Senior Client Success Manager
About Scale to Win
Scale to Win is a fully-remote, progressive, political tech company founded in 2020 by organizing leaders from the Biden/Harris, Bernie 2020, Warren 2020, Bernie 2016, and Hillary for America Presidential campaigns. Our product offerings include Scale to Win Text, our “all-in-one” shortcode and longcode texting tool, and the Scale to Win Dialer, a predictive calling tool. Scale to Win also offers turnkey “We Text” services, where our team builds text campaigns, sends messages, collects data, and ensures compliance on behalf of clients.
We work with more than 3,000 Democratic and progressive campaigns and organizations, driving change. Current and past clients include the Biden-Harris campaign, the Democratic National Committee, the Working Families Party, the AFL-CIO, UFCW, MoveOn, and For Our Future.
Scale to Win is hiring a Senior Client Success Manager to manage a portfolio of strategic accounts, drive revenue retention and expansion, and empower progressive campaigns to win with our platform.
About the Role
As a Senior Client Success Manager at Scale to Win, you'll own the full lifecycle of our most strategic client accounts—from onboarding and expansion to technical troubleshooting and leading renewal strategies. You'll serve as both a trusted strategic advisor and hands-on product expert, building deep relationships with key decision-makers while diving into the details to solve complex platform challenges for non-technical users.
In your day-to-day work, you'll wear multiple hats as both strategic advisor and mentor to a team of developing Client Success Managers. Your mornings might include analyzing HubSpot data to identify accounts showing declining engagement, followed by a technical troubleshooting session helping a field organizer resolve a texting campaign issue before a critical voter outreach deadline. You'll spend afternoons preparing for and leading Business Reviews with campaign managers, presenting data-driven insights on their volunteer engagement and voter contact metrics. Between meetings, you'll conduct product training for new staff members on a client's team, and synthesize recurring pain points into detailed feedback for our Product team and more. During peak campaign seasons, you'll work closely with clients facing tight deadlines and high-pressure situations, providing the calm expertise and rapid support that helps them execute flawlessly when every conversation with a voter counts.
Core Responsibilities
Strategic Account Management & Revenue Growth (50%)
- Full Lifecycle Ownership: Own a portfolio of strategic accounts through onboarding, engagement, expansion, and renewal.
- Revenue Accountability: Drive Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) through proactive relationship management and identifying expansion opportunities.
- Account Health Monitoring: Utilize HubSpot and product usage data to identify at-risk accounts, intervening proactively to mitigate churn before it happens.
- Success Planning & Cross-Functional Alignment: Develop and execute account success plans that align Scale to Win’s capabilities with client campaign goals. Partner closely with the Sales team during the handoff to ensure continuity of vision, and collaborate with the We Text team (when required) to synchronize service delivery with the client’s strategic ROI targets.
- Executive Presence: Build and maintain trusted relationships with executive-level decision-makers and campaign managers, positioning Scale to Win as an indispensable partner. You will do this via Slack, regular consultative meetings, and at events (e.g. on-sites, conferences, etc.).
Executive Engagement & Client Enablement (20%)
- Strategic Reviews: Lead Executive Business Reviews (EBRs) and QBRs that use data-driven insights to tell compelling value stories to senior leaders.
- Strategic Onboarding & Project Management: Serve as the "Quarterback" for the client lifecycle, leading complex onboardings and product migrations with a project manager’s discipline. You will define timelines, organize internal resources, and proactively drive the project plan to ensure rapid time-to-value as our products and services evolve.
- Enablement Strategy: Design and deliver tailored training sessions and materials that simplify complex platform capabilities for users.
- Voice of the Customer: Synthesize recurring client pain points and field realities into actionable feedback for the Engineering and Product teams.
Product Expertise (10%)
- Subject Matter Expertise: Serve as the "Power User" for all Scale to Win tools, guiding clients through optimal configurations and performance best practices.
- Technical Translation: Translate technical features into campaign, fundraising, and organizing value, helping clients maximize volunteer engagement and voter contact metrics.
- Cross-Functional Escalation: Coordinate with Engineering and Product to resolve complex technical blockers for strategic accounts.
Mentorship and Process Building (20%)
- CSM Upskilling: Act as a peer-mentor to the existing team, helping them transition from a "Support/Ticket" mindset to a "Strategic Success" mindset.
- "The Blueprint" Development: Partner with the Sr Director to build and document the CSM playbook, including templates for Success Plans, QBR decks, and outreach cadences.
- Lead by Example: Demonstrate the "Proactive Outreach" model by sharing successful scripts, meeting structures, and relationship-building tactics with the wider team.
- Shadowing & Coaching: Lead "Ride-alongs" for junior team members, providing constructive feedback on their ability to command a room and navigate difficult renewal conversations.
- Cultural Catalyst: Foster a culture of accountability and curiosity, encouraging the team to dig deeper into "why" a client is using the tool rather than just "how."
Other Duties as Needed
- Other Duties as Needed: This role description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Other duties may be assigned as needed to support the success of the team and organization.
Skills and Qualifications
- 4+ years of Client Success or Customer Success experience managing a book of business
- Proven track record of success with both GRR and NRR metrics across the full client lifecycle
- Demonstrated ability to manage accounts from onboarding through renewal and expansion
- Strong consultative skills including deep curiosity, root cause analysis over symptom treatment, and ability to guide clients to proven best practices
- Skilled presenter capable of delivering effective, engaging training sessions and commanding executive-level business reviews
- Strong technical aptitude with the ability to troubleshoot complex platform issues for non-technical users
- Data-driven mindset with experience using analytics to inform account strategy and mitigate risk
- Experience using HubSpot (or similar CRM) to manage client relationships and track account health
- Experience working in politics or with nonprofits (campaign-level work, fundraising, organizing, or similar)
Salary and Benefits
- $95,000 yearly salary (base). As part of our commitment to equity, salaries are non-negotiable.
- This role may be eligible for a discretionary bonus as determined by the company in its sole discretion.
- 401k matching up to 6% after a provisional period.
- Ten paid company holidays, two floating holidays, and a week and a half-long holiday break at the end of the year.
- Generous paid vacation (up to 24 days a year with time accrued monthly); paid sick leave; paid short-term medical, caregiver, bereavement, and other personal leave.
- 16 weeks of paid parental leave and an additional 4 weeks of part-time, fully-paid flex time. This is available to all new parents of any gender, including adoptive parents.
- Fully-paid premium, $0 deductible, top-notch medical insurance, as well as dental and vision insurance, for you and your dependents.
- Remote working with flexible working conditions, a stipend to support your home office setup, and access to a company computer.
- Every employee is invited to donate 25,000 free texts to a non-profit of their choice each year.
- To support continued professional growth and development, Scale to Win offers each employee an annual $2,000.00 stipend towards achieving your professional development goals.
Travel Expectations
- This role may require occasional travel to support client meetings, campaign events, trainings, or company gatherings. Travel expectations will vary based on client needs and campaign cycles, particularly during peak election seasons.
How to Apply
To apply for this position, please visit https://scaletowin.com/careers and fill out the application. Be sure to select “Senior Client Success Manager” from the position dropdown.
Interview Process + Timeline
- Submit resume and application
- Initial interview
- 2nd interview
- 3rd interview
- Hiring Assessment
- Final Interview
- Reference Checks
The position will be open until filled, and applications will be reviewed on a rolling basis. Applicants must be currently authorized to work in the United States on a full-time basis. At this time, we’re unable to sponsor or take over sponsorship of employment visas.
Interview Accommodations
Scale to Win is committed to providing all candidates a respectful and inclusive interview process. If you require any accommodations to fully participate in the interview process—such as alternative formats, extended time, assistive technology, or other support—please let us know. You can request accommodations by emailing [email protected].
Scale to Win is an equal opportunity employer. In keeping with our beliefs and goals, no applicant will face discrimination or harassment based on race, color, ancestry, national origin, religion, age, gender, marital domestic partner status, sexual orientation, gender identity, disability status, or veteran status. Above and beyond discrimination/harassment based on “protected categories,” Scale to Win also strives to prevent other, subtler forms of inappropriate behavior (e.g., stereotyping) from ever gaining a foothold. Whether blatant or hidden, barriers to success have no place at Scale to Win.
