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.

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