CRM Operations Specialist for AI Training

About OpenTrain

OpenTrain is the #1 platform for finding and building careers in AI training and data labeling. OpenTrain AI is the hiring and contracting organization for this role, connecting experienced professionals with projects that help improve modern artificial intelligence systems.

Creating an OpenTrain account is free, and candidates can build a profile and apply in minutes.

• Remote contractor opportunity
• Flexible way to apply CRM expertise to cutting-edge AI work
• Apply through OpenTrain

About AI Training Work

AI training is the human side of building artificial intelligence. Specialists review examples, evaluate model responses, and provide structured feedback so AI systems can better understand real-world workflows and produce useful, accurate results.

In this project, your knowledge of CRM operations, sales processes, and automation logic will help shape how AI handles practical business scenarios.

• Work with AI-generated text and business process examples
• Apply rubrics and written guidelines to model evaluation
• Help improve the accuracy of AI systems used in CRM-related workflows

The Role

OpenTrain AI is seeking an expert CRM Operations Specialist to evaluate AI-generated output involving CRM workflows, sales processes, and automation logic. You will review CRM records and user interactions, assess model responses against real-world business practices, and provide clear feedback for AI training and development.

This is a remote contractor engagement expected to last 3 to 6 months. The listed hourly compensation range is $28 to $92 USD, with a reference hourly rate of $70 USD.

• Experience level: Expert
• Employment type: Contractor
• Project duration: Expected 3 to 6 months
• Compensation: $28 to $92 USD per hour
• Working language: English
• Remote availability in the listed countries

What You'll Do

You will combine hands-on CRM and sales operations knowledge with careful analysis of AI-generated content. The work requires consistent judgment, strong documentation, and the ability to identify when a scenario falls outside existing guidance.

• Evaluate AI-generated output on CRM workflows, sales processes, and automation logic for accuracy and alignment with real-world business practices.
• Review, analyze, and annotate CRM data, records, and user interactions to support AI training objectives.
• Rate or rank model responses using written guidelines and rubrics.
• Flag cases that are not covered by current guidelines.
• Contribute representative examples and scenarios grounded in CRM operations and sales enablement best practices.
• Document current sales operations practices, including process pain points and opportunities for improvement.
• Deliver clear, actionable written feedback to project stakeholders and model development teams.

Requirements and Preferred Qualifications

This role is designed for an experienced CRM and sales operations professional. Depth in Salesforce or HubSpot is sufficient, and comparable CRM platform experience may also be considered. Prior paid human data work for AI is helpful but not essential.

• At least 3 years of hands-on experience in CRM and sales operations, including at least 2 years working directly with CRM platforms.
• Proven expertise with Salesforce or HubSpot, or comparable CRM experience.
• Ability to optimize sales processes, implement automations, and maintain CRM data integrity.
• Strong analytical skills and attention to detail in complex business workflows, including process mapping.
• Strong written and verbal English at B2 level or above; fluent English proficiency is required.
• Reliable internet connection and availability to begin promptly.
• Additional platform experience with Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or ClickFunnels is highly valued.
• Prior paid annotation, labeling, RLHF, AI response evaluation, model evaluation, or rubric-based grading experience is a plus.
• Software or QA engineering experience with CRM integrations, automation, data migrations, or CRM logic testing is a plus, but not essential.

Location and Application Details

Candidates must be based in one of the following countries: the United Kingdom, United States, Australia, Canada, Germany, Ireland, New Zealand, Brazil, Egypt, France, Italy, Mexico, the Philippines, Spain, or Sweden. The project is conducted in English.

If you have the CRM expertise to assess business workflows and help improve AI systems, create a free OpenTrain account and apply in minutes.

• Eligible countries: GB, US, AU, CA, DE, IE, NZ, BR, EG, FR, IT, MX, PH, ES, and SE
• Data type: Text
• Work includes evaluation, rating, RLHF, and text generation tasks
• Expected project length: 3 to 6 months