Revenue Operations Specialist

Do:

• Design and implement consistent and repeatable Deal Desk processes  
• Oversee the complete “Lead to Order” process in the CRM among all team members.  
• Facilitate complete vetting and approval of complex deals by stakeholders across the organization (e.g., software developers, project managers, technical resources, finance).  
• Accurately represents deals in the CRM for fulfillment + billing  
• Ensure consistent, high-quality use of CRM by all users.   
• Distill themes from customer data into actionable insights to improve internal operations and customer experience  
• Work closely with Marketing to track campaign engagement and effectiveness  
• Assist in the design of a customer onboarding process that transitions from sales to delivery to customer success with best practice experience  
• Inform and assist the Enablement efforts in the Revenue Operations team, such as the Revenue team’s knowledge libraries, curriculums, and internal wiki   
• Establish and manage key metrics and performance indicators for quoting, order processing and customer success team  
• Create, maintain, and expand the documentation used for onboarding, training, and other enablement/learning efforts  
• Ad-hoc projects as needed, both within existing tools and creatively building a process where tools are not available  

Deliver:

• Roll out operational changes and new systems to our customer-facing teams  
• Work cross-functionally with customer success, sales, operations, finance, product, marketing, and other stakeholders to share insights and centralize information  
• Be a customer advocate and partner to all internal organizations involved in the deal process  
• Drive best practices to increase sales effectiveness via structured deal reviews and checkpoints, supported by standard business practices, policies, and proper enablement  
• Provide leadership and guidance to deliver consistently high-quality output from the Revenue Operations team  
• Support our data hygiene in areas including renewals, subscriptions, and customer health in coordination with finance, sales, delivery, and other internal teams  
• Identify ways of streamlining and automating processes to compile and analyze data from various sources and systems  

Decide:

• Partner with VP, Revenue to strategize, and analyze the impact of business initiatives  
• Invest in the continuous development and growth of the Revenue Operations team   
• Be a customer advocate and partner to all internal organizations involved in the deal process   
• Implement and manage approvals for non-standard deals and effective collaboration across Sales, Finance, and Legal  
• Exhibit a professional demeanor, attention to detail, and a sense of urgency to achieve outcomes and exceed expectations  

I'm interested...is this the job for me? We are looking for:

• Bachelor’s degree required  
• At least 3-4 years of sales operations or revenue operations experience, alternatively experience in process and data driven roles and understanding of sales organizations  
• Experienced with contracts, legal clauses, approvals, and other deal desk deliverables  
• Experience learning, managing, and customizing a CRM system, and training others on its use.  
• Demonstrated ability to create and deliver impactful reports and presentations  
• Strong understanding of quote-to-order processes; knowledge of SFDC and NetSuite is a plus  
• Proficient in Microsoft Suite (SharePoint, Word, Excel, Outlook, PowerPoint)  
• Excellent written and verbal communication skills  
• High level of attention to detail and commitment to deadlines  
• Project management skills, ability to work under pressure and multi-task  
• Willing to take on new challenges, duties, and objectives  
• Desire to learn, grow and quickly step into new challenges as they arise  

At Summit, our culture and core values are important to us. As a diverse team of passionate pathfinders, we deliver on the promise of technology. If this sparks your interest, we'd love to chat with you!

• Empower our people
• Constant elevation
• Customer first
• Focus on outcomes
• Embrace curiosity

Benefits: Summit offers a total rewards package designed to support you at work, at home, and everywhere in between. Here’s a look at what’s included:

• Flexible Time Off (yes, really)  
• Health, Dental, and Vision Insurance — with HSA/HRA options  
• 401(k) with 4% employer match  
• Life Insurance and Long-Term Disability coverage  
• Free employee colocation and cloud account  
• A fun, casual work environment where you can be yourself  


• Your recruiter will walk you through all the details — and a few extras we didn’t list here.