We are sharing a specialised consulting opportunity for experienced sales, revenue, and customer success operations professionals with strong expertise in CRM ownership, connected revenue systems, workflow design, data integrity, and operational decision-making within SaaS environments.
Selected professionals will configure and improve CRM and adjacent revenue platforms, design scalable operational workflows, resolve policy conflicts, maintain data accuracy across interconnected systems, and produce clear documentation that supports effective adoption across sales and customer success teams. The work requires strong hands-on systems experience, practical operational judgement, and the ability to simplify complex processes without sacrificing reliability. No prior experience in AI is required.
Key Responsibilities
CRM Configuration & Revenue Operations
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Configure and optimise CRM systems such as Salesforce, HubSpot, or comparable platforms
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Align CRM structures and workflows with evolving sales, revenue, and customer success processes
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Maintain ownership of system configuration, operational logic, and data structure
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Identify opportunities to improve CRM usability, consistency, and scalability
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Support high-growth operational environments where business requirements change rapidly
Connected Revenue Systems & Integrations
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Manage revenue-related platforms beyond the core CRM
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Work with quoting, billing, ticketing, project-tracking, and related operational tools
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Maintain reliable workflows across interconnected revenue and customer systems
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Identify gaps, inconsistencies, or process breakdowns between platforms
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Help ensure that connected systems support coherent end-to-end operational processes
Workflow Design & Operational Judgement
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Establish and document scalable workflows that adapt to changing business requirements
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Resolve conflicts between operational policies using practical and sustainable judgement
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Avoid unnecessary complexity when designing processes and system rules
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Balance business needs, system constraints, data quality, and stakeholder usability
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Contribute real-world operational insight to improve internal standards and best practices
Data Integrity, Reporting & Adoption
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Monitor data accuracy across CRM and connected revenue systems
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Identify and resolve discrepancies, incomplete records, and inconsistent operational data
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Produce clear reports and actionable documentation for sales, revenue, and customer success stakeholders
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Support adoption of new systems and workflows across operational teams
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Provide feedback on system usability, process effectiveness, and implementation challenges
Ideal Profile
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4+ years of hands-on experience in sales operations, revenue operations, customer success operations, or a closely related SaaS function
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Proven personal responsibility for configuring and maintaining CRM systems
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Direct hands-on experience with Salesforce, HubSpot, or comparable CRM platforms is required
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Familiarity with at least two connected revenue tools outside the CRM, such as quoting, billing, ticketing, or project-management platforms
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Strong operational judgement and ability to resolve conflicting policies pragmatically
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Demonstrated experience designing and implementing scalable workflows
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Strong understanding of CRM data integrity, reporting, and operational data structures
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Experience driving adoption of new tools, workflows, or operating processes among sales and customer success teams
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Excellent written and verbal communication skills
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Ability to produce clear, actionable documentation for technical and non-technical stakeholders
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Comfortable working independently within a remote environment
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No prior experience in AI training or model evaluation is required
Engagement Details
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Independent contractor engagement
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Fully remote
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Compensation: $40–$80/hour
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Work will involve CRM ownership, revenue-system management, workflow design, policy arbitration, reporting, and data-quality improvement
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Strong hands-on SaaS operations experience is central to this engagement
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Direct CRM configuration and maintenance experience is required
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Familiarity with multiple connected revenue systems is highly valued
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Project scope, workload, and operational requirements may evolve depending on project needs
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Work must be completed without using confidential or proprietary information belonging to any employer, client, institution, or other third party
About the Platform
This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.
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