Summer · 21 hours ago
Director of Revenue Operations
United States
Full-time
Remote
Mid, Senior Level
$170K/yr - $190K/yr
7+ years expSummer is a Certified B Corp® on a mission to restore financial freedom for Americans burdened by student debt. The Director of Revenue Operations will be responsible for building the systems, processes, and data infrastructure that support scalable revenue growth across marketing, sales, and client success.
Employee BenefitsFinancial ServicesPersonal Finance
Responsibilities
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
Qualification
Required
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
Equity grant to share in Summer’s success
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
And more!
Company
Summer
Summer is an end-to-end student loan workplace benefit solution that helps employees navigate college costs and reduce student debt.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$29.12MKey Investors
Rebalance Capital,SemperVirens Venture CapitalMassChallengeQED Investors
2025-04-10Series A
2024-04-08Series Unknown· $9M
2023-04-25Series A· $7.7M
Leadership Team
Will Sealy
Co-Founder & CEO
Vincent Tran
Co-founder & Advisor
Recent News
GlobeNewswire News Room
2024-01-15
Las Vegas Review Jurnal
2023-12-28
Company data provided by crunchbase