Solutions Engineer

Foundant + smartsimple

5d

About The Position

The Solutions Engineer serves as Foundant’s product expert on CommunitySuite, including its architecture, functionality, and application across the foundation landscape. The role supports Sales by clarifying complex solutions and connecting product capabilities to a foundation’s needs and intended outcomes.

The position participates in discovery, delivers tailored demonstrations, handles technical content for proposals and RFPs, and guides product evaluations. It also assesses legacy-system data and recommends migration paths, addresses technical objections, and supports the transition from Sales to Client Services for large and complex implementations. The Solutions Engineer represents Foundant at industry events and shares prospect and client feedback with Product. The role may include other duties as assigned.

Requirements

• At least 4 years of accounting experience within the philanthropic sector, or equivalent experience as a pre-sales or solutions engineer for an accounting or fund accounting software application.
• In-depth knowledge of accounting and financial reporting, including fund accounting concepts.
• Working knowledge of foundation operations, including finance, grantmaking, and donor-facing functions.
• Demonstrated experience delivering software demonstrations or technical presentations to decision-makers.
• Experience presenting to and advising executive-level stakeholders.
• Exposure to change management or business process reengineering methodologies.
• Ability to travel approximately 10–20%.
• Must be legally eligible to work in the United States or Canada.

Nice To Haves

• Bachelor’s degree in accounting, finance, business, or a related field is preferred.

Responsibilities

• Serve as the product expert on CommunitySuite’s architecture, functionality, and application across the foundation landscape.
• Participate in discovery conversations to identify prospects’ underlying problems and requirements.
• Design and deliver tailored product demonstrations for finance and executive decision-makers.
• Own the technical portions of proposals and RFP responses.
• Set up and guide product evaluation environments through the evaluation process.
• Evaluate legacy-system data and recommend an appropriate migration path, communicating the effort and tradeoffs involved.
• Resolve technical objections during the sales cycle and determine when to consult Product, Client Services, or Engineering.
• Support handoffs from Sales to Client Services on large and complex implementations, helping ensure that what was promised is delivered.
• Represent Foundant at conferences, workshops, webinars, and user groups.
• Share prospect and client feedback with Product and advocate for enhancements that benefit the sector.
• Perform other duties as assigned.

Benefits

• Competitive salary and benefits, including tuition and lifestyle reimbursements.
• Mindfulness and fitness initiatives.
• Flexible PTO policy.
• Professional and personal development opportunities.
• Opportunities to collaborate across teams and gain exposure to diverse ideas, expertise, and projects across multiple industries.
• Career growth opportunities, including internal mobility, new roles, leadership opportunities, and department changes.
• Autonomy and responsibility in the role.
• Employee recognition.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level