Product Marketing Manager

Foundation Source is the nation’s largest provider of management solutions for private foundations. We offer a complete spectrum of products and services to support family and private philanthropy and have distinguished ourselves as an early investor in technology with purpose-built tools for philanthropists.

Today we are entering a phase of growth and expansion and are seeking our first technical product marketer to help us bring the discipline of product marketing to the organization, introduce best practices for our flagship platform, Foundation Source Online, and introduce a new technology offering, Impactfully, to high-net-worth and ultra-high-net-worth philanthropists and the professionals that serve them.

The product marketing manager will play an important and visible role in helping us engage with our users, win new business, drive adoption, and retain and expand client relationships.

Read Full Description

Marketing Coordinator

Reporting to the Marketing Operations Manager, the Marketing Coordinator will assist in maintaining and operating the company’s marketing database, marketing automation solutions, marketing campaigns, and reports in order to track and measure key objectives and results.

This role will focus on campaigns and initiatives that support lead generation, lead engagement, enhanced data quality, and improved lead quality.

Read Full Description

ACH and Wire Specialist

Foundation Source is seeking a ACH and Wire Specialist  to manage and refine the end-to-end ach/wire processes, with attention to the client-facing as well the internal back-office procedures. They will works with product and engineering teams, as well as IT Operations, to develop enhancement requirements to streamline forms, emails, and other components of ach/wire. Also, working with key stakeholders/managers in other departments to ensure a smooth wire process for client and company.

Read Full Description

Senior Software Engineer

The Foundation Source Senior Software Engineer is responsible for technical direction, providing a strong technical direction and technical vision, resolving technical disagreements with parties and involve Architect as needed and managing the technical quality of team deliverables. He/She ensures the team uses appropriate engineering practices and invests in continual improvements to tooling or technical debt, and that the system evolves to meet its changing needs and environment.

The Senior Software Engineer needs to have a great deal of professional experience in software development and a deep understanding of technology but should also be personable and capable enough to effectively work technically and collaborate with others.

Read Full Description

Director of Business Development – Arizona

Foundation Source is seeking an experienced, energetic, motivated salesperson to help drive our strategic vision in Arizona. 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.

Read Full Description

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.

Read Full Description

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.

Read Full Description

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.

Read Full Description

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.

Read Full Description

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.

Read Full Description

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.

Read Full Description

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.
Job Description:

Read Full Description

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.

Read Full Description

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.

Read Full Description

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.

Read Full Description