Expansion Executive jobs

About SmartSimple, Foundant & Giving Data

At SmartSimple, Foundant Technologies, & GivingData, we empower mission-driven organizations to manage their data, workflows, and impact with our comprehensive software solutions. From grant management and community foundations to process automation and data collaboration, our combined expertise supports a diverse range of organizations - from nonprofits and charitable entities to corporations and governments.

With the recent merger of SmartSimple, Foundant Technologies & GivingData, we’ve created a powerhouse of solutions designed to meet the unique needs of organizations striving to make a difference. Together, we’re setting new standards in innovation, flexibility, and impact management by helping organizations achieve their missions more efficiently and effectively.

Position Overview

The Project Manager (PM) for the Philanthropy Professional Services team is responsible for leading customer onboarding, implementation, and expansion projects for foundations, nonprofits, grant making organizations, and social impact networks using our SaaS platform. This role ensures customers can effectively leverage our technology to streamline grant making processes, enhance donor engagement, track program outcomes, and maximize mission impact. The PM collaborates closely with Customer Success, Product, Engineering, and Sales to deliver high-quality, mission-aligned outcomes that support our customers in driving social good.

Where You’ll Work:

• As a remote-first workplace, we believe in offering flexibility and the freedom to work where it suits you best, while staying connected through technology. Our global network of talent is supported by physical office hubs and virtual collaboration, fostering a dynamic environment where innovation and growth thrive.
• With headquarters in Bozeman, Montana (Foundant), Toronto, Canada (SmartSimple), and our EMEA office in Dublin, Ireland, you’ll be part of a globally connected team. Whether you’re working remotely or from one of our office locations, you’ll be contributing to a vibrant, collaborative culture focused on driving meaningful impact across the world.

What You'll Do:

Project Planning & Execution

• Lead end-to-end implementation projects, from kickoff through go-live and transition to Customer Support.
• Create detailed project plans, timelines, and resource allocations based on customer requirements.
• Coordinate internal technical resources, consultants, and customer stakeholders to ensure on-time delivery.
• Monitor project progress and proactively manage risks, issues, and dependencies.
• Maintain clear and consistent status reporting for customers and internal teams.

Customer Engagement & Communication

• Serve as the primary point of contact for customers during implementation.
• Facilitate workshops, discovery sessions, and requirement-gathering discussions.
• Communicate technical concepts in a clear, business-oriented way.
• Manage customer expectations, scope, and priorities to ensure alignment throughout the project.
• Create Executive level steerco materials.

Solution Delivery & Quality

• Validate that configured solutions meet customer business needs and follow best practices.
• Collaborate with solution architects, technical consultants, and engineering teams to resolve blockers.
• Oversee data migration, integrations, and user acceptance testing (UAT).
• Ensure projects follow established implementation methodologies and quality standards.

Cross-Functional Collaboration

• Provide customer feedback and insights to Sales, Product and support for ongoing improvement.
• Partner with Sales and Digital Transformation during pre-sales cycles for scoping, estimating, and proposal development.
• Transition customers seamlessly to Customer Success/Support post go-live with documented handoff notes.

Process Improvement

• Contribute to continuous improvement of implementation methodologies, templates, and playbooks.
• Identify opportunities to improve project efficiency, scalability, and customer outcomes.

What You'll Need:

• 3–7+ years of project management experience, ideally within SaaS, software implementation, or IT services.
• Strong understanding of SaaS delivery models, data migration, integrations, and cloud technologies.
• Demonstrated ability to manage multiple concurrent projects in a fast-paced environment.
• Excellent communication, facilitation, and stakeholder-management skills.
• Ability to translate business requirements into actionable technical tasks.

Preferred:

• PMP, CSM, PRINCE2, or other PM certifications.
• Prior experience working in a Professional Services or Customer Success organization.
• Familiarity with API integrations and data mapping concepts.
• Experience in enterprise SaaS software (e.g., CRM, ERP, HRIS, security, analytics).

Success Metrics:

• On-time and on-budget project delivery.
• Customer satisfaction (CSAT) and implementation NPS scores.
• Adoption of core product features by go-live.
• Low churn risk during transition to Customer Success.
• Efficiency improvements and adherence to implementation methodology.

Why You’ll Love Working at SmartSimple + Foundant + GivingData

• 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!

SmartSimple, Foundant & GivingData are equal opportunity employers, 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.

SmartSimple, Foundant & GivingData are 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 hr@smartsimple.com.