hour

24-Mag•New York, NY

23h•Remote

About The Position

This remote consulting engagement is for an experienced sales, revenue, or customer success operations professional with hands-on expertise in SaaS CRM ownership, connected revenue systems, workflow design, data integrity, and operational decision-making. The professional will configure and improve CRM and adjacent revenue platforms, design scalable operational workflows, resolve policy conflicts, maintain data accuracy across interconnected systems, and produce documentation that supports adoption by sales and customer success teams. The work calls for practical operational judgment and the ability to simplify complex processes while maintaining reliability; prior AI experience is not required. The engagement is offered through 24-MAG LLC as an independent contractor opportunity. Compensation is $40–$80 per hour. Project scope, workload, and operational requirements may evolve with 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 hands-on experience in sales operations, revenue operations, customer success operations, or a closely related SaaS function.
Proven personal responsibility for configuring and maintaining CRM systems.
Direct hands-on experience with Salesforce, HubSpot, or a comparable CRM platform.
Familiarity with at least two connected revenue tools outside the CRM, such as quoting, billing, ticketing, or project-management platforms.
Strong operational judgment and ability to resolve conflicting policies pragmatically.
Demonstrated experience designing and implementing scalable workflows.
Strong understanding of CRM data integrity, reporting, and operational data structures.
Experience driving adoption of new tools, workflows, or operating processes among sales and customer success teams.
Excellent written and verbal communication skills.
Ability to produce clear, actionable documentation for technical and non-technical stakeholders.
Ability to work independently in a remote environment.
Work must not use confidential or proprietary information belonging to any employer, client, institution, or other third party.

Nice To Haves

Familiarity with multiple connected revenue systems is highly valued.

Responsibilities

Configure and optimize CRM systems such as Salesforce, HubSpot, or comparable platforms, aligning their structures and workflows with changing sales, revenue, and customer success processes.
Own CRM configuration, operational logic, and data structures, and improve system usability, consistency, and scalability.
Manage revenue-related platforms beyond the core CRM, including quoting, billing, ticketing, and project-tracking tools.
Maintain reliable workflows across connected revenue and customer systems; identify gaps, inconsistencies, and process breakdowns between platforms.
Establish and document scalable workflows that adapt to changing business requirements.
Resolve conflicts between operational policies using practical, sustainable judgment, while balancing business needs, system constraints, data quality, and stakeholder usability.
Monitor data accuracy across CRM and connected revenue systems and address discrepancies, incomplete records, and inconsistent operational data.
Produce clear reports and actionable documentation for sales, revenue, and customer success stakeholders.
Support adoption of new systems and workflows across operational teams and provide feedback on usability, process effectiveness, and implementation challenges.
Contribute operational insight to improve internal standards and best practices.