Client Success Consultant

2 days ago

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Foundant Technologies

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Our mission is to maximize the impact of the philanthropic community.

Software • Grant Management Software • Philanthropy • Nonprofits • Foundations

51 - 200 employees

📋 Description

• You’ll establish a trusted and strategic advisory persona to help drive continued value of our products and services and client loyalty. • You’ll use mass communication channels such as blog writing, webinars, coffee talks, etc. to create a persona of trust and strategic expertise. • You’ll assist in the management of the client portfolio in collaboration with the Manager of Client Success. • You’ll provide specific, focused training on items that will enhance and expand a client’s current usage of the Foundant product. • You’ll actively check in with and monitor clients who had a recent go live of a Foundant software system. • You’ll assist to maintain and develop client success strategies, best practices, and resources. • You’ll communicate effectively with both internal and external senior‐level management to understand customer needs, maximize retention and growth, and communicate lessons learned. • Other duties as assigned.

🎯 Requirements

• At least 2 years' experience in philanthropy, preferably in Grantmaking or scholarship making. • Minimum of two years of direct experience in client delivery in an IT services company and/or related industry. • Experience in grant lifecycle management or scholarship lifecycle management for nonprofit organizations. • 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 or Canada. • Familiarity with CRM software, especially Salesforce (preferred). • Familiarity with Agile Project Management software tools such as Confluence and Jira (preferred).

🏖️ Benefits

• Competitive salary and benefits • Tuition and lifestyle reimbursements • Bespoke mindfulness and fitness initiatives • Flexible PTO policy • Commitment to professional and personal development • Opportunities for internal mobility • Employee recognition programs