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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