[Remote] Director of Revenue Operations, Systems & Automation
Note: The job is a remote job and is open to candidates in USA. Charlie Health is a rapidly growing organization focused on delivering personalized, virtual care for mental health treatment. The Director of Revenue Operations will own the systems, data, and workflows that power the company's Go-To-Market engine, working closely with various teams to enhance performance and drive business initiatives forward.
Responsibilities
- 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
- 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
- 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
- Establish intake, prioritization, and delivery processes for RevOps initiatives
- Balance speed, scalability, and system integrity across GTM systems and workflows
Skills
- 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)
- Proven ability to lead through influence across highly cross-functional teams
- 2+ years of people management experience preferred
Benefits
- Comprehensive benefits to all full-time, exempt employees
- Performance bonus
- Stock options
- Other Charlie Health-sponsored benefits
Company Overview