambiguous scenarios.

The contract is expected to run for 1 to 3 months and requires less than 20 hours per week. Compensation is $45 to $90 per hour.

• Role type: Contractor
• Schedule: Less than 20 hours per week
• Location: Remote
• Project duration: Expected 1 to 3 months
• Pay: $45 to $90 per hour

What You'll Do

You will apply hands-on revenue operations and CRM systems expertise to review interconnected SaaS workflows and produce clear, defensible recommendations. Your documentation should support transparent decision-making for both technical and non-technical stakeholders.

• Analyze CRM, billing, and ticketing data to find misalignment between operational logic and policies.
• Identify and document policy conflicts, outdated automations, duplicate entities, permissions mismatches, and ambiguous or undocumented processes.
• Draft precise operational prompts and recommendations for complex or ambiguous situations within the SaaS revenue stack.
• Evaluate the desired state of underlying data, correct discrepancies, and ensure logical consistency across systems.
• Record the rationale for changes and explain areas intentionally left untouched.
• Use critical judgment when conflicting rules or cascading changes affect multiple systems.
• Create thorough written documentation for technical and non-technical stakeholders.

Required Expertise

This is an expert-level role for professionals who have personally owned and configured revenue systems. Candidates should be comfortable making operational judgments, documenting exceptions, and explaining nuanced trade-offs in professional English.

• 5 to 10 years of hands-on experience in revenue operations, sales operations, customer success operations, or SaaS implementation and onboarding with direct system ownership.
• Experience personally configuring CRM fields, workflows, validation rules, and permissions.
• Experience with at least two adjacent SaaS revenue tools, such as billing and subscription management, CPQ and quoting, ticketing and support, project tracking, or automation and integration platforms.
• Background in SaaS environments, particularly fintech, healthtech, insurtech, or complex multi-product implementations.
• Ability to assess and manage changes that cascade across interconnected systems.
• Comfort navigating and documenting grey areas and exceptions, especially around renewals and entitlement changes.
• Strong written and verbal communication of nuanced reasoning and operational trade-offs.
• Expertise in SaaS revenue operations and CRM systems.
• Strong data accuracy and reporting skills.
• Native or bilingual English proficiency.

Eligibility and Location

Applicants must be based in one of the listed eligible countries and be comfortable working in English. The work is remote and structured as a part-time contractor engagement.

• Eligible locations: United Kingdom, United States, Canada, India, Australia, Germany, Netherlands, Ireland, Greenland, Japan, or Iceland
• Working language: English
• Language level: Native or bilingual English proficiency
• Availability: Less than 20 hours per week