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About the Role

This role serves as an enablement and data-focused partner to the commercial organization, focusing on CRM data, pipeline visibility, and account intelligence to improve operational efficiency and decision-making.

Responsibilities

• Own CRM health, pipeline accuracy, and compliance by ensuring records are complete, current, and consistently maintained.
• Build and maintain actionable CRM dashboards and recurring reports for pipeline, activity, lead flow, conversion, and team performance visibility.
• Ensure lead-flow visibility across various opportunity types, including routing, tracking, and status updates.
• Identify and resolve duplicate, incomplete, or conflicting account and contact records to improve data quality.
• Standardize account intelligence by assisting with profile field completion, prospect research, and lead notes.
• Support lead prioritization frameworks, including scoring logic, segmentation, and reporting.
• Generate recurring and ad hoc reporting on sales activity, KPIs, pipeline progress, lead conversion, and CRM compliance.
• Maintain and organize internal documentation, including SOPs, process guides, CRM standards, and FAQs.
• Partner with Sales Executives, Directors, VPs, Marketing, and Sales Ops to improve process adoption and team workflows.
• Provide analytical support to help the commercial organization operate more efficiently and identify pipeline gaps.

Requirements

• Highly analytical, structured, and process-oriented with the ability to translate data into clear insights and workflows.
• Strong analytical, organizational, and problem-solving skills with high attention to detail.
• Experience working with CRM systems, Salesforce preferred, including data hygiene, reporting, dashboards, and pipeline tracking.
• Comfort translating data into actionable insights, process improvements, and leadership-ready reporting.
• Ability to manage documentation, standards, and repeatable workflows across multiple stakeholders.
• Minimum of 1-2 years of sales operations, business operations, CRM administration, reporting, or administrative support experience.
• Experience supporting teams in aviation, finance, or B2B service environments is preferred.
• Familiarity with DocuSign, proposal generation, or contract workflows is preferred.
• Ability to proactively manage multiple priorities, adapt quickly, and respond to urgent team needs is preferred.
• Standard office and computer usage required.

Skills

• CRM systems
• Salesforce
• Data hygiene
• Reporting
• Dashboards
• Pipeline tracking
• Analytical skills
• Organizational skills
• Problem-solving skills
• Attention to detail
• Process improvement
• Documentation management
• Workflow management
• DocuSign
• Proposal generation
• Contract workflows

Location

• NYC Office

Work Type

• Hybrid

Experience Level

• 1-2 years of sales operations, business operations, CRM administration, reporting, or administrative support experience

Education Level

• Bachelor's degree or equivalent experience preferred

Salary/Compensations

• $55,000 - $65,000

Benefits

• Tuition Reimbursement
• Competitive 401(k)
• Comprehensive Medical, Dental, and Vision Insurance
• Complimentary access to mental health and wellness counseling through Spring Health
• Financial planning assistance through WellCents
• A variety of additional programs and services in support of your total well-being
• Eligible for an incentive program

About the Company

• Wheels Up is a global leader in on-demand private aviation and a strategic partner of Delta Air Lines.
• The company offers private flights, freight services, safety and security solutions, and managed services.
• Wheels Up is committed to making private air travel safe, reliable, and enjoyable.

Equal Opportunity

• Wheels Up is committed to a policy of equal employment opportunity for applicants and employees.
• Employment decisions are made without regard to actual or perceived race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, age, disability, genetic information, or any other characteristic protected by federal, state or local laws, regulations or ordinances.