FiscalNote

Client Success Manager

United States

FiscalNote Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Legal & Public Policy, Software & SaaSIndustries

Requirements

Candidates should be self-motivated and technically savvy, possessing intellectual curiosity and attention to detail, and demonstrating confidence and strong communication skills. They should be comfortable working in a fast-paced, technology-driven environment and excel as both an individual contributor and a team player.

Responsibilities

The Client Success Manager will manage a portfolio of accounts, ensuring their training and account configuration needs are met, and driving product adoption and renewal. They will demonstrate mastery in all products within the Public Policy/Issues Management and Advocacy lines of business, deliver on-site and webinar training, analyze clients’ usage, and suggest best practices to increase customer efficiency and effectiveness. Additionally, they will build and maintain strong relationships with client contacts and leverage ChurnZero to proactively focus on customers to reduce risk and drive product adoption and usage.

Skills

Customer Success
SaaS
Product Training
Public Policy
Advocacy
Presentation
Communication
Client Management
Relationship Building
Technical Savvy

FiscalNote

Legislative and regulatory data platform

About FiscalNote

FiscalNote provides legislative and regulatory data to help clients understand and comply with government regulations. Its main product is a technology platform that collects and analyzes information from various sources, offering clients insights and predictive analytics to aid in decision-making. Unlike competitors, FiscalNote focuses on a subscription model that includes access to its platform and additional premium services like customized reports and consulting. The company's goal is to empower businesses, non-profits, and government agencies to navigate complex regulations effectively while fostering a supportive work environment for its employees.

Key Metrics

Washington, District of ColumbiaHeadquarters
2013Year Founded
$243.4MTotal Funding
IPOCompany Stage
Data & Analytics, Government & Public Sector, Enterprise SoftwareIndustries
201-500Employees

Benefits

Health - The health of you and your family is important to us — so much so that we subsidize a large portion of healthcare premiums for not only you, but also your dependents. Our FSA allows you to shuttle tax-free dollars for out-of-pocket health care costs. An onsite gym greases the wheels for your workout needs.
Paid Time Off - We recognize refreshed employees are productive employees. We do not put a number on the amount of days an employee can take off which allows them to take time away from work to recharge as they need it.
Commuting - Travel to work can be expensive, so on top of contributing toward your commuting expenses – including garage parking and public transit – we offer a corporate bikeshare membership at a steep discount. We also allow employees with pricier commutes to dedicate pretax dollars toward their travel.
Retirement - Your long term well-being is directly tied to your ability to save for the future. By offering a match on contributions you make to a company-sponsored 401(k), we make it hard not to think about the later years.
Parental Leave - Building your family is just as important as building our business. We’re happy to empower our employees to spend time with their new little ones by providing 18 weeks of paid maternity and paternity leave after a year of service to the company.

Risks

Leadership transition to Josh Resnik may cause strategic shifts or instability.
Dependency on partnerships like Creolytix could impact performance if they underperform.
Expansion into Europe may expose FiscalNote to unfamiliar regulatory environments.

Differentiation

FiscalNote uses AI and big data for predictive analytics in government actions.
The platform offers real-time legislative predictive capabilities and enterprise collaboration tools.
FiscalNote's subscription model includes premium services like customized reports and consulting.

Upsides

Partnership with ProRata.ai enhances AI-driven legislative analysis capabilities.
AI sorting feature in Fireside optimizes constituent relationship management.
Strategic partnership with Creolytix expands AI-driven security solutions in Europe.

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