Customer Success Expert - Remote

Job Type: Contractor
Location: Remote

Sales / Revenue / CS Operations Expert

Job Type: Contractor
Location: Remote

Role Overview

We are looking for experienced Sales, Revenue, or Customer Success Operations professionals with strong CRM expertise and operational judgment. The role focuses on improving workflows, data accuracy, reporting, and revenue operations across SaaS environments.

Key Responsibilities

- Configure and manage CRM platforms such as Salesforce, HubSpot, or similar tools .
- Manage revenue tools including quoting, billing, ticketing, and project management systems.
- Build and optimize sales and customer success workflows.
- Maintain accurate data and reporting across connected systems.
- Identify and resolve operational or policy-related challenges.
- Create clear documentation, reports, and process guidelines.
- Support system adoption and operational improvements.

Requirements

- 4+ years of experience in Sales, Revenue, or Customer Success Operations.
- Hands‑on CRM configuration and management experience.
- Experience with at least two revenue‑related tools outside the CRM.
- Strong operational judgment and problem‑solving skills.
- Excellent written and verbal communication.
- Strong understanding of data accuracy, reporting, and workflow management.

Our Mission

At Palo Alto Networks®, we're united by a shared mission‑to protect our digital way of life. We thrive at the intersection of innovation and impact, solving real‑world problems with cutting‑edge technology and bold thinking. Here, everyone has a voice, and every idea counts. If you're ready to do the most meaningful work of your career alongside people who are just as passionate as you are, you're in the right place.

Who We Are

In order to be the cybersecurity partner of choice, we must trailblaze the path and shape the future of our industry.



This is something our employees work at each day and is defined by our values: Disruption, Collaboration, Execution, Integrity, and Inclusion. We weave AI into the fabric of everything we do and use it to augment the impact every individual can have. If you are passionate about solving real‑world problems and ideating beside the best and the brightest, we invite you to join us!

Our Commitment

We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at .

Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.

Key Responsibilities

- Provide advanced product‑level expertise, leading complex deployments and resolving intricate technical challenges.
- Serve as the go‑to expert for the CLM and PKI products, guiding customers through sophisticated integrations and customizations.
- Proactively communicate new features and best practices, ensuring customers are leveraging the full capabilities of Palo Alto Networks solutions.
- Lead efforts to drive product adoption, conducting in‑depth training sessions, and workshops tailored to customer needs.
- Assess and address gaps in deployment and best practices, translating them into strategic action plans for improvement.
- Ensure customers achieve operational excellence by fully adopting and optimizing new features.
- Act as a strategic advisor, influencing key stakeholders at various levels, including C‑suite executives.
- Manage complex customer engagements, collaborating with

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