Inside Sales Rep, SaaS Product – Fairfield, CT

Foundation Source is seeking an energetic, motivated, collaborative Inside Sales Representative to join our team. You will join a fast growing company during the early-stage launch of an industry leading innovative SaaS offering that will expand the target market and solutions portfolio. As the first SaaS-focused sales team member, you will be instrumental in helping to pilot and finalize our sales processes. This will include validating buyer personas and making business cases. You will understand pain points and value propositions, both for the SaaS offering and other offerings, to respond to sales opportunities. You will be responsible for SaaS customer acquisition, hitting monthly sales goals.

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End-User Support Specialist – Remote/Fairfield, CT

The End-User Support Specialist’s role is to provide quick diagnosis and resolution of end-users’ technical problems. This includes installing, diagnosing, repairing, and maintaining all PC hardware and software to ensure optimal performance of the desktop/laptop environment. The person will assist the end-user in resolving technical problems including printing, phone (office & mobile), network connectivity, malware, and assistance with Microsoft Office 365. This position requires: the ability to prioritize and handle multiple issues simultaneously; excellent customer service skills; ability to troubleshoot technical issues using remote control tools over the phone; and occasional work after normal office hours or on weekends, when required, to service infrastructure that cannot be serviced during normal office hours. The position is homed in our Fairfield, CT office, but may require periodic visits to our Long Island office to support users and systems there.

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Director of Content Marketing – CT/NY/NJ

Foundation Source is seeking an experienced writer, editor, and content specialist to develop content marketing programs from ideation to launch that help position us as the leader in private foundation management solutions and help us educate and connect with the HNW and philanthropic markets, as well as the professionals they rely on for guidance and advice, including wealth managers, legal and accounting professionals, and consultants.

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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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National Director of Client Services – Remote/Fairfield, CT

Foundation Source seeks a National Director of Client Services to join its leadership team.

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Associate Private Client Advisor – Fairfield, CT; Lake Success, NY; or Atlanta GA

The Associate Private Client Advisor (“APCA”) provides a high level of administrative support and task management for a team of Private Client Advisors (“PCA”s) and their portfolio of foundation clients. PCAs are the relationship managers and primary contact for each private foundation, including their board members, staff, financial advisors, and other trusted counselors. The APCA serves as a secondary contact for these relationships and works collaboratively with the PCAs to help clients carry out their philanthropic goals and activities by engaging and facilitating Foundation Source’s full suite of resources.

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Private Client Advisor, Premier Services Team – Fairfield, CT/Remote

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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Data Analyst – Remote/In-Office (Fairfield, CT)

Foundation Source is seeking a seasoned, energetic, and collaborative Data Analyst to join our team. This person will work very closely with internal department heads to develop and track key performance indicators in the business, including, but not limited to, marketing, corporate finance and operations. The Data Analyst will be responsible for verifying data accuracy as well as interpreting and delivering data trends to many different departments within the organization. This person will influence corporate strategy and change by being an informed and relied-upon team member. The Data Analyst is expected to maintain regular reports, identify opportunities via ad hoc analyses, and make recommendations for maximizing the efficiency of the company.

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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.

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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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