Opportunity Snapshot

Project kickoff: Already active — we’re onboarding candidates now.

Your tasks: Work through realistic SaaS revenue and CS operations scenarios and explain the reasoning behind your decisions.

Your domain knowledge is what matters here — no prior AI experience required.

We’re looking for people who have personally configured and maintained CRM platforms and the revenue tools around them. The work rewards practical judgment: resolving policy conflicts without overcomplicating the process, and knowing what actually makes teams adopt a workflow.

• Work through realistic operations scenarios — CRM configuration decisions, workflow design, integration tradeoffs — and explain the reasoning behind each choice.
• Resolve conflicts between operational policies: which rule takes precedence, why, and what you would deliberately leave unchanged.
• Diagnose data accuracy problems across connected systems — duplicates, mismatched numbers, inconsistent definitions — and explain how you’d find the root cause.
• Explain what makes a workflow get adopted or worked around by sales and CS teams.
• Flag ambiguous or underspecified scenarios instead of resolving them silently.

You’ll need: Hands-on configuration experience in a CRM (Salesforce, HubSpot, or similar) plus at least two connected tools — quoting, billing, ticketing, or project tracking.

Preferred Qualifications

• 4+ years hands-on in sales, revenue, or customer success operations in SaaS.
• Personal responsibility for configuring and maintaining a CRM — direct platform experience required, not requesting changes from another team.
• Hands-on experience with at least two connected tools outside the CRM: quoting, billing, ticketing, or project tracking.

Work arrangement: Fully remote

Eligible countries: United States, Canada