Account Manager

Foundant + smartsimple

25d

About The Position

The Account Manager will build and maintain strong, trusted relationships with clients, serving as a strategic advisor and advocate. This role owns the renewal process end-to-end, proactively identifies upsell and cross-sell opportunities, and tracks client engagement, satisfaction, and usage metrics to ensure high retention and mitigate churn risk. The Account Manager will partner closely with Customer Success to align on client needs and coordinate efforts, develop account plans for key clients, and maintain a deep understanding of Foundant, GivingData, and SmartSimple offerings to guide clients toward desired outcomes.

Requirements

3+ years of experience in account management, customer success, or a related role in SaaS or technology environments.
A proven track record of managing renewals and driving upsell/cross-sell outcomes.
Experience working cross-functionally in a fast-paced, client-centric environment.
Familiarity with CRM tools (e.g., Salesforce) and customer success platforms.
Must be legally eligible to work in Canada or the United States.

Nice To Haves

Experience in the nonprofit, philanthropic, or government sectors.
Understanding of SaaS metrics and client health scoring.

Responsibilities

Build and maintain strong, trusted relationships with clients across our portfolio, serving as a strategic advisor and advocate.
Own the renewal process end to end.
Proactively identify upsell and cross-sell opportunities aligned with client goals and product capabilities.
Track and assess client engagement, satisfaction, and usage metrics to ensure high retention and get ahead of churn risk.
Partner closely with Customer Success to align on client needs, share feedback, and coordinate efforts that drive client success.
Develop account plans for key clients, outlining growth strategies, risk mitigation, and engagement tactics.
Maintain a deep understanding of Foundant, GivingData, and SmartSimple offerings so you can guide clients toward the solutions and outcomes that matter most to their mission.
Other duties as assigned.