Director, Client Solutions

About Kindsight: 

Kindsight builds technology that helps fundraisers make a difference. For decades, Kindsight has supported the education, healthcare, and nonprofit sectors with fundraising tools and the largest charitable giving database on the market. And as the giving sector evolves, so does Kindsight. As the leader in fundraising intelligence, Kindsight leverages real-time data and AI to help thousands of organizations around the world identify, manage, and engage with donors - at any scale. With purpose-built CRMs that corral all of that donor information and campaign tracking into one place, donor prospect research tools that offer proactive insights and real-time donor intel, and generative AI that creates personalized, meaningful content drafts at scale, Kindsight’s product suite is truly changing the game for donor fundraising.

Position Summary:

As part of Kindsight’s Client Success division, the Director of Client Solutions is positioned within the Center of Excellence and serves as a strategic partner to Client Success Managers and CRM clients. This key strategic and technical role is responsible for supporting client solutions - including expansion product demos, solution demos, live training sessions, strategy discussions, and developing thought leadership and best practices assets and documentation. Reporting to the VP of Client Strategy, this role blends consulting, enablement, product and Salesforce ecosystem expertise to help clients maximize the value of their CRM investment and increase adoption of Kindsight product solutions.

What You’ll Do:

Client Solution Development

• Collaborate with Client Success Managers to monitor progress and adoption of Kindsight CRM and related solutions.
• Support CSM strategy and technical conversations, developing success plans aligned to client goals and CRM maturity stage.
• Provide guidance on CRM best practices, governance, and change management.
• Support user community facilitation, including regular live training.

Resource Development

• Contribute to the Center of Excellence assets by sharing insights and evolving frameworks.
• Develop case studies, webinars and white papers supporting client enablement and advancement thought leadership.
• Working with professional services and client management teams, support training and onboarding efforts with maturity-aligned content.
• Working with client managers, gather and maintain client data to support internal initiatives, marketing efforts, and strategic recommendations.

Client Maturity Assessment & Strategy

• Conduct structured CRM maturity assessments using standardized frameworks.
• Analyze client capabilities across tools, resources, skills, and team structure.
• Deliver tailored recommendations to help clients progress to the next maturity phase.
• Facilitate workshops and discovery sessions with advancement stakeholders.

Cross-Functional Collaboration

• Partner with the Product team to relay client feedback and influence roadmap priorities.
• Work with Professional Services to align implementation priorities with maturity goals.
• Support Marketing efforts with thought leadership and client success stories.
• Assist Sales with strategic positioning and maturity model insights.

Industry Expertise

• Stay updated on the latest Salesforce ecosystem technologies and Kindsight product offerings.
• Participate in industry conferences and knowledge sharing opportunities, such as CASE, AASP, APRA, AFP, etc.

What We’re Looking For:

• Bachelor’s degree in Business, Technology, Management or related field.
• 7+ years in advancement systems/services, CRM consulting, or client success.
• Competency with advancement CRM platforms, including implementation and Center of Excellence strategies.
• Strong understanding of advancement operations and donor lifecycle.
• Excellent facilitation, presentation, and strategic planning skills.
• Ability to translate data and insights into actionable recommendations.
• Comfortable working with executive stakeholders and cross-functional teams.

Compensation Range: $140,000 - 165,000 USD OTE annually, based on experience, market benchmarks and role complexity. We aim to offer fair, competitive pay that reflects your skills and the market.

This advertised position is for an existing vacancy at Kindsight. At Kindsight, we’re proud to be a place where everyone belongs and has an equal opportunity to contribute, thrive and grow. We hire based on skills, potential, and impact, and we believe our differences fuel innovation. We welcome all individuals and do not discriminate on the basis of gender identity and expression, race, ethnicity, disability, sexual orientation, colour, religion, creed, gender, national origin, age, marital status, pregnancy, sex, citizenship, education, languages spoken or veteran status. We’re building a workplace where everyone has the opportunity to do meaningful work and make a difference.

We leverage artificial intelligence (AI) tools to support certain aspects of our recruitment process. These tools may help with resume screening, drafting job descriptions, creating interview questions and occasionally identifying potential candidates. All hiring decisions are made by our people, not AI. Our intent is to use AI thoughtfully to streamline administrative tasks, improve the candidate experience and support fair, unbiased hiring practices consistent with industry standards.