Director of Revenue Operations, Systems & Automation
External
Charliehealth · New York, NYPrepare for this interview
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About the role
The Director of Revenue Operations will own the systems, data, and workflows that power Charlie Health's Go-To-Market engine. This role is responsible for designing and scaling the tooling, technology, and data infrastructure that enable GTM teams to operate efficiently, make better decisions, and deliver an exceptional experience to referral partners. This leader will work closely with Sales, Admissions, Growth Strategy, Engineering, Product, Design, and Salesforce Engineering to modernize GTM workflows, improve visibility into performance, and lead our GTM AI initiatives to drive the business forward.. We're a team of passionate, mission-driven professionals eager to take on the behavioral health crisis and build scalable solutions that expand access to care. If you're energized by complex problem-solving and want to shape how growth is planned and executed, we encourage you to apply.
Responsibilities
- GTM Tooling & Technology
- 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
- Data Infrastructure & Reporting
- 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
- Salesforce & Engineering Partnership
- 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
- RevOps Operating Model
- Establish intake, prioritization, and delivery processes for RevOps initiatives
- Balance speed, scalability, and system integrity across GTM systems and workflows
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)
- 2+ years of people management experience preferred
- Proven ability to lead through influence across highly cross-functional teams
Benefits
Additional Information
Why Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection-between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you.
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