CRM Operations Specialist

Remote | Contractor

$28–$92/hour
Annualized Equivalent: $58,240–$191,360/year based on 40 hours/week

About the Role

Apply your CRM and sales operations expertise to help evaluate and improve next-generation AI systems.

This role focuses on real-world CRM workflows, sales processes, automation logic, data quality, and operational practices. You’ll assess AI-generated outputs, provide structured feedback, document CRM processes and pain points, and contribute practical examples that help improve how AI systems understand and perform CRM operations.

Prior paid experience with AI data work—including annotation, labeling, RLHF, model evaluation, or rubric-based grading—is valuable but not required. Simply using AI tools such as ChatGPT in your day-to-day work does not count as prior human-data experience.

Key Responsibilities

CRM & Sales Operations Evaluation

• Evaluate AI-generated outputs related to CRM workflows, sales processes, and automation logic.

• Assess whether model responses align with real-world CRM and sales operations practices.

• Review CRM records, data, and user interactions to support AI training objectives.

• Identify issues, inconsistencies, or gaps within CRM workflows and document them clearly.

Data Annotation & Model Evaluation

• Analyze and annotate CRM data and user interactions.

• Apply written guidelines and evaluation rubrics consistently when rating or ranking AI-generated responses.

• Flag scenarios that fall outside existing guidelines.

• Provide structured feedback that can improve model performance and operational accuracy.

Process Documentation & Improvement

• Document current sales operations and CRM practices.

• Map business processes and identify pain points, inefficiencies, and opportunities for improvement.

• Contribute representative CRM and sales scenarios grounded in practical best practices.

• Provide actionable recommendations based on hands-on operational experience.

Stakeholder Communication

• Deliver clear, detailed written feedback to project stakeholders and model development teams.

• Explain CRM workflows, operational decisions, and process issues in a way that is useful to technical and non-technical audiences.

Required Skills & Experience

• 3+ years of hands-on experience in CRM and sales operations.

• At least 2 years of direct experience working with CRM platforms.

• Strong hands-on expertise with Salesforce or HubSpot; deep experience with one is sufficient.

• Comparable CRM platform experience may also be considered.

• Proven ability to optimize sales processes and implement CRM automations.

• Strong understanding of CRM data integrity and sales workflow management.

• Experience with process mapping and complex business workflows.

• Strong analytical and problem-solving skills.

• Exceptional attention to detail when reviewing CRM data, workflows, and AI-generated outputs.

• Ability to apply written guidelines and rubrics consistently.

• Strong written and verbal English at B2 level or above.

• Reliable internet connection and availability to begin promptly.

Additional CRM & Sales Platforms

Experience with one or more of the following is highly valued:

• Close

• Apollo

• Salesloft

• Intercom

• Freshdesk

• Shopify

• Crayon

• ClickFunnels

Preferred Experience

• Paid human-data work supporting AI systems, including:

  • Data annotation

  • Data labeling

  • RLHF

  • AI response evaluation

  • Model evaluation

  • Rubric-based grading

• Experience as a software or QA engineer working with:

  • CRM integrations

  • CRM automation

  • Data migrations

  • CRM logic testing

Compensation & Role Details

• Compensation: $28–$92/hour

• Annualized Equivalent: $58,240–$191,360/year based on 40 hours/week

• Role Type: Contractor

• Location: Remote

• Focus: CRM operations, sales processes, automation, data quality, AI output evaluation, annotation, and process improvement

• AI experience: Prior AI training or evaluation experience is a plus, but not required