Client Success Consultant - Fund Accounting

Foundant + smartsimple

13d

About The Position

You’ll establish yourself as a trusted, strategic advisor to clients, helping them realize continued value from Foundant products and services while driving long-term loyalty, retention, and growth.
You’ll manage and nurture a portfolio of clients, guiding them through the full customer journey—from post-implementation and go-live through ongoing optimization—using a consultative, outcomes-focused approach.
You’ll proactively monitor and improve client health, leveraging tools like Gainsight, customer success metrics, and NPS insights to identify risks, opportunities, and trends, and to document and act on client engagement.
You’ll design, deliver and support scalable client engagement and education, including proactive success campaigns, feature rollouts, group and individual training, webinars, events, and thought leadership content that reinforces Foundant’s expertise.
You’ll serve as the voice of the customer internally, collaborating with Product, Support, Sales, Marketing, and Leadership to advocate for client needs, influence product direction, and improve the overall customer experience.
You’ll support client growth and continuity, building relationships with new administrators, aligning product licensing and services to client needs, and assisting with renewals, upsells, and contractual documentation.
You’ll drive cross-functional collaboration, coordinating with internal teams to manage incoming client success work, prepare for strategic client engagements, and enable effective communication across departments.
You’ll maintain deep expertise in Foundant products and best practices, continuously expanding your knowledge to provide informed guidance that helps clients maximize adoption and return on investment
Other duties as assigned.

Requirements

• At least 2 years' experience in philanthropy, preferably in fund accounting.
• Minimum of two years of direct experience in client delivery in an IT services company and/or related industry.
• Two or more years of experience in one of the following areas: Grant lifecycle management for nonprofit organization and/or community foundation Scholarship lifecycle management for nonprofit organization and/or community foundation
• Experience in educating and guiding clients through the above business areas.
• Ability to identify and adjust training to different learning styles of clients.
• Strong technical aptitude and ability to learn software programs and analyze data.
• Ability to travel occasionally (approximately 20%).
• Must be legally eligible to work in the United States.

Responsibilities

• Establish yourself as a trusted, strategic advisor to clients
• Manage and nurture a portfolio of clients
• Proactively monitor and improve client health
• Design, deliver and support scalable client engagement and education
• Serve as the voice of the customer internally
• Support client growth and continuity
• Drive cross-functional collaboration
• Maintain deep expertise in Foundant products and best practices
• Other duties as assigned

Benefits

• We offer competitive salary and benefits, including tuition, and lifestyle reimbursements, and bespoke mindfulness and fitness initiatives.
• With our Flexible PTO policy, you’ll have the freedom to manage your time in a way that supports your personal well-being and professional success.
• We’re committed to your professional and personal development.
• As part of a larger organization, you’ll have even more opportunities to grow your career.
• You’ll enjoy autonomy and responsibility, empowering you to approach your work creatively and independently, fostering innovation and independent thought.
• Employee recognition is a core part of our culture.
• Foundant is an equal opportunity employer, committed to building a diverse workforce that represents the communities we serve.
• Foundant is also committed to providing accommodations throughout the interview and employment process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed