Revenue Operations & CRM Systems Specialist – SaaS

24-MAG

. Analyse CRM, billing, ticketing, and related operational data across SaaS revenue workflows .

Posted 9/15/2026part-timeRemote • New York • United StatesMid-LevelSenior💰 $45 - $90 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in revenue operations with a strong focus on CRM configuration, data integrity, and operational consistency. Capable of analyzing complex SaaS workflows and documenting nuanced operational decisions for diverse stakeholders.

Highest-signal resume keywords

CRM ConfigurationRevenue Operations AnalysisSaaS ImplementationData AccuracyOperational Documentation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue OperationsCRM Systems ConfigurationWorkflow ValidationData IntegrityOperational Logic AssessmentSaaS Revenue ToolsProcess Gap AnalysisPolicy InterpretationException DocumentationCascading Impact Assessment

Soft Skills

Attention to DetailWritten CommunicationVerbal CommunicationAnalytical ThinkingDecision-Making

Tools & Technologies

CRM ToolsBilling SystemsTicketing SystemsSubscription Management ToolsAutomation Platforms

Industry Keywords

SaaSFintechHealthtechInsurtechSales Operations

About the role

Key responsibilities & impact

Analyse CRM, billing, ticketing, and related operational data across SaaS revenue workflows
Identify misaligned system behaviour, operational logic, and business policies
Review interconnected systems for inconsistencies, outdated configurations, and process gaps
Assess downstream effects of changes across related platforms
Surface and document conflicting policies, outdated automations, duplicate entities, and permissions mismatches
Evaluate ambiguous processes and competing rules for complex scenarios
Document exceptions and edge cases requiring additional judgement
Evaluate the desired state of operational and revenue data
Identify discrepancies, inconsistencies, and logical conflicts across connected systems
Define corrections while preserving data integrity and operational continuity
Assess cascading impacts before recommending or applying changes
Draft operational prompts, recommendations, and handling instructions
Record reasoning behind proposed changes, including intentionally unchanged areas
Produce detailed documentation for technical and non-technical stakeholders
Explain operational trade-offs, policy interpretations, and system dependencies
Help establish transparent and reproducible decision-making across revenue operations workflows

Requirements

What you’ll need

5–10 years of hands-on experience in revenue operations, sales operations, customer success operations, SaaS implementation, onboarding, or a closely related discipline
Direct experience owning and configuring CRM systems rather than solely managing teams responsible for configuration
Practical experience configuring fields, workflows, validation rules, permissions, and related CRM functionality
Experience working with at least two adjacent SaaS revenue tools such as billing or subscription management, CPQ or quoting, ticketing or support, project tracking, or automation and integration platforms
Strong understanding of interconnected revenue systems and the impact of cascading operational changes
Experience within SaaS environments, particularly fintech, healthtech, insurtech, or other businesses with complex multi-product implementations, is advantageous
Strong ability to assess ambiguous policies, operational exceptions, and conflicting system rules
Comfortable documenting nuanced decisions involving renewals, entitlement changes, and other complex revenue processes
Strong attention to data accuracy, reporting integrity, and operational consistency
Professional English proficiency with excellent written and verbal communication skills
Ability to articulate detailed operational reasoning and trade-offs clearly
No prior experience in AI research or model training is required
Work must be completed without using confidential or proprietary information belonging to any employer, client, institution, or other third party

Benefits

Comp & perks

Part-time independent contractor engagement
Fully remote work
Compensation of $45–$90/hour
Project scope, workload, timing, and duration may evolve depending on project requirements