Revenue Operations & CRM Specialist; Remote in United

Job Description

Position: Revenue Operations & CRM Systems Specialist (SaaS)

Type: Contractor

Compensation: $45–$90/hour

Location: Remote

We are seeking Revenue Operations & CRM Systems Specialists with hands‑on SaaS systems expertise to contribute to a complex systems alignment project. You’ll apply your experience in CRM ownership, revenue operations, data accuracy, reporting, and interconnected SaaS systems to help train next-AI systems.

No prior AI experience is required — your domain expertise and operational judgment are what matter.

• Analyze CRM, billing, and ticketing data to identify gaps between operational logic, system behavior, and established policies.
• Identify and document policy conflicts, outdated automations, duplicate entities, permissions mismatches, and undocumented processes.
• Draft precise operational prompts and recommendations for handling complex or ambiguous scenarios across the SaaS revenue stack.
• Evaluate the desired state of underlying data and correct discrepancies to maintain logical consistency and data accuracy across systems.
• Document reasoning, including the rationale for changes made and decisions to leave specific areas unchanged.
• Apply strong operational judgment when rules conflict or changes may create cascading impacts across interconnected systems.
• Produce clear, thorough documentation suitable for both technical and non‑technical stakeholders.
• Assess operational trade‑offs and provide structured recommendations for complex system and policy decisions.

• 5–10 years of hands‑on experience in revenue operations, sales operations, customer success operations, or SaaS implementation/onboarding with direct system ownership.
• Demonstrated ability to personally configure CRM systems, including fields, workflows, validation rules, and permissions.
• Experience working with at least two SaaS revenue tools beyond the CRM, such as billing/subscription management, CPQ/quoting, ticketing/support, project tracking, or automation/integration platforms.
• Strong understanding of CRM ownership, revenue operations, data accuracy, and operational processes.
• Experience assessing changes that cascade across interconnected systems and maintaining overall operational integrity.
• Ability to navigate and document grey areas, exceptions, and conflicting policies, particularly around renewals and entitlement changes.
• Strong analytical and critical‑thinking skills, with sound operational judgment when resolving complex system issues.
• Professional English proficiency with excellent written and verbal communication skills.
• Ability to clearly articulate reasoning, assumptions, trade‑offs, and operational recommendations.

• Experience in SaaS environments, particularly fintech, healthtech, insurtech, or complex multi‑product organizations.
• Experience managing interconnected CRM, billing, support, CPQ, and automation systems.
• Strong background in documenting operational policies, system logic, and exception handling.
• Experience identifying and resolving data inconsistencies, duplicate records, automation issues, and permissions conflicts.
• Experience supporting complex SaaS implementations or multi‑system operational environments.

• Competitive compensation of $45–$90/hour.
• Independent contractor engagement.
• Remote and flexible project‑based work.