Revenue Operations Specialist - Remote

YO AI Labs; Palo Alto (CA); Remote; USD 83,000 - 124,000; Part time

Job summary

YO AI Labs is seeking a Revenue Operations Specialist (SaaS) for a remote contractor role. You will manage CRM data models, own revenue workflows, and design compliant processes to optimize SaaS revenue operations.

You will ensure data integrity, support reliable reporting, and collaborate across sales, customer success, and finance to drive scalable improvements. Applicants should bring 4+ years of SaaS revenue operations experience, strong CRM configuration skills (Salesforce/HubSpot), and

Qualifications

• 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.
• Excellent written and verbal communication skills.
• Experience with compliance-focused or regulated environments is a plus.

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

CRM ownership

Operational judgment

Communication skills

Data integrity & reporting

SaaS Revenue operations

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.