Customer Success Operations Specialist (Remote | )
Revenue Operations & CRM Systems Specialist (SaaS) Position: Revenue Operations & CRM Systems Specialist (SaaS) Type: Contractor Compensation: $45–$90/hour Location: Remote About the Opportunity 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-generation AI systems. No prior AI experience is required — your domain expertise and operational judgment are what matter.
Key Responsibilities
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 Identify and document policy conflicts, outdated automations, duplicate entities, permissions mismatches, and undocumented processes .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. Required Qualifications 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 .
Preferred Qualifications
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.
Compensation
Competitive compensation of $45–$90/hour. Independent contractor engagement. Remote and flexible project-based work. Application Process Complete the application and screening process. Participate in the evaluation/interview stage. Complete any required domain-specific assessment. Begin contributing to the project following approval and onboarding.