CRM Operations Specialist for AI Training

Lead efforts to optimize sales and customer relationship management processes by evaluating workflows, documenting best practices, and providing real-world CRM expertise that will be used to train and validate next-generation AI systems. This remote contractor role focuses on improving how organizations manage and grow customer relationships using platforms such as Salesforce and HubSpot. No prior AI experience is required, domain knowledge in CRM operations is the main qualification.

• Evaluate CRM workflows, sales processes, and automation logic across Salesforce, HubSpot, and other CRM tools.
• Document current sales operations practices, identify pain points, and recommend process improvements.
• Provide real-world examples, scenarios, and feedback that reflect CRM and sales enablement best practices.
• Review, analyze, and annotate CRM data, records, and user interactions to support AI training objectives.
• Assess and validate AI system outputs for accuracy and alignment with actual sales operations.
• Collaborate on creating and reviewing documentation, training materials, and process guides for CRM tools.

• Required skills, CRM, sales operations, Salesforce.
• Preferred 3+ years of hands-on experience in CRM and sales operations, with demonstrated expertise in Salesforce and HubSpot.
• Familiarity with additional platforms is highly valued, examples include Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, and Funnel.
• Proven track record of optimizing sales processes, implementing automations, and maintaining CRM data integrity.
• Strong analytical abilities and experience with process mapping, with attention to detail in complex workflows.
• Effective written and verbal communication skills for producing clear documentation and actionable feedback.
• Experience giving feedback or training in process improvement or software implementation contexts is a plus.
• No formal degree required, practical expertise and platform fluency are the primary criteria.

Role type, Independent contractor. Location, Remote. Engagement purpose, support a customer project focused on optimizing sales and CRM operations and contribute subject-matter input used to train AI systems. No prior AI experience required.

Hourly rate range, $40 to $80 per hour.

Open to contractors who can work remotely and who possess the CRM domain expertise described above. No formal degree is required. Any additional work-authorization or visa requirements are not specified here and should be confirmed during the hiring process.