Are you a strategic, impact-driven product leader with deep experience in enterprise fintech? Fund OS is on a mission to transform the infrastructure behind donor-advised funds (DAFs), and we’re looking for someone to take the lead. This is a rare opportunity to bring a 0?1 platform to life—co-developing with blue-chip pilot partners and building the systems that will power the next generation of philanthropic giving. 

As the Product Manager for Fund OS, you’ll be at the center of backend innovation, enterprise integrations, and operational tooling. You’ll work cross-functionally to define the roadmap, guide execution, and ship solutions that replace outdated systems with scalable, secure, and intuitive software. Your work will directly impact how major DAF sponsors manage billions in charitable capital. 

If you thrive in fast-moving environments, love building from scratch, and are driven by the challenge of solving complex technical and regulatory problems, this is your chance to lead a category-defining product with real-world impact—and scale it to the largest philanthropic institutions in the country. 

Key Responsibilities:

Platform & Feature Leadership (70%) 

• Own the vision and execution for core platform capabilities—from backend architecture to intuitive admin tools that power operational scale, compliance, and client service excellence. 
• Drive the design and delivery of critical features, including real-time API integrations, data sync with enterprise systems, and enhanced contribution and granting workflows (like DAF-to-DAF transfers). 
• Establish foundational platform patterns and technical standards that will shape the product for years to come—setting the stage for long-term scalability and reuse across clients. 
• Lead cross-functional collaboration with engineering, design, and implementation teams to deliver high-performance, secure, and enterprise-grade features. 
• Navigate and align shared dependencies with other product lines (like our Private Label DAF infrastructure) to deliver a cohesive experience and unified backend architecture. 

Customer Insight & Strategic Collaboration (30%) 

• Partner directly with enterprise clients, operations teams, and internal stakeholders to define and prioritize product requirements, roadmap, and long-term vision. 
• Build a deep understanding of the workflows, pain points, and goals of DAF sponsors and administrators—translating insights into impactful product decisions. 
• Lead strategic conversations through co-design sessions, client workshops, and stakeholder presentations to ensure alignment and momentum. 
• Leverage user research, product analytics, and market signals to drive ongoing platform optimization and high-confidence prioritization.

Requirements

• 5+ years of product leadership or equivalent experience working with complex SaaS platforms, fintech infrastructure, or enterprise-grade software systems. 
• Proven track record of bringing 0?1 products to life—whether through platform architecture, internal tooling, or deep enterprise integrations (e.g., payments, trading, compliance). 
• Hands-on experience deploying software in high-stakes, process-driven environments like banks, financial institutions, or regulated industries. 
• Sharp ability to distill complex operational workflows into focused, high-impact product solutions that simplify without oversimplifying. 
• Comfortable navigating multi-stakeholder ecosystems—balancing the needs of internal teams and enterprise clients across both front- and back-end systems. 
• Demonstrated success owning backend-heavy, integration-rich products that still deliver a seamless user experience. 
• Excellent communicator and collaborator—skilled at aligning diverse stakeholders and driving cross-functional momentum. 
• Highly effective at juggling multiple priorities, making fast, data-informed decisions, and thriving in a dynamic, fast-moving environment. 

Job Requirements for Remote 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. 

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.

Are you driven by challenge, energized by connecting with people, and ready to make an impact in the world of philanthropy? Foundation Source is seeking a bold, goal-oriented, and persuasive Business Development Representative (BDR) who thrives on identifying opportunities, owning the sales process, and influencing outcomes.

This role is ideal for someone who’s not just looking to follow a script — but to lead with strategy, engage with charisma, and think beyond the obvious. If you’re a natural relationship-builder, confident communicator, and a self-starter who loves bringing in new business, we want to meet you.

Key Responsibilities:

Lead Discovery (50%)

• Proactively identify, research, and engage high-potential prospects using a multichannel approach (email, phone, social media).
• Bring insight to conversations — prepare a compelling POV before every outreach.
• Engage decision-makers confidently, uncover business needs, and clearly communicate the value of Foundation Source’s offerings.
• Qualify leads, gain commitment, and seamlessly transition them to our Sales Directors.
• Act as the front line of new client engagement, constantly testing and refining outreach strategies.

Territory Growth (35%)

• Own your territory in partnership with Sales Directors — drive pipeline growth and brand visibility.
• Consistently exceed KPIs related to lead generation, meetings set, and revenue influenced.
• Participate in client events, webinars, and presentations — you’re a face of our brand.
• Stay on top of market trends and industry news to position yourself as a strategic partner, not just a rep.

CRM & Pipeline Management (15%)

• Maintain high standards of data accuracy in Salesforce.
• Prioritize and re-engage cold or inactive leads with persistence and creativity.
• Use data tools to optimize territory and outreach strategies.

Requirements

Desired Knowledge, Skills & Abilities:

• 2+ years of inside sales, business development, or similar experience.
• Proven success in a high-energy, goal-driven sales environment (metrics and wins matter — bring your scoreboard).
• Outstanding verbal and written communication skills — confident on the phone and in virtual meetings.
• Not afraid to cold call or to ask the tough questions.
• Experience with Salesforce and other prospecting tools (LinkedIn, ZoomInfo, Outreach, etc.).
• Passion for philanthropy, finance, or nonprofits is a plus.
• Bachelor’s degree preferred but not required.

You’re Probably a Great Fit if:

• You’re a natural at making connections and influencing people.
• You challenge the status quo and enjoy building something new.
• You’re a take-charge leader who thrives in ambitious environments.

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.
• Flexibility: This position offers the possibility for remote work with occasional in-office collaborative opportunities. Office is open daily for individuals within commuting distance.
• Travel: Potential travel opportunities
• Business Hours: 8:30 AM – 5:30 PM EST (occasional flexibility to support clients in other U.S. time zones).

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.