Revenue Operations & CRM Systems Specialist (SaaS)

Responsibilities

• Analyze CRM, billing, ticketing, and related revenue system data to identify areas where operational logic and policies are out of alignment.
• Identify and document policy conflicts, outdated automations, duplicate entities, permission mismatches, and ambiguous or undocumented processes.
• Draft precise operational prompts and recommendations describing the appropriate handling of complex or ambiguous scenarios within the SaaS revenue stack.
• Evaluate the desired state of underlying data and identify corrections needed to maintain logical consistency across interconnected systems.
• Document reasoning for proposed changes as well as areas intentionally left unchanged to support transparent operational decision-making.
• Apply critical judgment and operational expertise when resolving conflicting rules and policies.
• Assess how proposed changes may cascade across CRM, billing, subscription management, CPQ, ticketing, project tracking, and integration systems.
• Navigate operational grey areas and exceptions, particularly those involving renewals and entitlement changes.
• Help maintain comprehensive operational integrity across interconnected SaaS revenue systems.
• Produce thorough written documentation suitable for both technical and non-technical stakeholders.

Skills

Requirements

• 5–10 years of hands-on experience in revenue operations, sales operations, customer success operations, or SaaS implementation and onboarding with direct system ownership.
• Demonstrated ability to personally configure CRM fields, workflows, validation rules, permissions, and related system functionality.
• Experience with at least two adjacent SaaS revenue tools such as billing or subscription management, CPQ or quoting, ticketing or support, project tracking, or automation and integration platforms.
• Practical experience managing interconnected CRM and revenue systems rather than solely overseeing or delegating system changes.
• Experience working in SaaS environments.
• Experience in fintech, healthtech, insurtech, or organizations with complex multi-product implementations is preferred.
• Proven ability to evaluate and manage changes that cascade across multiple interconnected systems.
• Ability to navigate and document ambiguous scenarios, policy exceptions, and operational grey areas.
• Experience handling operational considerations involving renewals and entitlement changes is preferred.
• Strong understanding of data accuracy, reporting, operational policies, and system consistency.
• Professional English proficiency with the ability to articulate nuanced reasoning and operational trade-offs in written and verbal communication.
• Ability to produce clear documentation for both technical and non-technical stakeholders.
• No prior professional AI experience is required.

Benefits

• Fully remote contractor opportunity.
• Compensation of $45–$90 per hour.
• Opportunity to apply senior-level revenue operations and CRM systems expertise to next-generation AI training.
• Work involving realistic SaaS CRM, billing, ticketing, automation, and data alignment challenges.
• Exposure to complex interconnected revenue systems and multi-product SaaS environments.
• Opportunity to apply practical judgment to policy conflicts, system dependencies, renewals, and entitlement scenarios.
• Opportunity to influence how AI systems reason about complex revenue operations and SaaS workflows.
• No prior AI experience required.