Client Success Consultant – Fund Accounting
Foundant Technologies
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Establish yourself as a trusted, strategic advisor to clients
- Manage and nurture a portfolio of clients
- Proactively monitor and improve client health
- Design, deliver, and support scalable client engagement and education
- Serve as the voice of the customer internally
- Support client growth and continuity
- Drive cross-functional collaboration
- Maintain deep expertise in Foundant products and best practices
Requirements
- At least 2 years' experience in philanthropy, preferably in fund accounting
- Minimum of two years of direct experience in client delivery in an IT services company and/or related industry
- Two or more years of experience in grant lifecycle management and/or community foundation
- Experience in educating and guiding clients
- 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.
Benefits
- Competitive salary and benefits
- Tuition and lifestyle reimbursements
- Bespoke mindfulness and fitness initiatives
- Flexible PTO policy
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
fund accountinggrant lifecycle managementdata analysisclient deliveryclient engagementclient education
Soft Skills
strategic advisorclient relationship managementcross-functional collaborationadaptability to learning stylescommunication