Foundant + smartsimple

Compensation

Full Description

What You'll Do: 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. What You'll Need: 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. Understanding of SaaS metrics and client health scoring. Ability to manage multiple accounts and priorities simultaneously. Why You’ll Love Working at Foundant, SmartSimple & GivingData: At the heart of everything we do is a commitment to innovation and making a positive impact. Whether you’re working on projects that empower not-for-profits, community foundations, or corporations, your contributions will help drive real-world change. We offer competitive salary and benefits, including tuition, and lifestyle reimbursements, and bespoke mindfulness and fitness initiatives. With our Flexible PTO policy, you’ll have the freedom to manage your time in a way that supports your personal well-being and professional success. We’re committed to your professional and personal development. With our merger, you'll have the chance to collaborate across teams, giving you exposure to diverse ideas, expertise, and projects that span multiple industries. As part of a larger organization, you’ll have even more opportunities to grow your career. Whether it’s exploring new roles, leadership opportunities, or shifting to a different department, we support internal mobility to help you achieve your career goals You’ll enjoy autonomy and responsibility, empowering you to approach your work creatively and independently, fostering innovation and independent thought. Employee recognition is a core part of our culture. When you do a great job, we make sure everyone knows about it! Foundant, SmartSimple and GivingData are equal opportunity employers, committed to building a diverse workforce that represents the communities we serve. We welcome and encourage applications from all qualified candidates, and will consider all applicants without regard to race, color, citizenship, religion, sex, marital/family status, sexual orientation, gender identity, Indigenous status, age, disability, or individuals who may require accommodation. Accommodations are available upon request for candidates participating in all aspects of the selection process. If you have accessibility requirements during the recruitment process and require accommodation, please contact hr@smartsimple.com.