Application Guide

How to Apply for Senior Client Success Manager

at Scale to Win

🏢 About Scale to Win

Scale to Win is a unique political tech company founded by experienced campaign organizers, operating fully remotely since 2020. It stands out by providing texting and calling tools exclusively to Democratic and progressive campaigns, having served over 3,000 organizations. Working here means directly contributing to political change while being part of a remote-first, mission-driven tech environment.

About This Role

This Senior Client Success Manager role involves owning strategic accounts from onboarding through renewal, driving revenue retention metrics (GRR/NRR) through proactive relationship management. You'll serve as the 'Quarterback' for complex implementations, lead executive business reviews with data insights, and help build the CSM playbook while mentoring team members. The impact comes from enabling progressive campaigns to effectively use technology to drive real-world change.

💡 A Day in the Life

A typical day might start with reviewing client health scores in HubSpot, then quarterbacking a complex onboarding call for a statewide campaign. You'd spend midday analyzing usage data to prepare for an Executive Business Review, followed by collaborating with Engineering to resolve a technical blocker. The day could end with mentoring a junior CSM on best practices and documenting processes for the CSM playbook.

🚀 Application Tools

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Interview Prep

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🎯 Who Scale to Win Is Looking For

  • Has 4+ years in Client Success with proven GRR/NRR metrics in a B2B SaaS environment, preferably in political tech or campaign tools
  • Demonstrates strong consultative skills with experience using HubSpot or similar CRM to manage client relationships and track success metrics
  • Is a skilled presenter capable of commanding executive-level meetings and delivering effective training sessions to diverse campaign teams
  • Possesses technical aptitude to serve as a 'Power User' of Scale to Win's tools and translate technical features into campaign value

📝 Tips for Applying to Scale to Win

1

Quantify your GRR and NRR achievements in previous roles - be specific about percentages and timeframes

2

Highlight any experience with political campaigns, progressive organizations, or voter outreach tools in your resume

3

Demonstrate your 'quarterback' experience by describing a complex onboarding or product migration you led end-to-end

4

Show your consultative approach by preparing a brief case study of how you identified root causes and guided clients to best practices

5

Emphasize remote work experience and self-management skills, as this is a fully-remote position at a remote-first company

✉️ What to Emphasize in Your Cover Letter

["Your specific experience with GRR/NRR metrics and how you've driven revenue retention in previous roles", "Examples of serving as a 'quarterback' for complex implementations or product migrations", 'Your passion for progressive politics and understanding of campaign technology needs', 'Experience mentoring team members and contributing to process documentation/playbook creation']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Explore Scale to Win's specific texting and calling tools - understand their product offerings and recent updates
  • → Research the progressive political landscape and current campaigns that might use these tools
  • → Look into the founders' backgrounds in presidential campaigns to understand the company's origins
  • → Review any case studies or testimonials from their 3,000+ campaign clients to understand use cases
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💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk us through how you've improved GRR or NRR metrics for a specific client portfolio
2 Describe a time you had to translate technical product features into clear value for non-technical clients
3 How would you conduct an Executive Business Review for a progressive campaign using our texting tools?
4 Tell us about a complex onboarding or migration you quarterbacked and the challenges you overcame
5 What experience do you have with political campaigns or progressive organizations, and how would that inform your approach here?
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⚠️ Common Mistakes to Avoid

  • Applying without quantifying GRR/NRR achievements or providing specific metrics from previous roles
  • Failing to demonstrate understanding of political campaign cycles or progressive organizing needs
  • Presenting as purely reactive rather than showing proactive relationship management and strategic account growth
  • Not showing technical aptitude or ability to serve as a 'Power User' of campaign technology tools

📅 Application Timeline

This position is open until filled. However, we recommend applying as soon as possible as roles at mission-driven organizations tend to fill quickly.

Typical hiring timeline:

1

Application Review

1-2 weeks

2

Initial Screening

Phone call or written assessment

3

Interviews

1-2 rounds, usually virtual

✓

Offer

Congratulations!

Ready to Apply?

Good luck with your application to Scale to Win!

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