Sales / Revenue / CS Operations Expert - Remote

YO AI Labs

Dallas (TX)

À distance

USD 55 000 - 110 000

Plein temps

14 jours+

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Résumé du poste

YO AI Labs is seeking an experienced Sales, Revenue, or CS Operations professional for a remote contract role. You will optimize CRM workflows, data accuracy, reporting, and revenue operations across SaaS environments, partnering with sales and customer success teams.

The ideal candidate has hands-on CRM configuration experience, proficiency with Salesforce and HubSpot, and a track record of integrating revenue tools beyond the CRM.

Qualifications

  • 4+ years of experience in Sales, Revenue, or CS Operations.
  • Hands-on CRM configuration and management.
  • Experience with at least two revenue-related tools outside the CRM.
  • Strong communication and data/reporting skills.

Responsabilités

  • 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.

Connaissances

CRM configuration
Revenue tools
Data accuracy
Reporting
Workflow management
Communication
Problem solving

Outils

Salesforce
HubSpot

Description du poste

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.
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