Customer Success Officer
Zoī
Account Manager
Foundant Technologies
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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.
Requirements
- 3+ years of experience in account management, customer success, or related roles in SaaS or technology environments.
- Proven track record of managing renewals and driving upsell/cross-sell outcomes.
- Exceptional communication and relationship-building skills.
- Strong organizational and project management abilities.
- Experience working cross-functionally in a fast-paced, client-centric environment.
- Familiarity with CRM tools (e.g., Salesforce) and customer success platforms.
- Preferred: Experience in the nonprofit, philanthropic, or government sectors.
- Preferred: Understanding of SaaS metrics and client health scoring.
- Preferred: Ability to manage multiple accounts and priorities simultaneously.
