Scale to Win

• Own individual sales pipeline, and dedicated committed contract revenue, ensuring that prospective clients, generally spending greater than $50k per year, are moved toward closing in an efficient manner and the individual's sales quota quarterly and annual revenue goals are met. • Prepare accurate forecasts of clients expected potential spend and estimated date of closing. • Hold meetings with existing clients to discuss commitment options in exchange for preferred pricing options, in partnership with the Client Success team. • Negotiate contracts with an emphasis on growing and developing annual recurring revenue. • Manage list of existing clients as assigned, identifying the point person within the organization to contact. • Facilitate and run STW product presentations for prospective clients and offer timely follow up to ensure deals are moving towards a successful close. • Communicate with prospective clients to schedule demos, address roadblocks, answer questions, and provide sales materials for persuading internal stakeholders. • Monitor the sales phone and inbox during dedicated shifts, responding to client emails and phone calls in a timely manner. • Hold discovery calls and follow up meetings with prospective clients, gathering information on pain points, decisionmakers, timelines to drive sales process. • Draft and send client contracts, following up as needed to ensure timely signature. • Enter and clean up sales data in Hubspot to ensure full team understanding of the client’s status within the sales pipeline. • Knowledge and experience working within a solution-selling or consultative selling methodology. • Experience selling/navigating a complex sale. • Develop a deep understanding of customer industry trends.

• Own the monthly balance sheet reconciliations for cash, prepaids, accruals, and fixed assets. • Maintain the month-end close checklist to ensure timely and accurate reporting. • Ensure all entries are clean, well-documented, and contain zero "mystery" entries. • Post standard and recurring journal entries to ensure GAAP compliance. • Administer our modern expense stack (e.g., Ramp/Bill.com) to automate manual workflows. • Manage vendor records, W-9 documentation, and weekly payment runs. • Review employee expense reports for policy compliance and proper coding. • Monitor AP aging to ensure all obligations are met on time. • Partner with the Billing team to ensure invoicing accuracy and reconcile the AR subledger to the GL. • Maintain vital deferred revenue schedules and billing support documentation. • Assist with semi-monthly payroll processing and track PTO, bonuses, and commission schedules. • Prepare payroll journal entries and perform related account reconciliations. • Document and formalize internal controls and accounting workflows from the ground up. • Assist with multi-state tax registrations and sales tax compliance filings. • Maintain corporate and vendor compliance files to support annual audit and tax preparation. • Identify opportunities to implement system integrations that create leverage for the Finance team

• Serve as the primary HubSpot administrator, owning all CRM architecture including objects, workflows, properties, pipelines, and permissions across Sales Hub and Service Hub. • Audit the existing HubSpot environment, identify legacy technical debt and misconfigured processes left by prior consultants, and develop and execute a structured remediation plan. • Design and build scalable, well-documented workflows that map complex business processes without creating clutter or creating systems only you can understand. • Manage user permissions, data validation rules, and governance standards that keep the CRM clean and trustworthy at scale. • Establish and maintain a single source of truth for STW's revenue data, including ARR, GRR, NRR, churn, renewal rates, and sales velocity. • Build and maintain dashboards that GTM leaders, including Sales, Client Success, and Finance, actively use to make decisions. • Identify and resolve data quality issues, tracing anomalies back to their source and implementing preventative checks to stop them from recurring. • Partner with Finance Leadership to ensure HubSpot data accurately reflects billing and subscription data. • Own the integration and data flow between HubSpot and STW's broader GTM tool stack, including (but not limited to) Slack, Apollo, PandaDoc, Zoom Revenue Accelerator, and LinkedIn Sales Navigator. • Serve as the operational translator between senior leadership's strategic goals and the technical systems required to achieve them. • Proactively identify gaps in current tooling and propose solutions that will serve STW as it scales. • Develop and maintain a Scale to Win RevOps Playbook that documents all CRM processes, workflows, and standards in plain language that the full team can follow. • Lead training and change management efforts to drive team adoption of new and improved systems. • Serve as the go-to internal resource for CRM questions, troubleshooting, and process guidance across Sales and Client Success.

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 Staff Accountant to help build our internal accounting function from scratch as we transition from external bookkeeping to a GAAP-compliant, in-house operation. As our first in-house Staff Accountant, you will be the foundational partner to our newly hired Controller. We are moving from a part-time external bookkeeping model to a disciplined, GAAP-compliant internal function. This is a "builder" role: you will own the core transactional cycles, automate manual workflows, and establish the systems that will support our growth as a leading SaaS communication platform. Core Responsibilities General Ledger & Month-End Close (40%) Own the monthly balance sheet reconciliations for cash, prepaids, accruals, and fixed assets. Maintain the month-end close checklist to ensure timely and accurate reporting. Ensure all entries are clean, well-documented, and contain zero "mystery" entries. Post standard and recurring journal entries to ensure GAAP compliance. Expense Management & Accounts Payable (25%) Administer our modern expense stack (e.g., Ramp/Bill.com) to automate manual workflows. Manage vendor records, W-9 documentation, and weekly payment runs. Review employee expense reports for policy compliance and proper coding. Monitor AP aging to ensure all obligations are met on time. AR, Revenue & Payroll Support (20%) Partner with the Billing team to ensure invoicing accuracy and reconcile the AR subledger to the GL. Maintain vital deferred revenue schedules and billing support documentation. Assist with semi-monthly payroll processing and track PTO, bonuses, and commission schedules. Prepare payroll journal entries and perform related account reconciliations. Process Documentation & Compliance (15%) Document and formalize internal controls and accounting workflows from the ground up. Assist with multi-state tax registrations and sales tax compliance filings. Maintain corporate and vendor compliance files to support annual audit and tax preparation. Identify opportunities to implement system integrations that create leverage for the Finance team 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. 2–4 years of accounting experience. Strong preference for experience in SaaS Advanced Excel/Google Sheets skills and experience with modern AP/Expense automation tools High attention to detail, a strong ownership mentality, a “self-starter” attitude, and a "no task too small" approach to building a department from scratch Bachelor’s degree in Accounting (CPA track is a plus) preferred $82,500 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. 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. To apply for this position, please visit https://scaletowin.com/careers and fill out the application. Interview Process + Timeline Submit resume and application Initial interview / phone screen Hiring manager interview Panel interview Assessment Final Interview with COO or CEOs 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 jobs@scaletowin.com. 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.

• Technical Escalation: Serve as the first point of escalation for complex, high-stakes technical issues that require deep telephony and product knowledge beyond the L1 scope. • Team Mentorship: Proactively shadow and coach L1 Support Associates, helping them navigate difficult client interactions and technical roadblocks to build autonomy during and after onboarding. • Quality Modeling: Model "gold-standard" support by delivering proactive, high-empathy client interactions (as defined by our ticket evaluation process) to ensure team cohesion across all external channels. • Queue Strategy: Monitor Slack and HubSpot response health, stepping in to prioritize clients and ensuring tier-based SLA standards are met. Maintain rapid response times and resolutions during high-peak cycles. • Product Expertise: Maintain master-level knowledge of Scale to Win products, including API integrations, shortlinks, and telephony compliance (e.g., Number Strategy, STIR/SHAKEN, etc.). • Success Partnership: Serve as a technical escalation partner for Client Success Managers, guiding troubleshooting for their specific books of business as needed. • Facilitate Client Trainings: Lead engaging training for a subset of our new clients while supporting existing clients as needed over Zoom. • Operational Excellence: Lead complex project work, such as bulk phone number registrations or specialized compliance audits, for our largest enterprise clients. • Cross-Functional Feedback: Partner with Client Success Managers to synthesize support trends into actionable feedback for the Product team to reduce recurring friction points.

• Own discovery, User Experience design, visual design, prototyping, and delivery for product initiatives on our roadmap • Translate ambiguous problem spaces into clear, elegant solutions • Design workflows and systems that balance usability, scalability, and technical constraints • Balance near-term delivery with long-term experience quality • Be a strong advocate for customer voice and experience, upholding a high standard for problem- and user-focused prioritization and design • Lead and participate in user research, usability testing, and validation • Use qualitative and quantitative insights to inform design decisions • Champion simplicity, clarity, and accessibility • Collaborate closely with Product and Engineering to define strategy, requirements, and tradeoffs • Facilitate design discussions and workshops to drive alignment • Work with Customer Success, Sales, and other stakeholders to incorporate user insights into product design work • Help define and elevate our standards for product design excellence • Model strong design thinking and systems thinking for the broader team • Give thoughtful critique and raise the quality bar across initiatives

• Define strategy and roadmap for our fundraising use cases, balancing short-term tactical needs with long-term strategic priorities and ensuring alignment with company goals and customer needs. • Be a tireless advocate for our customers, leading customer discovery efforts to research and map customer needs and deliver impactful solutions. • Represent the product org on customer calls, building strong relationships with VIP customers. • Leverage client and product data to inform strategic decisions and track the success of product launches. • Partner with engineering and design to drive product initiatives and projects end-to-end, from goal & problem definition to QA, rollout, and post-launch analysis. • Partner with the rest of the product org to define and evolve our product craft, including how we approach customer discovery, experimentation, decision-making, and quality of execution. • Build strong cross-functional relationships, gathering input and context to inform roadmap and effectively communicating strategy, trade-offs, and progress to key stakeholders

About the Org 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. About the Role Engineers here tackle challenging projects—from real-time web interfaces to managing massive scale during elections (tens of thousands of requests/second, heavy write loads) and interfacing with telephony providers. You will work autonomously as well as in partnership as a Product Engineer, a part of a team of at least 6 other Senior Software Engineers, reporting to the VP of Engineering and working closely with Product Management and Product Design. You'll work on shipping features to customers that are delightful, scalable, and have the most impact for our customers' needs. Following success in the 2020, 2022, 2024, and 2025 elections, we are expanding our texting and calling tools to create best-in-class products for the fundraising and distributed organizing needs of key progressive campaigns, nonprofits, unions, and movement groups. Key Responsibilities Full-Stack Feature Development (50–60%) Develop front-end and back-end functionality using TypeScript, React, Node.js, and Python or similar. Build reliable, scalable services and user-facing features. Write clean, maintainable, well-tested code. Architecture, Quality, & Performance (20–25%) Contribute to system design and technical decision-making. Improve reliability, performance, and security across the stack. Maintain high engineering standards through testing, code reviews, and documentation. Collaboration & Delivery (15–20%) Work closely with product, design, and engineering to deliver end-to-end features. Participate in sprint planning, estimation, and release processes. Communicate clearly, provide meaningful feedback, and support team success About you You write clean, readable, and maintainable code and are willing to prioritize quality to guard against errors in production. You have experience with key aspects of scaling web applications—whether through software testing, release management, dev-ops, or another area of software engineering. Bonus if you have hands-on experience with PostgreSQL or cloud infrastructure. You’re comfortable joining our night and weekend on-call rotation. Our primary stack is Javascript/Typescript and React, Node, and Postgres on AWS managed with Terraform - experience in all of these technologies is not required but you likely know your way around a couple of these. Willingness to work some weekends and evenings, especially as we approach peak election times and experience peak volumes with our clients. If you identify as belonging to a community that is underrepresented in technology companies, then we strongly encourage you to apply even if you are unsure. The organizations we work with advocate for many of these communities and we believe it’s essential that organizations should reflect the communities that they represent. You’re motivated by doing work that has a positive impact on the world. The offer $200k yearly salary, plus discretionary bonuses during election years. As part of our commitment to equity, salaries are non-negotiable: everyone in the same role receives the same salary. 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. 10 company holidays, 2 floating holidays, and a weeklong holiday break at the end of the year. 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. How to Apply Please refrain from emailing Scale to Win’s hiring team regarding application updates. All candidates will receive follow-up communication from the Scale to Win hiring team with next steps and/or decision updates about their application status. To apply for this position, please visit https://scaletowin.com/careers and fill out the application. Be sure to select “Marketing & Content Manager” from the position dropdown. Interview Process + Timeline Submit resume and application 1st Round Interview Assessment 2nd Round Interview 3rd Round Interview Reference Checks Final Interview 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 peopleops@scaletowin.com. 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.

• 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.

• The Senior Manager of Talent & People Operations plays a critical role in advancing Scale to Win’s mission by building and stewarding equitable, compliant, and well-run hiring and people operations systems. • This role ensures that the organization attracts, selects, and supports talent in ways that reflect its values, mitigate risk, and enable teams to do their best work. • By combining strong operational execution with a commitment to fairness and consistency, the role strengthens organizational capacity, staff experience, and long-term sustainability. • On a day-to-day basis, the Senior Manager oversees the full hiring lifecycle across multiple concurrent searches, partnering closely with hiring managers to manage timelines, tools, communication, and candidate experience. • The role maintains and improves recruiting infrastructure, including the applicant tracking system, standardized hiring materials, reporting, and manager training. • In parallel, the position supports core people operations work such as onboarding and offboarding, employee inquiries, documentation upkeep, and compliance support. • The Senior Manager collaborates with People Operations leadership, legal counsel, and external partners as needed, bringing a detail-oriented, proactive approach to execution while continuously identifying opportunities to improve systems, clarity, and equity across people practices.