Remote Revenue Operations & Analytics Specialist

CharterUP, LLC.; Clayton (NC); Remote; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health & wellness benefits

Gym discounts

Family-building benefits

15 PTO days (20 after 2 years) + 8 USH

Job summary

CharterUP is seeking a Revenue Operations Associate to translate strategic goals into actionable tooling, automation, and analytics for a fast-growing B2B/B2C marketplace. You will drive efficiency for multi-segment Sales, Finance, and Marketing, while building KPI dashboards and leading commissions and forecasting efforts.

The role emphasizes optimizing revenue processes, data integrity, and AI-enabled enhancements to scale operations across remote teams and regional hubs.

Qualifications

• Bachelor's degree required with 4+ years in Revenue/Sales Ops in a B2B SaaS environment.
• Expert-level Salesforce CRM admin and data integration experience.
• Strong Excel/Google Sheets and SQL skills.
• Ability to build KPI dashboards and KPI reporting across Revenue functions.
• Experience with end-to-end revenue processes from lead to revenue.

Responsibilities

• Define, document, and manage end-to-end revenue processes (lead-to-opportunity, opportunity-to-close, post-sales).
• Configure and optimize Salesforce and Outreach integrations and data integrity.
• Develop KPI dashboards and reporting for Sales, Account Management, and Support.
• Own commission calculations, data review, and Cost of Sales analysis.
• Provide forecast support and improve pipeline visibility with Sales leadership.

Skills

Excel

SQL

Salesforce

Outreach

Data analysis

Education

Bachelor's degree

Tools

Salesforce Admin

Outreach platform

BI dashboards

Job description

CharterUP is seeking a Revenue Operations Associate to translate strategic goals into actionable tooling, automation, and analytics for a fast-growing B2B/B2C marketplace. You will drive efficiency for multi-segment Sales, Finance, and Marketing, while building KPI dashboards and leading commissions and forecasting efforts.

The role emphasizes optimizing revenue processes, data integrity, and AI-enabled enhancements to scale operations across remote teams and regional hubs.