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 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

Role Responsibilities

• Own and grow a portfolio of strategic accounts, with a clear focus on net revenue retention, expansion, and upsell.

• Lead commercial negotiations including renewals, upsell, and multi-year agreements, in close partnership with the Sales team.

• Identify and develop expansion opportunities within existing accounts, understanding the wider business to uncover new use cases and stakeholders.

• Build and maintain strong executive-level relationships, acting as a trusted advisor and strategic partner to your customers.

• Drive platform adoption and ROI to underpin commercial conversations and strengthen account health.

• Lead executive business reviews that demonstrate value, align on strategic goals, and create the conditions for growth.

• Proactively identify at-risk accounts and develop targeted plans to protect and recover revenue.

• Serve as the primary point of contact between customer and internal teams, ensuring a seamless experience across all touch points.

• Track and report on key commercial and success metrics including NRR, GRR, expansion pipeline, and customer health.

• Share customer insight and market intelligence with Product, Marketing, and Leadership to inform strategy.

• Approximately 3–5 years of experience in a strategic account management, enterprise sales, or senior customer success role with a strong commercial focus.

• A proven track record of hitting and exceeding revenue targets — upsell, expansion, and renewal — within a B2B SaaS environment.

• Experience managing senior stakeholder relationships and navigating complex organisations.

• Commercially sharp — you understand how to build a business case, lead a negotiation, and close.

• Strong understanding of the full customer lifecycle, from onboarding and adoption through to renewal and expansion.

• Excellent communication and presentation skills, comfortable operating at C-suite level.

• Solid understanding of complex business processes and how software drives operational value.

• Familiarity with Customer Success platforms (ideally Planhat) and CRM tools.

• Highly organised, data-driven, and proactive in managing your portfolio.

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.