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Revenue Operations Associate

CharterUP United States ; United States (whole country)
Remote work

Publication date: 03/11/2026

We are searching for a Revenue Operations Associate who loves translating big picture strategic goals into actionable tooling, automation, and analysis outputs. This role is for someone who wants to shape a rapidly-scaling B2B and B2C marketplace business and enjoys learning new technologies on the job. The role ensures the multi-segment Sales team can push the pace, provides management visibility into key metrics and trends, and builds automations for lead scoring and assignment. Reporting to the Director of Revenue Operations, the role supports alignment across Sales segments, 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; Act as secondary administrator for the revenue stack (Salesforce and Outreach), configure and customize the instance, lead projects to enhance integrations, and ensure data integrity; Contribute to the revenue stack tech roadmap; Develop and maintain KPI dashboards and reporting across Sales, Account Management, Support and other revenue-related functions; 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 with sales leadership and finance; Conduct deep-dive analysis on pipeline health, sales productivity, campaign effectiveness, and customer churn/retention; Build and refine automations that score and assign leads and accounts, ensure smooth client handoffs, and streamline proposal-handling

Requirements

A bachelor's degree; 4+ years of experience in Revenue Operations, Sales Operations, or Business Operations, preferably within a B2B SaaS environment; 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); Demonstrated experience managing an integrated tech stack, including sales engagement (Outreach), marketing and process automation, AI, and other analytics products; Superb communication and personal organization; Ability to break down broad needs into actionable projects and bring solutions to life; Proven ability to propose solutions that balance speed and durability/scalability; Eagerness to steer projects to completion; Eagerness to incorporate AI intelligently; Familiarity with financial planning and analysis (FP&A) concepts related to revenue

Nice to have

Experience in a marketplace business

Benefits

Flexible remote work model; Medical, dental, and vision insurance; Mental health support, virtual care, gym discounts, and family-building benefits; 100% of premiums covered for U.S. employees; 15 PTO days (increasing to 20 after 2 years) plus 8 paid holidays; Company-paid life, short-term, and long-term disability insurance where available; Referral bonuses; Long-term financial planning support and 401(k) plan (U.S.); Choice of Mac or PC with monitor, keyboard, and mouse
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