Director, Client Solutions

Kindsight

2d•$140,000 - $165,000

About The Position

As part of Kindsight’s Client Success division, the Director of Client Solutions is positioned within the Center of Excellence and serves as a strategic partner to Client Success Managers and CRM clients. This key strategic and technical role is responsible for supporting client solutions - including expansion product demos, solution demos, live training sessions, strategy discussions, and developing thought leadership and best practices assets and documentation. Reporting to the VP of Client Strategy, this role blends consulting, enablement, product and Salesforce ecosystem expertise to help clients maximize the value of their CRM investment and increase adoption of Kindsight product solutions.

Requirements

Bachelor’s degree in Business, Technology, Management or related field.
7+ years in advancement systems/services, CRM consulting, or client success.
Competency with advancement CRM platforms, including implementation and Center of Excellence strategies.
Strong understanding of advancement operations and donor lifecycle.
Excellent facilitation, presentation, and strategic planning skills.
Ability to translate data and insights into actionable recommendations.
Comfortable working with executive stakeholders and cross-functional teams.

Responsibilities

Collaborate with Client Success Managers to monitor progress and adoption of Kindsight CRM and related solutions.
Support CSM strategy and technical conversations, developing success plans aligned to client goals and CRM maturity stage.
Provide guidance on CRM best practices, governance, and change management.
Support user community facilitation, including regular live training.
Contribute to the Center of Excellence assets by sharing insights and evolving frameworks.
Develop case studies, webinars and white papers supporting client enablement and advancement thought leadership.
Working with professional services and client management teams, support training and onboarding efforts with maturity-aligned content.
Working with client managers, gather and maintain client data to support internal initiatives, marketing efforts, and strategic recommendations.
Conduct structured CRM maturity assessments using standardized frameworks.
Analyze client capabilities across tools, resources, skills, and team structure.
Deliver tailored recommendations to help clients progress to the next maturity phase.
Facilitate workshops and discovery sessions with advancement stakeholders.
Partner with the Product team to relay client feedback and influence roadmap priorities.
Work with Professional Services to align implementation priorities with maturity goals.
Support Marketing efforts with thought leadership and client success stories.
Assist Sales with strategic positioning and maturity model insights.
Stay updated on the latest Salesforce ecosystem technologies and Kindsight product offerings.
Participate in industry conferences and knowledge sharing opportunities, such as CASE, AASP, APRA, AFP, etc.