Revenue Operations Specialist — Automation & Forecasting

CharterUP, LLC.; Austin (TX); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Remote-first

Health insurance

Paid time off

401(k) plan

Mac or PC setup

Referral rewards

Job summary

CharterUP, LLC is seeking a Revenue Operations Associate to translate strategic goals into actionable tooling, automation, and analysis outputs. This role supports a rapidly scaling B2B/B2C marketplace and reports to the Director of Revenue Operations.

You will drive efficiency for a multi-segment Sales team, build automations, and ensure smooth client handoffs between internal teams while enabling proactive decision-making through data insights.

Qualifications

• 4+ years in Revenue/Sales Operations or Business Ops in B2B SaaS.
• Experience in a marketplace is a plus.
• Strong data storytelling and KPI dashboards.

Responsibilities

• Define end-to-end revenue processes with leadership.
• Design, document lead-to-opportunity, opportunity-to-close, and post-sales activities.
• Configure Salesforce/Outreach and maintain data integrity; contribute to the tech roadmap.
• Develop KPI dashboards for Sales, Account Management, Support and other revenue functions.
• Own monthly commission calculations and Cost of Sales analysis.
• Assist in revenue forecasting, targets, and compensation plan design.
• Provide forecasting support with sales leadership and finance to improve accuracy.
• Analyze pipeline health, productivity, campaign effectiveness, and churn.

Skills

Analytical skills

Excel/GSheets

Communication

Problem solving

Education

Bachelor's degree

Tools

Salesforce

Outreach

SQL

Automation tools

Job description

CharterUP, LLC is seeking a Revenue Operations Associate to translate strategic goals into actionable tooling, automation, and analysis outputs. This role supports a rapidly scaling B2B/B2C marketplace and reports to the Director of Revenue Operations.

You will drive efficiency for a multi-segment Sales team, build automations, and ensure smooth client handoffs between internal teams while enabling proactive decision-making through data insights.