Revenue Operations Specialist

Summit

1d•$62 - $78

About The Position

What You’ll Do: Support the design, documentation, and execution of consistent and repeatable Deal Desk processes. Manage and maintain CRM components of the “Lead to Order” process, ensuring accuracy and alignment across revenue teams. Facilitate deal vetting, documentation, and approval coordination with cross-functional stakeholders (engineering, finance, delivery, product). Ensure deals are accurately represented in the CRM for fulfillment, invoicing, forecasting, and reporting. Champion consistent, high-quality CRM usage through data checks, training support, and user guidance. Analyze customer and prospect data, surfacing trends and insights that improve internal operations and customer experience. Partner with Marketing to track and report on campaign engagement, lead quality, conversion metrics, and funnel effectiveness. Assist in designing scalable onboarding workflows that bridge Sales → Delivery → Customer Success. Contribute to enablement materials, knowledge bases, internal wikis, and process documentation. Help define and maintain KPIs for quoting, order processing, pipeline health, renewals, and customer success activities. Support ad-hoc analytics, reporting, and workflow projects, including building processes where tools or automation are limited. What You’ll Deliver: Implement operational enhancements and new system processes across Sales, CS, Delivery, Marketing, Finance, and Product. Provide clear, accurate deal documentation and become a reliable partner across all teams involved in the deal lifecycle. Drive best practices for deal hygiene, structured review checkpoints, and standard operating procedures. Maintain strong data hygiene across renewals, subscriptions, contract terms, customer attributes, and revenue-related fields. Build or refine reports and dashboards that increase visibility and support decision-making. Identify and recommend automation opportunities to improve speed, accuracy, and scalability across revenue workflows. Provide responsive, high-quality support for revenue teams on process questions, system issues, and deal-related inquiries You’ll Thrive in This Role If You: You’ve supported Revenue Operations, Sales Operations, Deal Desk, or a similar process-driven function. You’re comfortable working inside a CRM (Salesforce preferred), including updating objects, reviewing deal data, and supporting workflows or approvals. You’ve partnered with cross-functional teams and understand how Sales, Marketing, Finance, Delivery, and Customer Success connect across the revenue lifecycle. You’ve worked with quote-to-order processes or subscription models and understand how accuracy impacts billing, forecasting, and customer experience. You’ve built or maintained reports, dashboards, or analyses that helped clarify trends, identify issues, or inform decisions. You’re familiar with contracts, terms, and the coordination required for non-standard deal approvals. You have experience documenting processes, improving workflows, and maintaining clean, reliable data. Bonus Points: Experience with Salesforce CPQ, NetSuite, or subscription/renewal management tools. Prior involvement in Deal Desk processes or supporting complex approvals. Hands-on experience with data hygiene, data migration, or process automation efforts. Exposure to revenue forecasting, pipeline analysis, or customer health metrics. Familiarity with onboarding workflows or handoffs between Sales → Delivery → Customer Success. Comfort creating internal-facing documentation, enablement materials, or knowledge base content 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 Summit offers a total rewards package designed to support you at work, at home, and everywhere in between. Here's a quick look at some of what's included. Your recruiter will walk you through all the details, and a few extras we didn't list here. 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 Compensation: The salary range for this role is $62 - $78k and is dependent on your experience, skills, and location. We aim to make offers that feel fair, forward-looking, and reflective of what you bring to the table — and where you want to grow. Internal candidates may see a different compensation package based on their current role, pay history, and progression at Summit. Same thoughtful approach, just with a bit more context. Summit is committed to a diverse and inclusive workplace. Summit is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. As part of this commitment, Summit will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email [email protected].

Requirements

You’ve supported Revenue Operations, Sales Operations, Deal Desk, or a similar process-driven function.
You’re comfortable working inside a CRM (Salesforce preferred), including updating objects, reviewing deal data, and supporting workflows or approvals.
You’ve partnered with cross-functional teams and understand how Sales, Marketing, Finance, Delivery, and Customer Success connect across the revenue lifecycle.
You’ve worked with quote-to-order processes or subscription models and understand how accuracy impacts billing, forecasting, and customer experience.
You’ve built or maintained reports, dashboards, or analyses that helped clarify trends, identify issues, or inform decisions.
You’re familiar with contracts, terms, and the coordination required for non-standard deal approvals.
You have experience documenting processes, improving workflows, and maintaining clean, reliable data.

Nice To Haves

Experience with Salesforce CPQ, NetSuite, or subscription/renewal management tools.
Prior involvement in Deal Desk processes or supporting complex approvals.
Hands-on experience with data hygiene, data migration, or process automation efforts.
Exposure to revenue forecasting, pipeline analysis, or customer health metrics.
Familiarity with onboarding workflows or handoffs between Sales → Delivery → Customer Success.
Comfort creating internal-facing documentation, enablement materials, or knowledge base content

Responsibilities

Support the design, documentation, and execution of consistent and repeatable Deal Desk processes.
Manage and maintain CRM components of the “Lead to Order” process, ensuring accuracy and alignment across revenue teams.
Facilitate deal vetting, documentation, and approval coordination with cross-functional stakeholders (engineering, finance, delivery, product).
Ensure deals are accurately represented in the CRM for fulfillment, invoicing, forecasting, and reporting.
Champion consistent, high-quality CRM usage through data checks, training support, and user guidance.
Analyze customer and prospect data, surfacing trends and insights that improve internal operations and customer experience.
Partner with Marketing to track and report on campaign engagement, lead quality, conversion metrics, and funnel effectiveness.
Assist in designing scalable onboarding workflows that bridge Sales → Delivery → Customer Success.
Contribute to enablement materials, knowledge bases, internal wikis, and process documentation.
Help define and maintain KPIs for quoting, order processing, pipeline health, renewals, and customer success activities.
Support ad-hoc analytics, reporting, and workflow projects, including building processes where tools or automation are limited.
Implement operational enhancements and new system processes across Sales, CS, Delivery, Marketing, Finance, and Product.
Provide clear, accurate deal documentation and become a reliable partner across all teams involved in the deal lifecycle.
Drive best practices for deal hygiene, structured review checkpoints, and standard operating procedures.
Maintain strong data hygiene across renewals, subscriptions, contract terms, customer attributes, and revenue-related fields.
Build or refine reports and dashboards that increase visibility and support decision-making.
Identify and recommend automation opportunities to improve speed, accuracy, and scalability across revenue workflows.
Provide responsive, high-quality support for revenue teams on process questions, system issues, and deal-related inquiries