Sales Consultant - Philanthropic Accounting

About Foundant Technologies Inc. 

Founded in 2007, Foundant Technologies specializes in making philanthropy easier and more impactful through innovative software solutions for grantmakers, scholarship providers, community foundations, and nonprofits. Dedicated to delivering exceptional client experiences, we believe hiring client-focused team members who share our passion for making a difference is critical to our company’s and our clients’ success. 

TITLE: Sales Consultant - Philanthropic Accounting
REPORTING RELATIONSHIP: This position will report to the Senior Manager of Sales, Community Suite
POSITION SUMMARY: Solutions Engineer
Foundant is seeking an enthusiastic and dynamic accountant with a passion for technology solutions in the philanthropic sector.  The Community Foundation Sales Consultant will present Foundant’s CommunitySuite solution offerings and architecture to prospects and clients. They will be responsible for evoking confidence in CommunitySuite’s functionality and technology infrastructure and removing all technical objections in the sales cycle. The Community Foundation Sales Consultant will uncover business requirements, develop a solution sales strategy, and effectively demonstrate Foundant’s solutions that address customer requirements.
Post sale, the Sales Consultant will be a primary point of contact to help ensure the smooth transition from Sales to Client Services for the implementation of Foundant’s solutions and the resulting business process transformation. This role will assist with our large and complex implementations and is a trusted advisor to stakeholders across the client organization. The right candidate is client-focused and driven to partner with our clients to achieve their strategic goals by digitally transforming their experiences.
  • Serve as a presales expert in Foundant’s CommunitySuite, including its architecture, all areas of functionality, industry application, and deployment methodologies in the philanthropic space
  • Lead thorough discovery discussions with clients to understand organization goals, vision and both overt and latent pains
  • Craft alignment between the needs of a broad range of client constituents and the solutions Foundant offers
  • Develop proposals and technical aspects of RFP responses with appropriate products and services based on prospect requirements
  • Understand the larger Foundant organization and know when to bring appropriate resources into the pre-sales process
  • Participate in sales meetings with clients and prospects, presenting the technical and administrative aspects of how our products, services, and/or solutions solve specific problems
  • Develop and deliver custom product demonstrations to key decision-makers to address their business issues and needs
  • Expertly lead conversations regarding the value of Foundant’s solutions
  • Maintain knowledge of industry and regulatory trends and competitive insight to bolster your reputation as a well-informed and trusted advisor
  • Deliver exemplary presentations at Conferences, Workshops, Webinars, and internal company meetings
  • Demonstrate the ability to deliver the technical features, competitive advantages, and business benefits of Foundant solutions
  • Answer questions and engineer solutions extemporaneously
  • Set up product evaluation environments and oversee evaluation process
  • Evaluate client data to migrate from legacy systems and recommend the best migration path
  • Advocate on behalf of prospects and clients for product enhancements that can benefit the philanthropic sector
  • Manage client relationships by establishing open communication channels, setting and exceeding expectations, being a technical resource and providing extraordinary client service
  • Simultaneously assist with multiple projects, including communication with team members to complete assigned work and escalating issues for resolution
  • Help ensure we have adequate resources to achieve project objectives in planned timeframes
  • Provide status reporting regarding project milestones, deliverables, dependencies, risks and issues, communicating across leadership 
  • Influence and drive strategic decisions across the organization based on technical and industry expertise
  • Partner seamlessly with other business groups
  • Organize, plan, and lead company presence and user groups at conferences
This description is general in nature and is not intended to be an exhaustive list of all responsibilities. Other duties may be assigned as needed to meet company goals.
  • 7-10+ years' accounting experience within the philanthropic sector or experience as a pre-sales engineer for an accounting software application
  • Bachelor's degree in finance, accounting, business or related fields preferred
  • In-depth knowledge of accounting and financial reporting
  • Excellent verbal, written and interpersonal communication skills
  • Understanding of internal workings and relationships of different-sized community and other foundations
  • Knowledge of, or experience in, change management and business process reengineering methodologies
  • Comfortable with heavy client contact and initiating and building relationships with prospects, partners and clients
  • Proven ability to engage effectively at the executive level 
  • Detail-oriented, well organized and driven in making a positive impact to the business and industry, while leading and motivating others 
  • Friendly, enthusiastic and professional demeanor
  • Engaging and knowledgeable presentations
  • Appetite for continuous improvement and learning
  • Desire to travel: approximately 30-50% may be required

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.


Remote (Bozeman, Montana, US)

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