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

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

• Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.