Revenue Operations Associate
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Revenue Operations Associate optimizing Salesforce, revenue processes, forecasting, and analytics. Supporting CharterUP’s AI-powered group transportation and mobility marketplace as it scales.
Responsibilities:
- Collaborate with sales unit leaders and executive leadership to define, document, and manage the end-to-end revenue process
- Identify bottlenecks and areas for revenue-process optimization
- Design, implement, and document standardized lead-to-opportunity, opportunity-to-close, and post-sales processes
- Serve as secondary administrator for the revenue stack centered on Salesforce and Outreach
- Configure and customize Salesforce and lead integration-enhancement projects
- Ensure revenue-stack data integrity and contribute to the technology roadmap
- Develop and maintain KPI dashboards and reporting across Sales, Account Management, Support, and other revenue functions
- Own monthly commission calculations, data review, and Cost of Sales analysis
- Analyze and assist with annual and quarterly revenue targets, forecasting, and compensation-plan design
- Provide forecasting support to improve forecast accuracy and pipeline visibility
- Conduct deep-dive analysis of pipeline health, sales productivity, campaign effectiveness, and customer churn/retention
- Ensure alignment across Sales segments, Finance, Marketing, and Partner and Service Operations
Requirements:
- A bachelor's degree
- 4+ years of experience in Revenue Operations, Sales Operations, or Business Operations
- Experience preferably within a B2B SaaS environment
- Experience in a marketplace business is a plus
- Advanced Excel/GSheets skills
- Some experience with SQL
- Expert-level proficiency as a CRM Administrator
- Salesforce required; certification not required
- Demonstrated experience managing an integrated tech stack, including sales engagement, marketing and process automation, AI, and analytics products
- Analytical skills to translate complex data into actionable insights and recommendations
- Familiarity with financial planning and analysis (FP&A) concepts related to revenue
- Ability to balance speed with durability/scalability and steer projects to completion
- Eagerness to incorporate AI intelligently
Benefits:
- Remote-first work model
- Flexible work model
- Medical, dental, and vision insurance
- 100% of U.S. employee premiums covered
- Mental health support
- Virtual care
- Gym discounts
- Family-building benefits
- Paid time off: 15 PTO days, increasing to 20 after 2 years, plus 8 paid holidays for U.S. employees
- Company-paid life, short-term, and long-term disability insurance where available
- Referral bonuses
- Long-term financial planning support
- 401(k) plan for U.S. employees
- Region-specific savings programs where applicable internationally
- Choice of Mac or PC, plus monitor, keyboard, and mouse
- Inclusive, accessible, and respectful workplace
- Reasonable accommodations during the hiring process
Similar Jobs
Contract Administrator, Revenue Operations Specialist II
Contract Administrator managing Gracenote sales agreements for Nielsen’s sports and media data business. Drafting SaaS and licensed data contracts across international sales operations.
Contract Administrator, Revenue Operations Specialist II
Contract Administrator managing Gracenote sales agreements for Nielsen's media insights business. Drafting SaaS and licensed data contracts across media, sports, music, and automotive verticals.
Senior Director, GTM Revenue Operations
Senior Director leading ChowNow’s revenue operations for restaurant technology. Architecting Salesforce-led GTM systems, reducing technical debt, and aligning Sales, CS, and Marketing.
Contract Administrator, Revenue Operations Specialist II
Contract Administrator managing Gracenote’s full sales-contract lifecycle for Nielsen’s media insights and sports data business. Drafting SaaS and licensed data agreements across international teams.
Senior Manager, Revenue Operations
Senior Revenue Operations Manager leading Taivo’s B2B SaaS RevOps engine for branded-merchandise businesses. Managing Deal Desk, territories, commissions, GTM processes, and post-merger system consolidation.
Revenue Enablement Manager
Revenue Enablement Manager scaling AI-powered sales enablement, coaching, and sales methodologies. Supporting Ping Identity’s secure cloud identity and access management platform.
Senior Revenue Operations Specialist
Senior Revenue Operations Specialist owning Salesforce administration, integrations, and revenue workflows for RCX Sports’ youth sports programs. Improving data integrity and operational scalability.
Revenue Enablement Program Manager
Revenue enablement manager delivering blended sales training and certification programs. Supporting Thrive’s AI, cybersecurity, and cloud managed services growth.
Growth & Revenue Operations Manager
Growth and revenue operations manager building Sonar’s B2B mental healthcare pipeline. Running outbound campaigns, CRM operations, experiments, and grant opportunities for a remote mental health startup.
Senior Manager, Revenue Accounting
Senior Revenue Accounting Manager leading ASC 606 contract review, SOX controls, and automation for Samsara’s Connected Operations IoT platform. Partnering with Sales, Legal, Deal Desk, auditors, and accounting teams.
Revenue Enablement Program Manager
Revenue enablement manager scaling programs, seller certifications, and AI workflows for Cohere’s enterprise AI products across EMEA. Driving sales productivity, coaching, and measurable go-to-market impact.
Senior Manager, Revenue Development, New Hotels & Conversions
Senior revenue development leader supporting Sonesta Hotels’ new openings and conversions. Driving sales, marketing, distribution, and commercial readiness to accelerate hotel performance.
Manager, Revenue Operations
Revenue Operations Manager scaling SDR, Solutions Consulting, and Partnerships operations for Fleetio’s fleet-management software platform. Building reporting, workflows, and GTM processes with Salesforce, AI, and automation.
Revenue Operations Specialist
HubSpot Revenue Operations Specialist optimizing CRM administration, reporting, workflows, and sales technology. Improving pipeline visibility and data discipline to support Avalon’s sales growth.
Revenue Enablement Program Manager
Revenue enablement program manager scaling sales enablement for Cohere, a security-first enterprise AI company. Building programs, certifications, content, analytics, and AI workflows for global field teams.
Lead Revenue Operations Analyst
Lead Revenue Operations Analyst owning forecasting, pipeline analytics, and sales compensation for Spreedly’s open payments platform. Driving GTM planning and executive revenue decisions.
Vice President, Sales and Revenue Operations
VP leading sales and revenue operations for Consensus Cloud Solutions, a healthcare data exchange and digital cloud fax provider. Driving GTM strategy, forecasting, systems, deal desk, and enablement.
Revenue Operations & CRM Systems Specialist – SaaS
Revenue Operations and CRM Systems Specialist analyzing SaaS revenue tools for 24-MAG’s AI training and systems-alignment projects. Documenting policies, data conflicts, and operational decisions.
Salesforce, HubSpot Administrator – Revenue Systems
Part-time remote CRM administrator auditing Salesforce and HubSpot SaaS revenue systems for 24-MAG LLC. Reconciling data, resolving policy conflicts, and improving CRM governance.
CRM, Revenue Operations Manager
CRM/RevOps Manager/in für HubSpot, Datenanalysen und automatisierte Vertriebsprozesse. Optimierung des mobilen digitalen Arbeitsplatzes bei TKD Solutions.