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Client Success Manager (CSM) - Fund Accounting Specialist

Company: FOUNDANT TECHNOLOGIES
Location: Bozeman
Posted on: September 1, 2019

Job Description:

POSITION SUMMARY The Fund Accounting Specialist CSM is a key position for creating and maintaining positive relationships with our CommunitySuite clients. This position is responsible for the successful implementation of all fund accounting-related functionality within our clients’ CommunitySuite implementation; as well as providing ongoing support and training proactively or as requested by the client. SPECIFIC RESPONSIBILITIES Develop client relationships that foster trust and loyalty. Gain and maintain expert knowledge of the CommunitySuite product. Manage the life cycle of Foundant’s CommunitySuite clients to monitor their changing needs and address new training or product needs as they arise. Train clients on how to use and implement the CommunitySuite product. Provide clients with guidance on industry practices in accounting functions such as configuring chart of accounts and creation of funds. Hands on work to support the migration and reconciliation of client’s historical data from multiple sources into Foundant software. Provide exceptional client support and consultation via phone, email and occasionally in person. Build and maintain ongoing knowledge of clients to understand overall satisfaction levels related to software usage, software functionality and value they receive from Foundant. Assist in the renewal process by ensuring client mood, renewal status, notes, and action items are up to date and represented accurately in our Customer Relationship Management (CRM) system. Assist in developing training and support materials to make the process easier for clients and Foundant. Contribute to various Marketing activities by writing expertise blogs, conducting educational webinar presentations and more. Identify and create upsell opportunities for the sales team to execute. REQUIRED SKILLS Undergraduate Finance or Accounting degree preferred. Professional bookkeeping and/or accounting experience. Knowledge of Fund Accounting. Knowledge of Generally Accepted Accounting Principles. Experienced in Microsoft Office Excel. Excellent analytical skills. Knowledge and experience with nonprofit fund accounting and/or Community Foundation accounting practices and financial reporting requirements. Experience in training and or teaching in an online setting and guiding clients through accounting processes. Keen attention to detail for accuracy to deliver on internal and external customer requirements with a time-sensitive approach. Exceptional customer satisfaction driven approach. Strong technical aptitude and ability to learn software programs. Ability to identify and adjust training to different learning styles of clients. Patience, empathy, and integrity approaching each situation with a fresh outlook and the client’s success in mind. Ability to identify client needs and challenges that must be tackled for them to grow their usage with the product to successfully satisfy business needs. Excellent time management skills to handle multiple, concurrent tasks and deadlines. Excellent written and verbal communications skills. Motivated, enthusiastic self-starter, who is able to complete tasks with minimal supervision. Ability to engage and interact with internal teams to resolve client issues. Willingness and enthusiasm to learn and contribute. Familiarity with distance learning tools such as Zoom, Wisetail or other LMS type software. Familiarity with Customer Relationship Management (CRM) software, especially Salesforce. Ability to travel occasionally (approx. 20%) travel for regional trainings and events. We offer a competitive benefits package including health and dental insurance, 401-K with company match, personal development budget, vacation stipend, flexible work schedule, and more.

Keywords: FOUNDANT TECHNOLOGIES, Bozeman , Client Success Manager (CSM) - Fund Accounting Specialist, Other , Bozeman, Montana

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