Account Management
David Margolis
Business Development Specialist
Customer Success Manager
Account Manager
G Suite
LinkedIn
Salesforce
FiscalNote
Renewed over $4.7 million ARR in 2021, exceeding annual goal, awarded Quota Crusher.
Executed automated renewal program, smoothly transitioning 1,500 customers to a self-serve model.
Coordinated with support, finance, and legal teams to expedite service, ensure timely invoicing, and resolve client issues in a fast-paced environment.
