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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in CRM administration and implementation, with a strong focus on Salesforce, HubSpot, and Microsoft Dynamics 365. Capable of analyzing and optimizing operational processes across integrated revenue systems while effectively communicating technical and operational decisions.
Highest-signal resume keywords
CRM AdministrationSalesforce ConfigurationData Layer ManagementOperational JudgementSaaS Environment Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM ImplementationField ConfigurationValidation RulesSQLAPIsCross-System ReconciliationBilling SystemsSubscription ManagementCPQProject Tracking
Soft Skills
Professional English CommunicationTechnical Documentation
Tools & Technologies
SalesforceHubSpotMicrosoft Dynamics 365
Industry Keywords
Revenue SystemsOperational InconsistenciesSaaSMulti-Product Businesses
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Audit CRM and integrated revenue systems for contradictions, obsolete policies, duplicate records, and operational inconsistencies
- Review CRM configuration across fields, flows, validation rules, objects, permissions, and related administrative components
- Identify where system behaviour no longer reflects documented or intended business processes
- Analyse duplicate entities, outdated automation, incorrect permissions, and other sources of operational drift
- Analyse conflicting business rules and determine which policies or operational logic should take precedence
- Document clear reasoning behind recommended system and policy decisions
- Navigate ambiguous or undocumented operational scenarios and support consistent handling of exceptions and cross-system dependencies
- Assess and reconcile data across CRM and connected revenue platforms
- Evaluate customer, account, entitlement, billing, and related operational information across systems
- Evaluate impacts across billing, subscription management, CPQ, ticketing, project tracking, and integration platforms
- Identify discrepancies affecting reporting, workflow reliability, or operational accuracy
- Draft operational prompts and guidance for complex SaaS data and system scenarios
- Document recommended changes and areas intentionally left unchanged
- Explain technical and operational reasoning to technical and non-technical stakeholders
- Contribute recommendations for CRM design, optimisation, and sustainable governance
- Help establish transparent and reproducible decision-making across CRM and revenue-system workflows
Requirements
What you’ll need- 4–6 years of hands-on CRM administration, implementation, or revenue-systems experience
- Strong practical experience with Salesforce, HubSpot, Microsoft Dynamics 365, or comparable CRM platforms
- Proven track record of independently leading CRM implementations, migrations, consolidations, or rollouts
- Extensive experience configuring fields, flows, validation rules, objects, permission sets, and related CRM functionality
- Practical build experience prioritised over certifications; relevant certifications are advantageous
- Working knowledge of at least two adjacent revenue or operational systems such as billing, subscription management, CPQ, ticketing, project tracking, or integration middleware
- Comfortable working at the data layer with SQL, APIs, system data models, and cross-system reconciliation
- Experience within SaaS environments, particularly regulated industries or complex multi-product businesses, is advantageous
- Strong operational judgement when evaluating conflicting policies, system logic, and cascading changes
- Excellent professional English communication skills
- Ability to document technical reasoning and operational policy decisions clearly and precisely
- 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
- Flexible project scope, workload, timing, and duration depending on project requirements
- Opportunity to contribute to advanced AI training and systems-alignment projects
- Remote consulting opportunities across technical, evaluation, and project-based workstreams
