You'll take ownership of data quality and contribute directly to our sales and marketing success - playing a key role in prospect identification, tracking performance, data enrichment, and reporting. Your work will directly influence the growth of our sales pipeline and success of our marketing campaigns. 

Key Responsibilities:

Prospect Research & Lead Identification – 40% 

• Partner with Sales and Marketing to source and segment new high-potential prospects aligned to Ideal Customer Profiles (ICPs) 
• Expand and enrich our lead database with vetted legal, advisory, and financial contacts using research tools 
• Standardize outreach cadences and contribute to campaign strategy through list-building and analysis 
• Use platforms like Salesforce and Salesvue to support funnel progression and campaign performance tracking 
• Identify emerging trends and suggest new lead strategies based on real-time data 

Data Entry, Quality, & Enrichment – 30% 

• Ensure contact and lead information is consistently accurate, complete, and clean within Salesforce 
• Run regular data hygiene checks, remove duplicates, and maintain formatting consistency 
• Use third-party tools and online research to enrich and verify incomplete records 
• Help maintain a proprietary dataset that directly supports campaign personalization and efficiency 

KPI Tracking & Sales Reporting – 20% 

• Build and distribute weekly, monthly, and quarterly dashboards that measure sales KPIs and funnel performance 
• Translate complex data into clear, actionable insights for Sales and Leadership 
• Analyze patterns in lead behavior and suggest optimizations based on findings 
• Ensure reports are accurate, timely, and aligned with strategic goals 

Collaboration & Process Improvement – 10% 

• Join cross-functional check-ins with Marketing, Sales, and CRM Admin teams to align on goals 
• Suggest improvements to sales tools, processes, and data systems 
• Help refine internal documentation, reporting protocols, and campaign tracking methods 
• Be a voice for data-driven improvement and innovation across the organization 

What Success Looks Like: (KPIs) 

• Lead Record Accuracy: =98% data accuracy on all manual updates 
• List Delivery Timeliness: 100% of segmented prospect lists delivered on schedule 
• Sales Report Cadence: Weekly, monthly, and quarterly reports completed with >95% accuracy 
• Database Growth: Meet quarterly growth targets for verified leads and enriched records 

Requirements

• Experience with Salesforce (required); Salesvue experience is a plus 
• Strong Excel or Google Sheets skills; Power BI or data visualization tools a bonus 
• Understanding of sales funnels, marketing data flows, and campaign tracking 
• Detail-oriented and comfortable with manual data entry at scale 
• Analytical mindset with curiosity to identify trends and opportunities 
• Clear communicator – both written and verbal – across technical and non-technical teams 
• Bachelor’s degree or equivalent experience in sales ops, data analysis, or marketing support. 

At PG Calc, we help nonprofits and enterprise clients achieve long-term success through innovative planned giving solutions—and we're looking for a bold, forward-thinking leader to help us expand that impact. As Associate Director of Client Services, you will play a critical role in shaping the client experience, developing talent, and contributing to the evolution of our products and services. 

This is more than a management role—it's a strategic leadership opportunity for someone who thrives in dynamic environments, takes initiative, and sees complexity as a challenge to conquer. You’ll lead a team of dedicated professionals, partner cross-functionally across departments, and work directly with clients ranging from small nonprofits to major institutions. You’ll have the autonomy to drive improvements, the trust to make decisions, and the platform to influence change at both the team and company level. 

If you're driven by outcomes, fueled by curiosity, and ready to lead with clarity and purpose—we want to meet you. 

Key Responsibilities: 

Client Experience & Relationship Building (60%) 

• Serve as a subject matter expert and trusted advisor to our nonprofit clients. 
• Deliver strategic, solution-oriented support for PG Calc’s suite of products, including PGM Anywhere, GiftWrap, Bequest Manager, and GiftCalcs. 
• Resolve complex client issues with confidence and professionalism. 
• Build long-term, high-value relationships with clients ranging from small nonprofits to large enterprises. 
• Collaborate cross-functionally with Development and Sales to represent the voice of the client. 

Strategic Team Leadership (30%) 

• Hire, mentor, and manage a talented client services team to deliver exceptional results. 
• Establish and maintain high-performance standards for service delivery. 
• Champion continuous learning and professional development in the area of planned giving. 
• Collaborate with senior leadership to optimize workflows and drive departmental efficiency. 

Training, Services, and Product Insight Leadership (10%) 

• Lead the design and delivery of impactful training sessions, orientations, and product education. 
• Oversee the development and execution of an annual training schedule and related materials. 
• Supervise delivery of key services such as calculation and reporting solutions, ensuring operational excellence. 
• Act as product liaison, advocating for client needs in software development and enhancements. 
• Stay current on planned giving trends and PG Calc publications to inform training and service innovation. 

Requirements

• Bachelor’s degree with 5+ years of relevant experience, or 8+ years of equivalent work experience. 
• Deep understanding of planned giving vehicles and related fundraising strategies. 
• A confident, decisive problem-solver who thrives in fast-paced, evolving environments. 
• Strategic and analytical thinker with a long-term mindset and a focus on results. 
• Passionate about making an impact through exceptional client service and high-performing teams. 
• Self-motivated and energized by autonomy, challenge, and continuous improvement. 
• An effective communicator with the ability to influence, lead, and inspire others. 
• Proven track record of delivering excellent customer service in a professional setting. 
• Demonstrated success in managing or scaling teams, systems, or operational processes. 
• Experience with PG Calc software is a strong plus—or the ability to learn quickly and independently. 
• Comfortable with Microsoft Office; experience with CRMs such as SalesForce is a bonus. 

Job Requirements for Hybrid Work Environment: 

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 
• Hybrid Work Commitment: Must be able to reliably commute to the Cambridge office 2 days per week, and meet in-person collaboration requirements as needed. 

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. 

Foundation Source is seeking a reliable, detail-driven Associate to join our PG Calc Endowment Sub-Accounting (ESA) team. This role is ideal for someone who takes pride in doing things the right way, values consistent processes, and enjoys being part of a dependable and supportive team. 

The Gift Admin Associate will be responsible for producing monthly and quarterly endowment sub-accounting reports for a portfolio of nonprofit and institutional clients. This position also supports planned giving reporting and provides backup to our Gift Administration Financial Administrator. 

If you’re someone who finds satisfaction in precision, enjoys structured work, and wants to make a meaningful contribution to organizations doing good in the world, this role may be the perfect fit. 

Key Responsibilities: 

Produce Monthly and Quarterly Endowment Reports (85%) 

• Serve as a reliable point of contact and relationship manager for a portfolio of client accounts. 
• Analyze and reconcile financial data, ensuring accuracy and integrity in all reporting. 
• Maintain established processes to produce timely and accurate sub-accounting reports. 
• Distribute reports in accordance with contractual deadlines and resolve client questions as needed. 
• Support teammates by serving as a backup relationship manager during scheduled absences. 
• Introduce clients to additional products and services as appropriate. 

Produce Planned Giving Reports (5%) 

• Use GiftWrap software to generate standard planned giving reports. 
• Maintain accurate and timely client data input for monthly/quarterly reports. 
• Support calculations related to FASB liability, state reserve requirements, and CGA market values. 

Support Gift Administration Operations (10%) 

• Provide dependable backup support to the Financial Administrator during peak periods or time off. 
• Assist with tasks including check processing, ACH and wire uploads, and account reconciliation. 
• Ensure timely, error-free financial transactions while maintaining a high standard of customer service. 

Requirements

• Associate or Bachelor's degree in business, accounting, finance, or related field OR 4+ years of on-the-job experience in a finance or administrative environment 
• Strong attention to detail and commitment to accuracy, data integrity, and doing things by the book 
• Thrives in structured environments with defined procedures, recurring tasks, and steady workflows 
• Able to manage multiple priorities with consistency and timeliness while maintaining high quality 
• Communicates clearly and professionally; works well independently and as part of a collaborative team 
• Process-oriented with a continuous improvement mindset and comfort using Microsoft Office and financial software 
• Driven by a sense of purpose and takes pride in supporting mission-driven work through operational excellence 

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 
• Hybrid Work Commitment: If hybrid, must be able to reliably commute to the Cambridge office 2 days per week and meet in-person collaboration requirements as needed. 

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. 

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
• Mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat and Salesforce; experience with GoSystem Tax RS preferred
• Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines
• Strong technical skills (tax, accounting)
• Must work collaboratively 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 and Foreign Filings
• Highly motivated, detail oriented, self-starter
• GL experience a plus

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.

In this role as a Senior Tax Services Associate, your primary responsibility will be the intake, research, and resolution of all incoming IRS correspondence regarding our clients' tax filings, payments, credits, and refunds. You will also assist data processing for K-1 reporting, tax return preparation for level 1 and 2 returns, and support ad hoc projects. 

We are seeking a quick learner with strong analytical skills, attention to detail, who works well independently as well as with a team and takes direction effectively from various sources. An ideal candidate for this role is someone with tenacity who is meticulous, highly motivated, demonstrates a proactive approach to tasks, all while succeeding in a fast-paced environment where deadlines are critical. 

Key Responsibilities: 

IRS Notices (60%) 

• Intake, research, and resolution of correspondence from the IRS, primarily regarding the filing of IRS Forms 990PF and 990T, including extensions to those forms and associated tax payments 
• Review and reconciliation of incoming refund checks, credit adjustments, and discrepancies between internal and IRS 
• Coordinate the processing of physical mail from the IRS  
• Manage workflow through project management software 
• Work with other internal stakeholders, such as Tax Accountants (Tax & Legal Affairs), Analysts (Financial Accounting) and Private Client Advisors (Client Services) to resolve client tax matters 

K-1 Preparation (30%) 

• Intake and manage receipt of K-1s  
• Review K-1 input data for accuracy  
• Responsible for resolving and reconciling any differences between the K-1 and Foundation Source records 
• Obtain any additional tax documentation/clarification per K-1 provided to process the K-1 for tax return preparation.  

Tax Return Prep (10%) 

• Prepare private foundation tax returns (Primarily basic IRS Forms 990-PF and accompanying forms) 
• Other tax related projects as requested by management  

Requirements

Desired Knowledge, Skills & Abilities: 

• 2+ years of accounting experience required
• Bachelor's degree or relative work experience preferred 
• Experience working with IRS on resolution of correspondence and other tax matters  
• Knowledge of K-1s 
• Strong analytical and problem-solving skills 
• Stellar organizational skills 
• Strong and clear communication, both in written and verbal formats 
• Adept technical skills (tax, accounting) 
• Must be detail oriented, self-motivated, and able to prioritize 
• Must work well in a team environment as well as independently 
• Ability to learn quickly, take initiative and see projects through completion  
• Ability to grasp the big picture and learn how different aspects of a process affect each other, in addition to being able to complete individual tasks with precision  

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.