Client Success Manager

FiscalNote

Posted on : 16-04-2025

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1 Vacancy

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Job Location

USA

Monthly Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 16-04-2025

Job Description

About the Position

Client Success Managers (CSMs) have a passion for assisting people in making the most effective and efficient use of SaaS products in their daytoday. Technologically savvy and unafraid of online platforms CSMs are product evangelists focused on encouraging and driving product adoption and usage thus streamlining our customers daytoday workflow. Through a combination of industry expertise product knowledge and clientmanagement skills the CSM partners with the Account Management team to solve specific client needs identify potential gaps in service and provide both onsite and virtual product training sessions. Working in a fastpaced environment CSMs manage and coordinate the onboarding and implementation processes for a variety of policyfocused clients ranging from associations corporations issuebased nonprofits law firms federal/state agencies and more. In addition to training and supporting clients the CSM assists with designing and delivering internal sales and product training as needed.

About the Team

The FiscalNote Client Success team is dedicated to providing a holistic supportive experience to our clients. From onboarding to crafting strategic best practices to comprehensive technical support the team strives to put the clients needs first every day. We are dynamic hardworking and driven individuals who thrive in an open team structure where there are constant learning opportunities and room for growth. For us client success is about taking on new challenges helping our clients as much as possible and having fun while we do it.

About You

You are selfmotivated and technically savvy. Your intellectual curiosity and attention to detail often drive your desire to know the ins and outs of any topic product and process you encounter. A proven presenter you are confident wellspoken and able to communicate effectively at all levels. You are unafraid to think quickly on your feet making inthemoment presentation changes to ensure your audiences education needs are met. You excel in a fastpaced technologydriven environment and are comfortable working as both an individual contributor and a team player.

While this position is open to remote DC Hybrid would be preferred if possible.

What To Expect In This Position

Manage a portfolio of accounts ensuring their training and account configuration needs are met and lead to product adoption and renewal
Demonstrate mastery in all products within the Public Policy/Issues Management and Advocacy lines of business (currently 5 core products)
Deliver onsite (as applicable) and webinar training for our full product suite across all clients
Leverage ChurnZero to proactively focus on customers to reduce risk and drive product adoption and usage
Analyze clients current usage of products and suggest best practices that increase customer efficiency and effectiveness
Build and maintain strong relationships with influential site contacts at assigned client organizations to ensure customer satisfaction
Understand the challenges and pain points of a client and be able to translate how our tools can help solve those

What Sets You Apart

2 years experience and proven success in delivering consultative trainings for a SaaS product
Superior presentation skills
Experience conducting effective consultative conversations
Demonstrated ability to manage multiple client relationships across a number of different product combinations
Strong written and verbal communication skills
Ability to work independently while embracing a close knit team environment
Proven success with troubleshooting and problem solving
Experience with technical implementation of software (preferred)
Familiarity with Salesforce or equivalent CRM tool (preferred)
Knowledge of the legislative and policy arena (preferred)

Excited about this role but dont meet 100 of the expected qualifications listed above Wed still love for you to apply!FiscalNote is committed to building a diverse and inclusive workforce where unique experiences are valued and everyone has the opportunity to contribute. Research has continuously shown that women and people of color are less likely to apply to jobs unless they meet all of the listed qualifications. We want to help overcome this trend and seek to make space for unique and relevant skills and attributes. So when applying to FiscalNote rest assured that your application is reviewed by a living breathing human being and evaluated based on key competencies needed for success in the position. Our Recruiting team maintains awareness of all open roles which means your application may be assessed against multiple positions and we will reach out to gauge your interest in other opportunities as appropriate. Questions or concerns Contact wed be happy to connect!

As part of FiscalNotes commitment to creating an accessible and inclusive hiring process we strive to provide reasonable accommodations for persons with medical conditions or disabilities that will enable their access to the hiring process. If you need an accommodation please send an email to to let us know the nature of your request.

About FiscalNote

FiscalNote (NYSE: NOTE) is a leader in policy and global intelligence. By uniquely combining data technology and insights FiscalNote empowers customers with critical insights and the tools to turn them into action.

Home to CQ FrontierView Oxford Analytica VoterVoice and many other industryleading brands FiscalNote helps organizations stay ahead of political and business risk.

At FiscalNote we Lead with Values

Know your Audience Find the Truth Drive Alignment Level Up Own the Job Bias for Action Support the Family

FiscalNote is continuing to hirenew talentwith all interviewing and onboarding done virtually due to COVID19. Newteam members along with our current staff will temporarily workremotely (unless communicated otherwise).

Company Benefits

FiscalNote supports our people by enabling team members with flexibility and benefits to promote wellbeing and balance ensuring all FiscalNoters can bring their authentic selves to work. We start by offering competitive salaries retirement accounts and equity packages to ensure were all FN owners. Plus our comprehensive benefits packages align with regional requirements and expectations no matter where you are located across the globe. Learn more at values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin national origin gender race religious beliefs disability sexual orientation or age. FiscalNote is an EEOC employer.

FiscalNote uses EVerify to confirm the employment eligibility of all new employees. To learn more about EVerify including your rights and responsibilities please visit Experience:

Manager

Employment Type

Remote

Company Industry

Key Skills

Customer Service
Client Expectations
Client Requirements
Client Support
Action Plans
Issue Resolution
Account Management
Client Relationships
Service Delivery
Client Service
Client Satisfaction
Client Management
Procedures
Service Level Agreements
New Clients

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About Company

FiscalNote

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Client Success Manager

FiscalNote

Job Description

What To Expect In This Position

What Sets You Apart

Employment Type

Company Industry

Key Skills

About Company

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