Sales / Revenue / CS Operations Expert - Remote

YO AI Labs; Boston (MA); A distancia; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

YO AI Labs is seeking a seasoned Sales/Revenue/CS Operations Expert to optimize CRM workflows, data quality, and reporting for SaaS environments. This contractor role focuses on improving revenue operations and operational efficiency across platforms.

The ideal candidate has 4+ years in Sales, Revenue, or Customer Success Operations, hands-on CRM configuration (Salesforce, HubSpot), and experience with multiple revenue-related tools. Excellent communication and data governance are essential.

Formación

• 4+ years in Sales, Revenue, or Customer Success Operations.
• Hands-on CRM configuration and management.
• Experience with at least two revenue-related tools outside the CRM.
• Strong written and verbal communication and data accuracy.

Responsabilidades

• Configure and manage CRM platforms such as Salesforce, HubSpot, or similar tools.
• Manage revenue tools including quoting, billing, ticketing, and project management systems.
• Build and optimize sales and customer success workflows.
• Maintain accurate data and reporting across connected systems.
• Identify and resolve operational or policy-related challenges.
• Create clear documentation, reports, and process guidelines.
• Support system adoption and operational improvements.

Conocimientos

CRM configuration

Operational judgment

Data reporting

Communication

Herramientas

Salesforce

HubSpot

Billing systems

Quoting tools

Ticketing systems

Project management tools

Descripción del empleo

Sales / Revenue / CS Operations Expert

Job Type: Contractor
Location: Remote

Role Overview

We are looking for experienced Sales, Revenue, or Customer Success Operations professionals with strong CRM expertise and operational judgment. The role focuses on improving workflows, data accuracy, reporting, and revenue operations across SaaS environments.

Key Responsibilities

• Configure and manage CRM platforms such as Salesforce, HubSpot, or similar tools.
• Manage revenue tools including quoting, billing, ticketing, and project management systems.
• Build and optimize sales and customer success workflows.
• Maintain accurate data and reporting across connected systems.
• Identify and resolve operational or policy-related challenges.
• Create clear documentation, reports, and process guidelines.
• Support system adoption and operational improvements.

Requirements

• 4+ years of experience in Sales, Revenue, or Customer Success Operations.
• Hands-on CRM configuration and management experience.
• Experience with at least two revenue-related tools outside the CRM.
• Strong operational judgment and problem-solving skills.
• Excellent written and verbal communication.
• Strong understanding of data accuracy, reporting, and workflow management.