
51 - 200 employees
Our mission is to maximize the impact of the philanthropic community.
🔥 2 minutes ago
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51 - 200 employees
Our mission is to maximize the impact of the philanthropic community.
• 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. • Support fellow Delivery team members internally to help drive implementations forward, share best practices, solve for unique client workflows and cover team member work as needed. • Train a partial load portfolio of new clients on 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. • Use software and project management tools to work efficiently, promptly and completely to document and share essential information with colleagues and the business, track time logs and update implementation project progress. • Provide clients with guidance on best practices on how to use Foundant’s solutions to support their grant and scholarship cycle workflows. • Engage in the philanthropic and/or SaaS sectors to stay up-to date with emerging trends and critical needs of Foundant clients. • Work with clients and Data Migration Specialists to assess any custom data migration requirements, possibilities, and limitations related to the client’s grant or scholarship workflows. • Other duties as assigned.
• At least one year of familiarity in philanthropy (grantmaking, scholarship making, fund accounting, or donor relations preferred) OR client and/or customer service in a SaaS company and/or related industry. • 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. • 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.
• Competitive salary and benefits • Tuition and lifestyle reimbursements • Bespoke mindfulness and fitness initiatives • Flexible PTO policy
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