Client Success Consultant - Fund Accounting at Foundant

This role is ideally suited for a mid-level professional who bridges the gap between customer success and financial expertise. You should have at least two year

Work type: remote

Location: Remote (United States)

Type: Full-time

Summary

This role is ideally suited for a mid-level professional who bridges the gap between customer success and financial expertise. You should have at least two years of experience in philanthropy, specifically within fund accounting or scholarship/grant lifecycle management. Because this position involves guiding community foundations through software adoption, a strong background in IT service delivery and a consultative approach to client relationships are essential. As a remote-first position, this role offers significant flexibility and a "Flexible PTO" policy designed to support work-life balance. You’ll join a globally connected team that emphasizes social impact and professional growth, offering unique perks like mindfulness reimbursements and tuition assistance. While the role is remote, it includes approximately 20% travel for strategic client engagements and events. **You might be a good fit if you...** * Have a solid grasp of fund accounting principles within the nonprofit or philanthropic sector. * Are comfortable using data-driven tools like Gainsight and NPS to monitor and improve client health. * Enjoy a mix of strategic advisory work and hands-on client training/education. * Can translate complex technical workflows into easy-to-understand guidance for diverse learning styles.

Job Description

About Foundant:

At Foundant, we empower mission-driven organizations to manage their data, workflows, and impact with our comprehensive software solutions. From grant management and community foundations to process automation and data collaboration, our combined expertise supports a diverse range of organizations - from nonprofits and charitable entities to corporations and governments.

We’ve created a powerhouse of solutions designed to meet the unique needs of organizations striving to make a difference. Together, we’re setting new standards in innovation, flexibility, and impact management by helping organizations achieve their missions more efficiently and effectively.

Where You’ll Work:

• As a remote-first workplace, we believe in offering flexibility and the freedom to work where it suits you best, while staying connected through technology. Our global network of talent is supported by physical office hubs and virtual collaboration, fostering a dynamic environment where innovation and growth thrive.


• With headquarters in Bozeman, Montana (Foundant), Toronto, Canada (SmartSimple), and our EMEA office in Dublin, Ireland, you’ll be part of a globally connected team. Whether you’re working remotely or from one of our office locations, you’ll be contributing to a vibrant, collaborative culture focused on driving meaningful impact across the world.

• You’ll establish yourself as a trusted, strategic advisor to clients, helping them realize continued value from Foundant products and services while driving long-term loyalty, retention, and growth.

• You’ll manage and nurture a portfolio of clients, guiding them through the full customer journey—from post-implementation and go-live through ongoing optimization—using a consultative, outcomes-focused approach.

• You’ll proactively monitor and improve client health, leveraging tools like Gainsight, customer success metrics, and NPS insights to identify risks, opportunities, and trends, and to document and act on client engagement.

• You’ll design, deliver and support scalable client engagement and education, including proactive success campaigns, feature rollouts, group and individual training, webinars, events, and thought leadership content that reinforces Foundant’s expertise.

• You’ll serve as the voice of the customer internally, collaborating with Product, Support, Sales, Marketing, and Leadership to advocate for client needs, influence product direction, and improve the overall customer experience.

• You’ll support client growth and continuity, building relationships with new administrators, aligning product licensing and services to client needs, and assisting with renewals, upsells, and contractual documentation.

• You’ll drive cross-functional collaboration, coordinating with internal teams to manage incoming client success work, prepare for strategic client engagements, and enable effective communication across departments.

• You’ll maintain deep expertise in Foundant products and best practices, continuously expanding your knowledge to provide informed guidance that helps clients maximize adoption and return on investment

• Other duties as assigned.  

• At least 2 years' experience in philanthropy, preferably in fund accounting.  

• Minimum of two years of direct experience in client delivery in an IT services company and/or related industry.  

• Two or more years of experience in one of the following areas:  

• Grant lifecycle management for nonprofit organization and/or community foundation  

• Scholarship lifecycle management for nonprofit organization and/or community foundation  

• Experience in educating and guiding clients through the above business areas.  

• Ability to identify and adjust training to different learning styles of clients.  

• Strong technical aptitude and ability to learn software programs and analyze data.  

• Ability to travel occasionally (approximately 20%).  

• Must be legally eligible to work in the United States.  

• Adaptive Achievement: Handles time pressure and diverse demands with poise, skillfully balancing short-term tasks with long-term projects.

• Productive Collaboration: Contributes to process improvements by identifying opportunities to scale shared ways of working, documenting best practices, and supporting clear communication of changes to colleagues.

• Service Orientation: Develops deep client connections by understanding and empathizing with their perspectives and needs, while being able to remain professional and composed during challenging conversations.

• Business Insight: Builds a deepening understanding of the business’s interconnected systems and processes, identifying and sharing opportunities to increase efficiencies.

• Active Learning: Proactively tackles challenges with curiosity and resourcefulness, taking responsibility for finding solutions.

• At the heart of everything we do is a commitment to innovation and making a positive impact. Whether you’re working on projects that empower not-for-profits, community foundations, or corporations, your contributions will help drive real-world change.


• We offer competitive salary and benefits, including tuition, and lifestyle reimbursements, and bespoke mindfulness and fitness initiatives.


• With our Flexible PTO policy, you’ll have the freedom to manage your time in a way that supports your personal well-being and professional success.


• We’re committed to your professional and personal development. With our merger, you'll have the chance to collaborate across teams, giving you exposure to diverse ideas, expertise, and projects that span multiple industries.


• As part of a larger organization, you’ll have even more opportunities to grow your career. Whether it’s exploring new roles, leadership opportunities, or shifting to a different department, we support internal mobility to help you achieve your career goals


• You’ll enjoy autonomy and responsibility, empowering you to approach your work creatively and independently, fostering innovation and independent thought.


• Employee recognition is a core part of our culture. When you do a great job, we make sure everyone knows about it!

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