Account Manager
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Job Description
Account Manager managing renewals, retention, and expansion for Foundant’s software serving foundations, nonprofits, and community organizations. Advising clients across the Foundant, GivingData, and SmartSimple portfolio.
Responsibilities:
- Build and maintain strong, trusted relationships with clients across Foundant's product portfolio
- Serve as a strategic advisor and advocate for clients
- Own the renewal process end to end
- Identify upsell and cross-sell opportunities aligned with client goals and product capabilities
- Track and assess client engagement, satisfaction, and usage metrics
- Identify and mitigate churn risk
- Partner with Customer Success to align on client needs, share feedback, and coordinate client-success efforts
- Develop account plans for key clients, including growth strategies, risk mitigation, and engagement tactics
- Maintain deep knowledge of Foundant, GivingData, and SmartSimple offerings
- Guide clients toward solutions and outcomes aligned with their missions
- Perform other duties as assigned
Requirements:
- 3+ years of experience in account management, customer success, or a related role in SaaS or technology environments
- 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 such as 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
- Preferred: understanding of SaaS metrics and client health scoring
Benefits:
- Competitive salary and benefits
- Tuition reimbursements
- Lifestyle reimbursements
- Bespoke mindfulness initiatives
- Bespoke fitness initiatives
- Flexible PTO policy
- Professional and personal development opportunities
- Internal mobility and career growth opportunities
- Autonomy and responsibility
- Employee recognition
- Accommodations throughout the interview and employment process
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