Client Success Consultant – Community Foundations

<meta><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:9.75pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;text-align:left;"=""><u><i><b><strong style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;font-style:italic;white-space:pre-wrap;">What</strong></b></i></u><u><span style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;white-space:pre-wrap;"> </span></u><u><i><b><strong style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;font-style:italic;white-space:pre-wrap;">You’ll</strong></b></i></u><u><span style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;white-space:pre-wrap;"> </span></u><u><i><b><strong style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;font-style:italic;white-space:pre-wrap;">Do:</strong></b></i></u></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">You’ll establish yourself as a trusted, strategic advisor to clients, helping them realize continued value from Foundant products and services while driving long-term loyalty, retention, and growth.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">You’ll manage and nurture a portfolio of clients, guiding them through the full customer journey—from post-implementation and go-live through ongoing optimization—using a consultative, outcomes-focused approach.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">You’ll proactively monitor and improve client health, leveraging tools like Gainsight, customer success metrics, and NPS insights to identify risks, opportunities, and trends, and to document and act on client engagement.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">You’ll design, deliver, and support scalable client engagement and education, including proactive success campaigns, feature rollouts, webinars, events, and thought leadership content that reinforces Foundant’s expertise.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">You’ll serve as the voice of the customer internally, collaborating with Product, Support, Sales, Marketing, and Leadership to advocate for client needs, influence product direction, and improve the overall customer experience.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">You’ll support client growth and continuity, building relationships with new administrators, aligning product licensing and services to client needs, and assisting with renewals, upsells, and contractual documentation.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">You’ll drive cross-functional collaboration, coordinating with internal teams to manage incoming client success work, prepare for strategic client engagements, and enable effective communication across departments.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">You’ll maintain deep expertise in Foundant products and best practices, continuously expanding your knowledge to provide informed guidance that helps clients maximize adoption and return on investment</span><span style="color:rgb(34,34,34);background-color:rgb(198,198,198);font-size:9.75pt;white-space:pre-wrap;">.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Other duties as assigned. </span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:9.75pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;text-align:left;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:9.75pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;text-align:left;"=""><u><i><b><strong style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;font-style:italic;white-space:pre-wrap;">What</strong></b></i></u><u><span style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;white-space:pre-wrap;"> </span></u><u><i><b><strong style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;font-style:italic;white-space:pre-wrap;">You’ll</strong></b></i></u><u><span style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;white-space:pre-wrap;"> </span></u><u><i><b><strong style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;font-style:italic;white-space:pre-wrap;">Need:</strong></b></i></u></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">At least 2 years' experience in philanthropy, preferably in Community Foundations.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Preference given to experience in CommunitySuite: campaigns, opportunities, and profile management  </span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Minimum of two years of direct experience in client delivery in an IT services company and/or related industry.  </span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Experience in educating and guiding clients through the above business areas.  </span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Ability to identify and adjust training to different learning styles of clients.  </span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Strong technical aptitude and ability to learn software programs and analyze data.  </span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Ability to travel occasionally (approximately 20%).  </span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Must be legally eligible to work in the United States. </span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:9.75pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;text-align:left;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:9.75pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;text-align:left;"=""><u><i><b><strong style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;font-style:italic;white-space:pre-wrap;">What</strong></b></i></u><u><span style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;white-space:pre-wrap;"> </span></u><u><i><b><strong style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;font-style:italic;white-space:pre-wrap;">You’ll</strong></b></i></u><u><span style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;white-space:pre-wrap;"> </span></u><u><i><b><strong style="color:rgb(0,0,0);font-size:9.75pt;text-decoration:underline;font-style:italic;white-space:pre-wrap;">Bring to our Team Dynamics:</strong></b></i></u></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Adaptive Achievement: Handles time pressure and diverse demands with poise, skillfully balancing short-term tasks with long-term projects.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Productive Collaboration: Contributes to process improvements by identifying opportunities to scale shared ways of working, documenting best practices, and supporting clear communication of changes to colleagues.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Service Orientation: Develops deep client connections by understanding and empathizing with their perspectives and needs, while being able to remain professional and composed during challenging conversations.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Business Insight: Builds a deepening understanding of the business’s interconnected systems and processes, identifying and sharing opportunities to increase efficiencies.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:9.75pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:9.75pt;white-space:pre-wrap;">Active Learning: Proactively tackles challenges with curiosity and resourcefulness, taking responsibility for finding solutions.</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:9.75pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;text-align:left;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:9.75pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;text-align:left;"=""><u><i><b><strong style="font-size:9.75pt;text-decoration:underline;font-style:italic;white-space:pre-wrap;">Why You’ll Love Working at Foundant:</strong></b></i></u></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;"><span style="font-size:9.75pt;white-space:pre-wrap;">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. </span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;"><span style="font-size:9.75pt;white-space:pre-wrap;">We offer competitive salary and benefits, including tuition, and lifestyle reimbursements, and bespoke mindfulness and fitness initiatives.  </span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;"><span style="font-size:9.75pt;white-space:pre-wrap;">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. </span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;"><span style="font-size:9.75pt;white-space:pre-wrap;">We’re committed to your professional and personal development.  With our merger, you'll have the chance to collaborate across teams, giving you exposure to diverse ideas, expertise, and projects that span multiple industries.  </span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;"><span style="font-size:9.75pt;white-space:pre-wrap;">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 </span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;"><span style="font-size:9.75pt;white-space:pre-wrap;">You’ll enjoy autonomy and responsibility, empowering you to approach your work creatively and independently, fostering innovation and independent thought. </span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;"><span style="font-size:9.75pt;white-space:pre-wrap;">Employee recognition is a core part of our culture. When you do a great job, we make sure everyone knows about it!  </span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;text-align:left;"=""><span style="font-size:9.75pt;white-space:pre-wrap;"> </span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;text-align:center;"=""><span style="font-size:8.25pt;white-space:pre-wrap;">Foundant is an equal opportunity employer, 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. </span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;text-align:center;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;text-align:center;"=""><span style="font-size:8.25pt;white-space:pre-wrap;">In accordance with the Ontario Human Rights Code, the Accessibility for Ontarians with Disabilities Act (AODA), and other applicable legislation, </span><span style="background-color:rgb(255,255,255);font-size:8.25pt;white-space:pre-wrap;">Foundant is also committed to providing accommodations throughout the interview and employment process. </span><span style="font-size:8.25pt;white-space:pre-wrap;">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. </span></p>

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...