Sales / Revenue / CS Operations Expert

Confidential; United States; Remote; USD 55,000 - 117,000; Full time

Job summary

Zekai is seeking a Sales / Revenue / CS Operations Expert for a 100% remote contractor role, focusing on configuring CRM platforms (Salesforce/HubSpot) and revenue tools. You will work through realistic SaaS scenarios, design workflows, and justify decisions to ensure adoption.

Candidates should have 4+ years in SaaS ops, hands-on CRM experience, and be able to explain reasoning to both technical and non-technical stakeholders. The project is active with onboarding now, open to US/Canada remote.

Qualifications

• 4+ years hands-on in sales, revenue, or customer success operations in SaaS.
• Direct platform experience configuring and maintaining a CRM.
• Hands-on experience with at least two connected tools outside the CRM: quoting, billing, ticketing, or project tracking.
• Strong operational judgment, particularly in resolving policy conflicts without overcomplicating the process.
• Able to explain your reasoning clearly to technical and non-technical audiences.

Responsibilities

• Configure CRM decisions, workflow design, and integrations for revenue/CS operations scenarios.
• Resolve conflicts between operational policies: which rule takes precedence and what to leave unchanged.
• Diagnose data accuracy issues across connected systems and identify root causes.
• Explain what makes a workflow adopted by sales and CS teams.
• Flag ambiguous or underspecified scenarios rather than resolving them silently.

Skills

CRM configuration

Salesforce/HubSpot

Cross-tool integration

Operational judgment

Clear communication

Tools

Quoting tools

Billing systems

Ticketing systems

Project tracking tools

Job description

Role Title: Sales / Revenue / CS Operations Expert

Role Type: Contractor

Location: Remote - U.S. or Canada only

Opportunity Snapshot

Pay: $40-85/hour

Project kickoff: Already active - we're onboarding candidates now

Location: Remote - U.S. or Canada only

You'll need: Hands-on configuration experience in a CRM (Salesforce, HubSpot, or similar) plus at least two connected tools - quoting, billing, ticketing, or project tracking

Your tasks: Work through realistic SaaS revenue and CS operations scenarios and explain the reasoning behind your decisions

our partner is selecting Sales / Revenue / CS Operations Experts to contribute to a customer's AI training initiative. Your domain knowledge is what matters here - no prior AI experience required.

We're looking for people who have personally configured and maintained CRM platforms and the revenue tools around them. The work rewards practical judgment: resolving policy conflicts without overcomplicating the process, and knowing what actually makes teams adopt a workflow.

Scope of Work

• Work through realistic operations scenarios - CRM configuration decisions, workflow design, integration tradeoffs - and explain the reasoning behind each choice.
• Resolve conflicts between operational policies: which rule takes precedence, why, and what you would deliberately leave unchanged.
• Diagnose data accuracy problems across connected systems - duplicates, mismatched numbers, inconsistent definitions - and explain how you'd find the root cause.
• Explain what makes a workflow get adopted or worked around by sales and CS teams.
• Flag ambiguous or underspecified scenarios instead of resolving them silently.

Preferred Qualifications

• 4+ years hands-on in sales, revenue, or customer success operations in SaaS.
• Personal responsibility for configuring and maintaining a CRM - direct platform experience required, not requesting changes from another team.
• Hands-on experience with at least two connected tools outside the CRM: quoting, billing, ticketing, or project tracking.
• Strong operational judgment, particularly in resolving policy conflicts without overcomplicating the process.
• Able to explain your reasoning clearly to technical and non-technical audiences.

This is a 100% remote contract role. Applicants must be located in: United States, Canada.