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Revenue Operations Analyst
Join Cartwheel to help tackle the student mental health crisis.
Cartwheel is an early-stage company building a new kind of mental health program for kids that puts schools at the center. We see our role as supporting school staff who see kids every single day. Instead of going around them, we collaborate with them. This means:
- Earlier intervention
- Higher student and family engagement in care
- Better coordination among the trusted adults in a student’s life
Kids shouldn't just aspire to get out of bed and drag themselves to class. They should be able to experience joy. They deserve to envision and build a life they’re excited to live. If you join Cartwheel, you’ll help make this vision a reality for millions of students across the country. We’re backed by top investors including Menlo Ventures, Reach Capital, General Catalyst, BoxGroup, and Able Partners, and we're looking for mission-driven teammates to join our team.
ABOUT THE ROLE
The Revenue Operations Analyst will be responsible for executing the tactical operations that keep our revenue engine running smoothly. You will support deal desk activities, customer provisioning, CRM hygiene, and day-to-day system administration across our revenue tech stack. Working closely with the Director of RevOps, you'll serve as the operational backbone for our Sales and Customer Success teams, ensuring seamless execution from opportunity close through customer onboarding.
Role Type: This is a W2, Full-Time, Salaried position
Location: Remote, with in-person team retreats.
Start date: April 2026
WHAT YOU’LL DO
- Deal Desk Support: Execute day-to-day deal desk activities including opportunity validation, closing out opportunities in Salesforce, and coordinating contract/SOW workflows through Adobe Sign / Docusign
- Customer Provisioning: Manage customer provisioning for new customers, renewals, and expansions, ensuring timely product access and account setup
- Invoice & Vendor Management: Create invoice records in Salesforce, coordinate AR integration, and handle vendor registration tasks (W9s, COIs, notarization, paperwork)
- CRM Administration:
- Maintain data hygiene and quality standards across our GTM tech stack
- Execute system updates, user management, and configuration changes
- Monitor data integrity and proactively address quality issues
- Reporting & Analytics:
- Assist with report and dashboard creation and maintenance
- Execute reporting refreshes and ad hoc data pulls for leadership
- Monitor key metrics and flag anomalies
- GTM Tech Stack Support: Provide direct user support for revenue tools including Salesforce, Gong, Outreach, Adobe Sign, and Docusign
- Workflow Documentation: Create, maintain, and organize RevOps process documentation in Guru, ensuring GTM teams have up-to-date resources for system workflows, deal desk procedures, and tool usage
- General Operations Support: Support our growing Sales and Customer Success teams by being agile and leaning in to solve problems across our revenue operations as needs arise
WHO YOU ARE
Must have…
- 3+ years of professional experience in operations, sales operations, customer success operations, or client-facing GTM roles (SDR, AE, AM, CSM) with a desire to transition into operations
- 1+ years of hands-on experience with Salesforce (or similar CRM platform)
- Keen attention to detail and comfortable working with large volumes of sales and customer data
- Passion for our mission to tackle the youth mental health crisis!
Skills:
- Organized & Process-Oriented: You thrive on structure, follow-through, and getting things done right the first time
- Technically Savvy: Fluency in Google Suite (e.g. Sheets, Slides) and Salesforce, with proven ability to quickly learn new tools and technology
- Problem Solver: You don't wait for instructions - you identify issues, propose solutions, and execute
- Strong Communicator: Superb written and verbal communication skills with the ability to explain technical concepts to non-technical stakeholders
- Customer-Focused: You understand that internal teams are your customers and take pride in delivering excellent, responsive support
- Entrepreneurial: Desire to work with a small, entrepreneurial team to build scalable processes from the ground up
Nice to have:
- Experience supporting K12 or EdTech sales teams
- Familiarity with revenue tools like Gong, Outreach, Adobe Sign, or Docusign
- Salesforce Administrator certification
- Experience with data analysis or reporting tools (e.g., Excel, Tableau, Looker)
WHY YOU’LL LOVE CARTWHEEL
Our hope is that Cartwheel will be your best career decision! In addition to tackling one of the biggest challenges of our time, at a company well-positioned to do so, you’ll have:
- Competitive cash compensation between $75,000 to $90,000
- Equity ownership stake in the company
- High-quality health insurance with a $0 monthly premium option for employees
- Dental, Vision, and Employer-Sponsored Life Insurance
- 4 weeks of paid PTO (3 weeks any time + 1 week office closure in December)
- Sick Leave + Holidays
- 401K with 2% employer match
- Team-based culture with mission-driven colleagues who will go to bat for you
Cartwheel is proud to be an equal opportunity employer. We embrace diverse backgrounds and perspectives and an inclusive work environment. We're committed to equal employment opportunity regardless of race, color, religion, ancestry, national origin, gender, sexual orientation, disability status, or veteran status.
We participate in E-Verify. Please be prepared to provide acceptable documentation to verify your identity and work authorization
Note: Please do not contact our Care, Provider, or Patient Services lines regarding job postings or application status. These teams support our patients and families and are not involved in the hiring process. For all recruitment-related questions, please email talent@cartwheelcare.org.
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