Revenue Operations & CRM Systems Specialist (SaaS)

24-MAG; New York (NY); Remote; USD 62,000 - 124,000; Part time

Benefits offered by this job

Fully remote

Contractor role

Competitive rate

Job summary

RevOps Careers is seeking a part-time, remote contractor with 5–10 years of hands-on revenue operations and CRM configuration experience to contribute to an AI training and systems-alignment project.

You will analyze complex revenue environments, document decision logic, and define how to handle ambiguous scenarios while collaborating across adjacent SaaS tools in a fintech/healthtech context.

Qualifications

• 5–10 years in revenue or sales operations, SaaS onboarding.
• Direct CRM configuration experience, not just leading teams.
• Experience with two adjacent revenue tools (billing, CPQ, ticketing, or automation).

Responsibilities

• Analyze complex revenue operations and identify inconsistencies.
• Document decision logic and resolve policy/data conflicts.
• Define handling of ambiguous or interconnected scenarios.

Skills

Revenue operations

CRM configuration

Policy interpretation

Tools

CRM platforms

Billing/Subscription tools

CPQ/Quoting tools

Job description

Role Overview

We are sharing a specialised part-time consulting opportunity for experienced Revenue Operations and CRM Systems professionals to contribute to an advanced AI training and systems-alignment project.

What You Will Do

Selected professionals will analyse complex revenue operations environments, identify operational inconsistencies, resolve policy and data conflicts, document decision logic, and define the correct handling of ambiguous or interconnected scenarios.

Why It Might Be a Fit

Ideal candidate has 5–10 years of hands‑on experience in revenue operations, sales operations, customer success operations, SaaS implementation, onboarding, or a closely related discipline.

Requirements

• 5–10 years of hands‑on experience in revenue operations, sales operations, customer success operations, SaaS implementation, onboarding, or a closely related discipline
• Direct experience owning and configuring CRM systems rather than solely managing teams responsible for configuration
• Practical experience configuring fields, workflows, validation rules, permissions, and related CRM functionality
• Experience working with at least two adjacent SaaS revenue tools such as billing or subscription management, CPQ or quoting, ticketing or support, project tracking, or automation and integration platforms
• Strong understanding of interconnected revenue systems and the impact of cascading operational changes
• Experience within SaaS environments, particularly fintech, healthtech, insurtech, or other businesses with complex multi‑product implementations, is advantageous
• Strong ability to assess ambiguous policies, operational exceptions, and conflicting system rules
• Comfortable documenting nuanced decisions involving renewals, entitlement changes, and other complex revenue processes
• Strong attention to data accuracy, reporting integrity, and operational consistency
• Professional English proficiency with excellent written and verbal communication skills
• Ability to articulate detailed operational reasoning and trade‑offs clearly

Benefits

• Part‑time independent contractor engagement
• Fully remote
• Compensation: $45–$90/hour

Read by ReLoop.me

A part‑time remote contractor role that applies revenue operations and CRM expertise to analysing and documenting system rules for an AI training project.

Level (indicative): Expert. Title vs scope: aligned. Requirement inflation: none. Shape of the role: strongly individual contributor; leans execution.

Core capabilities: CRM configuration: fields, workflows, validation rules, perm, analysis of interconnected revenue systems and cascading cha and resolution of policy and data conflicts.

Not for you if you want to manage a team of people, or you need a clearly bounded scope.

Indicative, AI‑generated read, no salary range. Full read and sourcing ReLoop.me