Revenue Operations & CRM Systems Specialist (SaaS)

Confidential; United States; Remote; USD 83,000 - 152,000; Full time

Job summary

Zekai is seeking a Revenue Operations & CRM Systems Specialist (SaaS) for a 100% remote, contractor role. You will analyze CRM, billing, and ticketing to align operational logic and policies, surface conflicts, and draft precise prompts for correct handling of complex scenarios across the SaaS revenue stack.

You will document data states, changes, and rationale to support transparent decision-making while navigating cascading updates across interconnected systems.

Qualifications

• 5–10 years in revenue/sales/customer success operations or SaaS onboarding with direct system ownership.
• Ability to configure CRM systems (fields, workflows, validations, permissions) personally.
• Experience with two+ adjacent SaaS revenue tools (billing, CPQ, ticketing, project tracking, automation).
• SaaS environment background, especially fintech/healthtech/insurtech or multi-product setups.
• Ability to assess and manage changes cascading across systems for operational integrity.
• Comfort in documenting grey areas and exceptions in policy, esp. renewals/entitlements.
• Professional English with strong written/verbal reasoning and trade-off articulation.

Responsibilities

• Analyze CRM, billing, and ticketing data to identify misalignments in operational logic and policies.
• Surface policy conflicts, outdated automations, duplicate entities, and permissions mismatches; document processes.
• Draft precise prompts and recommendations for handling complex or ambiguous SaaS scenarios.
• Define desired data state and correct discrepancies to ensure data consistency across systems.
• Record reasoning and changes, including what was left untouched, for transparent decision-making.
• Apply judgment when rules cascade across systems and document the rationale.
• Deliver thorough written documentation for technical and non-technical stakeholders.

Skills

Revenue operations

CRM configuration

SaaS revenue tools

SaaS domain knowledge

Operational integrity

Policy documentation

Professional English

Job description

Role Title: Revenue Operations & CRM Systems Specialist (SaaS)

Role Type: Contractor

Location: Remote

our partner is engaging Revenue Operations & CRM Systems Specialists (SaaS) to participate in a customer's complex systems alignment project. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Scope of Work

• Analyze CRM, billing, and ticketing data to identify areas where operational logic and policies are out of alignment.
• Surface and document instances of policy conflicts, outdated automations, duplicate entities, permissions mismatches, and ambiguous or undocumented processes.
• Draft precise operational prompts and recommendations that outline the correct handling of complex or ambiguous scenarios within the SaaS revenue stack.
• Evaluate and articulate the desired state of underlying data, correcting discrepancies and ensuring logical consistency across systems.
• Record your reasoning, including rationale for changes made and areas intentionally left untouched, to support transparent operational decision-making.
• Apply critical judgment and operational expertise when faced with conflicting rules or cascading changes that impact multiple systems.
• Deliver thorough written documentation that can serve as reference for both technical and non-technical stakeholders.

Preferred Qualifications

• 5–10 years of hands‑on experience in revenue operations, sales operations, customer success operations, or SaaS implementation and onboarding with direct system ownership.
• Demonstrated ability to personally configure CRM systems (fields, workflows, validation rules, permissions) rather than delegating these changes to others.
• Experience working with at least two adjacent SaaS revenue tools such as billing/subscription management, CPQ/quoting, ticketing/support, project tracking, or automation/integration platforms.
• Background in SaaS environments, especially in fintech, healthtech, insurtech, or companies with complex, multi-product implementations.
• Proven ability to assess and manage changes that cascade across interconnected systems, ensuring comprehensive operational integrity.
• Comfort navigating and documenting grey areas and exceptions in written policy, particularly around renewals and entitlement changes.
• Professional English proficiency, with strong skills in articulating nuanced reasoning and operational trade-offs in both written and verbal communication.

This is a 100% remote contract role, open to applicants worldwide in the countries the employer accepts.