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Revenue Operations Associate

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Logo of CharterUP

CharterUP

51 - 200 employees

Founded 2018

📦 Logistics

✈️ Travel

🚗 Transport

💰 $60M Series A on 2022-10

Logistics • Travel • Transport

CharterUP is a private shuttle service that provides organized transportation solutions for a variety of groups and events. The company caters to a wide range of clients, including nonprofits, corporations, universities, and government agencies, offering services such as employee shuttles, campus transportation, and emergency transport. With a mission to deliver a safe and transparent group travel experience, CharterUP operates through a marketplace model, allowing customers to easily book and manage shuttles across numerous cities nationwide, supported by a vast network of bus operators.

📋 Description

• 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

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