Sales / Revenue / Customer Success Operations Expert
Y
YO AI LabsSaaS operations
Remote — United States or Canada OnlyContractMiddle
Salary not disclosed
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Job Details
- Experience
- At least 4 years of hands-on experience in SaaS sales, revenue, or customer success operations.
- Required Skills
- SalesforceHubSpot
Requirements
- Have at least 4 years of hands-on experience in SaaS sales, revenue, or customer success operations.
- Have direct experience configuring and maintaining CRM platforms such as Salesforce, HubSpot, or similar tools.
- Have hands-on experience with at least two connected tools, such as quoting, billing, ticketing, or project-tracking systems.
- Apply operational judgment to resolve policy conflicts without unnecessary complexity.
- Explain decisions to technical and non-technical audiences.
Responsibilities
- Evaluate operational scenarios involving CRM configuration, workflow design, and system integrations.
- Resolve conflicts between operational policies and explain decisions and trade-offs.
- Diagnose data accuracy issues across connected systems, including duplicates, mismatched figures, and inconsistent definitions.
- Identify root causes and recommend practical solutions to improve data quality and operational efficiency.
- Assess workflow adoption challenges among sales and customer success teams.
- Identify ambiguous or incomplete scenarios and provide clear, structured feedback.
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