Remote contract for SaaS revenue and customer-success operations specialists who configure CRMs and explain their decisions. Suits people who have run CRM and connected tools in practice, not just used them.
About the role
Opportunity Snapshot
Pay: $40–85/hour
Project kickoff: Already active — we’re onboarding candidates now
Location: Remote — U.S. or Canada only
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
Your tasks: Work through realistic SaaS revenue and CS operations scenarios and explain the reasoning behind your decisions
micro1 is selecting Sales / Revenue / CS Operations Experts to contribute to a customer’s AI training initiative. 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.
Scope of Work
- 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.
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.
- Strong operational judgment, particularly in resolving policy conflicts without overcomplicating the process.
- Able to explain your reasoning clearly to technical and non-technical audiences.
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