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Client Success Manager

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  • Job
    Full-time
    Junior Level
  • Customer Relations
    Product
  • United Kingdom, +15
    Remote

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

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

FAQs

What is the role of a Client Success Manager at FiscalNote?

A Client Success Manager (CSM) at FiscalNote is responsible for assisting clients in effectively utilizing SaaS products, driving product adoption, providing training, managing client accounts, and fostering strong relationships to enhance customer satisfaction.

What qualifications are required for the Client Success Manager position?

The position requires a minimum of 2+ years of experience in delivering consultative training for a SaaS product, superior presentation skills, effective consultative conversation abilities, and strong written and verbal communication skills. Familiarity with Salesforce or other CRM tools and experience with technical software implementation are preferred.

Is there an emphasis on training in this role?

Yes, CSMs are expected to deliver both on-site and virtual training sessions for clients across the full product suite, ensuring they can effectively use the tools provided.

What tools or software will I need to be familiar with for this position?

Familiarity with ChurnZero for customer management, as well as Salesforce or equivalent CRM tools, is preferred. Additionally, understanding the legislative and policy arena is beneficial.

Do you provide support for employees with disabilities during the hiring process?

Yes, FiscalNote strives to provide reasonable accommodations to enable access during the hiring process. Candidates can reach out to the recruiting team to discuss their accommodation requests.

What kind of team structure can I expect as a Client Success Manager?

The Client Success team operates in a dynamic and open structure that encourages collaboration and continuous learning, allowing for both individual contributions and teamwork.

Is there a focus on diversity and inclusion within the hiring process?

Yes, FiscalNote is committed to building a diverse and inclusive workforce and welcomes applicants regardless of their background, ethnic origin, gender, race, religious beliefs, disability, sexual orientation, or age.

What benefits are offered to employees at FiscalNote?

FiscalNote offers competitive salaries, retirement accounts, equity packages, and comprehensive benefits that align with regional requirements and expectations to promote employee well-being and balance.

Will new team members need to work in-person immediately?

No, all interviewing and onboarding for new team members is currently done virtually due to COVID-19, and new hires will temporarily work remotely unless otherwise communicated.

How does FiscalNote approach employee development?

FiscalNote supports employee development through various training opportunities, mentorship, and a team structure that emphasizes continuous learning and growth.

The leading technology provider of global policy and market intelligence.

Technology
Industry
501-1000
Employees
2013
Founded Year

Mission & Purpose

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 industry-leading brands, FiscalNote helps organizations stay ahead of political and business risk.

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