Revenue Operations Associate

The role

This person will manage the end-to-end revenue process and optimize sales efficiency through tooling, automation, and analysis. They will act as a secondary administrator for the revenue stack and develop KPI dashboards to provide actionable insights.

What you will do

• Collaborate with sales unit leaders and executive leadership to manage the end-to-end revenue process
• Design, implement, and document standardized processes for lead-to-opportunity, opportunity-to-close, and post-sales activities
• Serve as a secondary administrator for the revenue stack including Salesforce and Outreach
• Configure and customize Salesforce and lead projects to enhance integrations
• Develop and maintain KPI dashboards and reporting across Sales, Account Management, and Support
• Own monthly commission calculation, data review process and Cost of Sales analysis
• Analyze and assist in setting annual and quarterly revenue targets, forecasting, and compensation plan design
• Provide regular forecasting support to sales leadership and finance
• Conduct deep-dive analysis on pipeline health, sales productivity, campaign effectiveness, and customer churn/retention

Required qualifications

• Bachelor's degree
• 4+ years of experience in Revenue Operations, Sales Operations, or Business Operations
• Advanced Excel/GSheets skills
• Some experience with SQL
• Expert-level proficiency as a CRM Administrator (Salesforce required)
• Experience managing an integrated tech stack including sales engagement, marketing and process automation, AI, and other analytics products
• Familiarity with financial planning and analysis (FP&A) concepts related to revenue

Nice to have

• Experience within a B2B SaaS environment
• Experience in a marketplace business

Benefits

• Medical, dental, and vision insurance
• Mental health support
• Virtual care
• Gym discounts
• Family-building benefits
• 100% premium coverage for U.S. employees
• 15 PTO days (increasing to 20 after 2 years) plus 8 paid holidays in the U.S.
• Company-paid life, short-term, and long-term disability insurance where available
• Referral bonuses
• 401(k) plan in the U.S.
• Mac or PC, monitor, keyboard, and mouse

Before you apply

• U.S.-based candidates must reside in one of the 19 approved states
• Recruiting process includes video calls for Talent Acquisition, Hiring Manager, and Team interviews
• Process includes a background check

About the company

CharterUP is transforming the global group transportation and mobility market with an AI native platform. It connects enterprises, institutions, and event organizers with thousands of vehicles nationwide.