Revenue Operations & CRM Systems Specialist

IMPORTANT: after you apply please check your email. We send you a link to complete your application it is not considered until that last step is done. If you do not see it check your spam folder.

This is a fully remote position open to candidates based in Canada.

Pay: $45$90/hr

Role Title: Revenue Operations & CRM Systems Specialist (SaaS)

Role Type: Contractor

Location: Remote

We are engaging Revenue Operations & CRM Systems Specialists (SaaS) to participate in a customers complex systems alignment this role youll apply your expertise to help train next-generation AI systems. Your work will shape how models learn reason and perform through high-quality real-world input. No prior experience in AI is required your domain knowledge is what matters.

Scope of Work

1. Analyze CRM billing and ticketing data to identify areas where operational logic and policies are out of alignment.
2. Surface and document instances of policy conflicts outdated automations duplicate entities permissions mismatches and ambiguous or undocumented processes.
3. Draft precise operational prompts and recommendations that outline the correct handling of complex or ambiguous scenarios within the SaaS revenue stack.
4. Evaluate and articulate the desired state of underlying data correcting discrepancies and ensuring logical consistency across systems.
5. Record your reasoning including rationale for changes made and areas intentionally left untouched to support transparent operational decision-making.
6. Apply critical judgment and operational expertise when faced with conflicting rules or cascading changes that impact multiple systems.
7. Deliver thorough written documentation that can serve as reference for both technical and non-technical stakeholders.

Preferred Qualifications

1. 510 years of hands-on experience in revenue operations sales operations customer success operations or SaaS implementation and onboarding with direct system ownership.
2. Demonstrated ability to personally configure CRM systems (fields workflows validation rules permissions) rather than delegating these changes to others.
3. Experience working with at least two adjacent SaaS revenue tools such as billing/subscription management CPQ/quoting ticketing/support project tracking or automation/integration platforms.
4. Background in SaaS environments especially in fintech healthtech insurtech or companies with complex multi-product implementations.
5. Proven ability to assess and manage changes that cascade across interconnected systems ensuring comprehensive operational integrity.
6. Comfort navigating and documenting grey areas and exceptions in written policy particularly around renewals and entitlement changes.
7. Professional English proficiency with strong skills in articulating nuanced reasoning and operational trade-offs in both written and verbal communication.

How to apply

Apply here with your profile. We will then email you a link to complete your application on the hiring platform your application is only considered once that final step is done.