hour

24-Mag•New York, NY

1d•Remote

About The Position

We are sharing a specialised consulting opportunity for experienced sales, revenue, and customer success operations professionals with strong expertise in CRM ownership, connected revenue systems, workflow design, data integrity, and operational decision-making within SaaS environments. Selected professionals will configure and improve CRM and adjacent revenue platforms, design scalable operational workflows, resolve policy conflicts, maintain data accuracy across interconnected systems, and produce clear documentation that supports effective adoption across sales and customer success teams. The work requires strong hands-on systems experience, practical operational judgement, and the ability to simplify complex processes without sacrificing reliability. No prior experience in AI is required.

Requirements

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 comparable CRM platforms is required
Familiarity with at least two connected revenue tools outside the CRM, such as quoting, billing, ticketing, or project-management platforms
Strong operational judgement 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
Comfortable working independently within a remote environment
No prior experience in AI training or model evaluation is required

Nice To Haves

Familiarity with multiple connected revenue systems is highly valued

Responsibilities

Configure and optimise CRM systems such as Salesforce, HubSpot, or comparable platforms
Align CRM structures and workflows with evolving sales, revenue, and customer success processes
Maintain ownership of system configuration, operational logic, and data structure
Identify opportunities to improve CRM usability, consistency, and scalability
Support high-growth operational environments where business requirements change rapidly
Manage revenue-related platforms beyond the core CRM
Work with quoting, billing, ticketing, project-tracking, and related operational tools
Maintain reliable workflows across interconnected revenue and customer systems
Identify gaps, inconsistencies, or process breakdowns between platforms
Help ensure that connected systems support coherent end-to-end operational processes
Establish and document scalable workflows that adapt to changing business requirements
Resolve conflicts between operational policies using practical and sustainable judgement
Avoid unnecessary complexity when designing processes and system rules
Balance business needs, system constraints, data quality, and stakeholder usability
Contribute real-world operational insight to improve internal standards and best practices
Monitor data accuracy across CRM and connected revenue systems
Identify and resolve 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
Provide feedback on system usability, process effectiveness, and implementation challenges