CharterUP

Business Development Rep

• Identify and strategically target large, complex organizations within construction, infrastructure, industrial development, and enterprise site operations.
• Develop disciplined account-entry strategies that drive both bottom-up and top-down engagement across priority accounts.
• Prospect deeply within enterprise organizations mapping stakeholders across procurement, operations, workforce logistics, project management, and executive leadership.
• Build multi-threaded relationships that position CharterUP early in project planning and RFP cycles.
• Generate qualified, high-value opportunities that convert into long-term shuttle programs through partnership with the closing sales team.
• Stay informed on regional construction activity, infrastructure investment, and data center development to proactively engage emerging opportunities.
• Partner closely with sales and operations to ensure smooth handoff and successful program scoping once opportunities advance.
• Represent CharterUP at industry conferences and events to expand strategic relationships and enterprise access.

Senior Business Development Lead

Revenue Operations

• Collaborate with sales unit leaders and executive leadership to define, document, and manage the end-to-end revenue process, identifying bottlenecks and areas for optimization.
• Design, implement, and document standardized processes for lead-to-opportunity, opportunity-to-close, and post-sales activities.
• Analyze and assist in setting annual and quarterly revenue targets, forecasting, and compensation plan design. Provide regular forecasting support, working closely with sales leadership and finance to improve forecast accuracy and pipeline visibility.
• Conduct deep-dive analysis on pipeline health, sales productivity, campaign effectiveness, and customer churn/retention.
• Serve as a second administrator for the CRM (e.g., Salesforce), including configuration, customization, data integrity, and security.
• Contribute to the revenue stack tech roadmap, ensuring that we can stay nimble as we continue to scale.
• Develop and maintain key performance indicator (KPI) dashboards and reporting across Sales and other revenue-related functions to provide actionable insights into revenue performance.

Revenue Operations Associate

Account Executive

• Lead the full sales cycle from prospecting through close, including RFP responses, MSA negotiations, and long-term contracts
• Lead outbound and inbound sales efforts across a diverse set of verticals, including sports and live events, municipalities, K–12 and higher education, travel and destination management, and large enterprise accounts.
• Close high-value contracts ($250K+ ARR) where transportation is mission-critical
• Serve as a subject-matter expert on group transportation logistics
• Partner with Operations to design and validate solutions involving scheduling and routing, parking and staging, rider flow and on-site logistics, multi-day and large-scale event coordination, and set clear expectations with customers and ensure smooth handoff post-sale.
• Develop targeted outbound strategies within enterprise events and institutional verticals
• Build relationships across procurement, operations, and executive leadership
• Expand revenue within existing accounts through account management and expansion
• Monitor trends across large-scale events, public-sector transportation, and enterprise shuttle programs and share market feedback with leadership to inform product, pricing, and operational strategy.

Account Executive, Enterprise Events

• Prospecting and Lead Generation: Identify and research potential clients within targeted verticals including construction, universities/colleges, and corporations for transportation services.
• Outbound Communication: Initiate outbound calls and emails to key decision-makers, introducing CharterUP’s enterprise services and assessing their transportation needs.
• Qualification: Engage in meaningful conversations to understand prospect requirements, challenges, and timelines to determine if there is a fit for CharterUP’s services.
• Appointment Setting: Schedule qualified appointments and meetings for Account Executives to further discuss upcoming RFPs, uncovering opportunities within existing transportation, and new opportunities to provide tailored solutions.
• Pipeline Management: Effectively manage and update prospect information, activities, and communications in the CRM system (Salesforce) to ensure accurate tracking and reporting.
• Collaboration: Work closely with the sales team to share insights, feedback, and best practices to optimize outreach strategies and improve overall sales performance.
• Market Research: Stay informed about industry trends, competitive landscape, and emerging opportunities to identify new business prospects and enhance sales strategies.
• Performance Metrics: Meet and exceed weekly/monthly quotas for outbound calls, qualified leads, and scheduled appointments to contribute to the company’s revenue goals.

Enterprise Business Development Representative

Manager

• Build and maintain accurate demand forecasts across seasonality, peak periods, and new product launches
• Develop capacity models tied to SLAs, volume projections, and cost targets
• Establish utilization benchmarks and manage adherence
• Partner with Finance and Operations on proactive headcount planning
• Identify capacity risks early and implement mitigation strategies
• Directly manage Service Team Leads
• Standardize expectations for queue management, call monitoring, QA scoring, and coaching
• Implement consistent productivity and performance benchmarks across teams
• Ensure floor discipline and real-time operational control
• Drive accountability and measurable improvement across shifts
• Own and evolve the QA rubric and scoring methodology
• Implement calibration processes to ensure scoring consistency
• Connect QA insights to training, workflow changes, and process improvements
• Tie quality performance directly to resolution time, escalation rate, and customer outcomes
• Identify systemic issues and drive root-cause correction
• Evaluate and optimize Zendesk, Sprinklr, and related CX tools
• Improve routing logic, escalation paths, and workflow efficiency
• Reduce manual work through automation and smarter configuration
• Build dashboards and reporting that provide real-time operational visibility
• Partner cross-functionally when system changes are required
• Define and manage core service KPIs including utilization, adherence, SLA attainment, resolution time, productivity, and QA performance
• Deliver clear, data-driven reporting to senior leadership
• Establish performance baselines and continuously raise standards

Senior Manager, Workforce Management, Quality

Compliance

• Own the compilation, analysis, and visualization of operational data building Tableau dashboards and reporting frameworks to identify opportunities, monitor KPIs, and support executive decision making.
• Deliver actionable insights to executive leadership, ensuring data informs daily execution and long-term strategy.
• Advanced ability to manipulate, clean, and interpret large datasets; experience with BI tools (Tableau, Looker, Power BI) and proficiency in SQL or other query languages strongly preferred. Must be able to build dashboards and explain analytical reasoning in detail.
• Serve as the VP’s operational extension—taking tactical execution and operational oversight off their plate.
• Drive cross-functional priorities with discipline, ensuring initiatives are executed with rigor and leadership bandwidth is preserved.
• Lead a distributed team of managers and supply specialists, ensuring leaders under you are aligned, supported, and held accountable.
• Set clear expectations, track performance, and consistently drive improvement against KPIs for productivity, efficiency, and SLA attainment.
• Identify and execute strategies to improve operational efficiency and margin attainment, including new tools, automation, and process redesign.
• Drive initiatives focused on reducing service failures and improving provider capacity through rigorous data analysis and continuous improvement.
• Build region-specific margin strategies through cross-functional collaboration with Service Operations and Data Science.
• Strengthen pricing integrity controls to ensure vendor pricing aligns with market standards and supports wholesale margins.
• Provide senior leadership to the compliance function, ensuring vendor adherence to company policies, contractual obligations, and operational standards.
• Oversee programs to strengthen delivery reliability and risk management.

Senior Business Development Lead

Revenue Operations Associate

Account Executive, Enterprise Events

Enterprise Business Development Representative

Senior Manager, Workforce Management, Quality

Director of Operations – Vendor Compliance