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FiscalNote (NYSE: NOTE) is a leading technology provider of global policy and market intelligence.
The Role
Manage client engagement and retention for Latin America healthcare, consumer, and industrial clients. Coordinate analyst briefings, executive sessions, and events; support onboarding, track engagement in Salesforce, prepare materials, and identify opportunities to improve client utilization and processes.
Summary Generated by Built In
About the Position
As we plan for continued growth, we are seeking a Client Success Manager to join our Latin America team in Mexico City. Qualified individuals with a passion for emerging markets, economics and geopolitics in Latin America are strongly encouraged to apply. Client Success Managers (CSMs) are responsible for supporting actively growing FrontierView’s relationship with clients in the healthcare, Consumer and Industrials sectors across the Latin America region. Working collaboratively with the Account Managers, Client Success Teammates and the Strategic Insights team, the CSM, will be responsible for bringing value to senior executive, client relationships through events, market intelligence and client engagement.
About the Frontierview Commercial Team
FrontierView’s Commercial Team partners with senior executive multinational clients to provide them with access to FrontierView’, award-winning strategic insights, executive roundtable events, and analyst advisory support across 200+ markets to enable clients to grow and win in their most important markets. Our team provides client success and engagement for FrontierView.
About You
- Enjoy building relationships and creating exceptional client experiences through thoughtful planning, communication, and execution
- Strong communicator who is comfortable interacting with senior executives, clients, analysts, and internal stakeholders
- Highly organized and able to manage multiple projects, stakeholders and competing priorities simultaneously
- Comfortable working independently in a remote environment and taking ownership of your responsibilities
- Curious, inquisitive, and eager to learn about global markets, economics, geopolitics, and client priorities
- Flexible and adaptable; able to pivot quickly when client needs, schedules, or priorities change
- Creative problem solver who can anticipate challenges and identify solutions before they become issues
- Collaborative team player who enjoys supporting colleagues and contributing to broader team success
Contract Details
This is a contract position, for a 6 - 12 month contract with potential for extension, based remotely in Mexico.
What To Expect In This Position
- Partner closely with Account Managers to support senior executive clients in client engagement and retention activities across the Latin America region
- Coordinate and manage analyst briefings, executive advisory sessions, and client calls from scheduling through delivery
- Plan and execute virtual and in-person client events, executive roundtables, roadshows, and market briefings
- Serve as a key point of coordination between clients, analysts, and commercial team members to ensure a seamless client experience
- Track and manage client engagement activities, ensuring timely follow-up and execution of commitments
- Support client onboarding and adoption of FrontierView services and resources
- Assist in the preparation of client presentations, briefing materials, meeting agendas, and event communications
- Monitor client engagement trends and identify opportunities to increase utilization of FrontierView services
- Maintain accurate records of client interactions, activities, and engagement metrics within Salesforce and other internal systems
- Support regional and global commercial initiatives as needed, including strategic projects, events, and client campaigns
- Collaborate across Commercial, Strategic Insights, and Operations teams to deliver exceptional client outcomes
- Help identify opportunities to improve processes, client experiences, and team efficiency
What Sets You Apart
- Bachelor's degree (or equivalent work experience) in business, economics, international affairs, communications, marketing, or a related field
- 1-3 years of experience in client success, client services, account coordination, project management, events, consulting support, or a related client-facing role
- Experience managing multiple projects and stakeholders simultaneously in a fast-paced environment
- Strong organizational and time-management skills with exceptional attention to detail
- Demonstrated ability to work independently and effectively in a remote environment
- Excellent written and verbal communication skills
- Naturally curious and eager to learn about global markets, economics, geopolitics, and client business challenges
- Strong problem-solving skills and a proactive mindset
- Comfortable interacting with senior-level stakeholders and executives
- Professional, responsible, self-motivated, and highly dependable
- Demonstrated ownership, accountability, and follow-through
- Experience supporting events, executive briefings, webinars, or client programs is a plus
- Familiarity with Salesforce, CRM systems, or project management tools is a plus
- Spanish fluency required; Portuguese fluency is a plus
Excited about this role, but don't meet 100% of the expected qualifications listed above? We'd still love for you to apply! FiscalNote is committed to building a diverse and inclusive workforce where unique experiences are valued and everyone has the opportunity to contribute. Research has continuously shown that women and people of color are less likely to apply to jobs unless they meet all of the listed qualifications. We want to help overcome this trend and seek to make space for unique and relevant skills and attributes. So, when applying to FiscalNote, rest assured that your application is reviewed by a living, breathing human being and evaluated based on key competencies needed for success in the position. Our Recruiting team maintains awareness of all open roles which means your application may be assessed against multiple positions and we will reach out to gauge your interest in other opportunities as appropriate. Questions or concerns? Contact [email protected], we'd be happy to connect!
As part of FiscalNote's commitment to creating an accessible and inclusive hiring process, we strive to provide reasonable accommodations for persons with medical conditions or disabilities that will enable their access to the hiring process. If you need an accommodation, please send an email to [email protected] to let us know the nature of your request.
About FiscalNote
FiscalNote 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.
At FiscalNote, we Lead with Values
Know your Audience ∙ Find the Truth ∙ Drive Alignment ∙ Level Up ∙ Own the Job ∙ Bias for Action ∙ Support the Family
FiscalNote is continuing to hire new talent, with all interviewing and on-boarding done virtually due to COVID-19. New team members, along with our current staff, will temporarily work remotely (unless communicated otherwise).
Company Benefits
FiscalNote supports our people by enabling team members with flexibility and benefits to promote well-being and balance, ensuring all FiscalNoters can bring their authentic selves to work. We start by offering competitive salaries, retirement accounts, and equity packages to ensure we’re all FN owners. Plus, our comprehensive benefits packages align with regional requirements and expectations no matter where you are located across the globe. Learn more at https://careers.fiscalnote.com/benefits/.
FiscalNote values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, gender, race, religious beliefs, disability, sexual orientation or age. FiscalNote is an EEOC employer.
FiscalNote uses E-Verify to confirm the employment eligibility of all new employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.DHS.gov/E-Verify.
Skills Required
- Bachelor's degree or equivalent work experience
- 1-3 years of experience in client success, client services, account coordination, project management, events, consulting support, or related client-facing role
- Spanish fluency
- Based remotely in Mexico (contract role)
- Strong written and verbal communication skills; comfortable interacting with senior-level stakeholders and executives
- Highly organized with strong time-management and ability to manage multiple projects and stakeholders
- Ability to work independently in a remote environment and take ownership
- Experience supporting events, executive briefings, webinars, or client programs
- Familiarity with Salesforce, CRM systems, or project management tools
- Portuguese fluency
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The Company
What We Do
FiscalNote (NYSE: NOTE) is a leading technology provider of global policy and market intelligence. By uniquely combining AI technology, actionable data, and expert and peer insights, FiscalNote empowers customers to manage policy, address regulatory developments, and mitigate global risk. Since 2013, FiscalNote has pioneered technology that delivers mission-critical insights and the tools to turn them into action. Home to CQ, Equilibrium, FrontierView, Oxford Analytica, VoterVoice, and many other industry-leading brands, FiscalNote serves more than 5,000 customers worldwide with global offices in North America, Europe, Asia, and Australia. To learn more about FiscalNote and its family of brands, visit FiscalNote.com and follow @FiscalNote.
