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NEXTMOVEFDE careers · United States

Director of Revenue Operations, Systems & Automation

AI summary of the role

Charlie Health seeks a Director of Revenue Operations to own the systems, data, and workflows powering its Go-To-Market engine.

No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.

What you’ll do

  • 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)
  • Own the data infrastructure supporting GTM performance reporting and partner with Analytics and Engineering to ensure clean, reliable data
  • Serve as the primary GTM partner to Salesforce Engineering, translating workflow needs into technical requirements

What you’ll bring

  • 7–10+ years of experience in Revenue Operations, Sales Operations, Product, Engineering, GTM Operations, or Business Operations
  • Hands-on ownership of CRM systems (Salesforce), GTM tooling, and workflow automation
  • Experience partnering closely with Engineering, Product, and Analytics teams
  • Highly proficient in Excel / Google Sheets; working knowledge of SQL and data modeling concepts

Technologies

Salesforce · CRM · SQL · Tableau · Looker · Hex · Google Sheets · Excel · AI tools · automation platforms

About Charlie Health

Provides virtual intensive outpatient programs (IOP) for teens, young adults, and families with high-acuity mental health and substance use needs, billed primarily through insurance.

Series B · 1000–5000 people

Source and classification

Internal deployment & tooling · Evidence for this classification:

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. 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
More from the job description

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. 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 exception [... source excerpt omitted ...] ild 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, reli [... source excerpt omitted ...] ashboards, 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 Qualifications 7–10+ years of experience, ideally including: Prior experience in Revenue Operations, Sales Operations, Product, Engineering, GTM Operations, or Business Operations rol

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