Revenue Operations Coordinator managing Salesforce data, reporting, and CASL compliance for Canadian investment manager PICTON Investments. Supporting sales, marketing, and CRM operations.
About the role
- Revenue Operations Associate optimizing Salesforce, revenue processes, forecasting, and analytics. Supporting CharterUP’s AI-powered group transportation and mobility marketplace as it scales.
Responsibilities
- Collaborate with sales unit leaders and executive leadership to define, document, and manage the end-to-end revenue process
- Identify bottlenecks and areas for revenue-process optimization
- Design, implement, and document standardized lead-to-opportunity, opportunity-to-close, and post-sales processes
- Serve as secondary administrator for the revenue stack centered on Salesforce and Outreach
- Configure and customize Salesforce and lead integration-enhancement projects
- Ensure revenue-stack data integrity and contribute to the technology roadmap
- Develop and maintain KPI dashboards and reporting across Sales, Account Management, Support, and other revenue functions
- Own monthly commission calculations, data review, and Cost of Sales analysis
- Analyze and assist with annual and quarterly revenue targets, forecasting, and compensation-plan design
- Provide forecasting support to improve forecast accuracy and pipeline visibility
- Conduct deep-dive analysis of pipeline health, sales productivity, campaign effectiveness, and customer churn/retention
- Ensure alignment across Sales segments, Finance, Marketing, and Partner and Service Operations
Requirements
- A bachelor's degree
- 4+ years of experience in Revenue Operations, Sales Operations, or Business Operations
- Experience preferably within a B2B SaaS environment
- Experience in a marketplace business is a plus
- Advanced Excel/GSheets skills
- Some experience with SQL
- Expert-level proficiency as a CRM Administrator
- Salesforce required; certification not required
- Demonstrated experience managing an integrated tech stack, including sales engagement, marketing and process automation, AI, and analytics products
- Analytical skills to translate complex data into actionable insights and recommendations
- Familiarity with financial planning and analysis (FP&A) concepts related to revenue
- Ability to balance speed with durability/scalability and steer projects to completion
- Eagerness to incorporate AI intelligently
Benefits
- Remote-first work model
- Flexible work model
- Medical, dental, and vision insurance
- 100% of U.S. employee premiums covered
- Mental health support
- Virtual care
- Gym discounts
- Family-building benefits
- Paid time off: 15 PTO days, increasing to 20 after 2 years, plus 8 paid holidays for U.S. employees
- Company-paid life, short-term, and long-term disability insurance where available
- Referral bonuses
- Long-term financial planning support
- 401(k) plan for U.S. employees
- Region-specific savings programs where applicable internationally
- Choice of Mac or PC, plus monitor, keyboard, and mouse
- Inclusive, accessible, and respectful workplace
- Reasonable accommodations during the hiring process
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