Summer

Who We Are Summer is a Certified B Corp® on a mission to restore financial freedom for the 46 million Americans burdened by student debt. We combine deep policy expertise with powerful technology to simplify every step of college cost planning and loan repayment. We have helped people save an average of $278 per month and more than $1.8 billion in total savings to date. By partnering with leading employers, cities, and financial institutions, including ADP, the City of New York, Banc of California, Norton Healthcare, and the American Federation of Teachers, Summer helps millions of Americans move closer to a debt-free future. Backed by $30 million in funding from top investors including Rebalance Capital, SemperVirens, QED Investors, General Catalyst, and Flourish Ventures, we’re building the infrastructure that powers student loan relief and education affordability in America. Your Role We are seeking a Data & Intelligence Platform Lead to join our Engineering team. In this role, you will be the foundational architect of Summer’s Data & Intelligence Platform. You will lead evolution from an application-first data culture—currently reliant on tribal knowledge and an ad hoc data lake—to an enterprise-grade platform capable of powering strategic business insights and AI-driven debt optimization at massive scale. You will architect the "Identity" strategy that stitches together disparate federal and private data sources into a definitive user profile, ensuring Summer is Data Centric, AI-Native, and strategically prepared to navigate the complex business landscape intrinsic to the student loan ecosystem. You will also support the business as a whole, including preparing data artifacts, processes, and governance methodologies to enable Sales, Marketing, Operations, and the entire Summer team. What You’ll Do - Strategic Data Leadership - Full enterprise data management: Define and execute the strategy for end-to-end data lifecycle management, including ingestion, storage, processing, quality, and accessibility, establishing data as a first-class, reliable asset across all business functions. - Borrower Identity Architecture: Lead the "stitching" of disparate data sources (federal servicers, payroll, and private lenders) to create a high-fidelity, 360-degree view of a user’s debt history. - Mature the Data Lake: Mature our current Snowflake infrastructure into a governed, high-performance BI layer. You will eliminate "tribal knowledge" by codifying naming conventions and logic into clean, reusable models. AI & Intelligence Infrastructure - AI-Native Core: Build and maintain the "Feature Store" and semantic layer required for possible AI features including agentic policy decoding, workflow review anomaly detection, and more. - Contextual Reasoning: Implement the data structures (Vector stores, Graph-based logic) that allow AI agents to navigate complex regulatory relationships on behalf of our rapidly growing user base. - Feedback Loops: Orchestrate data pipelines to ensure model predictions and behavioral signals flow back into the product UI, creating a virtuous cycle of user value. Analytics Enablement & Collaboration - Self-Service Sovereignty: Partner with our Analytics team to minimize ad-hoc data requests. You will build the frameworks that allow analysts to self-serve without reinventing logic. - Observability by Default: Partner with our application teams to ensure that every new feature is instrumented for deep product analytics, system health, and data mining from day one. - Cross-Functional Synergy: Bridge the gap between engineering and product / analytics, ensuring our technical architecture seamlessly supports the product and business needs before we have them. Governance, Security, & Ethics - Security: Ensure the absolute protection of user PII and financial data and partner information, upholding the core mandate of security. - Compliance: Implement and maintain industry-leading frameworks (e.g., SOC 2 Type II, FedRAMP) to meet the highest security standards for partner and government due diligence. - Ethical and Fair Practices: Establish and enforce ethical guidelines for data collection, storage, and AI model usage (e.g., fairness, bias detection, and transparency) to ensure all decisions fairly serve the financial well-being of our users, aligning with our B-Corp mission for financial justice. - Data Stewardship & Ownership: Implement automated data discovery, classification, and lineage tools to codify data ownership, establish clear metadata processes, and ensure data is well-understood and governed across the entire organization. You Might Be a Fit If You Have - The Foundation: 8+ years of experience in Data Engineering or Platform Architecture, ideally within high-growth Fintech or highly regulated environments. - Architectural Vision: Proven track record of moving an organization from ad-hoc reporting to a structured "Data Platform" mindset. - AI/ML Fluency: Deep experience with the data-side of LLM orchestration, including RAG architectures, Vector Databases (Pinecone, Weaviate), feature stores, and more. - Technical Mastery: Expert knowledge of Snowflake, Python, dbt, and Airflow. Experience with Kubernetes-based data stacks and other ETL/reverse-ETL tools. - Systems Thinker: You don't just solve tickets; you solve bottlenecks. You think in terms of feedback loops, unit economics, and scalable patterns. - B-Corp Spirit: A commitment to using data as a force for good. You believe clean data is a prerequisite for financial justice. The Details Compensation: $200-200k base + equity + comprehensive benefits (for FTE roles only)Work Setup: Remote (U.S.)Status: Full-time Work Environment Summer is a remote-first company with team members across the U.S. While we work asynchronously and meet virtually each week, we stay connected through two annual off sites and a collaborative office in NYC’s Financial District! Why Join Summer Summer is on a mission to help borrowers navigate and eliminate student debt. We partner with financial institutions, employers, and government agencies to provide digital tools that simplify the loan experience for millions of borrowers. We’re a mission-driven team that believes in solving real problems with real empathy. We care deeply about our users and each other. If you’re excited about building technology that changes lives, we’d love to meet you. How We Support You - 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! Equal Opportunity Summer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination or harassment of any kind. This policy applies to all employment terms and conditions, including recruiting, hiring, promotion, termination, compensation, and training.

• Apply strategic thinking to design and deliver innovative end-to-end user experiences that optimize among user needs, business goals, and technological realities across web and mobile platforms. • Act as a masterful storyteller, able to influence a broad audience by visualizing ideas and concepts for internal leaders, partners, and customers, bringing bold design visions to life across multiple areas of our ecosystem. • Turn visions into concepts and translate those concepts into designs that illustrate simplicity despite the complexity of the system, delivering user experience visions, specifications, wireframes, and prototypes that resonate on an emotional level. • Design/maintain components and patterns with an eye for accessibility in close collaboration with brand, product design teams, and business requirements. Advocate for design system adoption throughout teams, acting as a subject matter expert to other designers and developers implementing our design direction. • Use facilitative leadership skills to drive the best outcomes for multiple stakeholders across a matrixed organization, bridging design and development to ensure cohesion across design and code implementation. • Work across business units to define and improve collaboration and processes that enable the team to deliver with speed and quality. Surface opportunities to improve processes, deliverables, and customer experiences. Push practical and compliant tool adoption whether adopting AI tools for quick iteration, automating accessibility audits or any other efficiency multiplier that visibly improves team velocity or product consistency. • Balance long-term considerations with continuously shipping, iterating, and evolving design systems and experiences, inspiring others to learn from you and want to work with you.

• 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.

• Lead company-wide FP&A, including budgeting, forecasting, variance analysis, and scenario modeling to support growth and resource planning. • Partner closely with the executive team as the day-to-day finance lead, translating strategy into clear financial plans and decision-ready insights. • Build and own financial models and reporting that inform executive decisions, product investment, organizational tradeoffs and as needed fundraising scenarios. • Own day-to-day financial operations, including A/P, A/R, employee reimbursements, corporate cards, cash movement, and monthly close. • Prepare monthly financial reporting for the executive team and support quarterly board and investor reporting. • Strengthen financial controls and approval workflows across contracts, spend, and payments, serving as the internal point of accountability. • Manage and hold accountable external partners (controller, bookkeepers, tax advisors), providing direction and pushing back when needed. • Develop team-, product-, and revenue-level reporting to improve visibility into performance, unit economics, cost of sales, and sales efficiency.

• Apply strategic thinking to design and deliver innovative end-to-end user experiences that optimize among user needs, business goals, and technological realities across web and mobile platforms. • Act as a masterful storyteller, able to influence a broad audience by visualizing ideas and concepts for internal leaders, partners, and customers, bringing bold design visions to life across multiple areas of our ecosystem. • Turn visions into concepts and translate those concepts into designs that illustrate simplicity despite the complexity of the system, delivering user experience visions, specifications, wireframes, and prototypes that resonate on an emotional level. • Design/maintain components and patterns with an eye for accessibility in close collaboration with brand, product design teams, and business requirements. Advocate for design system adoption throughout teams, acting as a subject matter expert to other designers and developers implementing our design direction. • Use facilitative leadership skills to drive the best outcomes for multiple stakeholders across a matrixed organization, bridging design and development to ensure cohesion across design and code implementation. • Work across business units to define and improve collaboration and processes that enable the team to deliver with speed and quality. Surface opportunities to improve processes, deliverables, and customer experiences. Push practical and compliant tool adoption whether adopting AI tools for quick iteration, automating accessibility audits or any other efficiency multiplier that visibly improves team velocity or product consistency. • Balance long-term considerations with continuously shipping, iterating, and evolving design systems and experiences, inspiring others to learn from you and want to work with you.