Associate Implementation Consultant – Fund Accounting
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Job Description
Associate Implementation Consultant at Foundant helping nonprofits implement software solutions successfully. Engaging clients and providing training on software products for efficient workflows.
Responsibilities:
- Directly support the successful end-to-end implementation of Foundant software solutions to new clients through effective teamwork, collaboration, and client engagement.
- Develop and maintain expert knowledge of Foundant software products.
- Provide clients with guidance on nonprofit sector practices.
- Train new clients how to utilize Foundant software products.
- Assist new clients in the configuration of their Foundant software products ensuring the most efficient business process workflows are implemented to provide the greatest business value to the new client.
- Maintain a high level of communication with all levels of client interaction to ensure proactive, solution-oriented problem identification and resolution.
- Follow up on tasks and projects arising from client interactions.
- Support the migration of client’s historical data from multiple sources into Foundant software.
- Provide clients with guidance on sector practices in nonprofit accounting functions such as configuring chart of accounts and creation of funds.
Requirements:
- At least one year in philanthropy (grantmaking, scholarship making, fund accounting, or donor relations preferred) OR client and/or customer service in an SaaS company and/or related industry.
- Demonstrated experience in Nonprofit and/or community foundation fund accounting and financial reporting requirements.
- Ability to identify and adjust training to client learning styles.
- Strong technical aptitude and ability to learn software programs and analyze data.
- Exceptional client satisfaction driven approach.
- Keen attention to detail for accuracy to deliver on internal and external customer requirements with a time-sensitive approach.
- Excellent verbal and written communication skills to effectively communicate with internal and external stakeholders.
- Excellent time management skills to handle multiple, concurrent tasks and deadlines.
- Experience with embracing change in a high-growth environment.
- Ability to travel occasionally (approximately 10%).
- Demonstrated experience with Microsoft Excel.
- Bachelor’s degree in related field preferred but not required.
- Prior philanthropic experience preferred but not required.
Benefits:
- Competitive salary and benefits • Tuition and lifestyle reimbursements • Bespoke mindfulness and fitness initiatives • Flexible PTO policy • Commitment to your professional and personal development • Employee recognition culture
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