Summary:

Foundation Source is seeking an experienced, self-motivated, collaborative Business Development Representative (BDR) to join our team. The BDR will manage inbound and outbound sales, identifying prospects and qualifying leads. The BDR is a "first point of contact" with prospective customers, engaging them over the phone, by email and through virtual meetings. Successful candidates must demonstrate curiosity, passion, and drive. A flexible and adaptable mindset is essential. The BDR must be comfortable working with an existing sales team and cross-department teams. Experience in philanthropy or financial services is preferred.

Key Responsibilities:

Lead Discovery (50%)

• Identify, prospect, and qualify leads based on ideal customer profile or pre-defined criteria
• Develop an educated, researched point of view before prospecting a lead
• Systematically prospect into leads via email, social media (e.g., LinkedIn) and phone
• Understand customer need and speak to value propositions for all service offerings
• Gain commitments from prospects and handoff qualified leads to sales

Territory Growth (35%)

• Partner with sales directors and participate in business development projects and initiatives as needed to drive product and company success
• Consistently meet or exceed activity metrics and sales revenue targets
• Proactively stay on top of prospect vertical market and company trends
• Continuously learn the industry to demonstrate relevant subject matter expertise to prospects and centers of influence

CRM Management (15%)

• When possible, research prospects before contact to gauge their potential fit
• Document all activity and lead information in Salesforce
• Review and actively work previously sourced leads in Salesforce to ensure these leads are optimized for sales
• Leverage all business development optimization tools

Requirements

• Minimum 2 years of related inside sales/business development experience
• Proven track record of achieving individual and team sales goals (examples of accomplishments required)
• Professional and persuasive communication and presentation skills (verbal and written) essential
• Comfort making “cold” calls to leads for prospect discovery
• Solid understanding of the sales cycle
• Ability to help grow a business through lead generation
• Passion for private foundations, non-profit sector, and deepening customer relationships Experience with Salesforce.com, Outlook, and Zoom
• Ability to work independently, actively participate and contribute to a team
• BA/BS degree in business, philanthropy or finance preferred

We are seeking a tax accountant to be a key player in our Client Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with a high level of accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction with colleagues, with clients (foundations), and at times with the IRS. The ideal candidate has a natural curiosity, ability to adapt to evolving tax laws, swiftly grasp complex tax concepts, regulations, and industry changes.

Prepare and file foundation tax returns (70%) 

• Prepare private foundation tax returns (IRS Forms 990PF and 990T, and accompanying forms) and extensions (8868) 

Research, Analysis and Reporting (30%) 

• Calculate and review quarterly estimates  
• Responsible for drafting responses to client comments and questions 
• Research and draft responses to correspondence received from tax authorities (mostly in the form of IRS Notices)  
• Analyze Minimum Distribution Requirements 
• Other tax related projects as requested by management 

Requirements

• Bachelor's degree in accounting, business administration, economics, or finance with a minimum of 2 years of tax return preparation and tax accounting experience preferred
• GL experience a plus 
• The ideal candidate will be highly motivated, detail oriented, and a self-starter 
• Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines 
• Strong technical skills (tax, accounting) 
• Must work well in a team environment as well as independently 
• Confidence to identify problems and recommend solutions in a fast-paced environment 
• Excellent written and oral communication skills 
• Knowledge of K-1s 
• Knowledge of Foreign Filings 
• Mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat and Salesforce; experience with GoSystem Tax RS preferred 

Physical Demands: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.   Ability to maintain a home office that is conducive to work and free of distractions during business hours is required.

An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.  

We are looking for an experienced onboarding specialist to join our Account Services team. The Account Services Specialist at Foundation Source plays a pivotal role in overseeing the complete project management required for onboarding new clients. This entails reviewing and validating information collected by the Sales team during prospecting, ensuring the accuracy of client contract documentation, and meticulously recording all pertinent data into the company's systems while coordinating the gathering and retention of essential documents. Continuous internal communication with various teams, including Sales, Client Services, Financial Operations, and Tax and Legal departments, ensures alignment and synchronization throughout the process. Moreover, the specialist engages directly with clients and their financial advisors to obtain necessary information for Foundation Source's contractual obligations. A crucial aspect of the role involves actively identifying opportunities for process improvement, contributing ideas to streamline procedures and enhance scalability and efficiency. Overall, the Account Services Specialist serves as a vital link in facilitating smooth client onboarding and maintaining high standards of service delivery.

Key Responsibilities:

• Coordinate with Sales, Client Services, Finance, and Tax & Legal teams to facilitate foundation creation, onboard new clients, and maintain existing client relationships. 
• Assess completed applications and service agreements, ensuring accuracy, and identifying areas needing attention or clarification.
• Prepare startup packages for new clients, process returned documents, and share pertinent information within the organization.
• Liaise with clients and financial institutions to obtain necessary documentation and account connectivity.
• Perform general administrative duties including data entry, document scanning and uploading.
• Support team initiatives by actively participating in brainstorming sessions, offering insights, and contributing to the development and execution of team projects.

Desired Knowledge, Skills & Abilities:

• Experience with onboarding and implementing new onboarding systems for multiple product lines, across multiple business divisions.
• Exceptional client-service orientation with strong interpersonal skills.
• Self-motivated, team-oriented, responsible, and committed to exceeding client expectations.
• Proficiency in identifying opportunities for automation and scalability enhancements.
• Familiarity with evaluating and restructuring responsibilities post-mergers and acquisitions.
• Demonstrated ability to communicate effectively, both verbally and in writing
• Ability to thrive in a collaborative, high-volume environment.
• Meticulous attention to detail with excellent organizational and prioritization abilities.

Requirements

• Bachelor’s Degree preferred
• 5+ years of experience with client onboarding experience or in a financial services setting, operations team or client services preferred

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.   

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.

The Vice President of Sales is a pivotal role in driving our sales strategy, achieving revenue targets, and fostering a high-performance sales culture. Reporting to the Chief Revenue Officer, the VP is responsible for leading, managing, and mentoring our sales team while collaborating closely with other departments to ensure the overall success of the organization.

Manage and Develop Sales Teams (60%) 

• Develop and communicate sales targets, quotas, and performance metrics to the sales team. Continuously monitor progress and adjust as needed to achieve revenue goals. 
• Lead, inspire, and manage a team of sales professionals, providing guidance and support to enhance their performance. Implement and optimize sales processes to maximize efficiency and effectiveness. 
• Foster a culture of continuous learning and development within the sales team. Provide coaching, training, and mentorship to help team members reach their full potential. Motivate and incentivize the team to achieve and exceed targets. 

Lead Budget and Forecasting (10%)  

• Develop and manage the sales department budget, allocating resources effectively to meet sales objectives while ensuring fiscal responsibility. 
• Generate accurate sales forecasts and regular reports that provide insights into sales performance, trends, and opportunities for improvement. 

Research and Analyze Market and Competitors (10%) 

• Stay informed about market trends, customer preferences, and competitor activities. Use this knowledge to adapt our sales strategies and product offerings accordingly. 

Collaborate with Marketing Department (10%) 

• Work closely with the marketing department to develop effective sales materials, promotional strategies, and campaigns that align with sales objectives. 

Build Customer Relationships (10%) 

• Cultivate and maintain strong relationships with key customers, understanding their needs and ensuring a high level of customer satisfaction. 

Requirements

• Proven experience and success in inspiring, motivating and developing high-performance sales teams to achieve and exceed targets. 
• Demonstrated ability to set and communicate sales targets, quotas, and performance metrics. 
• Track record of continuously monitoring progress, making adjustments, and achieving revenue goals. 
• Experience implementing and optimizing sales processes for maximum efficiency. 
• Experience in developing and managing department budgets, allocating resources effectively to meet sales objectives. 
• Proficiency in generating accurate sales forecasts and reports, providing valuable insights into sales performance, trends, and opportunities for improvement. 
• Understanding of market trends and adaptability to follow and capitalize on those trends. 
• Commitment to fiscal responsibility while pursuing sales objectives. 
• Strong analytical skills to make data-driven decisions. 
• Proven success in cultivating and maintaining strong relationships with key customers. 
• Ability to understand customer needs and ensure a high level of customer satisfaction. 
• Proven track record of successful sales leadership and achieving revenue targets. 
• Experience in a senior sales management role. 
• Experience in financial services and wealth management is a plus. 
• Bachelor's degree in Business, Sales, or a related field (MBA preferred). 

Work Environment: 

• Office environment 
• Required to work nights, weekends or to be on-call regularly 
• Requires travel 

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.