FiscalNote

• Manage high value, strategic client relationships focused on growing existing business and ensuring high retention rates • Achieve new business growth targets through up-sell /cross-sell opportunities with existing clients • Be responsible for all aspects of renewals and deliver results against monthly, quarterly and yearly forecast objective • Lead and manage the renewal process • Meet onsite with existing accounts and conduct needs and business impact analysis of current product portfolio • Manage and lead pricing negotiations for renewals and up-sells • Identify risk and work with internal and external stakeholders to prevent both client and revenue churn • Facilitate the transition of a client’s existing workflow into the FiscalNote platform • Provide accurate monthly forecast reports • Actively collaborate with Product and Marketing teams • Intelligently engage in conversation regarding the legislative and regulatory processes • Travel to on-site client locations outside the DC area on occasion (-20%) • Actively and regularly attend industry events

• Manage and deliver complex, multi-faceted projects with minimal oversight • Drive project delivery with limited support • Balance multiple workstreams and enhance client relationships • Build strong cross-functional relationships across the organization’s strategic insights and commercial teams • Integrate existing research, data assets, and industry expertise into client engagements

• Managing and delivering complex, multi-faceted projects with minimal oversight. • Drive project delivery with limited support while balancing multiple workstreams. • Build strong cross-functional relationships across the organization’s strategic insights and commercial teams. • Proactively integrate existing research, data assets, and industry expertise into client engagements. • Ensure all outputs meet the highest standards of accuracy, rigor, and clarity.

• Accurately diagnose root issues underlying client challenges, even when inputs are unclear. • Propose thoughtful, tailored solutions, occasionally improving upon standard methodologies. • Actively contribute to team problem-solving sessions with innovative ideas. • Lead the development of interview guides and research outlines. • Collect, structure, and synthesize qualitative and quantitative data aligned with project hypotheses. • Deliver clear, error-free outputs in notes, deliverables, and spreadsheets. • Identify and manage appropriate vendors and escalate research needs when required. • Interpret complex datasets to identify "hidden" insights and implications. • Contribute to non-standard project methodologies with strong analytical rigor. • Communicate methodologies clearly and teach data skills to peers. • Produce well-supported, actionable client recommendations with clear "so what" messaging. • Deliverables are polished, structured, and adhere to communication best practices (clarity, coherence, control, credibility). • Demonstrate understanding of macro and micro trends across core industries. • Apply and refine FV’s methodologies independently and suggest improvements. • Lead parts of project check-ins, communicate proactively, and identify scope changes. • Deliver content independently via phone, and assist in in-person workshops. • Prepare and tailor high-quality materials for senior clients with minimal guidance. • Collaborate on compelling proposals aligned to client needs and business value. • Translate problem diagnosis into effective proposal narratives and vendor recommendations. • Manage project timelines and anticipate planning risks. • Practice effective upward management and escalate issues appropriately with solutions. • Identify team inefficiencies and contribute to improvements. • Lead or organize team trainings and support team development goals. • Foster a collaborative, inclusive, and inspiring team culture. • Promote accountability, engagement rules, and team cohesion.

• Independently produce accurate, on-time policy analysis for assigned jurisdictions or issue areas, covering federal, state, and local legislative and regulatory developments. • Deliver recurring written outputs — summaries, trackers, reports, and briefings — that meet quality standards with routine review and guidance from senior team members. • Demonstrate reliable use of FiscalNote tools, data sources, and standard delivery workflows to execute client work efficiently. • Apply feedback consistently to improve the accuracy, structure, and clarity of your work across deliverables. • Manage your personal workload across multiple deadlines without delivery slippage, flagging risks or blockers early. • Join client calls and meetings to support senior team members in managing client relationships and communicating on project status. • Communicate clearly and professionally in writing and in internal discussions, using established formats and templates. • Become an expert in FiscalNote’s current products and solutions, contributing to the delivery of new technical and professional services offerings over time. • Relay client and product feedback to product, engineering, and go-to-market teams to inform continuous improvement.

• Engage with a portfolio of clients to ensure they get the best value from FiscalNote: Global Intelligence products and services • Drive product adoption and usage to help client retention and expansion • Partner closely with Account Managers and Client Success Team to support senior executive clients in client engagement and retention activities across the EMEA region • Coordinate and manage event outreach, executive planning 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

• Engage with a portfolio of clients to ensure they get the best value from FiscalNote: Global Intelligence products and services • Drive product adoption and usage to help client retention and expansion • 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

• Regularly Partner with Business leaders in a consultative and proactive manner to provide thought partnership regarding organizational and people-related strategy and execution aligned with business strategies to improve work relationships, establish high-performance accountability and management, build morale, and increase productivity and retention. • Partner and collaborate with Talent Acquisition, Total Rewards, and People Operations to develop and implement efficient, scalable solutions. • In partnership with other members of the Partner team, develop and facilitate training programs or modules and learning and engagement experiences which align with company strategy. • Support workforce planning during the annual planning and budgeting cycle and develop workforce plans for designated client groups. Regularly meet with stakeholders to understand and plan for the capability and capacity needs of the business. • Proactively collect and assess organizational metrics and provide insights to leaders to drive business outcomes. Share Employee Engagement pulse and full survey results and coach leaders on actions to address result findings. Assess employee goals and feedback utilizing FN's feedback system, and assist both managers and employees where needed. Revise job descriptions with leaders when business/position needs change and work with Total Rewards on job evaluation. • Support managers and employees and fully execute transactions in all people disciplines in accordance with company procedures, forms, and systems including hiring, compensation/salary/promotion and job changes, employee relations and engagement, performance management, and People department systems navigation and utilization. • Implement systematic, scalable, efficient, and consistent solutions across the People Partner team and the organization. Achieve solutions in close partnership with a team of People Partners and People Operations by identifying strategic and technical systems solutions based on needs and organizational strategy. • Diagnose and solve talent and organization-related problems by maintaining a pulse on the organization and actively engaging with leaders and teams. • Advocate for and represent teams’ needs to the People team and senior leadership through open communication channels between internal and external stakeholders • Provide consultative support and guidance to managers on the implementation of core HR/Talent programs • Coach managers on how to appropriately manage and resolve complex People issues (e.g., performance management, rewards, mutual separations, conflict management...) • Manage employee relations issues as needed • Lead Performance Management Processes for designated teams • Provide advice and guidance on international employment law, company policies and best practice • Partner with legal advisors to align and resolve international ER issues

• Lead demos and pitches with senior stakeholders and C-suite executives • Build, manage, and close a pipeline of new business • Own and achieve a new business quota • Develop account penetration strategies across your territory • Attend and contribute to relevant industry events • Create thought leadership and sales enablement content • Build expertise in industry-specific policy areas

• Summarize complex legislation and congressional procedures clearly and concisely • Write on multiple topics while meeting strict deadlines • Develop expertise in assigned policy areas and news developments • Build a network of sources on and off Capitol Hill • Work evenings/nights and weekends when needed