Salesforce / HubSpot Administrator - Revenue Systems (SaaS)

Role Overview

Help improve next-generation AI systems by applying hands-on expertise in SaaS CRM and revenue operations. You will assess complex, real-world revenue stacks where business rules, automations, records, permissions, and documentation may no longer align. No previous AI experience is required.

Key Responsibilities

• Audit CRM and connected revenue systems for conflicting rules, outdated policies, duplicate records, and operational inconsistencies.
• Analyze policy conflicts, determine which business rules should take precedence, and document clear, actionable reasoning.
• Create precise operational prompts that reflect best practices for complex SaaS data scenarios.
• Reconcile underlying data across platforms to establish the intended system state and maintain consistency.
• Document recommended changes and justified decisions to leave areas unchanged.
• Assess and explain how proposed changes affect connected billing, CPQ, ticketing, and integration tools.
• Contribute recommendations for system design, optimization, and sustainable CRM governance.

Qualifications

• 4 to 6 years of hands-on CRM administration or implementation experience with Salesforce, HubSpot, Microsoft Dynamics 365, or comparable platforms.
• A record of independently leading CRM implementations, migrations, consolidations, or rollouts.
• Extensive experience configuring fields, flows, validation rules, objects, and permission sets. Certifications are valued, though practical build experience is prioritized.
• Experience with CRM ownership, operations, revenue tools beyond the CRM, operational judgment in policy conflicts, and data accuracy and reporting.
• Working knowledge of at least two related revenue or operational systems, such as billing, subscription management, CPQ, ticketing, project tracking, or integration middleware.
• Comfort working with SQL, APIs, system data models, and cross-system data reconciliation.
• SaaS experience, preferably in regulated industries or multi-product environments.
• Excellent written and verbal professional English skills, particularly for documenting technical reasoning and operational policy decisions.

Work Terms

• Remote contract engagement.

Compensation

• $35 to $80 per hour.