Note: The job is a remote job and is open to candidates in USA. CharterUP is transforming the group transportation and mobility market through an AI-native platform for charter, shuttle, and transit operations. The Revenue Operations Associate will optimize revenue processes, manage Salesforce- and Outreach-centered tooling, develop reporting and forecasting capabilities, and support alignment across Sales, Finance, Marketing, and Partner and Service Operations.
Responsibilities
- Collaborate with sales unit leaders and executive leadership to define, document, and manage the end-to-end revenue process, identifying bottlenecks and areas for optimization
- Design, implement, and document standardized processes for lead-to-opportunity, opportunity-to-close, and post-sales activities
- As a secondary administrator for our revenue stack (centered on Salesforce and Outreach), configure and customize our instance, lead projects to enhance integrations with other services, and ensure data integrity. Contribute to the revenue stack tech roadmap, ensuring that we can stay nimble as we continue to scale
- Develop and maintain key performance indicator (KPI) dashboards and reporting across Sales, Account Management, Support and other revenue-related functions to provide actionable insights into revenue performance
- 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, working closely with sales leadership and finance to improve forecast accuracy and pipeline visibility
- Conduct deep-dive analysis on pipeline health, sales productivity, campaign effectiveness, and customer churn/retention
Skills
- A bachelor's degree, and 4+ years of experience in Revenue Operations, Sales Operations, or Business Operations
- Enviable analytical skills, with the ability to translate complex data into clear, actionable insights and recommendations
- Advanced Excel/GSheets skills and some experience with SQL
- Expert-level proficiency as a CRM Administrator (Salesforce required; certification not required), and demonstrated experience managing an integrated tech stack, including sales engagement (we use Outreach), marketing and process automation, AI, and other analytics products
- Superb communication and personal organization, with a knack for helping translate concepts and breaking down broad needs into actionable projects
- You're able to recommend solutions and then bring them to life
- Proven ability to propose solutions that balance speed and durability/scalability, and eagerness to steer projects to completion
- Eagerness to incorporate AI intelligently to help our organization run smoothly at scale
- Familiarity with financial planning and analysis (FP&A) concepts related to revenue
- Preferably within a B2B SaaS environment
- Experience in a marketplace business is a plus
Benefits
- Remote-first company with U.S.-based employees eligible to reside in any of the 19 approved states
- Medical, dental, and vision insurance
- Mental health support
- Virtual care
- Gym discounts
- Family-building benefits
- U.S. employees receive 100% premium coverage for medical, dental, and vision insurance
- U.S.: 15 paid time off days, increasing to 20 after 2 years
- U.S.: 8 paid holidays
- Company-paid life insurance where available
- Company-paid short-term disability insurance where available
- Company-paid long-term disability insurance where available
- Referral bonuses for bringing top talent to the team
- Long-term financial planning support
- U.S.: 401(k) plan
- Choice of a Mac or PC, plus monitor, keyboard, and mouse
- Fast-moving, ambitious, and collaborative team that wins together
Company Overview