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

Qualifications

• 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.

The total target base compensation for this role will be between $151,000 - $215,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $182,000 - $258,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits.

About the Role

The Director of Admissions Strategy & Operations will partner closely with our VP of Admissions to drive performance, efficiency, and operational excellence across the admissions funnel. In this role, you will own strategic planning (quarterly OKRs), run the operating cadence (weekly business reviews), lead capacity planning and utilization management (staffing models, hiring targets, workload balancing), and execute special projects that improve conversion and streamline processes. Success in this role requires strong analytical ability, structured problem-solving, cross-functional leadership, exceptional communication skills, a bias for action, and a willingness to dive into both the strategic and tactical work needed to elevate admissions performance.

We’re a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you’re inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today.

Responsibilities

• Planning & Operating Cadence
• Establish the quarterly and semi-annual planning processes for the Admissions org, including OKRs, growth targets, and initiative prioritization
• Build and maintain dashboards and reporting for all core admissions KPIs (conversion, staffing levels, SLAs, productivity, etc.)
• Run the weekly business review (WBR) to identify variances, root causes, and action plans
• Drive cross-functional accountability for KPIs and initiatives.
• Capacity Planning & Utilization Management
• Own the admissions staffing model, including forecasting demand, capacity and productivity assumptions
• Define variable headcount hiring targets for Admissions Coordinators, Ops Leads, Supervisors, and related pods; provide clear inputs to Talent
• Monitor and rebalance workloads to ensure optimal coverage across days, shifts, and states
• Performance Management
• Build the reporting and analytics infrastructure to support monthly and quarterly performance reviews for frontline admissions staff
• Partner with Ops Leads to define performance standards, expected ramp curves, and productivity targets
• Create and refine templates, scorecards, and documentation that support consistent, transparent performance management
• Identify performance trends and propose coaching or workflow interventions
• Special Projects & Strategic Initiatives
• Lead cross-functional, highly analytical initiatives to unlock improvements in conversion, speed-to-admission, and team efficiency\
• Drive step-change improvements in processes that sit between multiple teams responsible for client acquisition and intake
• Serve as project lead for systems improvements, product changes, tooling upgrades (CRM, dashboards), and operational experiments.
• Own business cases, ROI modeling, and implementation plans for all strategic initiatives

Requirements

• 7+ years of work experience, ideally:
• 3-4 years in management consulting, investment banking or private equity with multiple promotions
• 3-4 years working in Strategy & Operations, Business Operations or General Manager roles at high growth start-ups (plus if it is health tech or marketplace business)
• 2+ years of direct management experience
• Experience in strategic planning processes (OKRs) and running weekly/monthly business reviews
• Experience running highly cross-functional projects (operations, sales or recruiting, technology)
• Highly proficient in Excel/GSheets, SQL and data visualization tools (e.g., Tableau, Looker, etc.) 
• In-person in New York City

Benefits

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

The total target base compensation for this role will be between $151,000 and $215,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $182,000 and $258,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits.