CRM Operations Specialist (Remote)

$40–$80/hour | Remote — Worldwide | Contract (25 Openings)

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Overview:

SourceBridge Co. is seeking experienced CRM Operations Specialists to contribute to a project focused on improving sales operations, customer relationship management, and CRM workflows.

 

In this role, you'll use your practical expertise with platforms such as Salesforce, HubSpot, and other CRM and sales technology to evaluate workflows, analyze CRM processes, validate AI-generated outputs, and provide real-world insights that can help improve next-generation AI systems.

 

No prior AI experience is required. Your CRM operations and sales expertise are what matter.

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Responsibilities:

• Evaluate CRM workflows, sales processes, and automation logic.
• Work with platforms such as Salesforce, HubSpot, and other leading CRM systems.
• Document existing sales operations processes and identify opportunities for improvement.
• Provide realistic CRM scenarios, examples, and best-practice recommendations.
• Review, analyze, and annotate CRM records, data, and user interactions.
• Assess AI-generated outputs for accuracy and alignment with real-world sales operations.
• Identify workflow gaps, data-quality issues, and process inefficiencies.
• Contribute to documentation, training materials, and CRM process guides.
• Provide structured feedback to help improve AI-generated sales and CRM workflows.
• Collaborate remotely and asynchronously with project teams.

 

Requirements:

• 3+ years of hands-on experience in CRM or sales operations.
• Strong practical experience with Salesforce and/or HubSpot.
• Understanding of CRM workflows, sales processes, automation, and data management.
• Experience optimizing sales processes and maintaining CRM data integrity.
• Strong analytical and process-mapping skills.
• Ability to analyze complex business workflows and identify improvements.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Ability to work independently in a remote environment.
• No formal degree required; practical experience and platform expertise are the primary criteria.

 

Preferred Qualifications:

• Experience with platforms such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel.
• Experience implementing CRM automations.
• Experience designing or improving sales enablement workflows.
• Background in CRM implementation or software deployment.
• Experience providing CRM training or process-improvement guidance.
• Experience evaluating software or AI-generated outputs.
• Strong understanding of sales operations best practices.

 

Benefits:

• $40–$80/hour potential compensation.
• Fully remote contractor opportunity.
• 25 openings available.
• Opportunity to apply your CRM expertise to emerging AI technology.
• Work with realistic sales and customer-management scenarios.
• Flexible, project-focused working environment.
• No formal degree required.
• No previous AI experience required.
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Hiring Process:

1. Submit your application through SourceBridge Co.
2. Your CRM and sales operations experience will be reviewed.
3. Qualified candidates may be invited to complete a CRM-related assessment.
4. Selected candidates complete the onboarding process.
5. Begin contributing to CRM operations and AI evaluation assignments.

 

 

Why Join Us?

 

This is an opportunity to turn your CRM and sales operations expertise into meaningful AI evaluation work.

 

Your knowledge of Salesforce, HubSpot, sales workflows, automation, CRM data, and customer-management processes can help AI systems better understand how real-world sales organizations operate.

 

If you enjoy improving processes, solving workflow problems, and working with CRM technology, this could be an excellent opportunity to apply your expertise to the future of AI.

 

Apply Now:

 

Ready to put your CRM expertise to work?

 

Apply today to be considered for this remote opportunity.