Salesforce / HubSpot Administrator - Revenue Systems - Remote

YO AI Labs; Cape Town; Remote; ZAR 335,000 - 614,000; Full time

Job summary

YO AI Labs is seeking a Salesforce / HubSpot Administrator - Revenue Systems to support a SaaS project focused on CRM and revenue systems optimization. You will audit, reconcile, and streamline data and processes across CRM platforms, ensuring governance and scalable operation.

You will work on defining clear operational prompts, documenting decisions, and assessing how CRM changes affect billing, CPQ, ticketing, and related tools. Strong English communication is essential.

Qualifications

• 4–6 years of hands-on CRM experience.
• Experience leading CRM implementations or migrations.
• Strong knowledge of CRM fields, objects, flows, and automation.
• Experience with at least two revenue or operational systems (billing, CPQ, ticketing, etc.).
• Excellent written and verbal English communication.

Responsibilities

• Audit CRM and connected revenue systems for inconsistencies.
• Analyze policy conflicts and define business rules.
• Review and reconcile data across CRM and platforms.
• Create operational prompts and documentation for SaaS scenarios.
• Document recommended system changes and decisions.
• Assess CRM change impact on billing, CPQ, ticketing, and related tools.
• Provide insights on CRM optimization and governance.

Skills

CRM administration

Data reconciliation

SQL

APIs

Documentation

SaaS experience

Workflow automation

CRM governance

Stakeholder communication

Process improvement

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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.