Revenue Operations Specialist - Remote

YO AI Labs; Philadelphia (Philadelphia County); Remote; USD 55,000 - 110,000; Full time

Job summary

YO AI Labs is seeking a Revenue Operations Specialist (SaaS) to optimize revenue processes, maintain data integrity, and design compliant workflows. The role focuses on resolving complex operational challenges and ensuring accurate revenue reporting.

Ideal candidates will have 4+ years in SaaS revenue/operations, strong CRM ownership across Salesforce or HubSpot, and experience with billing and CPQ tools. Excellent communication and cross-functional collaboration are essential.

Qualifications

• 4+ years in SaaS revenue, sales, CS, or implementation operations.
• Hands-on CRM ownership with Salesforce, HubSpot, or similar.
• Experience with billing, CPQ, ticketing, or project-management tools.
• Strong data integrity, reporting, and process design knowledge.
• Excellent written and verbal communication; ability to operate in 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

SaaS Revenue Operations

CRM ownership

Data integrity & reporting

Process design

Cross-functional collaboration

Tools

Salesforce

HubSpot

Billing/CPQ 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.