The posting
We are sharing a specialised consulting opportunity for experienced Revenue Operations professionals with strong expertise in CRM ownership, SaaS revenue systems, compliance-constrained process design, data integrity, and operational decision-making to contribute to an advanced AI training and evaluation project.
Selected professionals will assess and improve CRM data models, resolve conflicting operational policies, design compliant revenue workflows, and strengthen reporting accuracy across complex SaaS environments. The work is particularly relevant to professionals with hands-on experience in regulated or multi-product businesses where operational judgement, system ownership, and clear documentation are essential. No prior experience in AI is required.
Key Responsibilities
CRM Ownership & Data Model Design
- Assess and refine CRM data models to support evolving sales, customer success, and revenue operations requirements
- Configure and evaluate CRM structures with attention to scalability, usability, and reporting integrity
- Identify weaknesses in data architecture, field logic, process design, and system ownership
- Apply hands-on experience with platforms such as Salesforce, HubSpot, or comparable CRM systems
- Ensure CRM configuration aligns with real-world operational and cross-functional needs
Policy Arbitration & Operational Decision-Making
- Identify conflicts between operational policies, system constraints, and business requirements
- Determine and document practical resolutions to competing rules or priorities
- Explain the reasoning, trade-offs, and implications behind operational decisions
- Apply strong judgement in situations where policies or requirements are ambiguous
- Distinguish between issues that require change and processes that should remain stable
Compliance-Constrained Workflow Design
- Design and validate revenue workflows operating within regulatory or compliance requirements
- Evaluate processes across regulated or high-complexity SaaS environments
- Balance operational efficiency with compliance, reporting, and control requirements
- Identify process risks where regulatory obligations intersect with commercial workflows
- Recommend scalable improvements without introducing unnecessary operational complexity
Revenue Data Integrity & Reporting
- Diagnose gaps, inconsistencies, and weaknesses in revenue data quality
- Improve reporting accuracy across CRM and connected SaaS revenue systems
- Evaluate whether operational data supports reliable analytics and decision-making
- Identify underlying process or system causes of reporting discrepancies
- Recommend improvements that strengthen data integrity across interconnected tools
Process Documentation & Scenario Evaluation
- Deliver detailed process walk-throughs based on direct system-configuration experience
- Document important decision points, operating logic, and lessons learned
- Contribute written and verbal insights to scenario-based operational evaluation tasks
- Explain complex operational choices clearly to both technical and non-technical stakeholders
- Collaborate with project participants to refine workflows, standards, and evaluation criteria
Ideal Profile
- 4+ years of direct, hands-on experience in SaaS revenue operations, sales operations, customer success operations, implementation operations, or a closely related function
- Practical operational experience is required; management-only or adjacent exposure is not sufficient
- Proven ownership of Salesforce, HubSpot, or another comparable CRM platform, including direct configuration experience
- Hands-on familiarity with at least two additional revenue-system categories such as billing, CPQ, ticketing, or project tracking
- Strong experience resolving policy conflicts and explaining operational trade-offs
- Background in high-complexity or compliance-sensitive environments such as fintech, healthtech, insurtech, or comparable industries is strongly valued
- Strong operational judgement when rules, regulations, technical constraints, and business requirements intersect
- Experience designing processes for regulated industries or multi-product SaaS environments
- Strong understanding of revenue-data integrity, reporting accuracy, and operational analytics
- Excellent written and verbal communication skills
- Ability to document complex logic clearly for technical and non-technical stakeholders
- Comfortable navigating ambiguity and making well-reasoned decisions about process and system changes
- No prior experience in AI training or model evaluation is required
Engagement Details
- Independent contractor engagement
- Fully remote
- Compensation: $50–$100/hour
- Work will involve CRM data-model assessment, policy arbitration, compliance-constrained workflow design, revenue-data analysis, and process documentation
- Strong hands-on SaaS operations and CRM ownership experience is central to this engagement
- Experience in regulated or multi-product SaaS environments is particularly valuable
- Project scope, workload, operational scenarios, and evaluation requirements may evolve depending on project needs
- Work must be completed without using confidential or proprietary information belonging to any employer, client, institution, or other third party
About the Platform
This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.
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