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About the role

Job Description: Job DescriptionSales / Revenue / CS Operations ExpertJob Type: Contractor
Location: Remote
Role Overview: We are looking for experiencedSales, Revenue, or Customer Success Operations professionalswith strong CRM expertise and operational judgment. The role focuses on improving workflows, data accuracy, reporting, and revenue operations across SaaS environments.
Key Responsibilities: Configure and manage CRM platforms such asSalesforce, HubSpot, or similar tools. Manage revenue tools including quoting, billing, ticketing, and project management systems. Build and optimize sales and customer success workflows. Maintain accurate data and reporting across connected systems. Identify and resolve operational or policy-related challenges. Create clear documentation, reports, and process guidelines. Support system adoption and operational improvements.
Requirements: 4+ years of experiencein Sales, Revenue, or Customer Success Operations. Hands-on CRM configuration and management experience. Experience with at least two revenue-related tools outside the CRM. Strong operational judgment and problem-solving skills. Excellent written and verbal communication. Strong understanding of data accuracy, reporting, and workflow management.

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JOB OVERVIEW

Experience level

Senior

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Palo Alto, CA

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Custom Computer Programming Services

Posted

today

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