Note: The job is a remote job and is open to candidates in USA. YO AI Labs is seeking a CRM Operations Specialist to support a project focused on optimizing sales operations and customer relationship management processes for next-generation AI systems. The role involves evaluating CRM workflows and data, documenting processes, validating AI-generated outputs, and recommending improvements to CRM adoption, automation, and sales process consistency.
Responsibilities
- Evaluate and provide expert input on CRM workflows, sales processes, pipeline management, and automation logic using platforms such as Salesforce, HubSpot, and similar tools
- Document existing sales operations processes, identifying workflow inefficiencies, operational challenges, and opportunities for improvement
- Provide real-world CRM scenarios, examples, and feedback based on industry best practices in sales operations and enablement
- Review, analyze, and annotate CRM records, data, workflows, and user interactions to support AI training objectives
- Evaluate and validate AI-generated outputs for accuracy, relevance, and alignment with real-world sales and CRM operations
- Review and contribute to documentation, process guides, training materials, and other CRM-related content
- Assess CRM data quality and identify inconsistencies, duplication, missing information, and process gaps
- Provide actionable recommendations for improving CRM adoption, workflow efficiency, automation, and sales process consistency
- Collaborate with project teams and reviewers to refine CRM-related datasets, scenarios, and AI evaluation criteria
Skills
- • CRM Operations
- • Sales Operations
- • Salesforce
- • HubSpot
- • CRM Data Management
- • Sales Process Optimization
- • Workflow Automation
- • CRM Data Quality
- • Process Mapping
- • Sales Enablement
- • Business Process Analysis
- • Technical & Process Documentation
- • 3+ years of hands-on experience in CRM operations, sales operations, revenue operations, or a related field, with demonstrated expertise in Salesforce and/or HubSpot
- • Strong understanding of CRM workflows, sales pipelines, automation, lead management, opportunity management, and customer data processes
- • Experience optimizing sales processes, implementing CRM automations, and maintaining high standards of CRM data integrity
- • Familiarity with additional platforms such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is highly valued
- • Strong analytical and process-mapping skills, with the ability to understand and evaluate complex business workflows
- • Excellent attention to detail when reviewing CRM data, processes, and system outputs
- • Strong written and verbal communication skills, with the ability to provide clear documentation and actionable feedback
- • Experience supporting software implementations, CRM training, process improvement initiatives, or sales enablement programs is a plus
- • No formal degree is required; practical CRM expertise, hands-on experience, and platform fluency are the primary criteria
Benefits
- Remote work arrangement
Company Overview