Salesforce / HubSpot Administrator – Revenue Systems (SaaS)

Role Type: Contractor
Location: Remote

We are seeking experienced Salesforce / HubSpot Administrators – Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems.

You’ll use your CRM expertise to evaluate real-world SaaS operations, resolve data and process inconsistencies, and help improve how AI systems understand complex business workflows. No prior AI experience is required.

Scope of Work

• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.

• Analyze policy conflicts and determine appropriate business rules.

• Review and reconcile data across CRM and connected platforms.

• Create clear operational prompts and documentation for complex SaaS scenarios.

• Document recommended system changes and operational decisions.

• Assess the impact of CRM changes on billing, CPQ, ticketing, and other integrated tools.

• Provide insights on CRM optimization, system design, and sustainable governance.

Preferred Qualifications

• 4–6 years of hands-on experience with Salesforce, HubSpot, Microsoft Dynamics 365, or similar CRM platforms.

• Experience leading CRM implementations, migrations, consolidations, or rollouts.

• Strong knowledge of fields, objects, flows, validation rules, automation, and permissions.

• Experience with at least two revenue or operational systems such as billing, CPQ, ticketing, or integration platforms.

• Working knowledge of SQL, APIs, data models, and cross-system data reconciliation.

• Experience working in SaaS environments.

• Excellent written and verbal English communication skills.