FiscalNote

Data Analyst

• Personally build and maintain core dbt models used in reporting across finance, product, sales, and customer success — this is a hands-on, individual contributor expectation, not a delegated one
• Own and evolve FiscalNote's enterprise analytics and reporting infrastructure, serving as the authoritative source of truth for business performance data
• Proactively identify analytical gaps and build reporting solutions before stakeholders know to ask — surface insights, don't just respond to requests
• Provide functional and technical leadership across core BI platforms including Snowflake, Databricks, dbt, Fivetran, Segment, Heap, Metabase, and Stitch
• Act as direct technical admin and functional lead for Metabase and Heap
• Build and maintain reporting infrastructure in Metabase, ensuring dashboards are accurate, performant, and accessible to stakeholders
• Define and maintain a self-serve analytics framework that empowers business teams to answer their own questions with confidence
• Prepare and deliver board- and investor-level data models and reporting for senior leadership (CFO, CEO, CRO)
• Support M&A due diligence for acquisitions and divestitures; lead data separation and migration efforts related to transactions
• Manage audit-related activities for in-scope data systems, including controls, documentation, and compliance
• Drive data governance and quality standards across all owned platforms
• Collaborate cross-functionally with sales, marketing, finance, operations, product, and engineering on data and analytics initiatives
• Coach and mentor junior analysts outside of direct reporting line
• Drive AI/ML initiatives and automation efforts to improve analytical efficiency and scalability
• Develop training programs to increase self-serve analytics adoption and proficiency across the business
• Manage system performance, scalability, security, and compliance across all owned platforms

Director, Data Analytics – Business Intelligence

Sales

• Lead, coach, and motivate a team of Account Executives focused on generating new business in the Enterprise space
• Drive accountability by setting clear goals, tracking performance against key metrics, and providing regular feedback and coaching to ensure consistent achievement of sales targets
• Develop and execute data-driven sales strategies that grow pipeline, shorten deal cycles, and increase conversion rates
• Use analytics and CRM insights to monitor activity, forecast accurately, and identify opportunities for improvement across the sales funnel
• Empower your team to connect FiscalNote’s solutions to the policy, regulatory, and operational priorities of mission-driven organizations
• Collaborate with Marketing and Client Success to ensure seamless handoffs and a high-quality experience for every new client
• Maintain strong pipeline discipline and CRM hygiene, ensuring data integrity and visibility into performance across individual and team levels
• Continuously refine sales processes through experimentation, feedback, and performance analysis to drive efficiency and effectiveness
• Foster a high-performance culture grounded in accountability, collaboration, and measurable results

Senior Director of Enterprise Sales

Account Executive

• Strategically build, manage, and close deals in the sales pipeline.
• Maintain consistent outreach to prospects and adapt to the unpredictable nature of sales.
• Meet and exceed quarterly quotas for new business while nurturing ongoing opportunities.
• Conduct persuasive pitches and product demonstrations to C-level executives, tailoring the business use case based on real-time feedback.
• Collaborate with internal teams such as ProServ and Client Success to assist in closing deals and leverage marketing material to attract prospects.
• Engage in collaboration-centric selling with other sales team members to scope, build, and enhance opportunities.
• Actively participate in industry events to network and stay up-to-date with market trends.

Senior Account Executive

Engineer

• Conduct structured process audits to document workflows, identify inefficiencies, and quantify manual effort costs.
• Develop and prioritize a roadmap for process improvements and tool integrations based on impact assessments.
• End-to-end design and implementation of solutions, including but not limited to AI agents, API integrations, and custom internal tools.
• Seamlessly integrate existing tools like Slack, Jira, and Google Workspace to enhance system interoperability.
• Define success metrics, monitor the adoption of new processes, and iteratively improve solutions based on feedback.
• Contribute to and expand the organization’s process automation playbook for future initiatives.

Productivity and Efficiency Engineer

Human Resources

• responsible for the administration, management and continuous improvement of FiscalNote’s global benefit programs
• plays a critical part in ensuring our benefits offerings are competitive, compliant, cost-effective, and aligned with the needs of our diverse, global-workforce - helping us attract, retain, and support our employees and their families
• serves the development of end-to-end infrastructure and labor planning required for a more proactive company-readiness, M&A integration, consistent people operations and organic transformations

Senior Benefits Specialist

Financial Planning and Analysis

• Lead the annual budgeting process, rolling forecasts, and multi-year financial models to support company growth objectives
• Perform in-depth financial analysis, including margin analysis, OpEx/CapEx tracking, and KPI reporting
• Prepare executive-level presentations and Board review materials, translating financial data into clear business insights
• Serve as the primary finance liaison for business leaders, providing monthly budget vs. actual reporting and actionable recommendations
• Support FP&A initiatives related to acquisitions, pricing strategy, ROI analysis, and other ad hoc corporate projects
• Continuously optimize FP&A systems, processes, and workflows to improve efficiency and accuracy (Workday Adaptive Planning experience preferred)
• Collaborate closely with the VP of FP&A and senior leadership on strategic planning, performance monitoring, and operational finance initiatives
• Participate in cross-functional meetings to provide financial insights and support business decision-making

Manager, FP&A

• Lead budgeting, forecasting, and reporting processes
• Drive financial visibility, operational excellence, and insight-driven decision-making
• Partner with business leaders across functions to optimize performance
• Manage the entire Sales expense budget

Manager, Sales FP&A – Revenue & Commercial Strategy

• Strategically build, manage, and close deals in sales pipeline
• Be responsible for closing a quota of new business
• Strategically plan for account penetration
• Actively and regularly attend industry events
• 4 weeks of in-depth training followed by FiscalNote Seller Certification
• Feedback and coaching opportunities
• Peers you can collaborate with and celebrate wins with
• An open and energizing office environment

Sales Development Rep

• Engage potential clients
• Perform cold outreach to potential clients
• Develop industry-specific policy expertise to take a consultative approach when communicating with senior-level executives
• Receive mentorship from your Account Executive and Manager
• Strategically plan account penetration
• Leverage Sales Enablement tools (like SalesLoft, ZoomInfo, etc) to manage your engagements with target prospects
• Develop a deep understanding of our target personas and their needs

Sales Development Representative – Enterprise

• Identify the value add of FiscalNote products to prospective organizations
• Perform outreach to potential clients
• Develop industry-specific policy expertise
• Receive mentorship from senior associates and strategists
• Leverage internal marketing materials to engage target executives
• Strategically plan account penetration
• Leverage Sales Enablement tools to manage engagements with target prospects

Sales Development Representative

Sales Engineer

• Lead technical discovery sessions to uncover customer requirements, integration needs, and success criteria.
• Deliver tailored, story-driven product demonstrations that connect platform capabilities to real business outcomes.
• Build and maintain proof-of-concept environments and custom demo sandboxes for strategic opportunities.
• Respond to RFPs, RFIs, and security questionnaires with accuracy and appropriate depth.
• Document technical requirements and commitments made during the sales process to ensure a smooth handoff to Customer Success.
• Partner with Product and Engineering to relay field insights and contribute to roadmap prioritization.
• Develop reusable technical collateral, competitive battle cards, and demo assets to support the broader SE team.
• Collaborate cross-functionally with Sales, Marketing, and Customer Success to align on messaging and strategy.
• Maintain up-to-date deal documentation and activity logging in Salesforce or the relevant CRM.

• Lead, coach, and motivate a team of Account Executives focused on generating new business.
• Drive accountability by setting clear goals, tracking performance against key metrics, and providing regular feedback and coaching to ensure consistent achievement of sales targets.
• Develop and execute data-driven sales strategies that grow pipeline, shorten deal cycles, and increase conversion rates.
• Use analytics and CRM insights to monitor activity, forecast accurately, and identify opportunities for improvement across the sales funnel.
• Empower your team to connect FiscalNote’s solutions to the policy, regulatory, and operational priorities of mission-driven organizations.
• Collaborate with Marketing and Client Success to ensure seamless handoffs and a high-quality experience for every new client.
• Maintain strong pipeline discipline and CRM hygiene, ensuring data integrity and visibility into performance across individual and team levels.
• Continuously refine sales processes through experimentation, feedback, and performance analysis to drive efficiency and effectiveness.
• Foster a high-performance culture grounded in accountability, collaboration, and measurable results.

Director, Data Analytics – Business Intelligence

Senior Director of Enterprise Sales

Senior Account Executive

Productivity and Efficiency Engineer

Senior Benefits Specialist

Manager, FP&A

Manager, Sales FP&A – Revenue & Commercial Strategy

Account Executive

Sales Development Representative – Enterprise

Sales Development Representative

Sales Engineer

Account Executive

Manager, New Business Sales