CRM Operations Specialist

Apply hands-on CRM and sales operations expertise to help improve AI systems through real-world workflow analysis, data review, and practical feedback. This remote contract opportunity supports a customer project focused on optimizing sales and customer relationship management processes, with no previous AI experience required.

You will use your knowledge of CRM platforms and sales operations to provide high-quality input that helps AI systems learn, reason, and perform in realistic business contexts. Your work will contribute to how organizations manage and grow customer relationships.

• Evaluate CRM workflows, sales processes, and automation logic in Salesforce, HubSpot, and other leading platforms.
• Document current sales operations practices, including pain points and process-improvement opportunities.
• Provide real-world examples, scenarios, and feedback based on CRM operations and sales enablement best practices.
• Review, analyze, and annotate CRM data, records, and user interactions to support AI training objectives.
• Assess and validate AI outputs for accuracy and alignment with real sales operations practices.
• Collaborate on creating and reviewing CRM documentation, training materials, and process guides.

• 3+ years of hands-on CRM and sales operations experience, including demonstrated Salesforce and HubSpot expertise.
• Experience optimizing sales processes, implementing automations, and maintaining CRM data integrity.
• Strong analytical, process-mapping, and detail-oriented skills for complex business workflows.
• Clear written and verbal communication skills, with the ability to produce actionable documentation and feedback.
• Experience providing feedback or training related to process improvement or software implementation is a plus.
• Experience with Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is highly valued.
• No formal degree is required. Practical CRM expertise and platform fluency are the primary criteria.

• Remote contract engagement.
• Independent contractor role.

• $40 to $80 per hour.