Job Summary: As a Strategic Account Advisor, you will play a critical role in helping our clients maximize the value of their CommunitySuite software. You will analyze existing data workflows, identify inefficiencies, and implement best practices to streamline processes. Additionally, you will provide fractional professional services in accounting, assisting clients with financial data management, reporting, and compliance. Your expertise will empower organizations to leverage CommunitySuite effectively, enhancing overall productivity and decision-making.
About Us:
We are a growing B2B SaaS company providing software solutions to our clients in philanthropy. We are expanding our services to include a consulting arm designed to complement and support our software offerings. We seek a dynamic and customer-focused individual to join our team and help drive success for our clients through tailored consulting services.
Role Overview:
As a Consulting Services Specialist, you will work directly with clients and prospects to understand their unique needs, challenges, and goals. You will leverage your expertise to offer insights, best practices, and strategies that help clients maximize the value of our software. This role is critical in building strong client relationships, ensuring client satisfaction, and driving the successful adoption of our software products through strategic consulting.
Key Responsibilities:
Client Engagement: Work with clients to understand their business requirements and challenges, and identify opportunities to leverage our software for maximum impact.
Consulting Services Delivery: Provide expert consulting services, including best practice advice, process optimization, and strategic planning to help clients effectively implement and use our software.
Project Management: Oversee the planning, execution, and delivery of consulting projects, ensuring they are completed on time and within scope.
Data Analysis: Conduct thorough assessments of clients' CommunitySuite data structures and workflows to identify areas for improvement.
Process Optimization: Collaborate with stakeholders to map current processes and recommend enhancements to streamline operations and reduce redundancies.
Fractional Accounting Services: Provide part-time accounting support, including financial reporting, reconciliations, and compliance management, ensuring accurate and timely financial data.
Implementation Support: Assist clients in implementing optimized processes and data management practices within CommunitySuite.
Training & Support: Provide training sessions and ongoing support to client teams on best practices for data management, process efficiency, and accounting practices.
Documentation: Develop clear documentation outlining process changes, system configurations, and user guides.
Collaboration: Work closely with all cross-functional teams to ensure alignment and effective communication throughout projects.
Performance Monitoring: Establish metrics to track the success of implemented changes and provide recommendations for continuous improvement.
Strategic Partnerships: Create and foster deep relationships with existing and new clients.
Qualifications:
Bachelor’s degree in Accounting, Business Administration, Information Technology, or a related field.
Proven experience (3+ years) in CommunitySuite and/or Community Foundation accounting.
Strong background in accounting principles and practices, with experience in financial data management and reporting.
Competencies:
Adaptive Achievement: Achieves results with self-determination, reaching high-quality and timely outcomes while adapting flexibly to changes.
Leads strategic, multifaceted projects and flexes between various workstreams successfully.
Productive Collaboration: Engages effectively across teams on shared projects and work and supports efficient processes.
Exceptional communication and interpersonal skills, with a knack for building relationships with stakeholders at all levels.
Service Orientation: Delivers proactive, empathetic service by fully understanding and addressing internal and external clients’ needs.
Excellent analytical skills with the ability to translate data insights into actionable recommendations. Guides clients through significant changes by managing their transitions smoothly and proactively and regularly communicating relevant and accurate information.
Business Insight: Develops and applies an understanding of Foundant’s business and operations to advance strategic goals and business results.
Exhibits a full understanding of all business functions, identifying synergies and supporting opportunities to increase efficiencies and impact results.
Active Learning: Takes action to grow capabilities and expertise, applying insights to drive performance.
Demonstrates advanced technical expertise, sharing knowledge and developmental feedback with colleagues to boost teamwork and drive business outcomes.
Foundant Technologies is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to providing a work environment that is inclusive and free of biases, where employees are treated with dignity and respect. Employment decisions at Foundant Technologies are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected characteristic as established by applicable law.
Sales
Remote (United States)
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