Private Client Advisors on 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. 

The Private Client Advisor (PCA), Premier Services Team, reporting to a Director of Client Services, provides support to both the Director’s portfolio of clients and, eventually, their own defined group of clients.

PCAs for the Premier Services Team work directly with a Director and other seasoned client advisors to support and guide private foundation clients in conducting their philanthropic and administrative activities to assure a superior experience with Foundation Source. PCAs establish and maintain personal contact with a dedicated base of clients by responding to requests for information, anticipating and customizing services to meet client needs, and providing impeccable service and support to clients and their trusted advisors. 

Client Relations (50%) 

• Respond to client phone calls and emails with speed and accuracy ensuring quick resolution to client, marshalling appropriate resources from other departments when necessary.  
• Maintain working knowledge of all FS systems, processes and products and proactively review accounts to identify opportunities to be of service to clients, deepen their philanthropic knowledge, and build client loyalty to the company. 
• Implement new clients onto FS technology platform and back office services, coordinating among internal account implementation, financial and IT specialists, as well as the client’s financial institutions and advisors.  
• Provide a basic level of technology support, including assisting clients in becoming familiar and comfortable with Foundation Source Online (FSOL).  
• Assist clients with advanced grantmaking such as to fiscal sponsors; through intermediaries; to supporting organizations; and using expenditure responsibility or equivalency determination.   
• Occasional travel to attend trainings or meetings with clients may be possible (when it can be done safely, post-pandemic period). 

Client Operations/Administrative (40%) 

• Assist in the development, execution, and maintenance of FS Requests (online applications) and FS Results (online reports) to facilitate online grant application and reporting processes.  
• Help customize FSOL tools and resources for individual client use (page views, digital letterhead, email and letter templates, proposal and report forms, etc.). 
• Reviewing and facilitating payment of invoices, expense reports and reimbursements, ensuring accuracy and compliance with IRS rules and private foundation best practices; 
• Reviewing and processing grant letters for same; 
• Gathering financial information from advisors, financial institutions, and clients as needed to ensure accurate account reconciliation, estimated excise tax calculations, and annual state and federal return filings; 
• Preparing and compiling materials for Trustee and Board of Directors’ meetings; 
• Generating reports both for client and internal use and reference, using proprietary software platforms and MS Office products; 
• Facilitating basic communication among client foundations and their applicants and grantees using FS Requests and Results technology, email blasts, and phone calls as necessary and appropriate 
• Maintain accurate and professional client records so that key issues and interactions are easily reviewed and understood. 

Strategy, Research and Development (10%) 

• Maintain confident knowledge of FS systems and processes, compliance and general philanthropy issues by attending various trainings and info sessions and be able to effectively articulate this information to clients as needed and appropriate.  
• Consistently seek ways to improve our product and services, while simultaneously identifying ways to maximize efficiencies without compromising service quality.

Requirements

• 1-2 years’ experience delivering relationship and administrative support and exceptional customer service at a private foundation, financial services firm, or family office or has similar relevant experience and successful employment.
• Clear and effective communication skills, written and verbal, appropriate for working with ultra-high net-worth individuals, corporate and foundation executives, and their advisors and staff are required
• Strong client-service orientation and interpersonal skills: a “can-do” attitude and strong sense of diplomacy are absolutely critical
• Highest level of integrity, including respect for and adherence to client and corporate confidentiality
• A strong and proven ability to organize and efficiently handle a high volume of work, prioritize issues and tasks, and track multiple accounts at various stages of implementation and service balanced with flexibility and adaptability to handle unexpected changes in priorities
• Strong, yet balanced, attention to accuracy without getting weighed down with minutia
• Strong analytical skills to review and get to the heart of client issues quickly and determine efficient resolutions. Solutions oriented and ability to present one’s self as an authority capable of resolving issues and providing solutions
• Advanced working knowledge of Outlook, Word, Excel, PowerPoint, and Salesforce as well as the ability to conduct Internet research, and to learn and utilize new technology such as Foundation Source’s proprietary systems.
• Ability to display grace under pressure and positivity in a high-volume, high-energy environment both with clients and colleagues
• An action-oriented approach to work and the curiosity and desire to take on more
• Ability to work independently while continuing to grow and gain expertise from senior staff
• General knowledge of compliance and administrative issues pertaining to private foundations a plus 
• Occasional travel to attend trainings or meetings with clients

Physical Demands

• Constantly operates a computer and other office machinery
• Must be able to communicate information and ideas so others can understand.
• The ability to observe details at close range (within a few feet)  

Position Overview:  

The purpose of this position is to serve as Expense Coordinator for Foundation Source’s Client Expense Division. This role is responsible for entering and reviewing client requests for reimbursement of foundations expenses. Candidate must possess the ability to grasp private foundation expense (and grant) rules and concepts and apply them to administrative processes. Strong critical thinking and organizational skills, as well as attention to detail are key.  

The ideal candidate has experience working as a Private Client Advisor or Client Operations Specialist at Foundation Source, is detailed oriented and has a strong aptitude for, and interest in, client expense processing. 

Key Responsibilities:  

• Expense Processing - 80% 
• Ensuring accuracy and proper categorization of expenses (type of expense) 
• Classifying expenses (charitable or investment related) 
• Ensuring appropriate expense documentation (invoices, receipts) 
• Reviewing each expense for compliance (self-dealing, taxable expenditure)   
• Creating records for new vendors, along with ensuring IRS Form W9 is completed for each 
• Managing recurring expenses 
• Processing batch-expenses, such as credit card payments 
• Proper treatment of in-kind expenses and other grant-related expenses 
• Identifying status of person/entity being reimbursed (disqualified person review) 

• Subject Matter Expertise - 20% 
• Communication with internal stakeholders and/or clients to resolve potential concerns related to foundation expenses, including documentation for tax preparation and compliance 

Requirements

Desired Knowledge, Skills & Abilities: 

1. 2+ years of experience working with private foundation expense and grant rules 

• Ability to grasp private foundation expense (and grant) rules and concepts and apply them to administrative processes 
• Attention to detail a must  
• Strong critical thinking skills 
• Strong organizational and project management skills 
• Bachelor’s Degree preferred   

Work Environment: 

• Office environment (Hybrid) 

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 accommodation 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.     

The Creative Director defines the brand and creative vision for Foundation Source, helping to ensure brand integrity and visual consistency across web, print and digital media. The role is responsible for setting brand strategy, overseeing the complete cycle of production work, and managing vendors and freelancers to deliver on the vision. This is a remote position within a distributed team reporting to the Chief Marketing Officer.
 

An ideal candidate for this role will be an artist and creator with experience working at agencies and directly with clients, proficiencies in professional creative applications, and a desire to play a key role in a fast-paced, inter-disciplinary marketing team that touches a wide range of initiatives. 

Key Responsibilities

Brand and Creative Strategy (25%)

• Responsible for design and visual impact of marketing materials, campaigns and publications, and developing compelling visuals and storytelling for employees, clients, marketplace, competitors and prospects
• Establish and build on FS brand guidelines including typography, color palette, iconography and imagery; coordinate with CMO and other parts of Marketing team on messaging pillars 
• Continue to evolve the FS brand in a way that is true to our history and reputation in the marketplace while supporting our corporate and marketing objectives for growth 
• Partner with Product Experience team and UI/UX designers to support new products and applications and ensure that brand style guides are reflected across company’s technical offerings

Production, Design and Management (50%)

• Support multi-disciplinary marketing activities with graphic design and artwork for wide range of formats including, but not limited to, print and digital collateral, web pages, infographics, advertisements, emails, social assets, trade show signage, invitations, etc.
• Complete design and redesign work for existing Resource Library and other elements of FS brand refresh
• Create templates and instructions for employees to support brand adoption and engagement (e.g., PowerPoint, Zoom backgrounds, Snapbar)
• Work with Senior Director of Marketing to define Design Operations, including a new process for managing and fulfilling incoming design requests, producing and managing physical and digital files, etc. 
• Organize and manage a Foundation Source Design System: an Asset Library/Catalog/Archive of graphics and imagery (icons, stock photography, illustration)
• Responsible for digital file management and the maintenance of digital libraries for branding, image assets, and additional design-related archives
• Familiarity with Project management software (what role/capacity)
• Create various formats of supplied artwork, resize ads or files for various publications, media partners and outlet; maintain specifications and submission requirements for same

Managing Vendors and External Resources (15%)

• Select and engage freelancers and agencies based on project needs
• Oversee work completed by internal and external resources for design, illustration, photography, animation and other creative needs, providing templates, style sheets and art direction as needed to ensure project quality and integrity
• Communicate and collaborate with vendors to ensure desired production, including reviewing proofs and meeting deadlines

Executive Communications Support (10%)

• Provide on-demand support to CEO and executive team for board meetings, company Town Halls, and other special initiatives

Requirements

• Degree in fine arts, visual or multi-media design, communications technology, marketing, advertising or related fie or equivalent work experience 
• 10 years of experience across brand strategy and production design in a highly collaborative, iterative process
• Expert in: Adobe Creative Suite – Illustrator, Photoshop, InDesign; Microsoft Office; and Print production processes, traditional and digital
• Proficient in: HTML, WordPress, UX/UI software and tools
• Certificates in Adobe, Wordpress, Hubspot a bonus
• Knowledge of developing brand identities through multi-channel marketing
• Excellent communication skills
• Comfort level working with internal and external clients at all levels of seniority
• Project management and vendor management 
• Sensitivity and proven ability to work against firm deadlines and budgets
• Ability to maintain a home office that is conducive to work and free from distractions during business hours. 

Physical Demands

• Computer work
• Video and audio calls
• Most work occurs during typical business hours
• Executive projects may require long hours on short notice with quick turnaround
• Flexible hours to accommodate variability in work demands 

The Office Services Manager will be responsible for overseeing and coordinating the day-to-day logistics and operations of Foundation Source office facilities, as well as the operations of client inbound and outbound mail, general email in-boxes, phone coverage, and other duties. The successful candidate will be a self-starter who is highly organized, detail-oriented, proactive and has excellent communication and collaboration skills throughout the organization. 

Responsibilities

On-Site Office Operations - 60% 

• Manage the daily operations of the office including administrative support, vendor management, and office supply inventory 
• Manage the front desk, including receiving clients, employees, and customers 
• Coordinate maintenance, fire safety and other compliance issues with landlord and building communication 
• Maintain accounts for ordering meals for employees and on-site meetings as needed 
• Implement and maintain office policies and safety procedures to ensure compliance with company standards and regulations 
• Identify opportunities for process and office management improvements, design and implement new systems 
• Receive, scan, and distribute all incoming and returned mail from state and federal agencies and charities 

Client and Employee Communications - 35% 

• Greet clients and employees alike, facilitating resources 
• Manage all client & employee communications, including but not limited to phone coverage, general and specific email inboxes, and tracking of all returned/undelivered FedEx/USPS grant letters and checks 

  Other duties as assigned by management – 5%  

Requirements

• 3+ years direct office management experience creating a great employee and client experience by prioritizing effective communication and workflow 
• Excellent communication and organizational skills 
• Consistently demonstrates professional demeanor, appearance, and attitude 
• Technologically savvy, including current experience using Outlook, Word, Excel, PowerPoint, and internet research 
• Respect for and adherence to client and corporate confidentiality 
• Experience with FedEx and USPS.com systems and services 
• Experience with automated phone systems 
• Promote a great employee and client experience by prioritizing effective communication and workflow, collaborating with other departments and team members 

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 accommodation 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 listen
• 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

Position Overview:  

We are seeking an experienced Payroll Manager who will be responsible for leading best practices and overseeing all aspects of payroll processing. The ideal candidate must have a very solid understanding of U.S. payroll laws, taxation, regulations, and requirements, as well as experience with preparation, balancing, and internal controls. This position reports to the Head of People and Talent and works closely with the Finance team.   

We offer a competitive salary, excellent benefits, and the opportunity to work with a passionate team dedicated to making a difference in the world. If you are a highly motivated individual with a passion for payroll management and philanthropy, we encourage you to apply for this exciting opportunity. 

Key Responsibilities  

Payroll Processing & Benefit Billing Management (65%) 

• Handle all aspects of processing payroll and related compliance activities  
• Establish and implement procedures / best practices to ensure payroll delivery is a consistent, accurate and efficient process 
• Ensure accurate and timely delivery of required payroll reporting and compliance with federal, state, and local payroll, wage, and hour laws and best practices 
• Primary liaison with Paylocity managing day to day interactions and ensuring accurate and timely processing of payroll transactions including new hires, salaries, benefits, garnishments, taxes and other deductions, terminations, and changes to pay rates 
• Act as a resource for managers, supervisors, and employees by being knowledgeable about payroll and benefits management processes 

Process and System Maintenance and Improvements (25%) 

• Accurately maintain all legal and tax compliance related to payroll, year-end filings, taxes & benefits and other deductions  
• Lead ongoing quality control and auditing of system's calculations and tax responsibilities. 
• Implement, maintain, and review payroll processing systems to ensure timely and accurate processing of Reconcile benefit invoices and coordinate payment with Finance 
• Document workflows and update procedures. 
• Make changes to the current payroll HRIS to support process improvements. 
• Manage the integrity of the data in the system 
• Maintain records for PTO and Leave of Absence tracking and history 
• Design and educate user friendly processes for managers and employees 
• Protect payroll operations and maintain employee trust  by keeping information confidential 

Reporting, Audits and Analysis (10%) 

• Develop, produce and analyze all required and requested payroll reports and queries for audits, labor management, budgeting and headcount, ensuring accurate and timely information 

Requirements

• A very solid understanding of U.S. payroll laws, taxation, regulations and requirements, preparation, balancing, internal control 
• Current or very recent payroll management experience using Paylocity – know the system and how to leverage it. 
• Advanced MS Excel skills– “daily” use of vlookups, other formulas and analytics using charts 
• Advanced skills in building reports in Paylocity. 
• Excellent organizational skills and attention to detail and accuracy. 
• Strong communication and customer service skills. 
• Growth mindset and ability to think creatively and strategically. 
• Obsessed with customer satisfaction and committed to creating a better world through philanthropy. 
• Strong analytical and problem-solving skills. 
• Ability to maintain a home office that is conducive to work and free from distractions during business hours. 
• Experience leading the rollout and implementing new payroll systems and processes a plus. 

Work Environment & 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 accommodation 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.  
• to use hands or fingers, handle or feel objects, tools, or controls.  
• occasionally required to stand; walk; sit; and reach with hands and arms.  
• 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. 

Position Overview: 

We are searching for a key player in the Financial Reporting and Tax Matters division of our Financial Accounting department. The person in this role will be responsible for preparing custom financial reports to meet the audit, budgetary, and periodic needs of our clients; reviewing financial transactions to determine whether the underlying information requires tax adjustments. The ideal candidate has a growth mindset and is experienced in financial accounting and financial software products.

Key Responsibilities

· Routinely prepare custom financial statement, budget and ad-hoc reports for our clients 

· Trial Balance and work paper preparation in connection with audit support engagements

· Support the month/ year end close process through the research/ resolution of open issues

· Record book to tax adjustments as they relate certain tax matters across various asset types

· Improve efficiencies across divisions to enhance customer experience.

Requirements

• 2-3 years accounting experience
• Strong technical accounting skills
• Excellent written and oral communication skills 
• Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines
• Works well in a team environment as well as independently 
• Confidence to identify problems and recommend solutions in a fast-paced environment 
• Must be detail oriented, motivated and able to prioritize 
• Ability to learn quickly and take initiative
• Mastery of computer and web-based financial software products 
• Ability to maintain a home office that is conducive to work and free from distractions during business hours.
• Bachelor’s Degree in Accounting or Finance preferred

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. 

Position Overview: The Associate Director of Client Services is responsible for leading, managing and developing a team of PCAs while directly managing a portfolio of 40+ private foundation clients. The position requires proven, sustained success as a relationship manager.  This position is responsible for serving as an effective bridge between upper management and direct reports. An ideal candidate is someone who is highly organized, client-service oriented, a consummate professional, has demonstrated leadership qualities and has experience in building and managing a team of relationship managers. 

Key Responsibilities 

Team Leadership (30%) 

• Manage, lead, develop and optimize a team of PCA’s including book reviews and inspiring cohesiveness, collaboration and teamwork in delivering superior customer service 
• Own the team’s overall work product and deliverables while inspiring direct reports to hold themselves accountable and responsible for their own work 
• Consistently encourage improvement among direct reports, help identify development needs, assist in crafting strategies to address those needs, and effectively guide improvement plans as appropriate 
• Lead the performance review process for direct reports 

Client Relations (30%) 

• Directly manage a portfolio of private foundation client relationships by responding to client emails and phone calls with speed and accuracy and proactively reaching out to clients with relevant industry or company information. 
• Meet or exceed client retention goals (i.e., 97% retention within the team); seek opportunities to build client (and employee) loyalty to the company 
• Maximize the potential for referrals through client and advisor relationship management 
• Provide sales support as needed (e.g., participation in prospect calls and meetings) 

Client Implementation and Operations (30%) 

• Oversee administrative operations for foundation clients to ensure compliance with tax and state filings, mandated distribution requirements and grant and expense processing by coordinating Foundation Source’s various departments and resources.  
• Onboard private foundation clients by customizing and introducing the our platform and then serving as an ongoing resource and recognizing opportunities for incorporating additional services (i.e. Applications/Outcomes/PD Engagements).  

Strategy, Research and Development (10%) 

• Actively participate in overall departmental strategy and own goal execution  
• Maintain confident knowledge of company systems and processes, compliance and general philanthropy issues by attending various trainings and info sessions and be able to effectively articulate this information to clients as needed and appropriate.  
• Consistently seek ways to improve our product and services, while simultaneously identifying ways to maximize efficiencies without compromising service quality 
• Provide ongoing feedback to IT regarding common problems and/or opportunities for product improvement and enhancement and participate in QA testing as needed 

Requirements

• 5-7 years’ experience in a leadership position and in delivering relationship management, administrative support and exceptional customer service at a private foundation, financial services firm, or family office or will demonstrate similar relevant experience;   
• Clear and effective communication skills, written and verbal 
• Strong client-service orientation and interpersonal skills 
• Basic computer knowledge including Microsoft Office and ability to learn and utilize new technology 
• Strong analytical skills to review and understand client issues and determine efficient resolutions 
• Solutions-oriented and ability to present one’s self as a reliable knowledgeable authority 
• Ability to display grace under pressure and positivity in a high-volume environment; 
• An action-oriented approach to work;  
• Highest level of integrity, including respect for and adherence to client and corporate confidentiality 
• Ability to maintain a home office that is conducive to work and free from distractions during business hours. 
• Proven ability to hire, develop and inspire customer focused teams; 
• Bachelor's degree or equivalent experience 

Physical Demands: 

• Constantly operates a computer and other office machinery 
• Must be able to communicate information and ideas so others can understand 
• The ability to observe details at close range (within a few feet) 

Position Overview: 

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 with colleagues, with clients, and at times with the IRS.   

Key Responsibilities & Percentages:  

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

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. 

Position Overview: 

The Senior Accountant is a key team player and valued technical expert in providing consistent, accurate and timely support in our foundation accounting department.  This position prioritizes the customer experience, has strong technical, communication and organizational skills and is a careful and strategic problem solver. The focus of this role is on producing high quality, detailed work based on established accounting standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete tasks. The role has well-defined processes, and your knowledge of our proprietary software is built through a structured step-by-step training with a positive, supportive coaching management team and peers.  This role works directly with clients to manage and guide their financial operations, tax planning and filing. 

Key Responsibilities:  

Tax Filing & Preparation (40%) 

• Provide high level support in review and reconciliation of K-1 filings 
• Assist in the preparation of month-end budget reports, review payroll transactions, and prepare reconciliations of forms W2 and 1099 at year-end 
• Reconcile prior year 990-PFs to our financial platform and identify and obtain any outstanding information 
• Prepare quarterly updates for US TIPS adjustments 
• Review 990-PF and 990-T forms and help resolve tax items and other differences noted  

Financial Operations/General Accounting (25%) 

• Reconcile the financial information of newly onboarded existing foundations 
• Work on enhanced budgeting, reporting, and financial audit support engagements 
• Create templates for splits, mergers, acquisitions and other corporate actions that periodically occur 
• Review and record, as needed, Life Insurance and Annuity policy transactions 

Audit Support (25%) 

• Trial balance preparation on the accounting method as requested by the 3rd party private foundation auditor firms (cash, accrual, modified cash basis) 
• Preparation of balance sheet and income statements 
• Assisting auditors in reconciling financial information as necessary 

Process Improvement (10%) 

• Improve efficiency across departments to enhance customer experience 

Requirements

• At least 5 years of accounting experience in a public accounting or financial services firm or equivalent experience  
• Proactive, quick learner   
• Ability to work collaboratively with teams as well independently drive results  
• Strategic problem solver who is comfortable working in a fast-paced environment 
• Strong project management with ability to prioritize multiple projects and meet statutory and internal deadlines 
• Highly skilled at servicing clients in writing, by phone or video conferencing  
• Must be detail oriented, motivated 
• MS Office Suite mastery with advanced Excel skills 
• Client friendly demeanor    
• Team building and development a plus 
• CPA preferred 

Physical Demands and Work Environment: 

• Constantly operating a computer and other office equipment 
• Communicate information and ideas so others can understand via phone, computer, video conference and gathering in meeting spaces  
• Lift up to 20 pounds 

The Senior Managing Director (SMD) will marry business development and philanthropy to build the market for and sell our solutions for private foundations. This role will expand our national footprint and is strategic to our growth plans for the West. The SMD will join a seasoned sales team and mature company as we continue to grow our business through our purpose-built software and services. 

The SMD will represent Foundation Source and its offerings to high-net-worth families, foundation leaders, and trusted advisors (wealth, legal, accounting and philanthropy) in California and the broader West region. In building the market, the SMD will tap into their established networks, develop and execute on a plan to identify and meet centers of influence, and grow local networks by holding meetings (in-person and virtual), conducting webinars, doing public speaking, building awareness, and deepening relationships.

Using a consultative approach while being a true "hunter," the SMD will source opportunities for private foundation solutions. While the marketing and business development team will generate leads, the Managing Director will be responsible for sourcing most of the opportunity. Ultimately, the SMD owns the sales process from qualified lead through contracting, collaborating with internal subject matter experts, and especially working closely with client services to ensure a successful customer journey from sales to service. 

The ideal candidate is tech savvy, experienced in sales, and grounded in philanthropy, with established professional networks in California and the West. As an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, the SMD will guide the sales process confidently toward the goal/close with a strong sense of urgency, initiative, and drive to get things done, and an emphasis on working with and through people in the process. A growth mindset and flexibility are essential. 

Business Development and Sales (85%)

• Grow sales revenue and hit corporate goals 
• Execute on Sales and firm-wide initiatives 
• Grow your knowledge of the philanthropic sector and private, non-operating foundations
• Serve as a primary contact for business development in California and the West region
• Position value proposition, services, technology and fees to close sales
• Build and maintain positive, trust-based relations with influencers, stakeholders, and decision-makers to cultivate referrals
• Participate in events, speaking engagements, webinars, presentations, networking gatherings, or education sessions to expand referral sources
• Work closely with Business Development Representatives and Directors of Business Development on coordinated lead generation efforts and actively work qualified leads to drive toward region goals
• Share best practices and partner closely with the Sales team on success stories and strategies for increasing business 

Sales Operations (15%)

• Manage sales cadence for a high-performance practice that effectively progresses opportunities through the sales funnel stages
• Lead West Region team
• Use Salesforce.com and to record all sales activity and manage pipeline
• Generate proposals and contracts to close sales
• Generate sales reports to drive sales strategy and results

Requirements

• 15-plus years of progressive experience as a sales specialist for financial, legal, family office or philanthropy services
• Proven results in a quota-oriented sales environment
• Established networks in professional advisory services
• Critical, strategic thinker who can also focus on details
• Proven leadership in inspiring teams and building markets as a collaborative “Player/Coach” team member a plus
• Self-motivated and able to work independently, while prioritizing objectives to achieve maximum results
• Persuasive, professional and consultative oral and written communication skills
• Located in California
• Ability to maintain a home office 
• Ability to travel without restrictions
• Advanced degree preferred

Summary:

Foundation Source is seeking an experienced, self-motivated, collaborative Business Development Representative (BDR) to join our team. The BDR will manage inbound and outbound sales, identifying prospects and qualifying leads. The BDR is a "first point of contact" with prospective customers, engaging them over the phone, by email and through virtual meetings. Successful candidates must demonstrate curiosity, passion, and drive. A flexible and adaptable mindset is essential. The BDR must be comfortable working with an existing sales team and cross-department teams. Experience in philanthropy or financial services is preferred. 

Key Responsibilities:

Lead Discovery (50%)

• Identify, prospect, and qualify leads based on ideal customer profile or pre-defined criteria 
• Develop an educated, researched point of view before prospecting a lead
• Systematically prospect into leads via email, social media (e.g., LinkedIn) and phone 
• Understand customer need and speak to value propositions for all service offerings
• Gain commitments from prospects and handoff qualified leads to sales

Territory Growth (35%)

• Partner with sales directors and participate in business development projects and initiatives as needed to drive product and company success
• Consistently meet or exceed activity metrics and sales revenue targets
• Proactively stay on top of prospect vertical market and company trends
• Continuously learn the industry to demonstrate relevant subject matter expertise to prospects and centers of influence

CRM Management (15%)

• When possible, research prospects before contact to gauge their potential fit
• Document all activity and lead information in Salesforce
• Review and actively work previously sourced leads in Salesforce to ensure these leads are optimized for sales
• Leverage all business development optimization tools

Requirements

• Minimum 2 years of related inside sales/business development experience
• Proven track record of achieving individual and team sales goals (examples of accomplishments required)
• Professional and persuasive communication and presentation skills (verbal and written) essential
• Comfort making “cold” calls to leads for prospect discovery
• Solid understanding of the sales cycle
• Ability to help grow a business through lead generation
• Passion for private foundations, non-profit sector, and deepening customer relationships Experience with Salesforce.com, Outlook, and Zoom 
• Ability to work independently, actively participate and contribute to a team
• BA/BS degree in business, philanthropy or finance preferred 

Summary

The Foundation Engagement Associate will help build our market for philanthropic solutions by supporting lead generation with private foundations. This newly created role will expand our business development activities. The Foundation Engagement Associate will join a seasoned sales team and mature company as we continue to grow our business through our purpose-built software and services.  

The Associate will represent Foundation Source and its offerings to foundation leaders in targeted markets. The Associate will respond to inbound inquiries; however, the role primarily requires identifying and researching targeted prospects, proactively reaching out by phone, email and social media, positioning our tech-forward services, and conducting platform presentations. The Associate will hold meetings (in-person and virtual), conduct webinars, and do public speaking, among other tactics and activities, to build awareness and deepen relationships. Prospecting could be through a foundation’s advisory team. Ultimately, the Associate will qualify a foundation as a lead and introduce the designated salesperson who will advance the relationship through to engagement.  

The Associate will collaborate with sales leaders and the marketing Team to leverage private foundation stories and interactions into public-facing materials that can be used to advance sales to existing foundations.  

The Foundation Engagement Associate will be tech forward and experienced in prospect development. A strong sense of urgency, drive to get things done, growth mindset and flexibility are essential. Prior professional experience in fundraising, financial, consulting, or non-profit fields is required. Private foundation experience is preferred.  

Business Development and Lead Generation (90%)

• Generate leads through outbound prospecting to private foundations help hit corporate revenue goals  
• Execute on Sales, Marketing, and firm-wide initiatives for private foundation lead generation in target markets 
• Conduct outbound calling, email communication, and social media posts/outreach to generate and cultivate leads 
• Conduct meetings (in-person and virtual), platform presentations, and webinars to nurture relationships.  
• Grow and apply your knowledge of the philanthropic sector and private, non-operating foundations 
• Position value proposition, services, technology, and fees to generate qualified leads 
• Build and nurture positive, trust-based relations with influencers, stakeholders, and decision-makers to cultivate referrals 
• Work closely with sales leaders and marketing to carry out coordinated lead generation efforts  

Sales Operations (10%)

• Manage activity and reporting cadence for a high-performance practice that effectively adds qualified leads to the sales funnel  
• Use Salesforce.com to record all sales activity and manage pipeline
• Participate in weekly meetings to share updates on activity and trends to help advance strategies for increasing business

Requirements

• 3-plus years of experience in donor research, development prospecting, or business development for financial, legal, family office or philanthropy services 
• Proven results in a quota-oriented environment 
• Established networks preferred 
• Experience using databases and conducting research to create profiles of prospects aligned to targets 
• Critical, strategic thinker who can also focus on details 
• Knowledgeable about private foundations
• Team player 
• Self-motivated and able to work independently, while prioritizing objectives to achieve maximum results 
• Strong oral and written communication skills 
• Ability to maintain a home office 
• Ability to travel as needed 
• Bachelor's Degree preferred