Revenue Operations Expert - Remote

YO AI Labs; Chicago (IL); Remote; USD 83,000 - 165,000; Part time

Job summary

YO AI Labs is seeking a Sales / Revenue / CS Operations Expert to optimize CRM-driven workflows across SaaS environments. This remote contractor role emphasizes data accuracy, reporting, and operational discipline to improve revenue outcomes.

The ideal candidate has 4+ years in Sales, Revenue, or Customer Success Operations, hands-on CRM configuration (Salesforce/HubSpot), and experience with at least two revenue tools outside the CRM.

Qualifications

• 4+ years in Sales, Revenue, or CS Operations.
• Hands-on CRM configuration experience.
• Experience with at least two revenue tools outside the CRM.
• Strong data accuracy, reporting, and workflow management.

Responsibilities

• 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.

Skills

CRM configuration

Revenue tools

Data reporting

Operational judgment

Communication skills

Workflow management

Tools

Salesforce

HubSpot

Job description

Sales / Revenue / CS Operations Expert

Job Type: Contractor
Location: Remote

Role Overview

We are looking for experienced Sales, Revenue, or Customer Success Operations professionals with strong CRM expertise and operational judgment. The role focuses on improving workflows, data accuracy, reporting, and revenue operations across SaaS environments.

Key Responsibilities

• 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.

Requirements

• 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.