CRM Admin Remote

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• Audit CRM and integrated revenue systems for inconsistencies outdated policies duplicate records and automation issues.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