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CRM Admin Remote

$50 - $80 per hour
Full-time

YO AI Labs

Boston, MA

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.

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  • Audit CRM and integrated revenue systems for inconsistencies outdated policies duplicate records and automation issues.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

  • 46 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.
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Vacancy posted 16 days ago
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