Client Success Manager

Summary

Join FiscalNote's Client Success team as a Client Success Manager (CSM)! As a CSM, you will be a product evangelist, focused on driving product adoption and usage, streamlining clients' workflows. You will partner with the Account Management team to solve client needs, identify service gaps, and deliver training. You'll manage client onboarding and implementation, working with diverse clients. The role also involves designing and delivering internal training. The ideal candidate is self-motivated, technically savvy, and a confident presenter. FiscalNote offers a supportive team environment with opportunities for growth.

Requirements

• 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

Responsibilities

• 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 on-site (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
• Assist with designing and delivering internal sales and product training as needed

Preferred Qualifications

• Experience with technical implementation of software
• Familiarity with Salesforce or equivalent CRM tool
• Knowledge of the legislative and policy arena

Benefits

• Competitive salaries
• Retirement accounts
• Equity packages
• Comprehensive benefits packages