Commercial Operations Specialist

Wheels Up Partners • New York, NY

13d • Hybrid

About The Position

Join Our Team at Wheels Up At Wheels Up, we're proud to be a global leader in on-demand private aviation. As one of the largest companies in the industry and a strategic partner of Delta Air Lines – we are committed to making private air travel safe, reliable, and enjoyable. With a diverse fleet of owned aircraft plus a global network of trusted charter operators, we offer our customers access to the right aircraft for their needs and the ability to fly on their terms. And it doesn’t stop at private flights. Wheels Up also provides freight services, safety and security solutions, and managed services to individuals, businesses, government agencies, and more. Regardless of how, when or where you want to fly, our mission is simple; deliver a premium, personalized aviation experience for every customer. This will be a hybrid position, requiring 3 days per week at the NYC Office Responsibilities Role Overview: What You’ll Be Doing In this role, you will serve as the enablement and data-focused partner to the commercial organization, helping the team operate with cleaner CRM data, stronger pipeline visibility, and more consistent account intelligence. This position will focus less on direct prospecting and more on process, reporting, data quality, and scalable operating support. Your work will help improve CRM health, pipeline accuracy, lead-flow visibility, and leadership decision-making while enabling Sales Directors and VPs to focus on closing, relationship management, and high-value client engagement.

Requirements

• Highly analytical, structured, and process-oriented, with the ability to turn data and operational detail into clear insights, cleaner workflows, and better team execution.
• Strong analytical, organizational, and problem-solving skills with high attention to detail
• Experience working with CRM systems, Salesforce preferred, including data hygiene, reporting, dashboards, and pipeline tracking
• Comfort translating data into actionable insights, process improvements, and leadership-ready reporting
• Ability to manage documentation, standards, and repeatable workflows across multiple stakeholders
• Minimum of 1-2 years of sales operations, business operations, CRM administration, reporting, or administrative support experience required
• Bachelor's degree or equivalent experience preferred

Nice To Haves

• Experience supporting teams in aviation, finance, or B2B service environments
• Familiarity with DocuSign, proposal generation, or contract workflows

Responsibilities

• Own CRM health, pipeline accuracy, and compliance by ensuring records are complete, current, and consistently maintained across the commercial team
• Build and maintain actionable CRM dashboards and recurring reports that give leaders clear visibility into pipeline, activity, lead flow, conversion, and team performance
• Ensure lead-flow visibility across inbound, referral, Delta, renewal, lost-member, and database-mined opportunities, including routing, tracking, and status updates
• Identify and resolve duplicate, incomplete, or conflicting account and contact records to improve data quality and reduce friction for sales teams
• Standardize account intelligence by helping team fill in required profile fields, prospect research, lead notes, following ownership rules, and supporting handoff expectations
• Support lead prioritization frameworks, including scoring logic, segmentation, and reporting that helps Sales Executives and Directors focus on the highest-value opportunities
• Generate recurring and ad hoc reporting on sales activity, KPIs, pipeline progress, lead conversion, and CRM compliance for leadership and team visibility
• Maintain and organize internal documentation, including SOPs, process guides, CRM standards, FAQs, and training materials
• Partner with Sales Executives, Directors, VPs, Marketing, and Sales Ops to improve process adoption, reporting accuracy, and scalable team workflows
• Provide analytical, structured support that helps the commercial organization operate more efficiently, identify pipeline gaps, and scale repeatable best practices

Benefits

• Tuition Reimbursement
• Competitive 401(k)
• Comprehensive Medical, Dental, and Vision Insurance
• Complimentary access to mental health and wellness counseling through Spring Health
• Financial planning assistance through WellCents
• A variety of additional programs and services in support of your total well-being

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level