Salesforce Administrator - Remote

YO AI Labs; Chicago (IL); Remote; USD 83,000 - 124,000; Full time

Job summary

YO AI Labs is seeking an experienced Salesforce/HubSpot Administrator to support Revenue Systems for a customer project. The role focuses on operational excellence across CRM and revenue platforms, resolving data and process inconsistencies, and defining clear SaaS workflows.

Ideal candidates have hands-on CRM experience and strong documentation skills, with a focus on scalability and governance in a SaaS environment.

Qualifications

• Hands-on experience with Salesforce or HubSpot and related CRM platforms.
• Ability to analyze data across CRM and revenue systems and resolve inconsistencies.
• Experience documenting complex SaaS workflows and system changes.

Responsibilities

• Audit CRM and connected revenue systems for inconsistencies and automation issues.
• Analyze policy conflicts and determine appropriate business rules.
• Review and reconcile data across CRM and connected platforms.
• Create operational prompts and documentation for SaaS scenarios.
• Document recommended system changes and decisions.
• Assess impact of CRM changes on billing, CPQ, and ticketing.

Skills

CRM data reconciliation

SQL basics

APIs

Documentation

Workflow automation

Tools

Salesforce

HubSpot

Microsoft Dynamics 365

Job description

Salesforce / HubSpot Administrator - Revenue Systems (SaaS)

Role Type: Contractor
Location: Remote

We are seeking experienced Salesforce / HubSpot Administrators - Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems.

You'll use your CRM expertise to evaluate real-world SaaS operations, resolve data and process inconsistencies, and help improve how AI systems understand complex business workflows. No prior AI experience is required.

Scope of Work

• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.
• Analyze policy conflicts and determine appropriate business rules.
• Review and reconcile data across CRM and connected platforms.
• Create clear operational prompts and documentation for complex SaaS scenarios.
• Document recommended system changes and operational decisions.
• Assess the impact of CRM changes on billing, CPQ, ticketing, and other integrated tools.
• Provide insights on CRM optimization, system design, and sustainable governance.

Preferred Qualifications

• 4-6 years of hands-on experience with Salesforce, HubSpot, Microsoft Dynamics 365, or similar CRM platforms.
• Experience leading CRM implementations, migrations, consolidations, or rollouts.
• Strong knowledge of fields, objects, flows, validation rules, automation, and permissions.
• Experience with at least two revenue or operational systems such as billing, CPQ, ticketing, or integration platforms.
• Working knowledge of SQL, APIs, data models, and cross-system data reconciliation.
• Experience working in SaaS environments.
• Excellent written and verbal English communication skills.