About SmartSimple & Foundant 

At SmartSimple and Foundant Technologies, 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. 

With the recent merger of SmartSimple and Foundant Technologies, 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.  

What You’ll Do:

• You’ll establish a trusted and strategic advisory persona to help drive continued value of our products and services and client loyalty.
• You’ll use mass communication channels such as blog writing, webinars, coffee talks, compass involvement, etc. to create a persona of trust and strategic expertise. 
• You’ll utilize various data streams to identify and proactively provide value to clients. 
• You’ll assist in the management of the client portfolio in collaboration with the Manager of Client Success. 
• You’ll provide specific, focused training on items that will enhance and expand a client’s current usage of the Foundant product. 
• You’ll actively check in with and monitor clients who had a recent go live of a Foundant software system. 
• You’ll assist to maintain and develop client success strategies, best practices, and resources. 
• You’ll maintain existing customer success metrics and data as directed. 
• You’ll be the voice‐of‐the‐Customer (VOC) advocate within the organization providing direct consultation to the product team. 
• You’ll document client engagements where appropriate. 
• You’ll develop and execute Success campaigns (new feature rollouts, system changes, etc) 
• You’ll assist in the development and facilitation of contractual documents for client work/upselling purchases. 
• You’ll develop and lead group training and client events. 
• You’ll monitor and manage incoming Client Success work, either from clients or identified by the support team. 
• You’ll identify and build new relationships between Foundant and new administrators to help manage client turnover.
• You’ll communicate effectively with both internal and external senior‐level management to understand customer needs, maximize retention and growth, and communicate lessons learned. 
• You’ll collaborate, problem solve, and/or strategize upcoming client meetings with team members. 
• You’ll analyze trends in customer satisfaction/NPS (Net Promotor Score) to identify areas of improvement for Success. 
• You’ll work with the sales and marketing team to identify customer references and develop case studies. 
• You’ll collaborate with clients and internal team members to ensure appropriate product license leveling and to support needs for services post implementation. 
• You’ll be an enabler in cross‐team communication and cross‐department communication with leadership and other team members. 
• You’ll gain and maintain expert knowledge of Foundant software products. 
• You’ll review the customer journey, identifying how it’s supported, taking a consultative approach in helping clients overcome issues, achieve goals, and maximize their return on investment. 
• You’ll conduct proactive outreach for conducting and documenting client assessments and updating client health status. 
• Other duties as assigned.

What You’ll Need:

• At least 2 years' experience in philanthropy, preferably in Grantmaking, scholarship making.
• 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 or Canada.

PREFERRED QUALIFICATIONS 

• Minimum of a two‐year secondary degree in related field. 
• Bachelor's degree in related field preferred. 
• Familiarity with Customer Relationship Management (CRM) software, especially Salesforce. 
• Familiarity with Agile Project Management software tools such as Confluence and Jira. 

What You’ll Bring to our Team Dynamics:

[INDIVIDUAL CONTRIBUTOR]

• Adaptive Achievement: Delivers accurate, timely results by adapting to evolving client and business needs.
• Productive Collaboration: Works seamlessly with teams to enhance efficiency and communication.
• Service Orientation: Ensures exceptional client satisfaction with a proactive, responsive approach.
• Business Insight: Applies attention to detail and analytics to align decisions with business goals.
• Active Learning: Continuously improves skills and processes to stay ahead of industry trends.

Why You’ll Love Working at SmartSimple + Foundant:

• 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 at both SmartSimple and Foundant, 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!  

SmartSimple and Foundant are equal opportunity employers, committed to building a diverse workforce that represents the communities we serve. We welcome and encourage applications from all qualified candidates, and will consider all applicants without regard to race, color, citizenship, religion, sex, marital/family status, sexual orientation, gender identity, Indigenous status, age, disability, or individuals who may require accommodation. 

In accordance with the Ontario Human Rights Code, the Accessibility for Ontarians with Disabilities Act (AODA), and other applicable legislation, SmartSimple and Foundant are also committed to providing accommodations throughout the interview and employment process. Accommodations are available upon request for candidates participating in all aspects of the selection process. If you have accessibility requirements during the recruitment process and require accommodation, please contact hr@smartsimple.com.