Foundant Technologies

Product Marketing

• Own product marketing release strategy across multiple products, solutions, and market segments
• Develop and refine positioning, messaging, and value propositions
• Lead end-to-end GTM marketing planning for new product releases and launches
• Serve as a product evangelist internally
• Gather and synthesize market, customer, and competitive insights

Director, Product Marketing

Project Manager

• Lead end-to-end implementation projects, from kickoff through go-live and transition to Customer Support.
• Create detailed project plans, timelines, and resource allocations based on customer requirements.
• Coordinate internal technical resources, consultants, and customer stakeholders to ensure on-time delivery.
• Monitor project progress and proactively manage risks, issues, and dependencies.
• Maintain clear and consistent status reporting for customers and internal teams.
• Serve as the primary point of contact for customers during implementation.
• Facilitate workshops, discovery sessions, and requirement-gathering discussions.
• Communicate technical concepts in a clear, business-oriented way.
• Manage customer expectations, scope, and priorities to ensure alignment throughout the project.
• Validate that configured solutions meet customer business needs and follow best practices.
• Collaborate with solution architects, technical consultants, and engineering teams to resolve blockers.
• Oversee data migration, integrations, and user acceptance testing (UAT).
• Ensure projects follow established implementation methodologies and quality standards.
• Provide customer feedback and insights to Sales, Product and support for ongoing improvement.
• Partner with Sales and Digital Transformation during pre-sales cycles for scoping, estimating, and proposal development.

Manager

• Lead a team comprised of multiple functional areas, including Project Managers, Consultants, and Data Migration Specialists in the successful delivery of software solutions and services
• Manage customer engagements with the goal of optimizing adoption of Foundant products and driving customer experience satisfaction
• Transform the unique possibilities of Foundant software to maximize the client’s investment
• Take ownership of the successful end-to-end implementation of Foundant software solutions to new clients through effective team leadership, collaboration, and client engagement
• Effectively manage an assigned portfolio of new clients through key performance indicators, active client engagement, and client health monitoring through implementation
• Meet company-assigned profit and revenue targets through effective project delivery and team member utilization
• Ensure implementations are delivered within scope, budget, and time constraints, and that deliverables are of the highest quality
• Establish, document, measure, and quality check processes to ensure efficient and repeatable operations
• Serve as a collaborative owner in confirming effective client handoffs from Sales to Professional Services and from Professional Services to Client Success and Client Support teams
• Remove impediments and relentlessly improve operations and workflows for your team
• Manage the business by looking 3–6+ months in advance, proactively assessing and planning team resourcing needs and implementation schedules
• Collaborate with management to ensure ongoing alignment and goal achievement, communicate issues, raise visibility, and address concerns and questions in a timely manner
• Collaborate with cross-departmental and cross-organizational leaders to ensure ongoing alignment across shared tools, discuss and align on goals related to process improvements or tool changes, and support effective and open lines of communication
• Lead and inspire your team, ensuring all assigned team members have a solid understanding of client business objectives and the plans in place to attain those objectives
• Manage a team for best-in-class delivery, implementation, and consulting skills as well as in-depth product knowledge, and provide the necessary training to excel
• Own training and onboarding, performance management, and inter-team relationships
• Oversee and execute day-to-day operations, supporting daily needs from team members including questions and problem-solving opportunities
• Motivate, develop, and coach team members on their continued growth and professional development through regular one-on-one meetings; recognize and utilize strengths of team members and provide recognition as appropriate
• Ensure appropriate staffing levels are in place with the right set of skills.

Manager – Professional Services

Customer Success Manager

• Establish yourself as a trusted, strategic advisor to clients
• Manage and nurture a portfolio of clients, guiding them through the full customer journey
• Proactively monitor and improve client health using tools like Gainsight
• Design, deliver, and support scalable client engagement and education
• Serve as the voice of the customer internally, collaborating with various departments
• Support client growth and continuity, building relationships with new administrators
• Drive cross-functional collaboration coordinating with internal teams
• Maintain deep expertise in Foundant products and best practices

Client Success Consultant – Grants and Scholarships

• Establish yourself as a trusted, strategic advisor to clients
• Manage and nurture a portfolio of clients, guiding them through the full customer journey
• Proactively monitor and improve client health, leveraging tools like Gainsight
• Design, deliver, and support scalable client engagement and education
• Serve as the voice of the customer internally, collaborating with Product, Support, Sales, Marketing, and Leadership
• Support client growth and continuity, building relationships with new administrators
• Drive cross-functional collaboration, coordinating with internal teams

Client Success Consultant – Community Foundations

• Own the SmartSimple RFS pipeline in Salesforce
• Create and configure Rocketlane projects for new engagements
• Produce weekly pipeline status reports for leadership
• Monitor multi-week gaps in stage transitions
• Route estimates and order forms to clients for review and signature
• Coordinate with success managers on discount approvals
• Schedule kickoff calls, scoping sessions, and check-in meetings
• Serve as the first point of contact for scheduling and administrative questions

Project Coordinator

• Own the relationships with all active and prospective partners across GivingData, CommunitySuite, GLM, and SLM
• Serve as the primary point of contact for all active partners
• Conduct discovery conversations with potential partners to understand their expertise, client base, and strategic goals
• Track and report on partner-sourced pipeline and closed deals
• Design customized training plans for each partner based on their focus area and product line
• Identify, vet, and onboard individual contractors with implementation expertise across GivingData, CommunitySuite, GLM, and SLM
• Collect client satisfaction feedback and case studies from completed partner-led engagements
• Maintain a documented partner registry with partner profiles, focus areas, and engagement history