Director of Business Development – North Carolina

Foundation Source is seeking an experienced, energetic, motivated salesperson to help drive our strategic vision in North Carolina. As director of business development, you will join a seasoned team and mature company as we dynamically leverage technology and services for private foundations to grow our business. You will represent Foundation Source and its offerings to high new worth families, foundation leaders, and advisors. You will be responsible for building and maintaining strong relationships with current and new centers of influence to advance business opportunities with emerging or established private foundations. To accomplish this, you will hold meetings (in-person and virtual), conduct webinars, do public speaking, build awareness, and deepen relationships. The role requires you be fluent in private foundations and our value proposition and be expert in discussing our services and providing platform demos. Using a consultative approach while being a true “hunter,” you will identify prospects and generate leads. An inside sales team will also generate leads from marketing-driven campaigns and inside sales-led outbound activities. You will strategically tap our internal subject matter experts and sales colleagues to advance your sales process. Ultimately, you drive the sales process from your prospecting and inbound qualified leads through proposal and engagement (contracting). You will have a set revenue goal. In delivering new relationships, you will work closely with client services to ensure a successful customer journey from sales to service.

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Managing Director – New York

Foundation Source is seeking an experienced, energetic, motivated sales managing director to help drive our strategic vision in the New York market. You will join as we dynamically leverage our technology and services for private foundations to grow our business. As managing director, you will represent Foundation Source and its offerings to attorneys, CPAs and family offices and their high net worth families and foundation leaders. You will be responsible for building and maintaining strong relationships with the current and new centers of influence in the legal, accounting and family office space to advance business opportunities with emerging or established private foundations. To accomplish this, you will hold meetings (in-person and virtual), conduct webinars, do public speaking, build awareness, and deepen relationships. You will be fluent in private foundations and our value proposition and be expert in discussing our services and providing platform demos. Using a consultative approach while being a true “hunter,” you will identify prospects and generate leads. An inside sales team will also generate leads from marketing-driven campaigns and inside sales-led outbound activities. Ultimately, the Managing Director owns the sales process from qualified lead through engagement, collaborating with internal subject matter experts, and working closely with client services to ensure a successful customer journey from sales to service.

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Managing Director – California

Foundation Source is seeking an experienced, energetic, motivated sales managing director to help drive our strategic vision in the California market. You will join as we dynamically leverage our technology and services for private foundations to grow our business. As managing director, you will represent Foundation Source and its offerings to attorneys, CPAs and family offices and their high net worth families and foundation leaders. You will be responsible for building and maintaining strong relationships with the current and new centers of influence in the legal, accounting and family office space to advance business opportunities with emerging or established private foundations. To accomplish this, you will hold meetings (in-person and virtual), conduct webinars, do public speaking, build awareness, and deepen relationships. You will be fluent in private foundations and our value proposition and be expert in discussing our services and providing platform demos. Using a consultative approach while being a true “hunter,” you will identify prospects and generate leads. An inside sales team will also generate leads from marketing-driven campaigns and inside sales-led outbound activities. Ultimately, the Managing Director owns the sales process from qualified lead through engagement, collaborating with internal subject matter experts, and working closely with client services to ensure a successful customer journey from sales to service.

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Director of Business Development – New York

Foundation Source is seeking an experienced, energetic, motivated salesperson to help drive our strategic vision in New York. As director of business development, you will join a seasoned team and mature company as we dynamically leverage technology and services for private foundations to grow our business. You will represent Foundation Source and its offerings to high net worth families, foundation leaders, and advisors. You will be responsible for building and maintaining strong relationships with current and new centers of influence to advance business opportunities with emerging or established private foundations. To accomplish this, you will hold meetings (in-person and virtual), conduct webinars, do public speaking, build awareness, and deepen relationships. The role requires you be fluent in private foundations and our value proposition and be expert in discussing our services and providing platform demos. Using a consultative approach while being a true “hunter,” you will identify prospects and generate leads. An inside sales team will also generate leads from marketing-driven campaigns and inside sales-led outbound activities. You will strategically tap our internal subject matter experts and sales colleagues to advance your sales process. Ultimately, you drive the sales process from your prospecting and inbound qualified leads through proposal and engagement (contracting). You will have a set revenue goal. In delivering new relationships, you will work closely with client services to ensure a successful customer journey from sales to service.

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Junior Financial Data Analyst

The Junior Financial Data Analyst will compute, classify, and record numerical and financial transaction data to keep financial records complete for an assigned client group. Data, in some cases, will be imported from various financial institutions and outside vendors. Financial data transactions will also be entered manually when necessary. This position will work closely with the financial analysts to review the data, minimize errors and streamline current processes. Reconciliation of the account transactions to client statements will also be required.

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Senior Accountant, Foundation Accounting Team

We are searching for a key player in our Foundation Accounting department. The person in this role will be responsible for providing high level support in all areas of foundation accounting and will require interfacing directly with clients regarding the myriad issues that pertain to their taxes and financials.

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Staff Accountant, Foundation Accounting Team

We are searching for a key player in our Foundation Accounting department.  The person in this role will be responsible for providing high level support in all areas of foundation accounting and will require interfacing directly with clients regarding the myriad issues that pertain to their taxes and financials.

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Sales Specialist, Existing Foundations

Foundation Source is seeking an energetic, driven, overlay sales specialist for private foundations. As a sales specialist, you will support the national sales team to grow our relationships with existing foundations. You will join the team as we dynamically leverage our technology and services for private foundations to expand our business. This role is critical to Foundation Source’s success and revenue growth goals as an integral strategic role. Your experience in sales and philanthropy will be critical to your success.

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Sales Enablement Lead

Foundation Source is seeking an experienced sales enablement lead to help drive our strategic vision for growth. You will join a seasoned sales team and mature company as we dynamically leverage technology and services for private foundations. The sales enablement lead is responsible for providing materials, content, and resources to drive sales growth and success. The lead works closely with sales and marketing to ensure alignment across functions. The sales enablement manager develops and executes impactful, data-driven solutions for increased sales effectiveness. The successful candidate has a passion for philanthropy, a strategic and creative mindset, and wants to solve problems, refine processes, enhance sales velocity, and improve outcomes to impact pipeline movement and revenue growth.

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Director of Business Development, Texas

Foundation Source is seeking an experienced, energetic, motivated salesperson to help drive our strategic vision in Texas. As director of business development, you will join a seasoned team and mature company as we dynamically leverage technology and services for private foundations to grow our business. You will represent Foundation Source and its offerings to high new worth families, foundation leaders, and advisors. You will be responsible for building and maintaining strong relationships with current and new centers of influence to advance business opportunities with emerging or established private foundations. To accomplish this, you will hold meetings (in-person and virtual), conduct webinars, do public speaking, build awareness, and deepen relationships. The role requires you be fluent in private foundations and our value proposition and be expert in discussing our services and providing platform demos. Using a consultative approach while being a true “hunter,” you will identify prospects and generate leads. An inside sales team will also generate leads from marketing-driven campaigns and inside sales-led outbound activities. You will strategically tap our internal subject matter experts and sales colleagues to advance your sales process. Ultimately, you drive the sales process from your prospecting and inbound qualified leads through proposal and engagement (contracting). You will have a set revenue goal. In delivering new relationships, you will work closely with client services to ensure a successful customer journey from sales to service.

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Business Development Representative

Foundation Source is seeking an experienced, self-motivated, collaborative Business Development Representative (BDR) to join our team. You will join as we dynamically leverage our technology and services for private foundations to grow our business. The BDR will respond to inbound leads and qualify new business opportunities. The BDR is also responsible for outbound leads, initiating the prospecting process, qualifying leads across channels, and building the pipeline. The sales strategy will guide the BDR on targeted activity based on ideal client personas and hubs of opportunity. Based on sales priority, the BDR will identify prospective clients using databases as well as other sources and will nurture previously sourced leads from the company’s CRM.

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Client Accounts Payable Administrator

The Client Accounts Payable Administrator will be expected to handle a variety of tasks across several areas related to Client Accounts Payable/Accounts Receivable, Client Tax & Payroll.

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Director of Client Services

Directors also have additional management and leadership responsibilities in overseeing one or more least one Private Client Advisor.

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Tax Accountant – Remote/In Office (Lake Success, NY)

We are seeking a tax accountant to be a key player in our Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction within our close-knit team, with clients, and at times with the IRS.

The company offers a competitive package of salary and excellent benefits in a family friendly, business casual, and fun working environment. The position will start as 100% remote. Computer equipment and necessary supplies will be provided. The candidate must have their own remote work-space that allows for the quiet needed to conduct calls/video meetings etc. in a professional manner.
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Client Operations Specialist

The Client Operations Specialist will provide administrative support to our client relationship managers (Private Client Advisors). The Specialist will be responsible for both daily and recurring administrative tasks that are both internal and client-facing, as well as one-time and cyclical projects on assignment. While this position is operationally and internally focused, the Specialist will regularly interact with high-net worth clients via email and phone.

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Legal Associate

Seeking a talented and driven attorney to join our exceptional Legal Services team. This is a collaborative and supportive working group and we are looking to add a dynamic and engaging colleague who is passionate about making a difference to our team.

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Private Client Advisor, Premier Services Team (PCA) – Fairfield, CT

Senior members of the Premier Services Team are the relationship managers for as many as 20 private foundations and their board members, staff, financial advisors, and other trusted counselors, helping them to carry out their philanthropic goals and administrative activities by engaging and facilitating Foundation Source’s full suite of comprehensive resources.

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Private Client Advisor – Remote/Fairfield, CT

Private Client Advisors (PCAs) on the regional Client Services teams are the relationship managers for 50-100 private foundations in a designated region of the United States and their board members, staff, financial advisors, and other trusted counselors. PCAs help clients to carry out their philanthropic goals and activities by engaging and facilitating Foundation Source’s full suite of resources.

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C# – .Net Software Engineer – American Fork, UT

Foundation Source Philanthropic Inc., the leader in fully managed philanthropic services, is looking for a talented C# .Net Software Engineer to join our team located in American Fork Utah.

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