收入运营与 CRM 系统专员（SaaS）
Revenue Operations & CRM Systems Specialist (SaaS)
职位名称：收入运营与CRM系统专家（SaaS）
职位类型：合同工
工作地点：远程
micro1 正在招募收入运营与CRM系统专家（SaaS）参与客户的复杂系统对齐项目。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通过高质量的真实输入进行学习、推理和执行。无需AI相关经验——您的领域知识才是关键。
工作范围
- 分析CRM、计费和工单数据，识别操作逻辑和政策不一致的区域。
- 识别并记录政策冲突、过时自动化、重复实体、权限不匹配以及模糊或未记录的流程实例。
- 撰写精确的操作提示和建议，说明在SaaS收入堆栈中处理复杂或模糊情况的正确方法。
- 评估并阐述底层数据的理想状态，纠正差异并确保跨系统的逻辑一致性。
- 记录您的推理过程，包括所做的更改理由以及有意保留的区域，以支持透明的操作决策。
- 在面对冲突规则或影响多个系统的级联变更时，运用批判性判断和操作专业知识。
- 提供详尽的书面文档，可供技术及非技术利益相关者参考。
优先资格
- 5–10年在收入运营、销售运营、客户成功运营或SaaS实施和上线方面具有实际操作经验，并直接负责系统管理。
- 有亲自配置CRM系统（字段、工作流、验证规则、权限）的能力，而不是将这些更改委托给他人。
- 至少使用过两个相邻的SaaS收入工具，例如计费/订阅管理、CPQ/报价、工单/支持、项目跟踪或自动化/集成平台。
- 具有SaaS环境背景，尤其是在金融科技、健康科技、保险科技领域，或具有复杂多产品实施的公司。
- 有评估和管理跨互联系统产生连锁变化的能力，确保全面的运营完整性。
- 能够在书面政策中处理灰色地带和例外情况，特别是在续订和授权变更方面。
- 专业英语能力
查看英文原文
Role Title: Revenue Operations & CRM Systems Specialist (SaaS)
Role Type: Contractor
Location: Remote
micro1 is engaging Revenue Operations & CRM Systems Specialists (SaaS) to participate in a customer's complex systems alignment project. 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.
Scope of Work
- Analyze CRM, billing, and ticketing data to identify areas where operational logic and policies are out of alignment.
- Surface and document instances of policy conflicts, outdated automations, duplicate entities, permissions mismatches, and ambiguous or undocumented processes.
- Draft precise operational prompts and recommendations that outline the correct handling of complex or ambiguous scenarios within the SaaS revenue stack.
- Evaluate and articulate the desired state of underlying data, correcting discrepancies and ensuring logical consistency across systems.
- Record your reasoning, including rationale for changes made and areas intentionally left untouched, to support transparent operational decision-making.
- Apply critical judgment and operational expertise when faced with conflicting rules or cascading changes that impact multiple systems.
- Deliver thorough written documentation that can serve as reference for both technical and non-technical stakeholders.
Preferred Qualifications
- 5–10 years of hands-on experience in revenue operations, sales operations, customer success operations, or SaaS implementation and onboarding with direct system ownership.
- Demonstrated ability to personally configure CRM systems (fields, workflows, validation rules, permissions) rather than delegating these changes to others.
- Experience working with at least two adjacent SaaS revenue tools such as billing/subscription management, CPQ/quoting, ticketing/support, project tracking, or automation/integration platforms.
- Background in SaaS environments, especially in fintech, healthtech, insurtech, or companies with complex, multi-product implementations.
- Proven ability to assess and manage changes that cascade across interconnected systems, ensuring comprehensive operational integrity.
- Comfort navigating and documenting grey areas and exceptions in written policy, particularly around renewals and entitlement changes.
- Professional English proficiency, with strong skills in articulating nuanced reasoning and operational trade-offs in both written and verbal communication.
Originally posted on Himalayas