CRM Operations Specialist

Apply hands-on CRM and sales operations expertise to help train and evaluate next-generation AI systems. You will provide real-world input on CRM workflows, sales processes, automation, and customer relationship management practices, helping improve how AI models reason and perform. Prior AI experience is not required.

• Evaluate CRM workflows, sales processes, and automation logic across Salesforce, Hub Spot, and other leading platforms.
• Document current sales operations practices and identify pain points and process-improvement opportunities.
• Contribute real-world examples, scenarios, and feedback that reflect CRM operations and sales enablement best practices.
• Review, analyze, and annotate CRM data, records, and user interactions to support AI training objectives.
• Assess and validate AI outputs for accuracy and alignment with real sales operations practices.
• Support the creation and review of CRM documentation, training materials, and process guides.

• At least 3 years of hands-on CRM and sales operations experience.
• Demonstrated expertise with Salesforce and Hub Spot.
• Experience optimizing sales processes, implementing automations, and maintaining CRM data integrity.
• Strong analytical, process-mapping, and detail-management skills for complex business workflows.
• Clear written and verbal communication skills for producing documentation and actionable feedback.
• Experience providing feedback or training related to process improvement or software implementation is a plus.
• Experience with Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is highly valued.
• No formal degree is required. Practical CRM expertise and platform fluency are the primary criteria.

Remote contract engagement.

$40 to $80 per hour.