Revenue Operations & CRM Systems Specialist (SaaS)

• Analyze CRM, billing, and ticketing data to identify areas where operational logic and policies are out of alignment.
• Surface and document instances of policy conflicts, outdated automations, duplicate entities, permissions mismatches, and ambiguous or undocumented processes.
• Draft precise operational prompts and recommendations that outline the correct handling of complex or ambiguous scenarios within the SaaS revenue stack.
• Evaluate and articulate the desired state of underlying data, correcting discrepancies and ensuring logical consistency across systems.
• Record your reasoning, including rationale for changes made and areas intentionally left untouched, to support transparent operational decision-making.
• Apply critical judgment and operational expertise when faced with conflicting rules or cascading changes that impact multiple systems.
• Deliver thorough written documentation that can serve as reference for both technical and non-technical stakeholders.

• Demonstrated ability to personally configure CRM systems (fields, workflows, validation rules, permissions) rather than delegating these changes to others.
• Background in SaaS environments, especially in fintech, healthtech, insurtech, or companies with complex, multi-product implementations.
• Proven ability to assess and manage changes that cascade across interconnected systems, ensuring comprehensive operational integrity.
• Comfort navigating and documenting grey areas and exceptions in written policy, particularly around renewals and entitlement changes.

• 5–10 years of hands-on experience in revenue operations, sales operations, customer success operations, or SaaS implementation and onboarding with direct system ownership.
• Experience working with at least two adjacent SaaS revenue tools such as billing/subscription management, CPQ/quoting, ticketing/support, project tracking, or automation/integration platforms.

Project and contracting process: micro1. Applications continue on the provider's website.