Remote | Revenue Operations Specialist (SaaS) — $50–$100/hour
About The Position
This is a specialized, fully remote consulting opportunity for experienced Revenue Operations professionals contributing to an advanced AI training and evaluation project. The work focuses on assessing and improving CRM data models, resolving conflicting operational policies, designing compliant revenue workflows, and strengthening reporting accuracy in complex SaaS environments. Strong hands-on SaaS operations experience and CRM ownership are central to the engagement; prior AI experience is not required. The engagement covers CRM data-model assessment, policy arbitration, compliance-constrained workflow design, revenue-data analysis, and process documentation. Project scope, workload, operational scenarios, and evaluation requirements may evolve based on project needs. Work must be completed without using confidential or proprietary information belonging to any employer, client, institution, or other third party.
Requirements
- At least 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; management-only or adjacent exposure is not sufficient.
- Proven ownership and direct configuration experience with Salesforce, HubSpot, or another comparable CRM platform.
- 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.
- Strong operational judgment where rules, regulations, technical constraints, and business requirements intersect.
- Experience designing processes for regulated industries or multi-product SaaS environments.
- Strong understanding of revenue-data integrity, reporting accuracy, and operational analytics.
- Excellent written and verbal communication skills.
- Ability to document complex logic clearly for technical and non-technical stakeholders.
- Comfort navigating ambiguity and making well-reasoned decisions about process and system changes.
- Work must be completed without using confidential or proprietary information belonging to any employer, client, institution, or other third party.
Nice To Haves
- Background in high-complexity or compliance-sensitive environments such as fintech, healthtech, insurtech, or comparable industries is strongly valued.
- Experience in regulated or multi-product SaaS environments is particularly valuable.
Responsibilities
- Assess and refine CRM data models for evolving sales, customer success, and revenue operations requirements.
- Configure and evaluate CRM structures for scalability, usability, and reporting integrity.
- Identify weaknesses in data architecture, field logic, process design, and system ownership.
- Ensure CRM configuration aligns with 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, including reasoning, trade-offs, and implications.
- Exercise judgment in ambiguous situations and distinguish issues requiring change from processes that should remain stable.
- Design and validate revenue workflows subject to regulatory or compliance requirements.
- Evaluate processes in regulated or high-complexity SaaS environments, balancing efficiency with compliance, reporting, and controls.
- Identify process risks where regulatory obligations intersect with commercial workflows and recommend scalable improvements without unnecessary complexity.
- Diagnose revenue-data gaps, inconsistencies, and quality weaknesses.
- Improve reporting accuracy across CRM and connected SaaS revenue systems and assess whether operational data supports reliable analytics and decision-making.
- Identify process or system causes of reporting discrepancies and recommend improvements to data integrity across interconnected tools.
- Deliver detailed process walk-throughs based on direct system-configuration experience.
- Document decision points, operating logic, and lessons learned.
- Contribute written and verbal insights to scenario-based operational evaluation tasks.
- Explain complex operational choices to technical and non-technical stakeholders.
- Collaborate with project participants to refine workflows, standards, and evaluation criteria.
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
