Associate Implementation Consultant – Fund Accounting

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Foundant Technologies

WebsiteLinkedInAll Job Openings

51 - 200 employees

Our mission is to maximize the impact of the philanthropic community.

📋 Description

• 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