Client Success Consultant – Grants and Scholarships

Client Success Consultant – Grants and Scholarships About Foundant:

AtFoundant, 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 combinedexpertisesupports a diverse range of organizations-from nonprofits and charitable entities to corporations and governments.

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

• 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 (Smart Simple), 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, 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 investmen t.
• Other duties as assigned.

• At least 2 years' experience in philanthropy.
• 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:
• Scholarship lifecycle management for nonprofit organization and/or community foundation.
• Experience in educating and guiding clients through the above business areas.
• Ability toidentifyand 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…