Customer Success Expert - Remote

YO AI Labs; Johannesburg; Remote; ZAR 520,000 - 750,000; Full time

Job summary

YO AI Labs seeks an experienced Customer Success Operations professional to enhance CRM workflows, ensure data integrity, and boost revenue operations across SaaS environments. The role emphasizes hands-on CRM configuration, cross-tool integration, and meticulous reporting.

Candidates should bring 4+ years in Sales/Revenue/Customer Success Operations, with strong problem-solving and an aptitude for documenting processes and improving adoption of systems.

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 operational judgment and problem-solving skills.
• Strong understanding of data accuracy, reporting, and workflow management.

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.

Skills

CRM configuration

Workflow optimization

Data accuracy & reporting

Operational judgment

Tools

Salesforce

HubSpot

Job description

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.
• Strong understanding of data accuracy, reporting, and workflow management.

Customer Success Expert - Remote Johannesburg, South Africa