Director of Revenue Operations, Systems & Automation
About The Position
Charlie Health is seeking a Director of Revenue Operations to lead the systems, data, and workflows that support the company's Go-To-Market engine. This role is crucial for designing and scaling the technology and data infrastructure that empowers GTM teams to operate efficiently, make informed decisions, and provide an excellent experience to referral partners. The Director will collaborate with Sales, Admissions, Growth Strategy, Engineering, Product, Design, and Salesforce Engineering to modernize GTM workflows, enhance performance visibility, and spearhead GTM AI initiatives to drive business growth. This is an opportunity for a passionate individual to tackle complex problems and shape the future of growth planning and execution in the behavioral health sector.
Requirements
- 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.
Nice To Haves
- 2+ years of people management experience preferred.
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.
Benefits
- Comprehensive benefits to all full-time, exempt employees.
- Performance bonus.
- Stock options.
- Other Charlie Health-sponsored benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
