About the Position
The Team Lead or Senior Client Success role, the individual leads a small team of passionate Client Success Managers (CSMs) who empower clients to maximize the value of our SaaS products. A strategic thinker with a hands-on approach, the Team Lead, Client Success drives product adoption, client satisfaction, and renewal through effective team leadership, process optimization, and cross-functional collaboration.
This role combines people management with strategic client engagement — ensuring that every member of the Client Success team delivers exceptional service and measurable outcomes while managing a portfolio of accounts yourself.
About the Team
The FiscalNote Client Success team is dedicated to providing a holistic, supportive experience to our clients. From onboarding and training to strategic best practices and technical support, the team strives to put clients’ needs first every day. We are dynamic, collaborative, and driven individuals who thrive in an open, growth-oriented culture. As the team’s leader, you’ll play a key role in shaping that culture — fostering excellence, accountability, and a shared sense of purpose around client outcomes.
About You
You’re a proven leader who brings out the best in your team. With a balance of empathy and execution, you know how to coach others to success while driving results at scale. You’re deeply curious, data-informed, and comfortable working cross-functionally to solve complex challenges. You have experience in SaaS client success and are passionate about helping your customers — and your team — reach their full potential.
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