Revenue Operations Specialist - Remote

YO AI Labs; Town of Schroeppel (NY); Remote; USD 85,000 - 120,000; Full time

Job summary

YO AI Labs seeks a Revenue Operations Specialist for a remote contractor role, focusing on optimizing CRM data models and revenue workflows to ensure accurate reporting and scalable processes.

Responsibilities include resolving policy conflicts, designing compliant revenue operations, and documenting decisions. Strong Salesforce or HubSpot experience and excellent communication are required.

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.
• Excellent written and verbal communication skills; data integrity and reporting focus.

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

Data integrity

Reporting

Process design

Communication

Problem-solving

Tools

Salesforce

HubSpot

Billing tools

CPQ

Ticketing systems

Project management

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.