Xperteez Technology
Pay not stated in the advert
Role Title: Sales / Revenue / CS Operations Expert
Role Type: Contract
Location: Remote
Required Skills
Operations
CRM Ownership
Revenue Tools Beyond the CRM
Operational Judgment and Policy Conflicts
Data Accuracy and Reporting
Sales / Revenue / CS Operations Experts are to participate in a customer project focused on elevating operational efficiency and data integrity within SaaS revenue and customer management environments. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This opportunity is ideal for professionals with hands-on experience in configuring and maintaining CRM platforms and adjacent revenue tools. You'll play an integral part in designing scalable workflows, ensuring data accuracy, and resolving operational complexities encountered by high-growth teams.
Scope of Work
Configure and optimize CRM systems (such as Salesforce, HubSpot, or similar) to align with evolving sales, revenue, and customer success processes.
Integrate and manage revenue-related platforms beyond the CRM, including quoting, billing, ticketing, and project tracking tools.
Establish and document operational workflows that adapt to changing business requirements and promote system adoption among sales and CS stakeholders.
Monitor and maintain data accuracy across interconnected systems, proactively identifying and resolving discrepancies.
Assess and resolve conflicts between operational policies, exercising sound judgment to support practical and sustainable processes.
Produce clear, actionable documentation and reports to ensure transparency and usability for diverse team members.
Provide feedback on system usability and adoption, contributing real-world insights to refine operational best practices.
Preferred Qualifications
4+ years of hands-on experience in sales, revenue, or customer success operations within a SaaS environment.
Proven track record of personal responsibility for configuring and maintaining CRM systems; direct platform experience is required.
Familiarity with at least two connected tools outside the CRM (e.g., quoting, billing, ticketing, or project tracking solutions).
Strong operational judgment, particularly in navigating and resolving policy conflicts without overcomplicating processes.
Excellent written and verbal communication skills, with an emphasis on clear, actionable documentation and stakeholder engagement.
Demonstrated ability to drive adoption of new workflows and systems among sales and customer success professionals.
Experience producing detailed reports and ensuring data integrity across multiple revenue systems is highly valued.
Originally posted on Himalayas
