Own a portfolio of strategic accounts through onboarding, engagement, expansion, and renewal.
Drive Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) through proactive relationship management and identifying expansion opportunities.
Utilize HubSpot and product usage data to identify at-risk accounts, intervening proactively to mitigate churn before it happens.
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.
Build and maintain trusted relationships with executive-level decision-makers and campaign managers, positioning Scale to Win as an indispensable partner.
Lead Executive Business Reviews (EBRs) and QBRs that use data-driven insights to tell compelling value stories to senior leaders.
Serve as the 'Quarterback' for the client lifecycle, leading complex onboardings and product migrations with a project manager’s discipline.
Design and deliver tailored training sessions and materials that simplify complex platform capabilities for users.

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)

$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.

Senior Client Success Manager

Key skills