Revenue Operations and CRM Specialist
Job Description
Diagnose conflicting rules and data problems across a SaaS revenue system. Explain the intended outcome of changes, including which records, permissions or automations should remain untouched.
What you will do
• Inspect CRM, billing, quoting and support workflows for duplicate entities, obsolete automation and inconsistent policies.
• Reconcile data and determine which rule should govern an ambiguous situation.
• Document proposed configurations, prompts and decision reasoning, including cross-system effects.
• Assess compliance-constrained processes, renewals and entitlements, and improve data quality and reporting.
Required background
• For direct CRM configuration and maintenance, personal platform experience is required; management-only or delegated exposure is insufficient. The separate operational-review assignments favour, rather than mandate, the background below.
Preferred background
• Four or more years in SaaS sales, revenue, customer-success or implementation operations; complex systems-analysis profiles favour five to 10 years and CRM-administration profiles four to six years.
• Experience configuring Salesforce, HubSpot, Dynamics 365 or comparable fields, workflows, objects, validation rules and permissions.
• Hands-on knowledge of at least two adjacent billing, CPQ, ticketing, project-management or integration systems.
• SQL/API/data-model skills, regulated-industry experience and clear professional English.
Pay and engagement
$37 • $105/hr
All amounts are in USD. The rate, task scope and schedule are agreed before work begins.