SaaS Revenue Operations And CRM Systems Specialist

OpenTrain AI, Inc.; Northern (KY); Hybrid; USD 62,000 - 124,000; Full time

Job summary

OpenTrain is seeking a SaaS Revenue Operations and CRM Systems Specialist for a remote contractor role to analyze CRM, billing, and ticketing data and ensure operational integrity across connected systems.

You will draft prompts and recommendations, evaluate data states, and document decision rationales to keep policies clear and consistent for stakeholders across platforms.

Qualifications

• 5 to 10 years of hands-on experience in revenue operations, sales operations, customer success operations, or SaaS implementation and onboarding with direct system ownership.
• Configure CRM fields, workflows, validation rules, and permissions personally.
• Experience with at least two adjacent SaaS revenue tools (billing/subscription management, CPQ, ticketing, project tracking, or automation).
• Professional English proficiency and the ability to explain nuanced reasoning and operational trade-offs in writing and conversation.

Responsibilities

• Analyze CRM, billing, and ticketing data to locate policy conflicts, outdated automations, duplicate entities, permission mismatches, and unclear processes.
• Draft operational prompts and recommendations that explain how complex or ambiguous revenue scenarios should be handled.
• Evaluate desired data states, correct discrepancies, and maintain logical consistency across connected systems.
• Document the rationale for changes, including areas intentionally left unchanged, so decisions remain transparent.

Skills

CRM configuration

Revenue operations

SaaS integration

Documentation

English proficiency

Tools

Billing systems

CPQ

Ticketing tools

Automation platforms

Job description

About OpenTrain. OpenTrain is the centralized, open platform where AI training and data-labeling freelancers find work, consolidate opportunities across platforms, and build a unified AI training portfolio they control. We make specialized AI training work easier to track, apply for, and grow into a durable freelance career.

About this role. OpenTrain is recruiting for a SaaS Revenue Operations and CRM Systems Specialist to support AI training through expert analysis of interconnected revenue systems. This is a remote contractor role paying $45-$90 per hour. You will examine CRM, billing, and ticketing data, identify inconsistencies in operational logic and policy, and translate complex business judgment into precise prompts, recommendations, and written documentation.

What you will do. Analyze CRM, billing, and ticketing data to locate policy conflicts, outdated automations, duplicate entities, permission mismatches, and unclear processes. Draft operational prompts and recommendations that explain how complex or ambiguous revenue scenarios should be handled. Evaluate desired data states, correct discrepancies, and maintain logical consistency across connected systems. Document the rationale for changes, including areas intentionally left unchanged, so decisions remain transparent. Apply critical judgment when conflicting rules or cascading changes affect multiple systems. Produce thorough documentation that technical and non-technical stakeholders can use as a reference.

Required skills. Bring 5 to 10 years of hands-on experience in revenue operations, sales operations, customer success operations, or SaaS implementation and onboarding with direct system ownership. You should be able to configure CRM fields, workflows, validation rules, and permissions personally. Experience with at least two adjacent SaaS revenue tools, such as billing or subscription management, CPQ, ticketing, project tracking, or automation platforms, is required. Strong judgment in assessing interconnected system changes and maintaining operational integrity is important, along with the ability to document policy exceptions and ambiguous cases involving renewals and entitlement changes. Professional English proficiency and the ability to explain nuanced reasoning and operational trade-offs in writing and conversation are expected.

Helpful background. Experience in SaaS environments such as fintech, healthtech, or insurtech, especially where products and implementations are complex, is valuable for this AI training work.

Why work with OpenTrain. OpenTrain helps freelancers consolidate AI training opportunities across platforms while building an AI training portfolio that reflects their specialized expertise.