We are looking for an Associate - Financial Reporting to be a key player on the Tax and Accounting Team, a division of our Tax and Legal department. This role is responsible for preparing custom financial reports to meet the audit, budgetary, and periodic needs of our clients and assisting with complex financial transactions to determine proper accounting and tax treatment. If you are someone who is highly precise, accurate, analytical, and seeks a high level of technical expertise, this role may be for you.

Key Responsibilities:

• Trial Balance and workpaper review in connection with audit support engagements 50%
• Routinely create, prepare and review custom financial statement, budget and ad-hoc reports for our clients 35%
• Record and review complex financial transactions across various asset types 15%

Requirements

• 1 or more years of tax accounting experience
• Bachelor's Degree preferred, or comparable work experience
• Above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time.
• Extremely task-oriented and able to prioritize multiple projects with deadlines, while maintaining high standards of quality and accuracy
• Mastery of computer and web-based financial software products
• Strong technical accounting skills
• Works well in a team environment as well as independently
• Ability to identify problems and recommend solutions in a fast-paced environment
• Ability to learn quickly and take initiative

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 an ambitious, client-focused Account Manager to join our growing sales organization. This role is responsible for managing direct client relationships, ensuring customer satisfaction, and driving both account growth and long-term retention. The ideal candidate is a strategic thinker with strong business acumen who excels at building trust, aligning client initiatives with company goals, and navigating evolving customer needs and market trends. This is a high-impact position that requires exceptional service delivery and a commitment to excellence in a fast-paced, dynamic environment.

Key Responsibilities:

Client Engagement & Satisfaction -35%

• Champion the client needs for key clients across the organization.
• Align client goals with company objectives to deliver measurable value and outcomes.
• Lead client escalations with confidence and clarity, resolving issues quickly and effectively.
• Listen closely to client needs and deliver tailored, impactful solutions.
• Collaborate with senior leadership to shape business strategies and ensure client-centric operations.
• Partner across departments—sales, marketing, product, and service—to create seamless client experiences.
• Own and address client concerns and resolve complex challenges.
• Anticipate potential risks and implement proactive solutions.

Client Retention – 35%

• Build and maintain deep, lasting relationships with high-value clients.
• Regularly showcase results through engaging reports and client meetings.
• Promote referral incentives and drive client engagement through clear, consistent communication.
• Hit or exceed client retention goals by delivering exceptional service and value.

Account Growth – 20%

• Uncover upsell and cross-sell opportunities that align with client needs and business goals.
• Lead conversations around premium services and pricing enhancements with confidence.
• Ensure pricing models stay relevant, competitive, and client-focused.
• Share insights and feedback to help improve offerings and enhance team performance.

Client Onboarding – 10%

• Guide clients through a smooth and thorough onboarding process.
• Ensure all discovery, documentation, and funding steps are completed with precision.
• Ensure accounts are funded.

Requirements

Qualifications & Experience:

• Bachelor’s degree in Business Administration, Marketing, or a related field preferred; equivalent work experience will be considered.
• Minimum of 5–10 years of experience in account management, customer success, or a similar client-facing role, with a strong track record of leading teams and managing client portfolios.

Key Skills & Attributes:

• Proven leadership and team management capabilities, with experience guiding high-performing teams.
• Exceptional communication, negotiation, and interpersonal skills to foster strong client relationships.
• Strong analytical and problem-solving abilities, with a results-oriented mindset.
• Strategic thinker with a demonstrated ability to develop and implement client-centric initiatives.
• Proficiency with CRM platforms such as Salesforce or HubSpot to manage client data, track sales pipelines, and support account activities.

Physical Demands:

• Travel up to 10%

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.

In this high-visibility role, you are the quarterback for onboarding some of our most important customers — banks, investment advisors, and enterprise partners using our cutting-edge Enterprise and Impactfully platforms to manage private foundations.

You don't just coordinate projects — you lead them. From kickoff to go-live, you own the client implementation experience: guiding stakeholders, managing timelines, and ensuring confident, successful adoption of our solutions. 

This is a hands-on leadership role ideal for someone who brings both precision and adaptability. As our platform evolves, you also help shape the future of how we scale — driving more efficient, repeatable, and customer-friendly deployment processes. You’ll work shoulder-to-shoulder with our Enterprise Support Lead to ensure clients are set up for long-term success, delivering real impact from day one.

Key Responsibilities:

Client Onboarding & Implementation (85%)

• Take the lead as the primary contact for our institutional enterprise clients throughout the onboarding and implementation journey.
• Own the full delivery lifecycle — managing timelines, hitting milestones, navigating risks, and keeping stakeholders aligned and informed.
• Drive momentum by leading UAT sessions and running focused stand-ups with client project teams to keep things moving and unblock progress fast.
• Get hands-on with platform configuration, data validation, and technical problem-solving — leveraging your advanced Excel skills when needed to ensure a smooth and accurate setup.
• Think beyond the project by documenting what works (and what doesn’t), helping us build scalable, repeatable onboarding frameworks that set clients — and our team — up for long-term success.

Cross-Functional Collaboration (15%

• Ensure continuity and confidence by working hand-in-hand with our Enterprise Support Lead to transition clients from implementation to support.
• Partner across teams — including Engineering, Product, and Operations — to solve implementation challenges quickly and effectively.
• Be a strategic voice for the client by sharing feedback that drives product improvements, shapes deployment strategies, and elevates the overall customer experience.

Requirements

• 5+ years leading enterprise SaaS onboarding/implementation, ideally with large financial institutions or wealth management firms 
• Proven success managing complex, high-stakes client delivery projects — certifications (e.g., PMP/CSM) optional, results required 
• Strong client management skills, with the ability to confidently handle demanding stakeholders through clear communication and a solutions-focused mindset 
• Advanced Excel proficiency and comfort with platform configuration, data validation, and hands-on troubleshooting 
• Experience supporting or servicing high-value clients ($10K+ annual business), with an emphasis on trust, responsiveness, and professionalism 
• A track record of accelerating time-to-value — reducing implementation timelines and increasing client speed-to-adoption 
• Ability to influence best practices and client behavior — not just following a project plan, but actively improving how work gets done 
• Strong cross-functional collaborator with the ability to partner across teams (Engineering, Product, Operations) to resolve challenges and drive improvements 
• Consultative mindset — able to act as a trusted advisor, guiding enterprise clients toward smarter solutions and long-term success 
• Experience working directly with Salesforce, Zendesk, or other database-driven support/configuration tools 
• Familiarity with SSO (e.g., Auth0, Okta), APIs, and middleware used in enterprise integrations 
• Experience with data migration, validation, and identifying anomalies in large datasets (CSV, Excel) 
• Awareness of regulatory/compliance environments (e.g., SEC, FINRA) common in financial services 
• Understanding of enterprise change management and how large institutions adopt new technology 
• Success in fast-paced or early-stage SaaS environments, with a flexible, problem-solving mindset 

Job Requirements for Remote Work Environment:

• Dedicated Workspace: Must have a home office or workspace free from distractions. 
• Reliable Internet Connection: High-speed internet required to support video conferencing and remote collaboration. 

Physical Demands:

The physical demands described here are representative of those required to successfully perform this role. Reasonable accommodations may be made for individuals with disabilities. While performing the duties of this position, the employee is regularly required to talk and hear, frequently required to use hands and fingers, and occasionally required to stand, walk, sit, and reach with hands and arms. The employee may occasionally lift up to 15 pounds. Vision requirements include close vision, distance vision, and the ability to adjust focus. The work environment is typically low to moderate noise. 

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 are based on job-related factors. 

We are seeking a senior tax accountant to be a key player on our Tax Team. 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, and swiftly grasp complex tax concepts, regulations, and industry changes.  

Key Responsibilities: 

Prepare and review foundation tax returns (70%) 

• Prepare private foundation tax returns (IRS Forms 990PF and 990T, and accompanying forms – including filings in respect of direct and indirect foreign holdings, such as forms 926, 8865, and 5471) and extensions (8868) 

Tax Calculations, Research, Analysis and Reporting (30%) 

• Calculate, review, and approve quarterly estimates 
• Draft 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 with 3-5 years of tax return preparation, with general accounting experience preferred (GL experience a plus) 
• Experience with Complex Investments (Alternative Assets), K-1s and Foreign Filings 
• Strong technical tax and accounting skills 
• Experience with GoSystem Tax RS preferred 
• Mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat and Salesforce 
• Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines 
• 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 
• Highly motivated, detail oriented, self-starter 

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. 

As a Private Client Advisor at Foundation Source, you will be a trusted point of contact for private foundations and their advisors—bringing a steady, detail-oriented approach to relationship and account management. This role is ideal for professionals who thrive in structured environments, enjoy problem-solving through deep expertise, and value meaningful, long-term client relationships.

You will serve as a reliable guide and liaison, helping ensure that each foundation operates smoothly, compliantly, and with purpose.

Key Responsibilities:

Client Relationship Stewardship (30%)

• Serve as the primary relationship manager for a portfolio of private foundations.
• Respond to client inquiries with care, clarity, and precision across email, phone, and video communications.
• Provide relevant insights and updates to proactively support client success and long-term engagement.
• Support client retention goals by consistently delivering high-value, trustworthy service.
• Collaborate with sales and relationship teams as needed, contributing insight and technical knowledge in prospect meetings.

Operational Oversight & Coordination (30%)

• Manage administrative and compliance processes, ensuring each foundation meets its legal and reporting obligations.
• Coordinate efforts across departments—grantmaking, tax, legal, and technology—so clients receive seamless, integrated support.
• Maintain rigorous attention to accuracy, timelines, and process integrity in all client-related operations.

Client Onboarding & Education (30%)

• Lead the onboarding of new foundations, tailoring our technology platform (Impactfully) and services to meet each client’s needs.
• Serve as a source of knowledge on private foundation regulations, operational best practices, and our expanding suite of solutions.
• Help clients navigate changes and growth opportunities with thoughtful, well-informed recommendations.

Professional Development & Process Improvement (10%)

• Continuously expand your expertise in philanthropy, nonprofit compliance, and Foundation Source tools and services.
• Identify opportunities for internal process improvements and client service enhancements.
• Engage constructively with internal teams to ensure our systems evolve in ways that serve clients better—without sacrificing precision.

Requirements

• 1–2 years in a client-facing, administrative, or compliance support role—ideally within philanthropy, financial services, or a family office.
• Experience in a high-accountability, professional services setting preferred.
• Bachelor’s degree or equivalent professional experience required.
• A methodical, service-oriented mindset with strong organizational skills and attention to detail.
• Strong written and verbal communication skills with a professional, composed tone.
• Natural curiosity and a desire to build subject-matter expertise in philanthropy, compliance, and operations.
• Comfort with structure, deadlines, and multitasking across a portfolio of clients.
• Proficiency in Microsoft Office and the ability to learn internal platforms and client tools.
• High integrity and a deep respect for confidentiality in client interactions.

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.

Do you take pride in delivering exceptional client experiences while building smart, scalable systems behind the scenes? Foundation Source is looking for a Senior Manager, DAF Client Experience to join our dynamic and growing Donor-Advised Fund (DAF) team. In this role, you'll be at the heart of both client success and operational improvement—ensuring that our clients and advisor partners receive outstanding service, while strengthening the systems that support our continued growth. 

You'll collaborate closely with our Director of DAF Execution to lead core operational areas including client support, partner onboarding, billing, and cross-functional coordination between Charityvest Inc. and Foundation Source. You'll also play a key role in training colleagues on DAF-specific topics, helping to build internal expertise and scalable processes. This is a great opportunity for someone with donor-advised fund and wealth management experience who enjoys problem-solving, building relationships, and making systems work better for everyone. 

In your first six months, you'll roll up your sleeves and dive into daily operations—resolving complex client needs, leading onboarding conversations, and identifying opportunities for improvement. As you gain momentum, you'll help shape how we scale our services and enhance the experience for every stakeholder involved. 

If you're energized by mission-driven work, passionate about philanthropy, and excited to help shape the future of charitable giving through a blend of service, technology, and operations—we’d love to connect with you. 

Key Responsibilities:

Client Experience & Customer Support Oversight (40%)

• Lead client support across our DAF platform, ensuring timely, accurate, and empathetic responses to donor and advisor inquiries. 
• Personally handle complex or escalated client issues, applying specialized DAF knowledge and thoughtful problem-solving. 
• Partner with Operations and Engineering to quickly resolve technical challenges and ensure a seamless, high-quality client experience. 
• Track support metrics and client satisfaction trends to uncover proactive opportunities for improvement. 
• Create and maintain clear support documentation, FAQs, and training guides to empower both internal teams and client self-service. 
• Represent the voice of the client across internal teams—providing actionable feedback to Product and Engineering for continuous improvement. 

Partner Success & Onboarding (35%)

• Lead onboarding for new advisor partners (white-label DAF programs), ensuring smooth implementation and a strong, confident launch. 
• Build trusted relationships with partners, becoming a go-to resource and advocate to support adoption and long-term satisfaction. 
• Manage billing and renewal processes with accuracy and consistency, keeping everything running smoothly and on time. 
• Conduct regular partner check-ins to review program performance, address needs, and uncover opportunities to deepen engagement. 
• Support partner compliance and due diligence by coordinating responses, documentation, and expertise across teams. 
• Design scalable onboarding workflows and define success metrics to deliver a consistently high-quality experience as we grow. 

Operations Coordination & Process Improvement (25%)

• Act as a connector between Charityvest Inc. and Foundation Source, ensuring smooth day-to-day operations and strategic alignment across teams. 
• Deliver training and guidance to internal teams on complex DAF processes, helping to build internal knowledge and scalable best practices. 
• Identify and implement process improvements that boost efficiency, reduce friction, and support sustainable growth. 
• Lead cross-functional initiatives to roll out new systems, optimize workflows, and enhance internal operations. 
• Collaborate with Product and Engineering to advocate for enhancements that improve client experience and operational performance. 
• Oversee billing and financial operations to ensure accurate invoicing, revenue recognition, and compliance. 
• Maintain up-to-date operational documentation and contribute to policies that support consistency, scalability, and quality.

Requirements

• A bachelor’s degree and 8–10+ years of experience in wealth management, financial services, or fintech operations—experience with donor-advised funds is a strong plus. 
• A proven track record in roles like client success, customer support, or partner management, especially with financial advisors, wealth teams, or institutional clients. 
• A solid understanding of philanthropic giving, including donor-advised funds, tax implications, and relevant regulations. 
• Hands-on experience with billing, invoicing, and financial operations in a B2B or advisor-driven environment. 
• Excellent communication skills, both written and verbal—you can make complex financial topics accessible to clients, colleagues, and partners alike. 
• Confidence working with multiple stakeholders, and the ability to align cross-functional teams around shared goals and timelines. 
• Strong analytical and problem-solving abilities, with a data-driven approach to identifying trends and improving operations. 
• Familiarity with tools like support systems (e.g., Intercom), and billing/finance software—or a quick learner who thrives with new systems. 
• A self-starter mindset with exceptional attention to detail, strong project management skills, and the ability to stay organized in a fast-moving environment. 
• A genuine passion for philanthropy and a desire to help donors and partners make a meaningful impact. 
• Experience in a startup or high-growth setting, where you’ve contributed to building scalable processes from the ground up. 

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. 

Are you someone who thrives in a dynamic, detail-driven role where no two days look exactly the same? In this position, you’ll play a key part in supporting our clients by managing incoming communications from federal and state agencies, resolving tax-related inquiries, and contributing to important filing and reporting processes. 

Your work will involve researching and responding to correspondence, helping collect and process data for K-1 reporting, and supporting the preparation of federal and state tax filings. You’ll collaborate across teams, stay organized in a fast-paced environment, and build deep knowledge in the areas of tax and compliance. 

We’re looking for someone who is curious, flexible, and eager to learn — someone who enjoys problem-solving, values precision, and can adapt to shifting priorities while staying focused on delivering excellent service. If you’re motivated by doing meaningful, impactful work and want to grow your skills alongside a collaborative team, this could be a great fit. 

Key Responsibilities:

Payroll Reconciliation & Client Collaboration (40%)

• Import and classify payroll-related transactions for clients using Foundation Source payroll services 
• For clients with external payroll providers, manually classify, calculate, and reconcile gross wages, taxes, deductions, and benefits 
• Partner directly with clients and payroll administrators to investigate and resolve any discrepancies between recorded transactions and payroll reports 
• Support year-end payroll reporting by providing accurate data used in foundation tax return preparation 

Financial Reconciliation & Valuation Support (40%)

• Review account statements from financial institutions to verify and enter asset balances with precision 
• Record investment and charitable activity in the general ledger to ensure accurate financial reporting 
• Reconcile asset portfolios and financial transactions against client account statements 
• Support intake of statements and procurement of asset valuations 
• Identify opportunities to improve workflows and processes that positively impact client experience and internal collaboration 

Accounting Support & Data Accuracy (20%)

• Review foundation data in our proprietary system to confirm completeness and accuracy 
• Reconcile financial data with prior-year tax filings (Form 990-PF), identify discrepancies, and make adjustments as needed 
• Work with internal teams to clarify unidentified transactions and ensure they are correctly categorized 
• Assist Senior Associates in reviewing complex or alternative assets (e.g., offshore corporations, closely held stocks, promissory notes) 
• Prepare and update annual depreciation schedules and system entries 

Requirements

• A bachelor’s degree is a plus — especially in accounting, finance, or a related field 
• You pick things up quickly and enjoy applying new information with confidence 
• You’re a natural problem-solver who knows how to dig in, find answers, and take initiative 
• You thrive in a fast-moving environment, can juggle multiple tasks, and adapt easily when priorities shift 
• You communicate clearly and professionally — whether it’s over email, in meetings, or in writing 
• You’re highly organized, detail-focused, and take pride in getting the small things right 
• You enjoy working as part of a collaborative team — and you're just as comfortable running with tasks independently 
• Experience in fast-paced, mid-sized companies is a strong plus 
• You’re tech-savvy, curious, and quick to get up to speed on new platforms and tools 
• Comfortable with Microsoft Outlook, Excel, and Word — and open to learning even more 

Job Requirements for a 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. 

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. 

Position Overview: 

 We’re looking for a highly organized and dependable Account Services Coordinator to support our team with the efficient management of operational workflows. In this role, you'll be responsible for the systematic intake, tracking, and resolution of requests submitted through our Salesforce Case System. 

The ideal candidate is someone who thrives in a structured environment, values accuracy, and takes pride in maintaining consistency and high-quality service delivery. You’ll play a key role in ensuring that all incoming cases are prioritized logically, processed methodically, and resolved within defined timelines, all while supporting internal teams and stakeholders with clarity and care. 

If you enjoy working behind the scenes to bring order, clarity, and dependability to complex workflows, we’d love to hear from you. 

Key Responsibilities:

Case Management (70%) 

• Monitor and manage the daily Salesforce case queue to ensure all incoming requests are handled promptly and accurately. 
• Assess and prioritize cases based on defined criteria such as urgency, impact, and complexity. 
• Track the status of each case, proactively following up to ensure timely resolution and stakeholder satisfaction. 
• Partner with cross-functional teams to address and resolve more complex or specialized cases. 
• Support the broader Account Services team with additional responsibilities and ongoing projects as needed. 

Analytics & Process Optimization (30%) 

• Analyze case data to identify trends in volume, resolution time, and recurring issues, with a focus on continuous improvement. 
• Prepare and distribute regular performance reports on case metrics and team efficiency. 
• Ensure adherence to internal Service Level Agreements (SLAs) and relevant external compliance standards. 
• Recommend and help implement workflow enhancements that drive efficiency, accuracy, and consistency in case management. 

Requirements

• Bachelor’s degree in Business, Operations, or a related field preferred 
• 3–5+ years of experience working with CRM or case management systems; Salesforce experience strongly preferred 
• Proven ability to stay organized while managing high volumes of requests with precision and efficiency 
• Strong analytical skills, with a focus on identifying patterns, solving problems, and optimizing workflows 
• Clear, professional communication skills—both written and verbal—used effectively across teams and functions 
• Demonstrated ability to work independently, manage shifting priorities, and remain composed under pressure 
• High attention to detail with a strong sense of ownership and follow-through 
• Comfortable managing multiple tasks simultaneously in a dynamic and fast-paced environment 
• Technically adept, with the ability to quickly learn and adapt to new tools and systems 
• Proficiency in Microsoft Outlook, Excel, and Word; strong spreadsheet and reporting skills are a plus 

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 office 2-3 times per month, 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 methodical and detail-oriented DevOps Engineer to help us modernize, secure, and scale our technology infrastructure with precision and purpose. In this role, you will work with experienced technical teams to implement automation, enhance system observability, and ensure high availability and reliability across our platform. 

This position is ideal for someone who enjoys analyzing complex systems, developing elegant and efficient solutions, and contributing to a well-structured and continuously improving DevOps environment. You’ll have the opportunity to work in a thoughtful, process-driven setting that values technical rigor, accuracy, and long-term stability. 

Key Responsibilities :

Maintain & Enhance Existing Infrastructure and SDLC Processes (30%)

• Collaborate closely with development teams to support the software delivery lifecycle, with a focus on consistency and deployment reliability. 
• Build, maintain, and optimize CI/CD pipelines using tools such as GitHub Actions, Jenkins, or GitLab CI, prioritizing efficiency, traceability, and security. 
• Investigate and resolve system issues using structured troubleshooting techniques and root cause analysis. 
• Monitor infrastructure and application performance using observability tools like Splunk, Datadog, or CloudWatch, and generate reports to inform proactive improvements. 
• Apply system updates and patches as required. 

Modernize and Streamline Infrastructure (30%)

• Design, implement, and maintain cloud infrastructure using Infrastructure as Code (IaC) principles (e.g., Terraform, AWS CloudFormation). 
• Work closely with developers to enable scalable microservices architecture using containers (Docker) and orchestration (Kubernetes or ECS). 
• Automate recurring infrastructure tasks to reduce manual intervention and improve consistency. 

Contribute to the design and implementation of new infrastructure (20%)

• Work closely with Product and Development teams to develop new systems efficiently. 
• Champion DevOps culture and Agile principles through knowledge sharing and mentoring. 
• Ensure that new systems are implemented in a secure and maintainable manner 
• Remain current with emerging technologies in DevOps and cloud infrastructure, and evaluate tools or practices that could enhance team efficiency or system reliability. 

Maintain Security and Compliance Standards (20%)

• Implement and monitor security controls including vulnerability scanning, secrets management, IAM policies, and infrastructure hardening. 
• Utilize security monitoring systems to discover and remediate vulnerabilities (e.g. MS Defender, Splunk, Rapid 7) 
• Collaborate with security and compliance teams to support internal and external audits, providing documentation and insight into system configurations and controls. 

Requirements

• Bachelor’s degree in Computer Science, Engineering, or a related technical discipline, with a strong foundation in systems and infrastructure principles. 
• 3+ years of focused experience in DevOps, Site Reliability Engineering, or cloud infrastructure engineering. 
• Deep technical expertise with modern cloud platforms, preferably AWS; familiarity with Azure or GCP is a plus. 
• Proficient in Infrastructure as Code (IaC) using tools such as Terraform, Pulumi, or CloudFormation to define and manage reproducible infrastructure environments. 
• Practical knowledge of containerization (Docker) and orchestration technologies, including Kubernetes or Amazon ECS, with an emphasis on reliability and scalability. 
• Experience implementing and maintaining CI/CD pipelines using structured tools and methods (e.g., Jenkins, Octopus) to ensure consistency in deployments. 
• Proficient in scripting or programming languages, particularly Python, Bash, or Go, to support automation and tool development. 
• Solid background in Linux system administration. 
• Familiarity with observability platforms such as ELK Stack, Splunk, Datadog, or equivalent. 
• Understanding of security frameworks and compliance standards, including SOC 2, NIST, or CIS Benchmarks; experience with DevSecOps practices is valued. 
• Confident using Git and familiar with modern Git workflows (e.g., trunk-based development, GitOps) to maintain clean and auditable codebases. 
• Comfortable collaborating in distributed, remote-first teams with a focus on clear documentation, structured communication, and defined responsibilities. 

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 office as needed for occasional meetings and in-person collaboration. 

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.