Revenue Operations Associate

CharterUP

. Collaborate with sales unit leaders and executive leadership to define, document, and manage the end-to-end revenue process .

Posted 9/29/2026full-timeRemote • United States, CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Revenue Operations with a strong focus on Salesforce administration, data integrity, and KPI reporting. Proficient in analyzing revenue processes and optimizing sales productivity through advanced analytical skills and familiarity with financial planning concepts.

Highest-signal resume keywords

Revenue Operations ExperienceSalesforce AdministrationAdvanced Excel SkillsData Analysis and ReportingB2B SaaS Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue Process OptimizationKPI Dashboard DevelopmentSQL ExperienceCost of Sales AnalysisForecasting Support

Soft Skills

Analytical SkillsProject ManagementCollaboration

Tools & Technologies

SalesforceOutreachAI ProductsAnalytics Tools

Industry Keywords

B2B SaaSMarketplace BusinessFinancial Planning and AnalysisSales EngagementProcess Automation

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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