Green Visor Capital

Management Company, LLC

Client Success Manager at FiscalNote
New York City, NY, US
About the Team
The FiscalNote Client Success team is dedicated to providing a holistic, supportive experience to our clients. From onboarding to crafting strategic best practices to comprehensive technical support, the team strives to put the clients’ needs first every day. We are dynamic, hard-working, and driven individuals who thrive in an open team structure where there are constant learning opportunities and room for growth. For us, client success is about taking on new challenges, helping our clients as much as possible, and having fun while we do it.
About the Position
Client Success Managers (CSMs) have a passion for assisting people in making the most effective and efficient use of SaaS products in their day-to-day. Technologically savvy and unafraid of online platforms, CSMs are “product evangelists” focused on encouraging and driving product adoption and usage, thus, streamlining our customers’ day-to-day workflow. Through a combination of industry expertise, product knowledge, and client-management skills, the CSM partners with the Account Management team to solve specific client needs, identify potential gaps in service, and provide both on-site and virtual product training sessions. Working in a fast-paced environment, CSMs manage and coordinate the onboarding and implementation processes for a variety of policy-focused clients ranging from associations, corporations, issue-based nonprofits, law firms, federal/state agencies and more.  In addition to training and supporting clients, the CSM assists with designing and delivering internal sales and product training as needed.
You Will:
Deliver on-site and webinar training for our full product suite
Be responsible for identifying and understanding the training needs of our internal and external clients and combining these needs with industry best practices to create interactive and effective training programs
Proactively focus on customers to reduce risk and drive product adoption and usage
Analyze client’s current usage of products and suggest "best practices" that increase customer efficiency and effectiveness
Identify and qualify sales leads and opportunities; work with Account Managers to build upon existing opportunities within their customer base
Build and maintain strong relationships with influential site contacts at assigned client organizations to ensure customer satisfaction
Leverage knowledge of clients’ use of products, future service needs, and competitive situations and work with the Account Management​ and Sales teams to protect and ultimately grow revenue
Create and update training resources (help guides, tutorial videos, etc.) for both internal and external use
Assist Support team in providing first-line support to address technical client needs as required
You Have:
1+ year(s) of experience and success in developing and delivering client-focused multimedia (online, in-person, webinar, video, etc.) training sessions
Superior presentation skills
Experience conducting effective consultative conversations
Experience educating customers on exciting new SaaS features and industry best practices
Proven ability to multitask and impeccable attention to detail
Strong written and verbal communication skills
Ability to work independently while embracing a close knit team environment
Familiarity with Salesforce or equivalent CRM tool (preferred)
Knowledge of the legislative and policy arena (preferred)
About You
You are self-motivated and technically savvy. Your intellectual curiosity and attention to detail often drive your desire to know the ins and outs of any topic, product, and process you encounter.  A proven presenter, you are confident, well-spoken, and able to communicate effectively at all levels. You are unafraid to think quickly on your feet, making in-the-moment presentation changes to ensure your audience’s education needs are met.  You excel in a fast-paced, technology-driven environment and are comfortable working as both an individual contributor and a team player.
About Us
FiscalNote is a technology-powered global software data and media company that uses powerful machine learning to provide clients with the right policy information and insights, and at the right time so that they can better navigate market risk and uncertainty and maximize new opportunities.
As the premier hub of domestic and global information for more than 5,000 clients worldwide, FiscalNote’s tools, analysis, news, and award-winning journalism delivers context, clarity, and a competitive edge in a rapidly changing world.
Company Benefits
FiscalNote offers competitive salaries, equity packages, and retirement accounts to ensure we’re all FN owners. We work hard, so we want you to play hard; our open vacation policy and vacation expense contribution help us ensure you’re getting the R&R you need. We offer comprehensive health, vision, and dental insurance options supplemented by a flexible spending account (FSA). We have a slew of other benefits which you can check out at