SPECIAL CONSIDERATIONS: 

This team is split between industry verticals and Foundant+SmartSimple products. Each role may require different expertise from Fund Accounting, Strategic Advancement, Scholarship Management, and Grants Management in Government, Arts and Research organizations. Team members are a part of a cross-functional pilot program and will be required to maintain flexibility in scope and expectations as we integrate this function between Foundant+ SmartSimples client bases. 

POSITION SUMMARY 
The Engagement Manager is a key role driving sales and client satisfaction in the Foundant+SmartSimple strategy. You will manage prospects and clients at two critical lifecycle points: pre-sale and post-implementation. As a subject matter expert, you will demonstrate product solutions, remove technical objections, and develop solution sales strategies that address customer needs. Post-sale, you will ensure a smooth transition to Client Services. You will also oversee a portfolio of live clients, partnering with Client Success to enhance product usage, resolve issues, and drive success. This role blends software knowledge, relationship management, and industry expertise to maximize client value, combining business development, technical collaboration, and client management. 

KEY RESPONSIBILITIES 

Sales Engineer 

• Deliver custom product demos to key decision-makers, addressing their business needs. 

• Serve as a presales expert on product architecture, functionality, industry application, and deployment within the philanthropic space. 

• Lead discovery discussions to understand client goals and challenges. 

• Align client needs with Foundant and/or SmartSimple solutions. 

• Develop proposals and RFP responses tailored to prospect requirements. 

• Stay informed on industry trends and competitors to establish credibility as a trusted advisor. 

• Participate in the full sales cycle, from initial demo to deal closing, as a resource for both Sales and Client Success. 

Account Management  

• Conduct quarterly audits to ensure feature adoption and workflow optimization, reviewing findings with clients. 

• Monitor client engagement and proactively address issues to ensure desired outcomes. 

• Collaborate with Client Success during escalations and maintain strong client relationships. 

• Act as a trusted advisor, providing insights on best practices and process optimization. 

• Identify upsell and cross-sell opportunities to maximize product usage. 

• Conduct regular check-ins, gather feedback, and address concerns to ensure high client retention. 

• Manage a client portfolio with the Success team, focusing on relationships, opportunities, and revenue. 

• Serve as the primary contact for client accounts, managing projects and communication. 

• Provide regular reports on account activity and upsell performance, analyzing trends for improvement. 

• Advocate for the Voice of the Customer (VOC) and provide feedback to the product team. 

• Collaborate with sales and marketing to identify customer references and develop case studies. 

QUALIFICATIONS 

• Bachelor’s Degree in Business, Sales, Marketing, Information Technology, or related field, or equivalent experience. 

• 3-5 years of experience in account management, sales engineering, or client success within SaaS or technology solutions. 

• Experience in pre-sales activities, including leading product demos and responding to RFPs. 

• Strong understanding of SaaS products with the ability to align client needs with product features. 

• Proven success in building client relationships with a focus on satisfaction and retention. 

PREFERRED QUALIFICATIONS 

• Advanced degree or certifications in business, sales, or technology. 

• 5+ years of experience in account management, client success, or business development, especially in the philanthropic or grant management sectors. 

• Experience with SmartSimple, Foundant, or similar nonprofit SaaS/technology solutions in fund accounting, scholarship, or grants management. 

• Technical certifications in SaaS platforms, cloud computing, or solution architecture. 

• Experience with data analysis and reporting tools to track account health and optimize client outcomes. 

• Expertise in Salesforce or similar CRM for managing accounts. 

• Project management experience handling complex implementations and transitions between sales and client services. 

COMPETENCIES 

• Adaptive Achievement: Achieves results with self-determination, reaching high-quality and timely outcomes.  

• 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.  

• Creates spaces where stakeholders can work together to solve joint challenges and productively work through conflicts to achieve positive results.  

• Service Orientation: Delivers proactive, empathetic service by fully understanding and addressing internal and external clients’ needs.  

• Delivers outstanding service by providing honest, well-informed recommendations and solutions for complex needs, while clearly setting expectations by communicating what is possible.  

• Business Insight: Develops and applies an understanding of Foundant’s + SmartSimple’s business and operations to advance strategic goals and business results.  

• Applies a growing knowledge of the philanthropic sector to inform approaches to work and improve external client communications and services.  

• Active Learning: Takes action to grow capabilities and expertise, applying isights to drive performance.  

• Demonstrates advanced technical expertise, sharing knowledge and developmental feedback with colleagues to boost teamwork and drive business outcomes.