SaaS Revenue Operations CRM Systems Expert

OpenTrain AI, Inc.; United States; Remote; USD 55,000 - 110,000; Part time

Job summary

OpenTrain AI, Inc. is seeking a detail-oriented contractor to optimize CRM configurations and integrate revenue-related tools across platforms. You will design workflows, monitor data quality, and document processes to support sales and customer success teams.

The role requires 4+ years in SaaS operations, strong documentation, and excellent communication in English; remote, part-time engagement with flexible hours and global collaboration.

Qualifications

• Minimum 4 years in sales, revenue, or customer success operations within a SaaS environment.
• CRM experience with configuring and maintaining a CRM platform.
• Administration of two or more connected tools outside the CRM (e.g., CPQ, billing, ticketing, project tracking, onboarding, automation).
• Fluent English written and spoken communication.

Responsibilities

• Configure and improve CRM platforms such as Salesforce, HubSpot, or comparable systems.
• Connect and manage tools for quoting, billing, ticketing, project tracking, onboarding, and workflow automation.
• Create and document workflows that adapt to changing business needs and support adoption by sales and customer success teams.
• Monitor data quality across connected systems, find discrepancies, and resolve operational issues.
• Review conflicts between operational policies and recommend practical, sustainable solutions.
• Create clear reports and documentation that improve transparency and usability.
• Share feedback on system usability, adoption, and operational practices to support better AI training data.

Skills

Operational judgment

Documentation

Stakeholder communication

Process simplification

Education

Bailment

Tools

Salesforce

HubSpot

CPQ

Billing systems

Ticketing systems

Job description

The work

You will help train AI systems by applying practical knowledge of CRM administration, revenue tools, workflow design, data quality, and customer success operations. The work focuses on reviewing operational practices, explaining decisions clearly, and providing useful feedback for AI training data.

• Configure and improve CRM platforms such as Salesforce, HubSpot, or comparable systems.
• Connect and manage tools for quoting, billing, ticketing, project tracking, onboarding, and workflow automation.
• Create and document workflows that adapt to changing business needs and support adoption by sales and customer success teams.
• Monitor data quality across connected systems, find discrepancies, and resolve operational issues.
• Review conflicts between operational policies and recommend practical, sustainable solutions.
• Create clear reports and documentation that improve transparency and usability.
• Share feedback on system usability, adoption, and operational practices to support better AI training data.

What it pays and takes

This is a remote, part-time contractor role. No prior AI experience is required, but you should bring substantial hands-on experience in SaaS sales, revenue, or customer success operations.

• Pay: $40 to $80 per hour.
• Work arrangement: Remote, part-time contract work.
• Language: Fluent English for written and spoken communication.
• Experience: At least 4 years in sales, revenue, or customer success operations within a SaaS environment.
• CRM experience: Direct responsibility for configuring and maintaining a CRM platform.
• Tools experience: Administration of at least two connected tools outside the CRM, such as CPQ, billing, ticketing, project tracking, onboarding, integration, or automation tools.
• Skills: Strong operational judgment, clear documentation, stakeholder communication, and the ability to simplify complex processes.
• Adoption: Experience helping sales and customer success professionals adopt new workflows and systems.
• Data work: Experience producing detailed reports and maintaining data integrity across multiple revenue systems.
• Useful background: Salesforce, HubSpot, quoting or CPQ tools, subscription billing, support systems, project tracking, integration layers, or automation tools.
• Location: Open to candidates in Algeria, Argentina, Austria, Bahrain, Bangladesh, Belgium, Brazil, Canada, Chile, Colombia, Denmark, Egypt, France, Germany, Ghana, Greece, India, Indonesia, Italy, Japan, Jordan, Kazakhstan, Kenya, Kuwait, Kyrgyzstan, Lebanon, Malaysia, Mexico, Morocco, the Netherlands, Nigeria, Oman, Pakistan, Palestinian Territories, Peru, the Philippines, Portugal, Qatar, Saudi Arabia, Singapore, South Africa, Spain, Sri Lanka, Switzerland, Taiwan, Thailand, Tunisia, the United Arab Emirates, the United Kingdom, the United States, Uzbekistan, and Vietnam.

About AI training work

AI training is the human work behind systems that learn from examples, including reviewing information, rating outputs, and explaining which results are useful. People with strong professional experience are paid to bring accurate judgment and real-world knowledge to this process.