The leading technology provider of global policy and market intelligence.
Client Success Manager
Location
Mexico
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Client Success Manager
FiscalNote
• 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
Job Requirements
- 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
Benefits
- Competitive salaries
- Retirement accounts
- Equity packages
- Comprehensive benefits packages that align with regional requirements and expectations
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