Revenue Operations & CRM Systems Specialist (SaaS)

Role Title: Revenue Operations & CRM Systems Specialist (SaaS)

Role Type: ContractorLocation: Remote

is engaging Revenue Operations & CRM Systems Specialists (SaaS) to participate in a customer's complex systems alignment project. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Scope of Work

1. Analyze CRM, billing, and ticketing data to identify areas where operational logic and policies are out of alignment.
2. Surface and document instances of policy conflicts, outdated automations, duplicate entities, permissions mismatches, and ambiguous or undocumented processes.
3. Draft precise operational prompts and recommendations that outline the correct handling of complex or ambiguous scenarios within the SaaS revenue stack.
4. Evaluate and articulate the desired state of underlying data, correcting discrepancies and ensuring logical consistency across systems.
5. Record your reasoning, including rationale for changes made and areas intentionally left untouched, to support transparent operational decision-making.
6. Apply critical judgment and operational expertise when faced with conflicting rules or cascading changes that impact multiple systems.
7. Deliver thorough written documentation that can serve as reference for both technical and non-technical stakeholders.

Preferred Qualifications

1. 5–10 years of hands-on experience in revenue operations, sales operations, customer success operations, or SaaS implementation and onboarding with direct system ownership.
2. Demonstrated ability to personally configure CRM systems (fields, workflows, validation rules, permissions) rather than delegating these changes to others.
3. Experience working with at least two adjacent SaaS revenue tools such as billing/subscription management, CPQ/quoting, ticketing/support, project tracking, or automation/integration platforms.
4. Background in SaaS environments, especially in fintech, healthtech, insurtech, or companies with complex, multi-product implementations.
5. Proven ability to assess and manage changes that cascade across interconnected systems, ensuring comprehensive operational integrity.
6. Comfort navigating and documenting grey areas and exceptions in written policy, particularly around renewals and entitlement changes.
7. Professional English proficiency, with strong skills in articulating nuanced reasoning and operational trade-offs in both written and verbal communication.