Client Support Specialist - Fund Accounting

Foundant + smartsimple; United States; Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive salary

Tuition reimbursement

Lifestyle reimbursements

Mindfulness and fitness initiatives

Flexible PTO

Internal mobility

Autonomy and responsibility

Employee recognition

Job summary

Foundant + Smartsimple is seeking a client support specialist who will address software questions by phone, chat, and email, with emphasis on SLA breaches and delivering timely solutions.

You’ll deepen product knowledge, hand off smoothly between teams, train users when needed, and contribute to process improvements while maintaining proactive, professional communication with clients.

Qualifications

• At least one year in client and/or customer service in an IT services company and/or related industry.
• Familiarity with Customer Relationship Management (CRM) software.
• Prior experience in finance or accounting, or demonstrated proficiency with accounting software.
• Exceptional client satisfaction driven approach.
• Keen attention to detail for accuracy to deliver on internal and external customer requirements with a time sensitive approach.
• Excellent verbal and written communication skills.
• Excellent time management skills to handle multiple, concurrent tasks and deadlines.
• Ability to learn new software quickly.
• Experience with embracing change in a high-growth environment.
• Preferred: Foundant Client Support experience, Bachelor’s degree, Zendesk.

Responsibilities

• Professionally and thoroughly address clients’ software questions via phone calls, chats, and emails, prioritizing SLA breaches.
• Answer and solve client questions, collaborate with internal team members to find software solutions, and contribute to client satisfaction.
• Develop and maintain a high degree of Foundant product knowledge.
• Ensure client handoffs between team members go smoothly.
• Maintain a high level of communication with all levels of client interaction to ensure proactive problem identification and resolution.
• Strategize and problem solve with team members to ensure clients have the best possible experience.
• Enable cross-team communication with leadership and other team members.
• Provide internal and external training on Foundant software products as directed.
• Contribute to continuous process improvement within and between all areas of Client Support.
• Work with Support Specialist team to ensure consistent support during all available hours.
• Assist with client-related projects.
• Other duties as assigned.

Skills

Customer service

CRM software

Finance / accounting knowledge

Attention to detail

Verbal and written communication

Time management

Learn new software

Adaptability to change

Collaboration

Training/mentoring

Education

Bachelor’s degree

Tools

Zendesk

Job description

_ What You’ll Do: _

• Professionally and thoroughly address clients’ software questions via phone calls, chats, and emails, prioritizing those in Service Learning Agreement (SLA) breach.

• Able to execute day-to-day, as you’ll answer and solve client questions, collaborate with internal team members to find software solutions, elevate software issues when they arise, and contribute to the continued satisfaction of our clients.

• Develop and maintain a high degree of Foundant product knowledge.

• Ensure client handoffs between team members with and external from support go smoothly.

• Maintain a high level of communication with all levels of client interaction to ensure proactive, solution-oriented problem identification and resolution.

• Strategize and problem solve with team members to ensure that clients have the best possible experience.

• Enable cross-team communication with leadership and other team members.

• As directed, provide internal and external training on selected Foundant software products and the feature/function of these products.

• Contributor to continuous process improvement within and between all areas of Client Support.

• Work with Support Specialist team to ensure consistent support is available during all available support hours.

• Assist with client-related projects.

• Other duties as assigned.

_ What You’ll Need: _

• At least one year in client and/or customer service in an IT services company and/or related industry.

• Familiarity with Customer Relationship Management (CRM) software.

• Prior experience in finance or accounting, or demonstrated proficiency with accounting software.

• Exceptional client satisfaction driven approach.

• Keen attention to detail for accuracy to deliver on internal and external customer requirements with a time sensitive approach.

• Excellent verbal and written communication skills.

• Excellent time management skills to handle multiple, concurrent tasks and deadlines.

• Ability to learn new software quickly.

• Experience with embracing change in a high-growth environment

• PREFERRED - Previous work experience within Client Support at Foundant Technologies, Bachelor’s degree in related field, Experience with Zendesk

_ What You’ll Bring to our Team Dynamics: _

• Proficiency in communicating professionally, clearly, and effectively with not only clients, but the Foundant team, from executives to interns

• Refine professional skills at a high level that can be translated into any future role

• Establish expert level proficiency in all Foundant’s software products

• Determine direction through structured professional growth opportunities within a software company.

_ Why You’ll Love Working at 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, 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!

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.

Foundant is 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 [e-mail].