Sales / Revenue / CS Operations Expert - Remote

YO AI Labs; Chicago (IL); Remote; USD 83,000 - 138,000; Full time

Job summary

YO AI Labs seeks an experienced Sales / Revenue / CS Operations Expert for a remote contractor role. You will optimize CRM workflows, improve data accuracy, and deliver reporting across SaaS environments, partnering with sales and customer success teams to scale processes.

The ideal candidate has 4+ years of hands-on CRM configuration, experience with at least two revenue-related tools outside the CRM, and proven ability to document processes while driving adoption and continuous improvement

Qualifications

• 4+ years of experience in Sales, Revenue, or CS Ops.
• Hands-on CRM configuration and management experience.
• Experience with at least two revenue-related tools outside the CRM.
• Strong data accuracy, reporting, and workflow management.
• Excellent written and verbal communication.

Responsibilities

• Configure and manage CRM platforms such as Salesforce or HubSpot.
• Manage revenue tools including quoting, billing, ticketing, and PM 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 documentation, reports, and process guidelines.
• Support system adoption and operational improvements.

Skills

Sales operations

Revenue operations

CRM configuration

Data analysis

Tools

Salesforce

HubSpot

Billing systems

Quoting tools

Ticketing systems

Job description

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.