Sales / Revenue / CS Operations Expert - Remote

YO AI Labs; New York (NY); Remote; USD 96,000 - 165,000; Full time

Job summary

YO AI Labs is seeking an experienced Sales, Revenue, or Customer Success Operations expert for a remote contractor role. The position emphasizes CRM configuration, data accuracy, reporting, and driving revenue operations across SaaS environments.

You will configure CRM platforms (Salesforce, HubSpot), manage revenue tools, build workflows, and ensure clean data. Strong communication and problem-solving are essential to optimize processes and enable adoption across teams.

Qualifications

• 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 understanding of data accuracy, reporting, and workflow management.
• Excellent written and verbal communication.

Responsibilities

• Configure and manage CRM platforms (Salesforce, HubSpot, or similar).
• 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

CRM configuration

Operational judgment

Problem solving

Communication

Tools

Salesforce

HubSpot

Quoting tools

Billing systems

Ticketing systems

Project management 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.