Revenue Operations Associate

CharterUP, LLC.; Hawaii; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible Work Model

Comprehensive Health & Wellness

Time Off to Recharge

Financial Peace of Mind

Performance-Driven Culture

Referral Rewards

Planning for the Future

Top-Tier Tech

Job summary

CharterUP, a remote-first leader in group travel tech, seeks a Revenue Operations Associate to turn strategic goals into actionable tooling, automation, and analysis. You’ll support a fast-growing B2B/B2C marketplace, improving efficiency and visibility across teams while shaping the revenue operations stack for scale.

You’ll partner with Sales, Finance, Marketing, and Operations to standardize processes, automate scoring and handoffs, and drive data-driven decisions with AI-enabled insights.

Qualifications

• Bachelor's degree and 4+ years in Revenue/Sales Operations or Business Operations, preferably in B2B SaaS.
• Strong analytical and data-translation skills with advanced Excel/Sheets; SQL experience helpful.
• CRM admin expertise (Salesforce) and integrated tech-stack management.
• Excellent communication and organizational abilities; capability to drive projects to completion.
• Ability to balance speed with scalable, durable solutions and embrace AI for scale.
• Familiarity with FP&A concepts related to revenue is a plus.

Responsibilities

• Define end-to-end revenue process with leaders; identify bottlenecks and optimize.
• Design and document lead-to-opportunity, opportunity-to-close, post-sales workflows.
• Admin and customize revenue tech stack; improve integrations and data integrity.
• Build KPI dashboards across Sales, Account Mgmt, Support for revenue insights.
• Own monthly commissions, data reviews, and Cost of Sales analysis.
• Forecasting support with sales and finance; improve pipeline visibility.
• Conduct deep-dive analyses on pipeline health, campaign impact, churn.

Skills

Analytical skills

Advanced Excel/Sheets

SQL

Salesforce CRM Administration

Data-driven decision making

Communication

Project management

AI in operations

Education

Bachelor's degree

Tools

Salesforce

Outreach

Job description

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 thousands of vehicles nationwide, while increasingly serving as the operating system for large scale shuttle and transit programs across airports, campuses, industrial sites, and major events.

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.

Why Join Us

• Innovative Impact: Be part of the team that’s revolutionizing group travel, setting new standards in an industry overdue for change.
• Growth Opportunities: As a hyper growth company and one of the fastest-growing companies recognized by Inc., there’s no better time to join our dynamic, growth-stage organization.
• Driven Team: Collaborate with some of the most driven minds in tech, all while working in a remote-first environment with a tech hub in Austin, TX.
• Funding and Stability: Our $60 million Series A funding was just the start - we’re poised for even greater expansion, and you can be part of this exciting journey. CharterUp has achieved this growth profitability and efficiently, ensuring long-term stability.

About the Role

Title: Revenue Operations Associate

Reports to: Director of Revenue Operations

Location: Remote, US

We are searching for a Revenue Operations Associate who loves translating big picture strategic goals into actionable tooling, automation, and analysis outputs. This is a great role for someone who wants to shape a rapidly-scaling B2B and B2C marketplace business and who enjoys learning new technologies on the job. We're looking for a transversal thinker who is curious and intrepid.

You’ll be a driving force behind ensuring our multi-segment Sales team can push the pace, looking each day to improve their efficiency and effectiveness, and to ensure management visibility into key metrics and trends. You will also build and refine the automations that intelligently score and assign leads and accounts, ensure smooth client handoffs between internal teams, streamline proposal-handling, and ensure we can use leading indicators to make decisions proactively.

Reporting to the Director of Revenue Operations, this role is critical to helping us ensure alignment across our Sales segments, Finance, Marketing, and Partner and Service Operations.

What You’ll Do

• 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.

What You’ll Bring

• 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.

Recruiting Process

• Step 1 - Video call: Talent Acquisition interview
• Step 2 - Video call: Hiring Manager interview
• Step 3 - Video call: Team interviews
• Step 4 - Offer & Background Check
• Welcome aboard!

Global Benefits & Perks at CharterUP

We believe great people can live anywhere-and they deserve great benefits, too. While offerings may vary slightly by location, we prioritize hiring near our hubs in Austin, Atlanta, and Miami as we grow our global team.

• Flexible Work Model: CharterUP operates as a remote-first company, with select roles requiring regular, in-office presence based on team and business needs. Role-specific expectations will be shared during the hiring process. U.S.-based employees may reside in any of our 19 approved states.
• Comprehensive Health & Wellness: Medical, dental, and vision insurance, mental health support, virtual care, gym discounts, and family-building benefits. In the U.S., we cover 100% of premiums for employees. International benefits align with local standards.
• Time Off to Recharge: Paid time off so you can truly unplug. U.S.: 15 PTO days (increasing to 20 after 2 years) + 8 paid holidays. International policies vary by country.
• Financial Peace of Mind: Company-paid life, short-term, and long-term disability insurance where available.
• Performance-Driven Culture: Join a fast-moving, ambitious, and collaborative team that wins together.
• Referral Rewards: Earn bonuses for bringing top talent to the team.
• Planning for the Future: Long-term financial planning support. U.S.: 401(k) plan. International: region-specific savings programs where applicable.
• Top-Tier Tech: Choose a Mac or PC, plus monitor, keyboard, and mouse to hit the ground running.

CharterUP is an Equal Opportunity Employer. We are committed to creating an inclusive, accessible, and respectful workplace. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, ancestry, disability, medical condition, marital status, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws in the United States and Canada. If you require accommodation during the recruitment process, please let us know. CharterUP is committed to providing reasonable accommodations during the hiring process. If you need assistance or an accommodation, please contact your recruiter.

Hiring Locations: CharterUP U.S.-based candidates and employees must reside in one of the following states: Arizona, Florida, Georgia, Hawaii, Mississippi, Missouri, North Carolina, New Hampshire, Nevada, New York, Oklahoma, South Dakota, Tennessee, Texas, Utah, Washington, and Wyoming.

We hire in the U.S. and Canada and are actively expanding our global footprint.