Revenue Operations & CRM Systems Specialist – SaaS

This is a fully remote position, open to applicants in New York.

📋 Description

• Analyze CRM, billing, ticketing, and associated operational data across SaaS revenue workflows.

• Identify misaligned system behaviors, operational logic, and business policies.

• Review interconnected systems to spot inconsistencies, outdated configurations, and gaps in processes.

• Assess the downstream effects of changes across related platforms.

• Highlight and document conflicting policies, outdated automations, duplicate entities, and mismatches in permissions.

• Evaluate ambiguous processes and competing rules in complex scenarios.

• Document exceptions and edge cases that necessitate additional judgment.

• Assess the desired state of operational and revenue data.

• Identify discrepancies, inconsistencies, and logical conflicts across interconnected systems.

• Define corrections while maintaining data integrity and operational continuity.

• Evaluate cascading impacts prior to recommending or implementing changes.

• Draft operational prompts, recommendations, and handling instructions.

• Document the rationale behind proposed changes, including areas intentionally left unchanged.

• Produce detailed documentation suitable for both technical and non-technical stakeholders.

• Clarify operational trade-offs, policy interpretations, and system dependencies.

• Assist in establishing transparent and reproducible decision-making throughout revenue operations workflows.

⛳️ Requirements

• 5–10 years of hands-on experience in revenue operations, sales operations, customer success operations, SaaS implementation, onboarding, or a closely related field.

• Direct experience in owning and configuring CRM systems, rather than merely managing teams responsible for configuration.

• Practical expertise in configuring fields, workflows, validation rules, permissions, and related CRM functionalities.

• Experience working 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.

• Strong understanding of interconnected revenue systems and the effects of cascading operational changes.

• Experience within SaaS environments, especially in fintech, healthtech, insurtech, or other businesses with complex multi-product implementations, is a plus.

• Strong capability to evaluate ambiguous policies, operational exceptions, and conflicting system rules.

• Comfortable documenting nuanced decisions involving renewals, entitlement changes, and other complex revenue processes.

• Strong attention to data accuracy, reporting integrity, and operational consistency.

• Proficient in professional English with excellent written and verbal communication skills.

• Ability to clearly articulate detailed operational reasoning and trade-offs.

• No prior experience in AI research or model training is necessary.

• Work must be completed without utilizing confidential or proprietary information belonging to any employer, client, institution, or other third party.

🏝️ Benefits

• Part-time independent contractor engagement.

• Fully remote work.

• Compensation ranging from $45 to $90 per hour.

• Project scope, workload, timing, and duration may evolve based on project requirements.