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FiscalNote (NYSE: NOTE) is a leading technology provider of global policy and market intelligence.
The Role
Lead and mentor a team of Client Success Managers to enhance client engagement and drive product adoption. Manage accounts, analyze client health metrics, and collaborate cross-functionally for optimal outcomes.
Summary Generated by Built In
About the Position
The Team Lead or Senior Client Success role, the individual leads a small team of passionate Client Success Managers (CSMs) who empower clients to maximize the value of our SaaS products. A strategic thinker with a hands-on approach, the Team Lead, Client Success drives product adoption, client satisfaction, and renewal through effective team leadership, process optimization, and cross-functional collaboration.
This role combines people management with strategic client engagement — ensuring that every member of the Client Success team delivers exceptional service and measurable outcomes while managing a portfolio of accounts yourself.
About the Team
The FiscalNote Client Success team is dedicated to providing a holistic, supportive experience to our clients. From onboarding and training to strategic best practices and technical support, the team strives to put clients’ needs first every day. We are dynamic, collaborative, and driven individuals who thrive in an open, growth-oriented culture. As the team’s leader, you’ll play a key role in shaping that culture — fostering excellence, accountability, and a shared sense of purpose around client outcomes.
About You
You’re a proven leader who brings out the best in your team. With a balance of empathy and execution, you know how to coach others to success while driving results at scale. You’re deeply curious, data-informed, and comfortable working cross-functionally to solve complex challenges. You have experience in SaaS client success and are passionate about helping your customers — and your team — reach their full potential.
#LI-HR1
What to Expect in this Position
- Lead, mentor, and develop a small team of Client Success Managers to ensure excellence in onboarding, training, and ongoing client engagement
- Maintain clear goals and performance metrics for the team aligned to product adoption, client satisfaction, and renewal outcomes
- Manage a portfolio of accounts, ensuring their training and account configuration needs are met and lead to product adoption and renewal
- Partner with Account Management to ensure strategic alignment and seamless client handoffs between implementation, training, and renewal stages
- Analyze client health metrics and team performance data (via ChurnZero and Salesforce) to proactively identify risks and opportunities
- Develop and refine best practices, playbooks, and processes to drive consistency, scalability, and operational efficiency
- Represent the Client Success function in cross-departmental meetings, providing insights and recommendations to leadership
What Sets You Apart
- 5+ years of experience in Client Success or Account Management for a SaaS organization, including at least 2 years in a team leadership or management role
- Proven ability to coach and develop high-performing teams while maintaining a strong culture of accountability and collaboration
- Track record of driving measurable improvements in customer adoption, retention, and satisfaction
- Excellent communication, presentation, and relationship-building skills
- Experience with ChurnZero, Salesforce, or similar CRM and customer success platforms
- Strong analytical and problem-solving skills; comfortable using data to guide decisions
- Experience with client onboarding, product training, and technical implementation processes
- Knowledge of the legislative, policy, or advocacy arena (preferred)
Excited about this role, but don't meet 100% of the expected qualifications listed above? We'd still love for you to apply!
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 (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, 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
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.
Top Skills
Churnzero
Salesforce
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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.
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