Summit

Account Manager

• Manage and grow a portfolio of enterprise accounts across infrastructure, cloud, and managed services
• Maintain regular, proactive engagement with customers to understand evolving needs and identify growth opportunities
• Identify and drive upsell, cross-sell, and service expansion opportunities within existing accounts
• Own renewal strategy and execution, ensuring retention and long-term account stability
• Partner with internal teams to align solutions with customer needs and priorities
• Monitor account health, usage trends, and risk signals to proactively address churn and contraction
• Maintain accurate forecasting and pipeline visibility for expansion opportunities

Enterprise Account Manager

Sales

• Lead a team of sales professionals to predictably achieve sales targets across the Western territory
• Drive a healthy pipeline by partnering with extended teams to generate more leads and move deals forward
• Provide active, hands-on guidance through complex enterprise deal cycles, from early qualification through close
• Build and maintain a network of strong sales representatives and sales leadership talent in the West
• Foster a positive, ethical, performance-driven culture focused on client success and business outcomes
• Ensure consistent activity and documentation in Salesforce (SFDC) so customer engagement is visible and actionable
• Consistent development of the team through training, coaching, and hands-on reinforcement of strong sales fundamentals
• A disciplined, consistent pipeline and deal-inspection cadence that supports stage progression, deal strategy, and next steps, consistent with the operating model of the incoming go-to-market leadership
• Clear translation of organizational goals into Western territory objectives and sales team execution plans
• Accurate forecasting, account penetration strategies, and performance reporting to leadership
• Ongoing policy and process compliance that supports a productive, professional sales environment

Regional Sales Director, West – Enterprise

• Own the partner marketing strategy and roadmap, aligning it to the partner team’s revenue targets and partner tiering/segmentation.
• Define the partner marketing playbook which encompasses how campaigns, enablement, and comms differ by partner type (resellers, MSPs, master agents, technology alliances, etc.)
• Collaborate with the Partner organization to develop and design marketing programs to support broad partner needs and key partner accounts.
• Work directly with assigned channel partners to drive successful co-marketing initiatives, including joint campaigns, partner-driven events, and co-branded materials.
• Represent the company at key partner events, conferences, and in-field activities to foster partner and customer engagement and brand visibility.
• Work with Partner Operations team and Partner Managers to create and manage partner-facing marketing and enablement content, such as onboarding materials, partner and customer success stories and digital campaigns.
• Collaborate with the corporate marketing team to ensure content and campaigns are aligned with corporate branding, business objectives and provide measurable results.
• Own the marketing components of Summit’s Partner Relationship Management (PRM) platform to support and enable the partner community. Enablement materials include battlecards, pitch decks, solution briefs, competitive positioning, etc.
• Own partner communications cadence including newsletters, marketing calendars, program updates, etc.
• Assist with managing the partner marketing budget, including MDF/co-op fund allocation and ROI accountability.
• Have a deep understanding of partner KPIs including partner-sourced pipeline, partners-sourced revenue, partner engagement, campaign and event-level ROI, etc.

Partner Marketing Manager

Accountant

• Prepare journal entries and support monthly close activities.
• Perform general ledger analysis and account reconciliations.
• Complete daily bank reconciliations and investigate discrepancies.
• Support balance sheet reconciliations and financial reporting activities.
• Assist with commission reviews in partnership with Sales Operations and People Operations.
• Maintain fixed asset records, depreciation schedules, and related reporting.
• Provide backup support for accounts payable processes.
• Manage accounting-related credit card activity and documentation.
• Identify opportunities to improve accounting processes and controls.
• Support special projects and other accounting initiatives as needed.

Staff Accountant

Accounts Payable

• Review vendor invoices for accuracy, coding, and required approvals.
• Process invoices and maintain accounts payable records.
• Respond to vendor inquiries and resolve payment-related issues.
• Reconcile vendor statements and investigate discrepancies.
• Audit and process company credit card transactions.
• Maintain organized financial documentation in accordance with company policies and accounting standards.
• Assist with month-end activities and other accounting projects as needed.
• Provide support to the broader Finance team.

Accounts Payable Specialist, Part-Time

Growth Marketing

• The Business Growth Specialist is a full-cycle inbound sales role dedicated to helping commercial clients secure the right insurance solutions quickly and confidently.
• You are responsible for managing leads from first touch all the way through quoting, marketing, advising, and binding the policy.
• Manage inbound leads from all channels (web, phone, email, etc.) through qualification, quoting, proposal, and binding to achieve consistent monthly new business production aligned with sales targets.
• Qualify prospects to understand their operations and needs, and maintain strong follow-up discipline to achieve a high conversion rate from inbound lead to bound policy.
• Confidently advise small business owners on appropriate coverage options, gather underwriting data, and manage the full quoting process to earn strong client satisfaction and positive feedback.
• Leverage internal tools and systems to deliver fast turnaround times on quoting and binding while ensuring all documentation and client files are clean, accurate, and audit ready (e.g., in HubSpot).
• Adhere to Summit’s sales workflows, manage the pipeline status diligently, and utilize quote/bind platforms efficiently to ensure compliance with all internal and regulatory requirements.
• Provide constructive feedback to underwriting and product teams on market trends, and partner with marketing on lead quality insights to support the development of new offerings and demonstrate clear improvement in commercial insurance knowledge and technical competency.

Business Growth Specialist – Inbound Sales

Events

• Coordinate logistics for conferences, trade shows, customer events, webinars, internal meetings, and partner engagements
• Support the execution of 30+ events annually across multiple business units, audiences, and event types
• Manage vendor relationships for venues, catering, A/V, transportation, shipping, swag, and event-related services
• Support attendee registrations, communications, lead collection tools, and onsite check-in processes
• Coordinate shipping, tracking, and delivery of event materials, technology equipment, and branded collateral
• Build and maintain event timelines, budgets, project trackers, and task lists to keep initiatives moving forward
• Partner with teams across Marketing, Sales, Product, Partner, and Operations teams to align event goals, messaging, and execution with company priorities and KPIs
• Help manage and maintain an overarching enterprise event calendar to support visibility, planning, and coordination across the organization
• Provide onsite and virtual event support, helping troubleshoot issues and keep events running smoothly throughout execution
• Maintain inventory of event materials, giveaways, branded collateral, and event technology equipment
• Manage the company swag store, including inventory coordination and fulfillment support
• Identify opportunities to improve organization, processes, and the overall event experience

Events Coordinator

People Operations

• Serve as a point of contact for new hires, guiding them through pre-employment and onboarding processes
• Support employee communications, reminders, surveys, and performance check-ins
• Maintain compliance documentation, including labor law updates, training tracking, and audit preparation
• Assist with state reporting requirements (e.g., new hire reporting) and tax account management
• Liaise with state agencies (Department of Labor, Revenue, etc.) to resolve discrepancies and ensure compliance
• Maintain organized documentation across systems, portals, and internal knowledge bases
• Support employer branding initiatives to enhance company visibility and attract talent
• Create and manage social media content to promote the company’s employer brand and culture
• Conduct pre-payroll audits (timesheets, PTO, commissions, bonuses) to ensure accuracy before processing
• Learn and support processes for new benefits enrollments, including assisting employees with enrollment steps and ensuring accurate system updates
• Maintain and update HRIS (e.g., Rippling) data, workflows, and reports
• Create and update documentation, internal resources, and knowledge base pages
• Assist with cross-functional projects across HR, Finance, and Compliance
• Ensure timely follow-up, organization, and execution of ongoing initiatives

People Operations Intern

Solutions Engineer

• Gather customer requirements, respectfully challenge customer assumptions, and translate into best-practice Summit solution
• Primary technical contact on assigned opportunities
• Identify, qualify, design, develop, and present solutions based on business requirements and restrictions
• Craft strategic and technical responses for presentations, proposals, SOWs, and other complex engagements
• Develop and leverage key client relationships, including at the executive level, to earn trust and win business through a consultative selling approach
• Alongside finance, build cost-engineering and profitability models for large customer opportunities
• Remain current on industry standards and best practices related to our products and services
• Consult with other Solution Engineers and internal resources on complex technical issues, or advanced designs
• Identifies and handles common technical customer objections.
• Working with Sales, proactively manage the opportunity pipeline to ensure each opportunity receives the required technical pre-sales support in a timely manner
• Create supporting documentation and / or tools to facilitate and improve the sales process

Controller

• Support general ledger activity, reconciliations, and other core accounting operations
• Assist with monthly, quarterly, and annual close activities to ensure timely and accurate reporting
• Maintain and strengthen internal controls in line with company policy and accounting requirements
• Partner with cross-functional teams to improve the accuracy and consistency of financial data
• Prepare schedules, documentation, and support for internal and external audit activity, including international statutory audits
• Prepare schedules, documentation, and support for all tax related activity, including international transfer pricing
• Maintain all international regulatory filings
• Manage all Treasury functions across the Company
• Identify opportunities to improve accounting processes, workflows, and documentation
• Research accounting issues and apply appropriate GAAP guidance
• Support financial reporting and analysis that helps leadership make informed business decisions
• Lead and develop members of the accounting team, providing direction, feedback, and support to ensure strong performance and growth