CRM Operations Specialist

About this role

In this role, you'll apply your CRM and sales operations expertise to help train next-generation AI systems through high-quality evaluation of CRM workflows, sales processes, and automation logic. You'll evaluate AI-generated outputs, analyze and annotate CRM data, apply structured rubrics, and provide actionable feedback grounded in real-world sales and customer relationship management practices. This opportunity is suited for CRM specialists with hands-on experience optimizing sales processes and maintaining CRM data integrity, along with prior paid experience in human data annotation, labeling, RLHF, AI response evaluation, model evaluation, or rubric-based grading.

CRM Operations Specialist

Responsibilities

• Evaluate AI-generated outputs on CRM workflows, sales processes, and automation logic for accuracy and alignment with real-world practices.
• Review, analyze, and annotate CRM data, records, and user interactions to support AI training objectives.
• Apply written guidelines and rubrics consistently when rating or ranking model responses and flag cases outside established guidelines.
• Contribute representative CRM scenarios, examples, and feedback based on sales operations and enablement best practices.
• Document current sales operations practices, pain points, and opportunities for process improvement.
• Deliver clear, actionable written feedback to project stakeholders and model development teams.

Qualifications

• 3+ years of hands-on experience in CRM and sales operations, including at least 2 years working directly with CRM platforms.
• Proven expertise with Salesforce or HubSpot, with comparable CRM experience also acceptable.
• Experience with 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 and process mapping.
• Prior paid human data work supporting AI through annotation, labeling, RLHF, AI response/model evaluation, or rubric-based grading is required.
• Experience with CRM integrations, automation, data migrations, or CRM logic testing is a plus.
• Strong written and verbal English communication skills, B2 level or above.