CRM Operations Specialist

CRM Operations Specialist

Contractor • Remote

PAY RATE: $30 / hour

We are engaging CRM Operations Specialists to support a customer project focused on optimizing sales and customer relationship management processes. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required your domain knowledge is what matters. For this engagement, domain expertise is essential, but prior paid experience with human data work for AI models — including data labeling, annotation, RLHF, AI response evaluation, model evaluation, or rubric-based grading — is also required. Please note that simply using AI tools like ChatGPT in your day-to-day work does not fulfill this requirement.

Scope of Work

• 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 advance AI training objectives.

• Apply written guidelines and rubrics consistently when rating or ranking model responses, and flag cases beyond current guidelines.

• Contribute representative examples, scenarios, and feedback grounded in best practices for CRM operations and sales enablement.

• Document current sales operations practices, noting pain points and opportunities for meaningful process improvement.

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

Preferred Qualifications

• 3+ years of hands-on experience in CRM and sales operations, with at least 2 years directly in CRM platforms.

• Proven expertise with Salesforce or HubSpot — depth in one is sufficient, and comparable CRM experience is acceptable.

• Proficiency with additional platforms such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or ClickFunnels is highly valued.

• Demonstrated 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.

• Prior paid human data work supporting AI (annotation, labeling, RLHF, AI response/model evaluation, or rubric-based grading) — this is a firm project requirement.

• Experience as a software or QA engineer working on CRM integrations, automation, data migrations, or testing CRM logic is a plus but not essential.

• Strong written and verbal English (B2 level or above).

• Reliable internet connection and availability to begin promptly.