About the Role

As a member of the Growth Strategy team, you'll own the performance management infrastructure that keeps Charlie Health's Outreach organization accountable as it scales. This role is the central point of execution for how sales performance is measured, reported, and acted on — owning recurring workflows like monthly goal tracking, quarterly bonus calculations, and biannual KPI reviews, while partnering with leadership on compensation plan design, performance reform initiatives, and ad hoc analytics.

You'll work cross-functionally to ensure incentive structures are well-designed, payouts are accurate, and goals are deployed with the right tracking in place from day one. You'll build and maintain the scorecards, dashboards, and reporting materials that give leadership a reliable, org-wide view of performance, and you'll continuously look for ways to make these workflows more scalable and repeatable as the organization grows.

Over time, you'll ramp into greater ownership of compensation plan design, performance analytics, and strategic projects that shape how Charlie Health  measures and manages its sales organization. You'll be given a high level of autonomy and responsibility, and we expect you to "think like an owner" — bringing rigor, accuracy, and good judgment to work that directly impacts how reps are paid and how leadership makes decisions.

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, apply today.

Responsibilities

• Own performance reporting and KPI infrastructure for the Outreach organization, including monthly goal tracking, quarterly scorecards, and biannual KPI reviews delivered to leadership
• Execute compensation plan workflows across Outreach roles — including quarterly bonus calculations — ensuring incentive structures are well-designed, payouts are accurate, and bonus mechanics are clearly understood across the org
• Build and maintain performance trackers, dashboards, and reporting materials that give leadership reliable, real-time visibility into how the sales org is performing against goals
• Support the deployment of org-wide goals by ensuring tracking infrastructure is in place from day one, and performance against targets is visible to the right stakeholders
• Partner with Growth Strategy leadership on performance reform initiatives, compensation plan redesign, and strategic analytics that drive accountability and continuous improvement across the sales organization
• Conduct ad hoc analyses and modeling — including Snowflake-based data pulls — to support compensation plan design, performance diagnostics, and leadership decision-making
• Continuously improve performance management and compensation workflows by identifying inefficiencies and implementing more scalable, repeatable solutions
• Prepare and present findings, recommendations, and updates to Growth Strategy leadership and cross-functional stakeholders

Requirements

Must-Haves

• Bachelor’s degree
• 0–2 years of full-time work experience; relevant full-time or internship experience in a start-up, consulting, private equity, or investment banking setting strongly preferred
• Strong financial modeling and Excel / Google Sheets fluency — comfort building, auditing, and maintaining complex spreadsheets with formulas, lookups, and calculations that drive real dollar outcomes
• Meticulous attention to detail — this role calculates bonus payouts and produces leadership-facing reporting where errors are costly and visible
• Strong analytical instincts and the ability to translate quantitative work into clear narratives and recommendations
• Sound business judgment — comfortable making logical calls when data is incomplete, and able to handle sensitive compensation data with discretion and professionalism
• Exceptional communication, interpersonal, and relationship-building skills — able to work credibly with leadership and across functions
• Proactive self-starter and natural multitasker who thrives with autonomy and tight recurring deadlines
• Microsoft Office proficiency — Word, PowerPoint, Excel

Nice-to-Haves

• Experience with SQL (Snowflake or similar) for data pulls and analysis
• Experience with BI tools (Tableau, Looker, Hex, or similar)
• Prior exposure to sales compensation, incentive plan design, or performance management workflows
• Familiarity with Salesforce or similar CRM data structures
• Experience preparing materials for senior leadership or executive reviews

Benefits

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

Additional Information

The target base compensation for this role will be between $75,000 and $100,000 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 $82,000 and $110,000 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. #LI-HYBRID