Account Manager

Summary

Foundant builds mission-critical software for the social good ecosystem, serving foundations, grantmakers, nonprofits, and community organizations worldwide. The Account Manager will manage client relationships and renewals, identify upsell and cross-sell opportunities, monitor engagement and churn risk, and collaborate with Customer Success to drive client outcomes.

Responsibilities

• You'll build and maintain strong, trusted relationships with clients across our portfolio, serving as a strategic advisor and advocate — because renewals are built on relationships, not just contracts
• You'll own the renewal process end to end and proactively identify upsell and cross-sell opportunities aligned with client goals and product capabilities
• You'll track and assess client engagement, satisfaction, and usage metrics to ensure high retention and get ahead of churn risk
• You'll partner closely with Customer Success to align on client needs, share feedback, and coordinate efforts that drive client success — because we do more good when we work together
• You'll develop account plans for key clients, outlining growth strategies, risk mitigation, and engagement tactics
• You'll maintain a deep understanding of Foundant, GivingData, and SmartSimple offerings so you can guide clients toward the solutions and outcomes that matter most to their mission
• Other duties as assigned

Skills

• 3+ years of experience in account management, customer success, or a related role in SaaS or technology environments
• A 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 (e.g., Salesforce) and customer success platforms
• Must be legally eligible to work in Canada or the United States
• Experience in the nonprofit, philanthropic, or government sectors
• Understanding of SaaS metrics and client health scoring

Qualifications

Must Haves

• 3+ years of experience in account management, customer success, or a related role in SaaS or technology environments
• A 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 (e.g., Salesforce) and customer success platforms
• Must be legally eligible to work in Canada or the United States

Nice to Haves

• Experience in the nonprofit, philanthropic, or government sectors
• Understanding of SaaS metrics and client health scoring

Benefits

• Tuition and lifestyle reimbursements
• Bespoke mindfulness and fitness initiatives
• Flexible PTO policy
• Opportunities for professional and personal development
• Exposure to diverse ideas, expertise, and projects that span multiple industries
• Internal mobility opportunities, including new roles, leadership opportunities, and transfers to different departments
• Autonomy and responsibility to approach work creatively and independently
• Employee recognition