Salesforce / HubSpot 管理员 - 收入系统（SaaS）
Salesforce / HubSpot Administrator - Revenue Systems (SaaS)
职位名称：Salesforce / HubSpot 管理员 - 收入系统（SaaS）
职位类型：承包商
工作地点：远程
micro1 正在寻找 Salesforce / HubSpot 管理员 - 收入系统（SaaS）专家，参与一个专注于 CRM 和收入系统运营卓越的动态客户项目。
在此职位中，您将运用专业知识帮助训练下一代 AI 系统。您的工作将影响模型如何学习、推理和执行，通过高质量的真实输入。无需 AI 相关经验——您的专业领域知识才是关键。
您将在一家 SaaS 公司的收入系统中工作，其中操作逻辑已偏离正轨：相互矛盾的规则，仍在执行的自动化流程，而政策早在两年前就已停用，同一客户使用两个不同的法律名称，权限与文档说明不一致，以及灰色地带。
工作范围
- 审计 CRM 和集成收入系统，查找矛盾、过时政策、重复记录和操作不一致之处。
- 分析并解决政策冲突，决定哪些业务规则应优先执行，并记录清晰、可操作的推理过程。
- 撰写精确的操作提示，概述处理复杂真实 SaaS 数据场景的最佳实践。
- 评估并协调底层数据，明确跨平台的预期状态并确保一致性。
- 记录推荐的更改以及有意保留不变的区域，这些建议需有合理的操作判断支持。
- 评估并阐述所提议更改对相关工具（如计费、CPQ、工单、集成平台）的影响。
- 提供关于系统设计、优化和可持续 CRM 治理的见解，适用于 SaaS 环境。
优先资格
- 4–6 年在 Salesforce、HubSpot、Microsoft Dynamics 365 或类似平台上的实际 CRM 管理或实施经验。
- 在现实世界中成功构建 CRM 的记录，包括独立领导的实施、迁移、整合或部署。
- 在配置字段、流程、验证规则、对象和权限集方面有丰富经验；认证受青睐，但更重视实际构建经验。
- 至少了解两个相关的收入或运营系统（例如计费、订阅管理、CPQ、工单、项目跟踪、集成中间件）。
- 能够在数据层工作：SQL、API、系统调试等。
查看英文原文
Role Title: Salesforce / HubSpot Administrator - Revenue Systems (SaaS)
Role Type: Contractor
Location: Remote
micro1 is engaging Salesforce / HubSpot Administrator - Revenue Systems (SaaS) experts to contribute to a dynamic customer project focused on operational excellence in CRM and revenue systems.
In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.
You'll work inside a SaaS company's revenue stack where the operational logic has drifted out of alignment: rules that contradict each other, automations still firing against policy that was retired two years ago, the same customer sitting under two different legal names, permissions that don't match what the documentation says, and grey areas.
Scope of Work
- Audit CRM and integrated revenue systems for contradictions, obsolete policies, duplicate records, and operational inconsistencies.
- Analyze and resolve policy conflicts, deciding which business rules should take precedence and documenting clear, actionable reasoning.
- Draft precise operational prompts outlining best practices for handling complex, real-world SaaS data scenarios.
- Assess and reconcile underlying data to clarify the intended state across platforms and ensure consistency.
- Document recommended changes as well as areas deliberately left unchanged, supported by sound operational judgment.
- Evaluate and articulate the impact of proposed changes on connected tools such as billing, CPQ, ticketing, or integration platforms.
- Contribute insights on system design, optimization, and sustainable CRM governance in a SaaS context.
Preferred Qualifications
- 4–6 years of hands-on CRM administration or implementation with Salesforce, HubSpot, Microsoft Dynamics 365, or comparable platforms.
- Proven track record of real-world CRM build-outs, including implementations, migrations, consolidations, or rollouts led independently.
- Extensive experience configuring fields, flows, validation rules, objects, and permission sets; certifications are appreciated but practical build experience is prioritized.
- Working knowledge of at least two related revenue or operational systems (e.g., billing, subscription management, CPQ, ticketing, project tracking, integration middleware).
- Comfort working in the data layer: SQL, APIs, system data models, and cross-system data reconciliation.
- Background in SaaS environments, with a preference for regulated industries or multi-product complexity.
- Excellent professional English communication skills, both written and verbal, especially in documenting technical reasoning and operational policy decisions.
Originally posted on Himalayas