You will review real-world revenue-system scenarios and explain how complex business data should be handled. The work uses your CRM and SaaS operations experience to help improve AI systems.
You will examine connected systems, identify problems, reconcile records, and document why certain rules or changes should take priority.
- Audit CRM and revenue systems for conflicting rules, outdated policies, duplicate records, permission mismatches, and other inconsistencies.
- Analyze policy conflicts and decide which business rules should take precedence.
- Write clear operational prompts that describe good practices for complex SaaS data scenarios.
- Reconcile data across platforms to clarify the intended operational state.
- Document recommended changes and deliberate non-changes, including the reasoning behind each decision.
- Assess how proposed changes could affect billing, CPQ, ticketing, and integration platforms.
- Provide practical guidance on system design, optimization, and sustainable CRM governance.
What it pays and takes
This is a remote, part-time contractor role. The listing is marked entry level, but the stated requirements call for substantial hands-on CRM experience.
- Pay: $35-$80 per hour.
- Time: 20 or more hours per week.
- Work arrangement: Remote contractor work.
- Location: Open to candidates in AE, AR, AT, BD, BE, BH, BR, CA, CH, CL, CO, DE, DK, DZ, EG, ES, ET, FR, GB, GH, GR, ID, IN, IT, JO, JP, KE, KG, KW, KZ, LB, LK, MA, MX, MY, NG, NL, OM, PE, PH, PK, PS, PT, QA, SA, SG, TH, TN, TW, US, UZ, VN, and ZA.
- Experience: 4-6 years of hands-on CRM administration or implementation experience.
- Platforms: Experience with Salesforce, HubSpot, Microsoft Dynamics 365, or comparable CRM platforms.
- Implementation background: You must have independently led CRM implementations, migrations, consolidations, or rollouts.
- Configuration: Strong experience with fields, flows, validation rules, objects, and permission sets.
- Related systems: Working knowledge of at least two systems such as billing, subscription management, CPQ, ticketing, project tracking, or integration middleware.
- Technical skills: Comfort with SQL, APIs, system data models, and cross-system data reconciliation.
- Communication: Excellent professional English for documenting technical reasoning and policy decisions.
- Helpful background: SaaS experience, especially in regulated or multi-product settings, is useful. Practical CRM build experience is valued more than certifications, though relevant certifications are welcome.
How it works
Apply on OpenTrain with your resume, then complete the application on the hiring site.
About AI training work
AI training is the human work behind systems that learn from examples, including writing prompts, reviewing responses, and evaluating complex information. Experienced professionals are needed when the work depends on specialized judgment, such as CRM governance and business-system reasoning.