Scale to Win

Accountant

• 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

Staff Accountant

Revenue Operations

• 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.

Deputy Director, Revenue Operations

Product Designer

• 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

Lead Product Designer

Product Manager

• 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

Lead Product Manager

Customer Success Manager

• 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.

Staff Accountant

Deputy Director, Revenue Operations

Lead Product Designer

Lead Product Manager

Senior Client Success Manager