Client Success Manager

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Engage with a diverse portfolio of clients to ensure they receive optimal value from FiscalNote's Global Intelligence products and services.

• Drive product adoption and utilization to enhance client retention and growth.

• Collaborate closely with Account Managers to assist senior executive clients in engagement and retention efforts throughout the Latin America region.

• Coordinate and oversee analyst briefings, executive advisory sessions, and client calls from scheduling to execution.

• Plan and implement virtual and in-person client events, including executive roundtables, roadshows, and market briefings.

• Act as a primary coordination point among clients, analysts, and commercial team members to ensure a seamless client experience.

• Monitor and manage client engagement activities, ensuring timely follow-up and fulfillment of commitments.

• Support client onboarding and facilitate the adoption of FrontierView services and resources.

• Assist in preparing client presentations, briefing documents, meeting agendas, and event communications.

• Track client engagement trends and identify opportunities to enhance the utilization of FrontierView services.

• Maintain accurate records of client interactions, activities, and engagement metrics in Salesforce and other internal systems.

• Provide support for regional and global commercial initiatives as required, including strategic projects, events, and client campaigns.

• Collaborate across Commercial, Strategic Insights, and Operations teams to achieve outstanding client outcomes.

• Help to identify avenues for improving processes, client experiences, and team productivity.

⛳️ Requirements

• Bachelor's degree (or equivalent 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 similar client-facing role.

• Proven ability to manage multiple projects and stakeholders concurrently in a dynamic environment.

• Strong organizational and time-management skills, with a keen attention to detail.

• Demonstrated capability to work independently and effectively in a remote setting.

• Excellent written and verbal communication skills.

• Naturally inquisitive and eager to learn about global markets, economics, geopolitics, and client business challenges.

• Strong problem-solving abilities and a proactive approach.

• Comfortable engaging with senior-level stakeholders and executives.

• Professional, responsible, self-motivated, and highly reliable.

• Proven ownership, accountability, and follow-through.

• Experience in supporting events, executive briefings, webinars, or client programs is a plus.

• Familiarity with Salesforce, CRM systems, or project management tools is advantageous.

• Spanish fluency is required; Portuguese fluency is a plus.

🏝️ Benefits

• Competitive salaries.

• Retirement accounts.

• Equity packages.

• Comprehensive benefits packages that align with regional requirements and expectations.