Sales / Revenue / CS Operations Expert
Role details
Skills the posting asks for
- Operations
- CRM Ownership
- Revenue Tools Beyond the CRM
- Operational Judgment and Policy Conflicts
- Data Accuracy and Reporting
Opportunity Snapshot
Project kickoff: Already active — we’re onboarding candidates now
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.
From the micro1 posting.
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We read this listing on micro1 on 24 Oct 2026 and checked it again on 29 Oct 2026. We clean its formatting for readability and safety. View on micro1
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