We’re Summize, an ambitious legal tech scale-up based in the US and UK, working with businesses all over the globe. Our mission is simple, to get entire businesses working faster and smarter with contracts. We’re a growing team making big things happen out of HQs in Manchester, UK, Boston, US and San Diego, US and we’re not stopping. Following our recent $50 Million Series B investment we’re looking for forward-thinkers, innovators and problem solvers to join our dynamic team as we enter our next growth phase.
The Role
Summize is looking for a strategic and hands-on Revenue and Sales Operations professional to lead and optimize our sales processes, tech stack, and performance insights as we enter an exciting period of growth.
As the Head of Revenue Operations, you will be instrumental in reducing friction and introducing efficiency and scalability to the sales process so that salespeople succeed in their day-to-day activities. You will own our sales technology ecosystem, optimise the existing tech stack and continuously seek ways proactively enable growth and scale. You will deliver insights through pipeline and funnel analysis, win/loss reporting and identifying data-driven trends to inform decision-making across the commercial team.
Responsibilities
Sales Process Optimisation
Continuously review and improve sales processes, actively shaping how sales teams operate, removing roadblocks, refining processes, ensuring that every member of our sales organisation has the tools and insights they need to perform at their best. You will evaluate our existing toolkit and evaluate new tools including AI capabilities, data platforms and diallers to proactively improve and address efficiencies.
Streamlining and Optimising Sales Tools
Own and optimise the existing sales tech stack, including the enhancement of key process and platforms such as HubSpot, ZoomInfo, Sales Navigator and Gong, ensuring they are effectively integrated and fully leveraged.
Sales Pipeline and Funnel Analysis
Maintain and consistently review reporting and performance dashboards for the Sales Development Representatives and the wider Sales team to understand activity and output as well as tracking pipeline health, deal velocity, conversion rates, and forecast accuracy. Own the capabilities of forecasting in Gong, providing actionable insights for the sales team.
Performance Insights
Provide proactive actionable insights to sales leadership on team performance, productivity, and key trends, supporting quarterly business reviews and strategic planning.
Cross-functional Collaboration
Work closely with Sales, Marketing, Customer success, and finance teams to ensure alignment across the customer journey and platforms.
Data Integrity & Governance
Ensure data accuracy, data hygiene, and compliance across all sales systems, owning the CRM from a Sales and data perspective. Management of territories for Outbound activity, reviewing the Total Addressable Market and account allocation.
What we’re looking for
- Proven experience in a senior sales operations and/or revenue operations , ideally within a B2B SaaS or high-growth tech environment.
- Proven expertise in HubSpot CRM; experience administering and customising the platform to utilise it in the most efficient and effective way.
- Experience with Gong and Gong Engage or a similar tool is preferred
- Deep understanding of sales processes, funnel management, and performance metrics.
- Strong analytical and problem-solving skills with the ability to turn data into clear, actionable insights.
- Comfortable working hands-on in systems, while also contributing and advising at a strategic level.
- Experience supporting and driving sales forecasting, pipeline reviews, and cross-functional revenue planning.
- Excellent communication and collaboration skills; able to build relationships effectively across global locations and work effectively with both commercial and technical teams.
- Strong project management capabilities, with the ability to manage multiple priorities in a fast-paced environment.
What we offer
- Healthcare insurance plan including Dental for all employees
- 401K plan for all employees
- Access to discounts on things like travel, electronics, fashion, fitness and more
- Rich learning and development opportunities supported through our Growth Mindset Fund.
- Seaport based offices with fantastic perks, fully stocked fridge providing soft drinks and complimentary breakfast
- Work from anywhere after one year of employment
- Employee share option scheme
- Regular social activities and events
- Opportunity to be a part of one of Boston’s hottest tech scale ups
We understand the value of having a diversity of identities, backgrounds and thinking within our company so we’re open to hearing from applicants who don’t yet tick all the boxes. If that’s you, please accompany your application with short summary explaining how you’d close the gap on the skills you don’t yet have.
Looking for a role where you can really make a difference? We’d love to hear from you and tell you more about this exciting opportunity at Summize.
