FiscalNote
Enterprise • Compliance • Government
FiscalNote is a leading provider of policy and global intelligence solutions that help organizations and governments navigate complex political, corporate, and regulatory landscapes. Their solutions include policy tracking, issue management, advocacy, and geopolitical risk analysis, which are designed to provide actionable insights and facilitate informed decision-making for various stakeholders including government agencies, congressional offices, and public affairs professionals. FiscalNote provides tailored products and solutions across multiple industries, enhancing the ability to manage global and local legislative activities, compliance, and advocacy initiatives.
Senior Client Success Manager
Job not on LinkedIn
6 hours ago
FiscalNote
Enterprise • Compliance • Government
FiscalNote is a leading provider of policy and global intelligence solutions that help organizations and governments navigate complex political, corporate, and regulatory landscapes. Their solutions include policy tracking, issue management, advocacy, and geopolitical risk analysis, which are designed to provide actionable insights and facilitate informed decision-making for various stakeholders including government agencies, congressional offices, and public affairs professionals. FiscalNote provides tailored products and solutions across multiple industries, enhancing the ability to manage global and local legislative activities, compliance, and advocacy initiatives.
📋 Description
• Lead, mentor, and develop a small team of Client Success Managers to ensure excellence in onboarding, training, and ongoing client engagement • Maintain clear goals and performance metrics for the team aligned to product adoption, client satisfaction, and renewal outcomes • Manage a portfolio of accounts, ensuring their training and account configuration needs are met and lead to product adoption and renewal • Partner with Account Management to ensure strategic alignment and seamless client handoffs between implementation, training, and renewal stages • Analyze client health metrics and team performance data (via ChurnZero and Salesforce) to proactively identify risks and opportunities • Develop and refine best practices, playbooks, and processes to drive consistency, scalability, and operational efficiency • Represent the Client Success function in cross-departmental meetings, providing insights and recommendations to leadership
🎯 Requirements
• 5+ years of experience in Client Success or Account Management for a SaaS organization, including at least 2 years in a team leadership or management role • Proven ability to coach and develop high-performing teams while maintaining a strong culture of accountability and collaboration • Track record of driving measurable improvements in customer adoption, retention, and satisfaction • Excellent communication, presentation, and relationship-building skills • Experience with ChurnZero, Salesforce, or similar CRM and customer success platforms • Strong analytical and problem-solving skills; comfortable using data to guide decisions • Experience with client onboarding, product training, and technical implementation processes • Knowledge of the legislative, policy, or advocacy arena (preferred)
🏖️ Benefits
• Competitive salaries • Retirement accounts • Equity packages • Comprehensive benefits packages aligned with regional requirements and expectations
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