Remote | Revenue Operations Specialist; SaaS

We are sharing a specialised consulting opportunity for experienced Revenue Operations professionals with strong expertise in CRM ownership, SaaS revenue systems, compliance-constrained process design, data integrity, and operational decision-making to contribute to an advanced AI training and evaluation project.

Selected professionals will assess and improve CRM data models, resolve conflicting operational policies, design compliant revenue workflows, and strengthen reporting accuracy across complex SaaS environments. The work is particularly relevant to professionals with hands‑on experience in regulated or multi-product businesses where operational judgement, system ownership, and clear documentation are essential. No prior experience in AI is required.

• Assess and refine CRM data models to support evolving sales, customer success, and revenue operations requirements
• Configure and evaluate CRM structures with attention to scalability, usability, and reporting integrity
• Identify weaknesses in data architecture, field logic, process design, and system ownership
• Apply hands‑on experience with platforms such as Salesforce, Hub Spot, or comparable CRM systems
• Ensure CRM configuration aligns with real‑world operational and cross‑functional needs

• Identify conflicts between operational policies, system constraints, and business requirements
• Determine and document practical resolutions to competing rules or priorities
• Explain the reasoning, trade‑offs, and implications behind operational decisions
• Apply strong judgement in situations where policies or requirements are ambiguous
• Distinguish between issues that require change and processes that should remain stable

• Design and validate revenue workflows operating within regulatory or compliance requirements
• Evaluate processes across regulated or high‑complexity SaaS environments
• Balance operational efficiency with compliance, reporting, and control requirements
• Identify process risks where regulatory obligations intersect with commercial workflows
• Recommend scalable improvements without introducing unnecessary operational complexity

• Diagnose gaps, inconsistencies, and weaknesses in revenue data quality
• Improve reporting accuracy across CRM and connected SaaS revenue systems
• Evaluate whether operational data supports reliable analytics and decision‑making
• Identify underlying process or system causes of reporting discrepancies
• Recommend improvements that strengthen data integrity across interconnected tools

• Deliver detailed process walk‑throughs based on direct system‑configuration experience
• Document important decision points, operating logic, and lessons learned
• Contribute written and verbal insights to scenario‑based operational evaluation tasks
• Explain complex operational choices clearly to both technical and non‑technical stakeholders
• Collaborate with project participants to refine workflows, standards, and evaluation criteria

• 4+ years of direct, hands‑on experience in SaaS revenue operations, sales operations, customer success operations, implementation operations, or a closely related function
• Practical operational experience is required; management‑only or adjacent exposure is not sufficient
• Proven ownership of Salesforce, Hub Spot, or another comparable CRM platform, including direct configuration experience
• Hands‑on familiarity with at least two additional revenue‑system categories such as billing, CPQ, ticketing, or project tracking
• Strong experience resolving policy conflicts and explaining operational trade‑offs
• Background in…