[Remote] Revenue Operations Specialist

Note: The job is a remote job and is open to candidates in USA. Summit is a leading provider of enterprise-class Application Hosting, Managed Services, and Cloud Solutions for regulated industries. They are seeking a Revenue Operations Specialist to support the design and execution of Deal Desk processes, manage CRM components, and analyze data to enhance internal operations and customer experience. 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 Skills 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 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 Benefits 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 Company Overview Summit is a trusted provider of managed IT services for SMBs to the Fortune 500. It was founded in 2006, and is headquartered in Alpharetta, GA, US, with a workforce of 201-500 employees. Its website is