CRM Operations Specialist

Requirements

• 3+ years hands-on experience in CRM and sales operationsMust
• At least 2 years direct experience with CRM platformsMust
• Expertise with Salesforce or HubSpotMust
• Prior paid human data work for AI models (annotation, labeling, RLHF, AI response evaluation, model evaluation, or rubric-based grading)Must
• Ability to optimize sales processes and implement automationsMust
• Strong analytical skills and attention to detail in complex business workflowsMust
• Process mapping and documentationMust
• Strong written and verbal English proficiency at B2 level or aboveMust
• Reliable internet connection and availability to begin promptlyMust
• CRM integrations, automation, data migrations, or testing CRM logic experience
• Software or QA engineering background

What you'll do

• Evaluate AI-generated output on CRM workflows and sales processes for accuracy
• Review, analyze, and annotate CRM data and user interactions
• Apply written guidelines and rubrics consistently when rating or ranking model responses
• Flag cases and responses that extend beyond current guidelines
• Contribute representative examples and scenarios grounded in CRM and sales enablement best practices
• Document current sales operations practices, pain points, and process improvement opportunities
• Deliver clear, actionable written feedback to project stakeholders and model development teams
• Maintain CRM data integrity

Keywords

About the role

Role Title: CRM Operations Specialist Role Type: Contractor Location: Remote micro1 is 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. Originally posted on Himalayas