About this role
Role Overview
Apply hands-on CRM and sales operations expertise to help train and evaluate next-generation AI systems. You will provide real-world input on CRM workflows, sales processes, automation, and customer relationship management practices, helping improve how AI models reason and perform. Prior AI experience is not required.
Key Responsibilities
- Evaluate CRM workflows, sales processes, and automation logic across Salesforce, HubSpot, and other leading platforms.
- Document current sales operations practices and identify pain points and process-improvement opportunities.
- Contribute real-world examples, scenarios, and feedback that reflect 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.
- Support the creation and review of CRM documentation, training materials, and process guides.
Qualifications
- At least 3 years of hands-on CRM and sales operations experience.
- Demonstrated expertise with Salesforce and HubSpot.
- Experience optimizing sales processes, implementing automations, and maintaining CRM data integrity.
- Strong analytical, process-mapping, and detail-management skills for complex business workflows.
- Clear written and verbal communication skills for producing documentation and actionable 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.
Work Terms
- Remote contract engagement.
Compensation
- $40 to $80 per hour.