Remote Salesforce

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.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

Salesforce Developer/Administrator - CPQ and Revenue Cloud | Remote | La Plata

Position Type: Full-Time
Schedule: 40 hours per week, Monday–Friday
Time Zone: Eastern Time (ET)
Location: Remote

About the Role

We are seeking a highly skilled Salesforce Developer/Administrator - CPQ and Revenue Cloud with strong technical expertise in Salesforce administration, configuration, data management, CRM process improvement, and revenue-related Salesforce solutions.

The ideal candidate has hands-on experience working extensively in Salesforce and is comfortable managing complex datasets, improving CRM processes, configuring Salesforce functionality, and maintaining accurate, reliable sales data.

Experience with Salesforce CPQ and Revenue Cloud is required, along with the ability to support complex quoting, pricing, and revenue processes within Salesforce.

This role requires strong Salesforce expertise, technical proficiency, attention to detail, and the ability to work within structured processes.

Key Responsibilities

Salesforce Data Management & Cleanup

• Audit, maintain, and clean Salesforce data, including accounts, contacts, and opportunities.
• Identify and resolve duplicate, incomplete, and inconsistent records.
• Standardize fields, naming conventions, data structures, and pipeline information.
• Support CRM consolidation, migration, and data cleanup initiatives.
• Maintain data accuracy and integrity across Salesforce.

CRM Configuration & Process Implementation

• Configure Salesforce objects, fields, workflows, and related CRM functionality.
• Implement and maintain CRM processes based on defined business requirements.
• Configure and support Salesforce CPQ and Revenue Cloud functionality.
• Support quoting, pricing, product, and revenue-related processes within Salesforce.
• Support customer segmentation and Ideal Customer Profile (ICP) structures.
• Improve pipeline management, reporting, and data quality processes.
• Troubleshoot Salesforce-related issues and recommend practical solutions.

Revenue & GTM Operations Support

• Support revenue and go-to-market (GTM) operational processes.
• Assist with reporting, forecasting, and revenue planning workflows.
• Build and maintain Salesforce dashboards and operational reports.
• Support CPQ and Revenue Cloud processes related to quoting, pricing, and revenue operations.
• Help improve CRM processes to support accurate and reliable revenue data.
• Collaborate with relevant teams to identify opportunities for process improvement.

Documentation & Operational Support

• Create and maintain documentation and SOPs for CRM processes and workflows.
• Document Salesforce CPQ and Revenue Cloud processes and configurations as needed.
• Promote consistent Salesforce usage and data-management practices.