Director of Revenue Operations, Systems & Automation

Charlie Health Clinical; New York (NY); On-site; USD 151,000 - 215,000; Full time

Job summary

Charlie Health in New York, NY is seeking a Director of Revenue Operations to design and scale GTM tooling, data, and workflows. You will partner with Sales, Admissions, Growth Strategy, Engineering, Product, Design, and Salesforce to modernize GTM processes and drive measurable impact.

This leadership role requires 7–10+ years in Revenue or Sales Ops, strong SQL and BI skills, experience with CRM (Salesforce), and a track record of cross‑functional influence.

Qualifications

• 7–10+ years of experience in RevOps, Sales Ops, or related roles.
• Hands-on ownership of Salesforce CRM, GTM tooling, and workflow automation.
• Experience partnering with Engineering, Product, and Analytics teams.
• Experience building and maintaining GTM reporting and data infrastructure.
• Strong cross-functional collaboration with Sales, Growth Strategy, and Marketing.
• Proficient in Excel/Google Sheets.
• Working knowledge of SQL and data modeling.
• Experience with BI tools (Tableau, Looker, Hex).
• 2+ years of people management preferred.
• Proven ability to lead through influence across cross-functional teams.

Responsibilities

• Own the GTM technology strategy across Sales, Outreach, Admissions, and Partnerships.
• Evaluate and optimize tools to streamline workflows and improve GTM performance.
• Drive tool adoption, enablement, and ROI measurement.
• Own the data infrastructure supporting GTM performance reporting.
• Partner with Analytics and Engineering to ensure clean GTM data.
• Define and maintain standard GTM metrics, dashboards, and reporting logic.
• Serve as the primary GTM partner to Salesforce Engineering.
• Translate GTM workflow needs into technical requirements and prioritization.
• Work cross-functionally with Engineering, Product, and Design to ship scalable GTM workflows.
• Establish intake, prioritization, and delivery processes for RevOps initiatives.
• Balance speed, scalability, and system integrity across GTM systems.

Skills

Revenue Operations

Sales Operations

GTM reporting

Workflow automation

Cross-functional collaboration

Excel / Google Sheets

SQL

BI tools (Tableau Looker Hex)

People management

Leadership by influence

Tools

Salesforce

Job description

Why Charlie Health?

Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they’re met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported.

Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we’re expanding access to meaningful care and driving better outcomes from the comfort of home.

As a rapidly growing organization, we’re reaching more communities every day and building a team that’s redefining what behavioral health treatment can look like. If you’re ready to use your skills to drive lasting change and help more people access the care they deserve, we’d love to meet you.

About the Role

The Director of Revenue Operations will own the systems, data, and workflows that power Charlie Health’s Go-To-Market engine. This role is responsible for designing and scaling the tooling, technology, and data infrastructure that enable GTM teams to operate efficiently, make better decisions, and deliver an exceptional experience to referral partners.

This leader will work closely with Sales, Admissions, Growth Strategy, Engineering, Product, Design, and Salesforce Engineering to modernize GTM workflows, improve visibility into performance, and lead our GTM AI initiatives to drive the business forward.
We’re a team of passionate, mission-driven professionals eager to take on the behavioral health crisis and build scalable solutions that expand access to care.

Responsibilities

GTM Tooling & Technology

• Own the GTM technology strategy across Sales, Outreach, Admissions, and Partnerships
• Evaluate, implement, and optimize tools to streamline workflows and improve GTM performance (e.g., CRM enhancements, AI tools and automation platforms)
• Drive tool adoption, enablement, and ROI measurement across GTM teams

Data Infrastructure & Reporting

• Own the data infrastructure supporting GTM performance reporting
• Partner with Analytics and Engineering to ensure clean, reliable, and well-modeled GTM data
• Define and maintain standard GTM metrics, dashboards, and reporting logic

Salesforce & Engineering Partnership

• Serve as the primary GTM partner to Salesforce Engineering
• Translate GTM workflow needs into clear technical requirements and prioritization
• Work cross-functionally with Engineering, Product, and Design to ship scalable GTM workflow improvements

RevOps Operating Model

• Establish intake, prioritization, and delivery processes for RevOps initiatives
• Balance speed, scalability, and system integrity across GTM systems and workflows

Qualifications

• 7–10+ years of experience, ideally including:
• Prior experience in Revenue Operations, Sales Operations, Product, Engineering, GTM Operations, or Business Operations roles
• Hands-on ownership of CRM systems (Salesforce), GTM tooling, and workflow automation
• Experience partnering closely with Engineering, Product, and Analytics teams
• Experience building and maintaining GTM reporting and data infrastructure
• Strong cross-functional collaboration with Sales, Growth Strategy, and Marketing teams
• Highly proficient in Excel / Google Sheets
• Working knowledge of SQL and data modeling concepts
• Experience with BI tools (e.g., Tableau, Looker, Hex)
• 2+ years of people management experience preferred
• Proven ability to lead through influence across highly cross-functional teams

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.

The total target base compensation for this role will be between $151,000 - $215,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $182,000 - $258,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits.

Our Values

• Connection: Care deeply & inspire hope.
• Congruence: Stay curious & heed the evidence.
• Commitment: Act with urgency & don’t give up.

Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation.

At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people.