Role Type: ContractorLocation: Remote
We are seeking experienced Salesforce / HubSpot Administrators – Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems.
You'll use your CRM expertise to evaluate real‐world SaaS operations, resolve data and process inconsistencies, and help improve how AI systems understand complex business workflows.
No prior AI experience is required.
Scope of Work
Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.
Analyze policy conflicts and determine appropriate business rules.
Review and reconcile data across CRM and connected platforms.
Create clear operational prompts and documentation for complex SaaS scenarios.
Document recommended system changes and operational decisions.
Assess the impact of CRM changes on billing, CPQ, ticketing, and other integrated tools.
Provide insights on CRM optimization, system design, and sustainable governance.
Preferred Qualifications
4–6 years of hands‐on experience
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