Customer Success Manager

• 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 and Client Success Team to support senior executive clients in client engagement and retention activities across the EMEA region
• Coordinate and manage event outreach, executive planning 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

Client Success Associate

• Receive merchant handover from the Sales team after deal closure.
• Create merchant accounts and branches within the Prepit system.
• Configure merchant settings according to business requirements.
• Set up menus, products, categories, pricing, operating hours, and other merchant specific configurations.
• Ensure all merchant information is accurately entered into the system.
• Validate setup quality before merchant activation.
• Coordinate merchant onboarding timelines and implementation plans.
• Serve as the primary point of contact during the onboarding phase.
• Resolve onboarding related issues and escalate technical issues when necessary.
• Follow up on pending tasks to ensure timely merchant activation.
• Work closely with Sales, Product, Operations, and technical teams.
• Maintain accurate onboarding records and merchant documentation.
• Prepare weekly and monthly onboarding reports.

Customer Success Executive – Merchant Onboarding, Configuration

• Act as the primary contact for client accounts via Slack, Email, and Google Meet.
• Lead onboarding sessions, pre-launch meetings, and periodic client check-ins (15-day, 30-day, etc.).
• Communicate campaign performance updates, findings, and next steps clearly and proactively.
• Ensure clients feel supported and informed at every stage of engagement.
• Proactively manage client relationships by identifying potential concerns, opportunities, and action items before they become issues.
• Investigate client concerns and performance challenges to identify root causes and collaborate on effective solutions.
• Continuously learn about clients' businesses, industries, and goals to provide more strategic support and recommendations.
• Maintain a professional, work-related social media presence and engage appropriately as part of the company's relationship-building and networking efforts.
• Review dashboards and reports prepared by the analytics team to extract key trends and insights.
• Deliver findings in a clear, client-friendly way — turning performance data into actionable recommendations.
• Identify patterns in campaign performance, lead quality, and conversion rates.
• Suggest optimizations based on client goals and data trends.
• Track and manage client action items and deliverables across a portfolio of approximately 50 clients.
• Ensure all follow-ups — including report delivery, campaign adjustments, and disposition data — are handled promptly.
• Maintain up-to-date communication records in internal systems and CRM platforms, with preference for candidates experienced in HubSpot Service Hub.

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Client Success Associate

Customer Success Executive – Merchant Onboarding, Configuration

Client Success Associate