Client Success Manager

Updated on 5/17/2024



201-500 employees

AI-driven solutions for managing operational risks

AI & Machine Learning
Data & Analytics


Remote in USA

Required Skills
Public Policy
  • 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)
  • 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

FiscalNote provides AI-powered solutions for anticipating and managing operational risks in political, corporate, and regulatory environments, leveraging AI-driven intelligence and ESG expertise to deliver critical insights for informed decision-making.

Company Stage


Total Funding



Washington, District of Columbia



Growth & Insights

6 month growth


1 year growth


2 year growth



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.