Summer

Summer is a B CorpⓇ that combines technology and policy expertise to help borrowers simplify and save on student debt.

Director of Revenue Operations

Revenue OperationsRevenue OperationsFull TimeRemoteTeam 11-50H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

40 days ago

Salary

$170K - $190K / year

Bachelor Degree7 yrs expEnglish

Job Description

• Develop and own a unified revenue operations strategy aligned with company goals, in partnership with executive leadership and GTM leaders. • Design, implement, and continuously improve end-to-end revenue processes, including lead management, funnel stages, handoffs, renewals, and expansion across marketing, sales, and client success. • Build and manage a rigorous forecasting, pipeline management, and performance reporting framework to support executive and board-level decision-making. • Define, track, and operationalize key revenue KPIs across the funnel (e.g., conversion rates, velocity, CAC, LTV, retention, expansion), translating insights into clear recommendations and action plans. • Own GTM systems and data strategy (including HubSpot CRM and related tools), ensuring data integrity, seamless integrations, and effective usage across teams from prospect through launch. • Partner with GTM leaders on territory design, quota setting, routing rules, and coverage models to support scalable and efficient growth. • Serve as a cross-functional partner to Sales, Marketing, Client Success, Product, Finance, and People to ensure alignment on revenue processes, metrics, and incentives. • Build and maintain scalable enablement processes and documentation (playbooks, SOPs, training materials) that equip sales, marketing, and client success teams with the knowledge, tools, and best practices needed to execute consistently and effectively. • Support executive and board reporting with clear, accurate, and timely revenue insights that highlight risks, opportunities, and progress against goals. • Identify bottlenecks and friction in the revenue funnel and drive cross‑functional initiatives to improve efficiency, productivity, and customer experience.

Job Requirements

  • 7-10 years in Revenue Operations, Sales Operations, or a related role within B2B SaaS or technology-driven companies.
  • Proven experience operating in a scaling startup environment (Series B or similar growth stage).
  • Deep hands-on expertise with Hubspot CRM, including reporting, automation, and system integrations.
  • Strong analytical skill set with the ability to turn data into clear insights and actionable recommendations.
  • Demonstrated success partnering with senior leaders and supporting executive- and board-level reporting.
  • Track record of designing and implementing scalable revenue processes across sales, marketing, and customer success.
  • Exceptional cross-functional communication, stakeholder management, and change leadership skills.
  • Comfort operating with ambiguity, working autonomously from strategic goals, and driving continuous improvement.

Benefits

  • 100% employee-covered medical, dental, and vision insurance
  • 401(k) plan with 3% match, fully vested day one
  • Home office setup reimbursement
  • Monthly lunch credits
  • Direct contributions toward your student loans
  • Up to 11 paid holidays + flexible PTO
  • Paid leave for family, health, or personal needs
  • Annual in-person events including Summer Camp and Summer Wonderland
  • Equity grant to share in Summer’s success

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