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Enterprise Client Delivery Lead

Foundation Source

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Original Job Summary

Overview

The Enterprise Client Delivery Lead at Foundation Source is a high-visibility, hands-on leadership role. You serve as the primary point of contact for onboarding institutional clients such as banks, investment advisors, and enterprise partners onto the Enterprise and Impactfully platforms.

Key Responsibilities

  • Client Onboarding & Implementation (85%): Lead the full delivery lifecycle including timelines, milestones, risk management, and client stakeholder communication.
  • Manage UAT sessions, stand-ups, and technical troubleshooting including advanced Excel use.
  • Develop scalable onboarding frameworks by documenting best practices.
  • Cross-Functional Collaboration (15%): Work with Enterprise Support Lead and collaborate with Engineering, Product, and Operations to resolve challenges.
  • Act as a strategic advisor sharing client feedback for product improvements.

Requirements

  • 5+ years leading enterprise SaaS onboarding/implementation, ideally with financial institutions.
  • Proven experience in managing complex, high-stakes delivery projects.
  • Strong client management skills with a solutions-focused mindset.
  • Advanced Excel proficiency and comfort with platform configuration.
  • Experience with Salesforce, Zendesk, SSO (e.g., Auth0, Okta), APIs, and data migration.
  • Understanding of regulatory environments and enterprise change management.

Remote Work Requirements

Must have a dedicated workspace and a reliable high-speed internet connection.

Physical Demands

This role requires regular communication, occasional physical tasks like lifting up to 15 pounds, and adaptability in various work environments.

Equal Opportunity Employer

Foundation Source is an Equal Opportunity Employer. All qualified applicants will receive equal consideration.

Salary

Salary ranges between $125,000 and $140,000 per year.

Key skills/competency

  • Enterprise Onboarding
  • Client Management
  • SaaS
  • Implementation
  • Technical Troubleshooting
  • Project Leadership
  • Excel
  • Collaboration
  • Data Migration
  • Change Management

How to Get Hired at Foundation Source

🎯 Tips for Getting Hired

  • Customize your resume: Highlight relevant SaaS project leadership experience.
  • Research Foundation Source: Understand their platforms and client success stories.
  • Prepare technical examples: Showcase Excel and configuration skills.
  • Practice stakeholder communication: Demonstrate conflict resolution and clarity.

📝 Interview Preparation Advice

Technical Preparation

Review platform configuration steps.
Brush up on advanced Excel techniques.
Learn basics of Salesforce and Zendesk.
Understand SSO and API integrations.

Behavioral Questions

Describe a challenging client project.
Explain conflict resolution with stakeholders.
Discuss times leading cross-functional collaboration.
Share example of process improvement.