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Foundant + smartsimple

Account Manager

Posted 15 days ago
2-5 years experience
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AI Summary

You will manage the end-to-end renewal process while building strong, strategic relationships with clients to drive retention and growth. Additionally, you will collaborate with internal teams to identify upsell opportunities and ensure client success through proactive engagement and account planning.

What You’ll Do:
  • You'll build and maintain strong, trusted relationships with clients across our portfolio, serving as a strategic advisor and advocate — because renewals are built on relationships, not just contracts
  • You'll own the renewal process end to end and proactively identify upsell and cross-sell opportunities aligned with client goals and product capabilities
  • You'll track and assess client engagement, satisfaction, and usage metrics to ensure high retention and get ahead of churn risk
  • You'll partner closely with Customer Success to align on client needs, share feedback, and coordinate efforts that drive client success — because we do more good when we work together
  • You'll develop account plans for key clients, outlining growth strategies, risk mitigation, and engagement tactics
  • You'll maintain a deep understanding of Foundant, GivingData, and SmartSimple offerings so you can guide clients toward the solutions and outcomes that matter most to their mission
  • Other duties as assigned
What You’ll Need:
  • 3+ years of experience in account management, customer success, or a related role in SaaS or technology environments
  • A proven track record of managing renewals and driving upsell/cross-sell outcomes
  • Experience working cross-functionally in a fast-paced, client-centric environment
  • Familiarity with CRM tools (e.g., Salesforce) and customer success platforms
  • Must be legally eligible to work in Canada or the United States

Preferred:

  • Experience in the nonprofit, philanthropic, or government sectors
  • Understanding of SaaS metrics and client health scoring
What You’ll Bring to our Team Dynamics:
  • Adaptive Achievement: Owns a full renewal pipeline independently — juggling multiple accounts and deadlines, and adapting account plans as client needs and priorities shift
  • Productive Collaboration: Builds trusted, cross-functional relationships with Customer Success and other internal teams to keep client outcomes aligned, because we do more good together
  • Service Orientation: Anticipates client needs before renewal conversations happen, understanding that a client's success is what makes the relationship — and the business — sustainable
  • Business Insight: Understands how Foundant, GivingData, and SmartSimple solutions drive measurable outcomes for organizations in the philanthropic and social good sector, and uses that knowledge to identify genuine upsell and cross-sell opportunities
Why You’ll Love Working at Foundant:
  • 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 is an equal opportunity employer, 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. 


Foundant is also committed to providing accommodations throughout the interview and employment process. 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. 

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