Account Manager

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Foundation Source

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

⚖️ Legal

🛡️ Insurance

Consulting • Legal • Insurance

Foundation Source is the nation’s largest provider of foundation management services, dedicated to empowering individuals and companies to create a better world through philanthropy. The company offers a configurable suite of administrative, compliance, and advisory solutions tailored for private foundations. With a focus on innovative technology and philanthropic expertise, Foundation Source has supported over 2,000 unique foundations and facilitated more than $10 billion in charitable aid, maintaining a remarkable 98% client retention rate.

📋 Description

• Champion client needs across the organization and align client goals with company objectives • Lead client escalations and resolve issues quickly and effectively • Deliver tailored solutions and collaborate with senior leadership on client-centric strategies • Partner with sales, marketing, product, and service departments to create seamless client experiences • Own client concerns, resolve complex challenges, and implement proactive risk solutions • Build and maintain relationships with high-value clients • Showcase results through reports and client meetings • Drive client engagement and achieve client retention goals • Identify upsell and cross-sell opportunities aligned with client needs and business goals • Lead conversations around premium services and pricing enhancements • Keep pricing models relevant, competitive, and client-focused • Share insights and feedback to improve offerings and team performance • Guide clients through onboarding, discovery, documentation, and funding steps • Ensure accounts are funded • Travel up to 10%

🎯 Requirements

• Bachelor’s degree in Business Administration, Marketing, or a related field preferred; equivalent work experience will be considered • Minimum of 5–10 years of experience in account management, customer success, or a similar client-facing role • Strong track record of leading teams and managing client portfolios • Proven leadership and team management capabilities • Exceptional communication, negotiation, and interpersonal skills • Strong analytical and problem-solving abilities • Results-oriented mindset • Ability to develop and implement client-centric initiatives • Proficiency with CRM platforms such as Salesforce or HubSpot • Ability to manage client data, track sales pipelines, and support account activities • Ability to travel up to 10% • Ability to talk or hear and use hands or fingers to handle or feel objects, tools, or controls • Ability to occasionally stand, walk, sit, reach, and lift or move up to 15 pounds • Close vision, distance vision, and ability to adjust focus

🏖️ Benefits

• Referral incentives • Reasonable accommodations may be made to enable individuals with disabilities to perform the functions • Equal opportunity employment