• 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

• Own and manage a portfolio of enterprise customers • Identify expansion opportunities and increase customer value • Develop long-term account strategies and execute account maps • Lead commercial conversations throughout the customer lifecycle • Collaborate with cross-functional teams to deliver successful outcomes

• Strategic account management: Support and development of existing key accounts and the establishment of long-term partnerships. • Portfolio development: Identifying revenue potential within existing customer relationships and sustainably expanding the customer portfolio. • Project acquisition: Identifying new project opportunities with existing customers and supporting them through to successful closure. • Quotation calculation and preparation: Calculating and preparing technically and commercially sound proposals. • Customer consulting: Main point of contact for customers on technical and commercial matters. • Interface management: Coordinating customer requirements with Engineering, Production, Purchasing and Quality. • Complaint handling: Supporting the processing of complaints together with internal specialist departments. • Forecast planning: Active participation in revenue planning, forecasts and budget processes. • Market analysis: Analyzing market movements, identifying relevant trends and conducting regular customer visits in the DACH region.

• Manage and develop a cohort of staff within the Account Operations team, ensuring team goals are met across assigned work streams • Lead team members through complex judgment calls and time-sensitive issues with internal and external stakeholders • Provide direct reports with specific, actionable, and differentiated feedback through regular 1-on-1 meetings • Develop your team through professional development recommendations and stretch projects • Assist with hiring, training, and onboarding current and new staff when needed • Delegate effectively and provide clear expectations for success, staying engaged in the process • Lead the planning, execution, and monitoring of long-term projects, ensuring adherence to project timelines, objectives, and budget constraints • Collaborate with cross-functional stakeholders to define project scope, goals, and deliverables • Develop comprehensive project plans, including schedules, resource allocation, and risk management strategies • Monitor project progress, identify potential risks or issues, and implement corrective actions as needed • Prepare and deliver regular project status reports to stakeholders, providing updates on key milestones and risks • Conduct post-project reviews and lessons learned sessions to identify areas for improvement and best practices • Lead efforts to recover funds from campaigns and organizations that incur negative balances due to contribution refunds • Serve as a trusted resource and escalation point for complex Account Operations issues across the organization • Contribute to shared Account Operations team workflows, including monitoring and fielding support requests • Act as a resource within ActBlue to resolve Account Operations requests from across departments • Closely collaborate with other Account Operations sub-teams to ensure consistent workflows and shared understanding • Other projects and tasks as assigned