• Collecting, analyzing, and interpreting data to drive revenue strategy decisions • Creating and maintaining revenue-related dashboards and reports • Identifying trends and insights to inform strategic plans and performance improvements • Mapping out and optimizing revenue processes across marketing, sales, and customer success • Implementing process improvements to increase efficiency and reduce manual tasks • Ensuring consistency and alignment in processes across all revenue-generating teams • Overseeing the implementation and management of CRM systems, marketing automation tools and other revenue operations technologies • Conducting regular audits and maintenance of revenue-related systems and tools • Working closely with marketing, sales, and customer success teams to ensure alignment and shared strategies • Facilitating communication and collaboration across departments • Leading cross-functional initiatives and projects related to revenue operations • Assisting in the development of revenue forecasts and financial models • Monitoring revenue performance against targets and making necessary adjustments

• Analyze internal brand data including: Amazon business reports, advertising data (sponsored products, sponsored brands, sponsored display), API feeds and third-party data tools. • Identify gaps across: Revenue growth trends, conversion and traffic performance, catalog structure, Inventory efficiency, advertising efficiency (ACOS, TACOS, contribution margin) and competitive positioning. • Populate a structured 35-slide brand audit framework with insights and recommendations. • Customize insights to each prospective client while maintaining process efficiency. • Develop actionable recommendations focused on: Growth levers, storefront optimization, advertising strategy, pricing profitability and brand positioning on Amazon • Continuously improve and refine the audit model. • Build scalable processes to support delivery of ~100 audits annually. • Identify automation opportunities (dashboards, data pipelines, templates). • Collaborate with RevOps, Sales, and Strategy teams to align insights with pitch strategy. • Partner with leadership and sales during pre-sales discussions. • Translate audit findings into compelling growth narratives. • Support revenue operations initiatives with data-driven insights.

• Lead CRM implementations • Improve workflows • Build actionable reporting • Support client teams to ensure systems operate efficiently and support revenue goals • Train users • Troubleshoot issues • Translate business needs into scalable CRM solutions

About CharterUP. CharterUP is transforming the $450+ billion 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 to thousands of bus operators 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 an opportunity to shape a rapidly-scaling marketplace business that is leading the market across segments (consumer, mid-market, and enterprise). 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. 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. - 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. - Serve as a second administrator for the CRM (e.g., Salesforce), including configuration, customization, data integrity, and security. - 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 and other revenue-related functions to provide actionable insights into revenue performance. What You’ll Bring - A bachelor's degree, and 3+ years of experience in Revenue Operations, Sales Operations, or Business Operations, preferably within a B2B SaaS environment. - Enviable analytical skills, with the ability to translate complex data into clear, actionable insights and recommendations. - Advanced Excel/GSheets skills and advanced/intermediate experience with SQL. Tableau/Power BI is a plus. - Expert-level proficiency as a CRM Administrator (Salesforce required; certification is a plus), 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. - 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! Salary $70,000—$90,000 USD 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, Miami, and Denver as we grow our global team. - Remote-First Flexibility: Work from anywhere we hire, with built-in flexibility. 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, California, Colorado, 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.