Revenue Operations & CRM Systems Specialist (SaaS)

Remotebridge; United States; Remote; USD 83,000 - 165,000; Full time

Job summary

Remotebridge seeks a Revenue Operations & CRM Systems Specialist (SaaS) to work remotely on a customer project that trains next‑generation AI systems. You will align CRM, billing, and support data, document policy gaps, and draft precise operational prompts guiding complex scenarios.

You’ll record reasoning behind changes to support transparent decision‑making. The contractor will deliver thorough documentation and collaborate with technical and non‑technical stakeholders to ensure data

Qualifications

• 5–10 years hands-on revenue/ops experience in SaaS.
• Able to configure CRM systems (fields, workflows, permissions).
• Experience with two SaaS revenue tools (billing, CPQ, etc.).
• Background in SaaS in fintech/healthtech/insurtech.
• Professional English with clear written/verbal reasoning.

Responsibilities

• Analyze CRM, billing, and ticketing data for alignment.
• Document policy conflicts, outdated automations, duplicates.
• Draft precise prompts and recommendations for complex scenarios.
• Evaluate data state; correct discrepancies for consistency.
• Record reasoning and changes for transparency.
• Deliver thorough written documentation for stakeholders.

Skills

Revenue operations

CRM configuration

Technical writing

Policy analysis

English proficiency

Tools

CRM platforms

Billing systems

CPQ tools

Ticketing systems

Job description

Role Title:

Revenue Operations & CRM Systems Specialist (SaaS)

Role Type:

Contractor

Location:

Remote

Our team 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• Surface and document instances of policy conflicts, outdated automations, duplicate entities, permissions mismatches, and ambiguous or undocumented processes.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.