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Salesforce / HubSpot Administrator - Revenue Systems (SaaS)

micro1 · 100% remote · Contract · Posted

Pay
$35–80/hr
Location
Worldwide
Languages
English
Hours
Flexible
Openings
30
Level
Experienced
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Summary

Remote contractor role auditing and aligning SaaS CRM and revenue systems for an AI training project. Work includes resolving policy conflicts, reconciling data, and documenting operational decisions.

What you'll do

  • Audit CRM and revenue systems for obsolete policies, duplicates, and inconsistencies.
  • Resolve conflicting business rules and document the reasoning.
  • Write operational prompts for complex SaaS data scenarios.
  • Reconcile data across platforms.
  • Document proposed changes and areas left unchanged.
  • Assess effects on billing, CPQ, ticketing, and integration tools.
  • Recommend improvements to CRM design and governance.

Requirements

  • Preferred: 4–6 years of CRM administration or implementation experience.
  • Preferred: independently led CRM implementations, migrations, consolidations, or rollouts.
  • Experience configuring fields, flows, validation rules, objects, and permissions.
  • Working knowledge of at least two related revenue or operational systems.
  • Skills in SQL, APIs, data models, and cross-system reconciliation.
  • Preferred: SaaS experience, especially in regulated or multi-product settings.
  • Professional written and verbal English.
  • No prior AI experience required.

Skills

  • Operations
  • CRM Ownership
  • Revenue Tools Beyond the CRM
  • Operational Judgment and Policy Conflicts
  • Data Accuracy and Reporting

Full description

Role Title: Salesforce / HubSpot Administrator - Revenue Systems (SaaS)


Role Type: Contractor


Location: Remote


micro1 is 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 — 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: rules that contradict each other, automations still firing against policy that was retired two years ago, the same customer sitting under two different legal names, permissions that don't match what the documentation says, and grey areas.


Scope of Work

  1. Audit CRM and integrated revenue systems for contradictions, obsolete policies, duplicate records, and operational inconsistencies.
  2. Analyze and resolve policy conflicts, deciding which business rules should take precedence and documenting clear, actionable reasoning.
  3. Draft precise operational prompts outlining best practices for handling complex, real-world SaaS data scenarios.
  4. Assess and reconcile underlying data to clarify the intended state across platforms and ensure consistency.
  5. Document recommended changes as well as areas deliberately left unchanged, supported by sound operational judgment.
  6. Evaluate and articulate the impact of proposed changes on connected tools such as billing, CPQ, ticketing, or integration platforms.
  7. Contribute insights on system design, optimization, and sustainable CRM governance in a SaaS context.


Preferred Qualifications

  1. 4–6 years of hands-on CRM administration or implementation with Salesforce, HubSpot, Microsoft Dynamics 365, or comparable platforms.
  2. Proven track record of real-world CRM build-outs, including implementations, migrations, consolidations, or rollouts led independently.
  3. Extensive experience configuring fields, flows, validation rules, objects, and permission sets; certifications are appreciated but practical build experience is prioritized.
  4. Working knowledge of at least two related revenue or operational systems (e.g., billing, subscription management, CPQ, ticketing, project tracking, integration middleware).
  5. Comfort working in the data layer: SQL, APIs, system data models, and cross-system data reconciliation.
  6. Background in SaaS environments, with a preference for regulated industries or multi-product complexity.
  7. Excellent professional English communication skills, both written and verbal, especially in documenting technical reasoning and operational policy decisions.

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