Customer Success Manager

Montreal, QC
Permanent
Full-time

1 month ago

Would you like to see more good in the world?So would we.That’s why we founded FundSource26 Inc., an award-winning funding vehicle serving purpose-driven organizations. We provide strategic planning, coaching, and turnkey solutions that get nonprofits funded—so they can spend less time chasing money and more time doing good.The RoleAs a Customer Success Manager, you ensure clients achieve their desired outcomes while building strong, long-term relationships. You help clients maximize the value of our services and successfully implement grant-funded initiatives.You are energetic, committed to excellence, aligned with our values, and passionate about creating a better world.Please note that this position is a 13 month contract position.Key ResponsibilitiesClient Relationship Management
Serve as the primary point of contact and trusted advisor throughout the funding and implementation process.Onboarding
Lead new clients through onboarding, ensuring they are set up for success with our systems, tools, and strategic support.Strategic Collaboration
Participate in brainstorming and planning for grant applications, balancing funder expectations with client capacity.Grant Management & Compliance
Guide clients through the post-award phase, helping them meet grant requirements, track expenditures, collect outcomes, and stay compliant with reporting deadlines.Grant Implementation Support
Act as a strategic thought partner as clients launch and manage funded programs. Provide hands-on guidance and creative problem-solving to keep projects on track.Reporting & Funder Relations
Prepare high-quality interim and final reports that highlight impact and strengthen funder stewardship.Proactive Support & Advocacy
Maintain regular communication, anticipate challenges, and provide timely, solution-oriented guidance. Represent client needs internally while ensuring mutual accountability.Performance Tracking
Monitor client progress using internal dashboards and data to identify opportunities for deeper engagement or additional services.TravelHybrid work environment. Expect 2–8 trips per year for conferences and meetings with geographically distant clients, with more frequent in-person meetings for local clients.What Success Looks LikeAt 6 Months
You confidently support clients through implementation, compliance, and reporting. You’ve built trusted relationships and proactively address challenges with client-centered solutions.At 12 Months
You are a key post-award partner to clients and a trusted advocate for our grant development specialists. You contribute to internal KPIs, improve retention, and strengthen engagement across the grant lifecycle. Your forward-thinking recommendations enhance internal workflows and client success.You AreA strong communicator experienced with nonprofit leaders, program managers, and fundersIndependent, adaptable, and quick to learnStrategic and detail-oriented, able to manage multiple clients and projectsOrganized and disciplined with follow-throughA creative problem-solver comfortable thinking outside the boxYour Background5–7 years in the Jewish nonprofit sectorExperience in account management, customer service, operations, or program/grant managementExperience with grant implementation, compliance, or reporting (strong asset)Familiarity with basic accounting principles and QuickBooks (asset)Proven ability to manage multiple stakeholders and competing prioritiesStrong written and verbal communication skillsComfortable using remote tools and technologyThis Role Is a Great Fit IfYou’re motivated to bring more good into the worldYou’re success-driven and highly accountableYou value flexible hours, group benefits, and performance bonusesYou enjoy a collaborative and rewarding work environmentYou’re open to occasional travelYou’re eager to learn and grow with us

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