FiscalNote

Sales Development Rep

• Identify the value add of FiscalNote products to prospective organizations
• Perform effective listening and market research
• Leverage all manners of communication to reach senior executives
• Partner with FiscalNote Account Executives to develop an account targeting strategy
• Engage potential clients through both cold and warm outreach
• Develop industry-specific policy expertise to take a consultative approach
• Receive mentorship from senior associates, strategists, and enterprise directors
• Leverage internal marketing materials to engage target executives/organizations
• Actively and regularly attend industry events
• Develop a deep understanding of our target personas and their needs

Sales Development Representative

Account Manager

• Act as clients' advocate and unofficial consultant
• Manage high value, strategic client relationships ensuring high retention rates
• Achieve account growth targets through up-sell/cross-sell opportunities
• Lead and manage the renewal process
• Identify risk and work with stakeholders to prevent churn
• Collaborate with Product and Marketing teams

• 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

Senior Account Manager

Manager

• 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

Sales Development Representative

Account Manager

Senior Account Manager

Engagement Manager