CharterUP - Revenue Operations Associate
Requirements
• A bachelor's degree, and 4+ years of experience in Revenue Operations, Sales Operations, or Business Operations, preferably within a B2B SaaS environment. Experience in a marketplace business is a plus. • 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. • Recruiting Process • Recruiting Process • Step 1 - Video call: Talent Acquisition interview • Step 2 - Video call: Hiring Manager interview • Step 3 - Video call: Team interviews • Step 4 - Offer & Background Check • Welcome aboard!
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.
Benefits
• We believe great people can live anywhere—and they deserve great benefits, too. While offerings may vary slightly by location, we prioritize hiring near our hubs in Austin, Atlanta, Miami, and Denver as we grow our global team. • Flexible Work Model: CharterUP operates as a remote-first company, with select roles requiring regular, in-office presence based on team and business needs. Role-specific expectations will be shared during the hiring process. U.S.-based employees may reside in any of our 19 approved states. • Comprehensive Health & Wellness: Medical, dental, and vision insurance, mental health support, virtual care, gym discounts, and family-building benefits. In the U.S., we cover 100% of premiums for employees. International benefits align with local standards. • Time Off to Recharge: Paid time off so you can truly unplug. U.S.: 15 PTO days (increasing to 20 after 2 years) + 8 paid holidays. International policies vary by country. • Financial Peace of Mind: Company-paid life, short-term, and long-term disability insurance where available. • Performance-Driven Culture: Join a fast-moving, ambitious, and collaborative team that wins together. • Referral Rewards: Earn bonuses for bringing top talent to the team. • Planning for the Future: Long-term financial planning support. U.S.: 401(k) plan. International: region-specific savings programs where applicable. • Top-Tier Tech: Choose a Mac or PC, plus monitor, keyboard, and mouse to hit the ground running.
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