Role Description
We are engaging Salesforce / HubSpot Administrator - Revenue Systems (SaaS) experts to contribute to a dynamic customer project focused on operational excellence in CRM and revenue systems. 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 β your domain knowledge is what matters.
You'll work inside a SaaS company's revenue stack where the operational logic has drifted out of alignment:
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Rules that contradict each other
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Automations still firing against policy that was retired two years ago
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The same customer sitting under two different legal names
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Permissions that don't match what the documentation says
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Grey areas
Qualifications
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4β6 years of hands-on CRM administration or implementation with Salesforce, HubSpot, Microsoft Dynamics 365, or comparable platforms.
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Proven track record of real-world CRM build-outs, including implementations, migrations, consolidations, or rollouts led independently.
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Extensive experience configuring fields, flows, validation rules, objects, and permission sets; certifications are appreciated but practical build experience is prioritized.
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Working knowledge of at least two related revenue or operational systems (e.g., billing, subscription management, CPQ, ticketing, project tracking, integration middleware).
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Comfort working in the data layer: SQL, APIs, system data models, and cross-system data reconciliation.
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Background in SaaS environments, with a preference for regulated industries or multi-product complexity.
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Excellent professional English communication skills, both written and verbal, especially in documenting technical reasoning and operational policy decisions.
Requirements
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Audit CRM and integrated revenue systems for contradictions, obsolete policies, duplicate records, and operational inconsistencies.
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Analyze and resolve policy conflicts, deciding which business rules should take precedence and documenting clear, actionable reasoning.
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Draft precise operational prompts outlining best practices for handling complex, real-world SaaS data scenarios.
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Assess and reconcile underlying data to clarify the intended state across platforms and ensure consistency.
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Document recommended changes as well as areas deliberately left unchanged, supported by sound operational judgment.
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Evaluate and articulate the impact of proposed changes on connected tools such as billing, CPQ, ticketing, or integration platforms.
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Contribute insights on system design, optimization, and sustainable CRM governance in a SaaS context.