Foundant Technologies

Account Executive

• Exceed assigned revenue goals through a customer-centric sales methodology
• Manage complex, multi-platform solution sales with a 6-to-18-month purchasing cycle
• Maintain accurate pipeline with timely sales forecasts and sufficient documentation
• Cultivate and maintain prospect relationships for new business and cross-selling
• Coordinate resources to meet prospects’ research needs
• Develop a deep understanding of government grantmaking
• Provide feedback to marketing for improved sales tools and strategies
• Participate in educational programs to expand expertise and personal network

Enterprise Account Executive – Government

• Exceed assigned revenue goals by creating and executing against a sales plan
• Manage a consultative sales approach within a 4-to-8 month purchasing cycle
• Maintain an accurate sales pipeline with forecasts and documentation
• Cultivate prospects consistently and maintain relationships with current clients
• Focus on driving net new business and coordinating resources such as marketing collateral
• Provide feedback to marketing and work closely with customer services for a seamless experience
• Participate in educational programs, webinars, conferences, and client events to build expertise

Enterprise Account Executive – Community Foundations

Accountant

• Supervise the Accounts Payable function
• Manage all internal transfers of cash and the treasury fraud control function
• Complete assigned month-end and year-end close tasks
• Review reconciliations and perform month/month flux analyses
• Build and maintain balance sheet schedules
• Ensure all assigned bookings comply with U.S. GAAP
• Support all external audits
• Collaborate with Global Controller to develop and implement policies/procedures
• Oversee the implementations of Airbase and Navan across the global enterprise
• Mentor assigned accounting staff on best practices.

Senior Accountant

• Exceed assigned revenue goals through customer-centric sales methodology
• Manage a consultative sales approach with 4-to-8 month purchasing cycle
• Maintain an accurate pipeline with timely sales forecasts and communication
• Cultivate prospects consistently and maintain current client relationships
• Focus on driving net new business while coordinating resources to meet research needs
• Be conversant in grantmaking within philanthropic sector and raise customer trend understanding
• Collaborate across departments for seamless customer experience
• Participate in educational programs and events to build expertise

Enterprise Account Executive – Private & Family

Security Engineer

• Monitor and analyze security events and alerts in SIEM and related systems to detect anomalies, intrusions, or suspicious activity
• Support incident response operations, including triage, investigation, containment, eradication, and recovery
• Collaborate closely with infrastructure and DevOps teams to ensure secure configurations across AWS and Azure environments
• Develop and maintain dashboards, metrics, and alerts to improve visibility into system and application security posture
• Assist in root cause analysis and document lessons learned for continuous process improvement
• Tune and optimize SIEM and Application Security Manager’s detection rules and monitors to minimize false positives and improve response accuracy
• Work with engineering teams to ensure logs and telemetry are properly configured for security visibility
• Maintain and enhance incident response playbooks and escalation procedures
• Support periodic threat hunting and proactive detection activities

Bookkeeper

• Process accurate, timely payroll for 350+ employees across the US, Canada, Ireland, UK, and other jurisdictions
• Coordinate payroll setup for new hires, ensuring accurate data entry and timely processing
• Reconcile payroll transactions and resolve discrepancies
• Partner with support teams to troubleshoot issues and optimize platform functionality
• Manage off-cycle payroll runs, bonuses, commissions, and compensation adjustments
• Monitor automated tax calculations and filings across all jurisdictions for accuracy and timely submission
• Review and approve year-end tax documents (W-2s, T4s, P60s) before distribution to employees
• Manage garnishments and statutory deductions, maintaining compliance with regulations
• Prepare custom payroll reports for Finance, HR, and leadership teams
• Identify automation opportunities and process improvements within the platform
• Other duties as assigned

Global Payroll Specialist

Account Manager

• Build and maintain strong, trusted relationships with clients across all three brands, serving as a strategic advisor and advocate.
• Own the renewal process and 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 mitigate churn risks.
• Partner 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 deep understanding of Foundant, GivingData, and SmartSimple offerings to effectively position solutions and guide clients.

• Design and execute account management strategies that foster client retention, growth, and satisfaction
• Partner cross-functionally with customer success, sales, marketing, and product teams to deliver cohesive client experiences
• Act as the Executive Sponsor for key customers when required
• Utilize data insights to identify trends, risks, and opportunities for client expansion
• Cultivate trusted relationships with clients, becoming a strategic advisor and advocate for their success
• Lead and mentor the account management team, fostering a culture of collaboration, learning, and excellence
• Establish and monitor team KPIs to ensure continuous improvement and alignment with company goals
• Provide transparent reporting and feedback to senior leadership on client health and team performance
• Champion a client-first mindset and proactively address challenges to ensure satisfaction and retention
• Report into the Chief Commercial Officer and support Foundant, SmartSimple and GivingData client success initiatives

Director, Account Management

Implementation Specialist

• Configure systems end-to-end under the direction of a project lead, including troubleshooting errors and quality assurance testing
• Lead or participate in functionality delivery sessions with clients
• Participate in project walkthroughs, business requirements gathering, design walkthroughs, and implementation sessions
• Flag and report potential problematic or out of scope requests from clients
• Perform technical investigation and detailed initial troubleshooting of client issues before escalating to the Development team
• Act as the first line of QA before UAT with a client and enable successful go-lives and final implementation
• Assist with performing integrated system testing when new features are applied to a client system
• Assist the Support desk as needed to solve complex system tickets
• Other duties as assigned