Revenue Operations Associate

CharterUP is transforming the $365 billion global group transportation and mobility market with an AI native platform that powers modern charter, shuttle, and emerging autonomous vehicle operations. Trusted by many Fortune 500 companies, CharterUP connects enterprises, institutions, and event organizers with thousan...

Through real time availability, transparent pricing, intelligent routing, and AI driven dispatch and optimization, CharterUP replaces a fragmented and opaque industry with automation, accountability, and scale.

Innovative Impact: Be part of the team that's revolutionizing group travel, setting new standards in an industry overdue for change.

 
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.

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.
Step 1 - Video call: Talent Acquisition interview
Step 2 - Video call: Hiring Manager interview
Step 3 - Video call: Team interviews
Step 4 - Offer &