Salesforce, HubSpot Administrator – Revenue Systems

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

📋 Description

• Conduct audits of CRM and integrated revenue systems to identify contradictions, outdated policies, duplicate records, and operational inconsistencies.

• Examine the configuration of CRM, including fields, flows, validation rules, objects, permissions, and other administrative components.

• Pinpoint instances where system behavior does not align with documented or intended business processes.

• Analyze duplicate entities, obsolete automation, incorrect permissions, and other factors contributing to operational drift.

• Assess conflicting business rules to determine which policies or operational logic should take priority.

• Provide clear documentation of the rationale behind suggested system and policy changes.

• Navigate through ambiguous or undocumented operational scenarios to support consistent management of exceptions and inter-system dependencies.

• Evaluate and reconcile data across CRM and connected revenue platforms.

• Review customer, account, entitlement, billing, and related operational data across various systems.

• Assess impacts on billing, subscription management, CPQ, ticketing, project tracking, and integration platforms.

• Identify discrepancies that may affect reporting, workflow reliability, or operational accuracy.

• Create operational prompts and guidance for complex SaaS data and system scenarios.

• Document suggested changes and areas intentionally left unchanged.

• Articulate technical and operational reasoning to both technical and non-technical stakeholders.

• Provide recommendations for CRM design, optimization, and sustainable governance.

• Assist in establishing transparent and reproducible decision-making processes across CRM and revenue-system workflows.

⛳️ Requirements

• 4–6 years of direct experience in CRM administration, implementation, or revenue systems.

• Strong practical experience with Salesforce, HubSpot, Microsoft Dynamics 365, or similar CRM platforms.

• Proven success in independently leading CRM implementations, migrations, consolidations, or rollouts.

• Extensive experience in configuring fields, flows, validation rules, objects, permission sets, and related CRM functionalities.

• Practical build experience is prioritized over certifications; relevant certifications are a plus.

• Familiarity with at least two adjacent revenue or operational systems such as billing, subscription management, CPQ, ticketing, project tracking, or integration middleware.

• Comfortable working at the data layer with SQL, APIs, system data models, and cross-system reconciliation.

• Experience in SaaS environments, particularly within regulated industries or complex multi-product businesses, is advantageous.

• Strong operational judgement when assessing conflicting policies, system logic, and cascading changes.

• Excellent communication skills in professional English.

• Ability to clearly and precisely document technical reasoning and operational policy decisions.

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

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

🏝️ Benefits

• Part-time independent contractor engagement.

• Fully remote work opportunity.

• Flexible project scope, workload, timing, and duration based on project needs.

• Chance to contribute to advanced AI training and systems-alignment projects.

• Remote consulting opportunities across technical, evaluation, and project-based workstreams.