Revenue Operations Specialist - Remote

YO AI Labs; Boston (MA); Remote; USD 60,000 - 110,000; Part time

Job summary

YO AI Labs is seeking a Revenue Operations Specialist to optimize SaaS revenue processes, maintain data integrity, and design compliant workflows. This contractor role focuses on CRM data models, revenue workflows, reporting, and cross-functional alignment with sales, customer success, and finance.

Remote position offering the chance to implement scalable improvements across revenue systems, resolve policy conflicts, document decisions, and provide actionable insights.

Qualifications

• 4+ years of hands-on SaaS Revenue, Sales, Customer Success, or Implementation Operations experience.
• Experience with CRM ownership and configuration on Salesforce, HubSpot, or similar platforms.
• Experience with revenue tools such as billing, CPQ, ticketing, or project-management systems.
• Strong operational judgment and problem-solving skills.
• Experience in compliance-focused or regulated environments is a plus.
• Excellent written and verbal communication skills.
• Strong understanding of data integrity, reporting, and process design.

Responsibilities

• Manage and optimize CRM data models and revenue workflows.
• Resolve conflicting operational policies and document decisions.
• Design compliance-focused processes for SaaS revenue operations.
• Maintain revenue data accuracy and support reliable reporting.
• Review and improve sales, customer success, and revenue processes.
• Provide clear documentation and operational insights.
• Recommend scalable improvements across revenue systems.

Skills

SaaS Revenue Operations

CRM ownership & configuration

Data integrity & reporting

Process design & optimization

Strong communication skills

Tools

Salesforce

HubSpot

Billing systems

CPQ

Ticketing systems

Project management tools

Job description

Revenue Operations Specialist (SaaS)

Job Type: Contractor
Location: Remote

Role Overview

We are looking for experienced Revenue Operations Specialists with strong SaaS operations and CRM expertise. The role focuses on optimizing revenue processes, maintaining data integrity, designing compliant workflows, and resolving complex operational challenges.

Key Responsibilities

• Manage and optimize CRM data models and revenue workflows.


• Resolve conflicting operational policies and document decisions.


• Design compliance-focused processes for SaaS revenue operations.


• Maintain revenue data accuracy and support reliable reporting.


• Review and improve sales, customer success, and revenue processes.


• Provide clear documentation and operational insights.


• Recommend scalable improvements across revenue systems.

Requirements

• 4+ years of hands-on SaaS Revenue, Sales, Customer Success, or Implementation Operations experience.


• Strong CRM ownership and configuration experience with Salesforce, HubSpot, or similar platforms.


• Experience with revenue tools such as billing, CPQ, ticketing, or project-management systems.


• Strong operational judgment and problem-solving skills.


• Experience working with compliance-focused or regulated environments is a plus.


• Excellent written and verbal communication skills.


• Strong understanding of data integrity, reporting, and process design.