CRM Operations/Sales Operations | $90/hr | Remote

CRM Operations, Sales Operations & Revenue Operations Specialists. Remote AI Project
We are seeking experienced CRM Operations Specialists, Sales Operations Professionals, Revenue Operations Experts, Salesforce Specialists, HubSpot Administrators, and GTM Operations Professionals to support an AI evaluation project focused on real-world CRM workflows, sales processes, automation, and data quality.
You will review CRM-related tasks, identify workflow and data issues, evaluate AI-generated outputs, and provide structured feedback based on how modern sales and revenue operations teams actually work.
What You’ll Do
Evaluate AI-generated CRM workflows, sales processes, and automation logic
Review CRM records, data structures, user activity, and workflow behavior
Identify incorrect configurations, broken processes, data-quality issues, and unrealistic recommendations
Assess whether CRM workflows align with real sales and customer-management practices
Review lead, contact, account, opportunity, and deal-management processes
Evaluate pipeline stages, routing rules, assignment logic, and lifecycle management
Assess workflow automations, triggers, notifications, sequences, and integrations
Identify duplicate records, inconsistent fields, missing data, and CRM hygiene issues
Review sales process documentation and process maps
Apply evaluation rubrics and written guidelines consistently
Rate and compare AI-generated responses
Flag edge cases that fall outside existing evaluation guidelines
Create realistic CRM scenarios and examples
Document sales operations pain points and opportunities for process improvement
Provide clear, actionable written feedback to project stakeholders
Who Can Apply
Relevant backgrounds include:
CRM Operations Specialists, CRM Specialists, CRM Analysts, CRM Administrators, CRM Managers, CRM Coordinators, CRM Consultants, CRM Operations Managers, and CRM Implementation Specialists.
Sales operations backgrounds may include:
Sales Operations Analysts, Senior Sales Operations Analysts, Sales Operations Specialists, Sales Operations Managers, Sales Ops Professionals, Sales Process Analysts, Sales Enablement Operations Specialists, Pipeline Operations Specialists, Territory Operations Specialists, and Sales Systems Professionals.
Revenue operations backgrounds may include:
Revenue Operations Analysts, RevOps Analysts, Revenue Operations Specialists, RevOps Specialists, Revenue Operations Managers, GTM Operations Analysts, GTM Operations Specialists, Go-to-Market Operations Managers, Commercial Operations Analysts, and Business Operations Professionals.
Salesforce-focused backgrounds may include:
Salesforce Administrators, Salesforce Analysts, Salesforce Consultants, Salesforce CRM Specialists, Salesforce Operations Specialists, Salesforce Business Analysts, Salesforce Developers, Salesforce Solution Consultants, Salesforce Architects, and Salesforce Platform Managers.
HubSpot-focused backgrounds may include:
HubSpot Administrators, HubSpot Specialists, HubSpot CRM Consultants, HubSpot Operations Specialists, HubSpot RevOps Professionals, HubSpot Marketing Operations Specialists, HubSpot Sales Operations Specialists, and HubSpot Implementation Consultants.
Additional relevant backgrounds include:
Marketing Operations Specialists, Marketing Automation Specialists, Sales Enablement Specialists, Business Systems Analysts, GTM Systems Specialists, Revenue Systems Analysts, Business Applications Analysts, Customer Operations Specialists, Customer Success Operations Professionals, Deal Desk Analysts, and Commercial Systems Professionals.
Technical backgrounds may include:
Software Engineers, QA Engineers, Automation Engineers, Integration Engineers, API Engineers, Business Systems Engineers, Salesforce Developers, CRM Developers, and Test Engineers with meaningful experience working on CRM integrations, workflow automation, migrations, or validation.
Relevant CRM Experience
Strong candidates may have experience with:
Lead management
Contact management
Account management
Opportunity management
Deal management
Pipeline management
Lead qualification
Lead scoring
Lead routing
Territory assignment
Account ownership
Opportunity stages
Sales forecasting
Customer lifecycle management
CRM data hygiene
Duplicate management
Field standardization
Record enrichment
Activity tracking
Task management
Sales sequences
Follow-up workflows
CRM reporting
Dashboards
Sales analytics
Process mapping
Workflow optimization
Requirements
3+ years of hands-on experience in CRM operations, sales operations, revenue operations, GTM operations, or a closely related role
At least 2 years of direct experience working inside CRM platforms
Strong experience with Salesforce, HubSpot, or another major CRM
Ability to understand and evaluate CRM workflows and sales processes
Experience maintaining or improving CRM data quality
Experience implementing, managing, or reviewing CRM automations
Strong analytical skills
Excellent attention to detail
Strong process-mapping and workflow-analysis ability
Strong written and verbal English, B2 level or higher
Ability to explain CRM issues clearly and precisely
Comfortable following detailed evaluation guidelines and rubrics
Ability to work independently in a remote environment
Reliable internet connection
Availability to begin promptly
Preferred Background
Deep Salesforce or HubSpot expertise
Salesforce Administrator, HubSpot, or related CRM certification
Experience with Apollo, Salesloft, Outreach, Intercom, Freshdesk, Shopify, Crayon, ClickFunnels, or similar tools
Experience with CRM implementations or migrations
Experience integrating CRM systems with other business applications
Experience using APIs, webhooks, Zapier, Make, Workato, or similar automation tools
Experience building CRM reports and dashboards
Experience supporting sales, marketing, customer success, or revenue teams
Experience documenting CRM processes or creating SOPs
Experience conducting CRM audits
Experience testing workflow logic or automation
This opportunity is ideal for professionals who can open a CRM workflow and quickly determine what is working, what is broken, why it matters to the sales process, and how the system should realistically behave in a production revenue environment. We are a referral partner of the client.

Work arrangement
No