CRM Operations, Sales Operations & Revenue Operations Specialists. Remote AI Project

We are seeking experienced CRM Operations Specialists, Sales Operations Professionals, Revenue Operations Experts, Salesforce Specialists, HubSpot Administrators, and GTM Operations Professionals to support an AI evaluation project focused on real-world CRM workflows, sales processes, automation, and data quality.

You will review CRM-related tasks, identify workflow and data issues, evaluate AI-generated outputs, and provide structured feedback based on how modern sales and revenue operations teams actually work.

What You’ll Do

• Evaluate AI-generated CRM workflows, sales processes, and automation logic
• Review CRM records, data structures, user activity, and workflow behavior
• Identify incorrect configurations, broken processes, data-quality issues, and unrealistic recommendations
• Assess whether CRM workflows align with real sales and customer-management practices
• Review lead, contact, account, opportunity, and deal-management processes
• Evaluate pipeline stages, routing rules, assignment logic, and lifecycle management
• Assess workflow automations, triggers, notifications, sequences, and integrations
• Identify duplicate records, inconsistent fields, missing data, and CRM hygiene issues
• Review sales process documentation and process maps
• Apply evaluation rubrics and written guidelines consistently
• Rate and compare AI-generated responses
• Flag edge cases that fall outside existing evaluation guidelines
• Create realistic CRM scenarios and examples
• Document sales operations pain points and opportunities for process improvement
• Provide clear, actionable written feedback to project stakeholders

Who Can Apply

Relevant backgrounds include:

• CRM Operations Specialists, CRM Specialists, CRM Analysts, CRM Administrators, CRM Managers, CRM Coordinators, CRM Consultants, CRM Operations Managers, and CRM Implementation Specialists.
• Sales operations backgrounds may include: Sales Operations Analysts, Senior Sales Operations Analysts, Sales Operations Specialists, Sales Operations Managers, Sales Ops Professionals, Sales Process Analysts, Sales Enablement Operations Specialists, Pipeline Operations Specialists, Territory Operations Specialists, and Sales Systems Professionals.
• Revenue operations backgrounds may include: Revenue Operations Analysts, RevOps Analysts, Revenue Operations Specialists, RevOps Specialists, Revenue Operations Managers, GTM Operations Analysts, GTM Operations Specialists, Go-to-Market Operations Managers, Commercial Operations Analysts, and Business Operations Professionals.
• Salesforce-focused backgrounds may include: Salesforce Administrators, Salesforce Analysts, Salesforce Consultants, Salesforce CRM Specialists, Salesforce Operations Specialists, Salesforce Business Analysts, Salesforce Developers, Salesforce Solution Consultants, Salesforce Architects, and Salesforce Platform Managers.
• HubSpot-focused backgrounds may include: HubSpot Administrators, HubSpot Specialists, HubSpot CRM Consultants, HubSpot Operations Specialists, HubSpot RevOps Professionals, HubSpot Marketing Operations Specialists, HubSpot Sales Operations Specialists, and HubSpot Implementation Consultants.
• Additional relevant backgrounds include: Marketing Operations Specialists, Marketing Automation Specialists, Sales Enablement Specialists, Business Systems Analysts, GTM Systems Specialists, Revenue Systems Analysts, Business Applications Analysts, Customer Operations Specialists, Customer Success Operations Professionals, Deal Desk Analysts, and Commercial Systems Professionals.
• Technical backgrounds may include: Software Engineers, QA Engineers, Automation Engineers, Integration Engineers, API Engineers, Business Systems Engineers, Salesforce Developers, CRM Developers, and Test Engineers with meaningful experience working on CRM integrations, workflow automation, migrations, or validation.