Foundation Source

Account Executive

• Build relationships with financial advisors and RIAs, banks and broker-dealers, nonprofits, and foundations
• Bring Donor Advised Fund, private foundation, and philanthropic advisory capabilities to market
• Support existing clients while growing a book of business alongside senior sales leadership
• Develop, support, and execute sales strategies for the philanthropic technology platform
• Build and manage a prospect pipeline through outbound outreach, referral networks, and conference participation
• Conduct consultative sales conversations, needs assessments, product demonstrations, and proposal support
• Work with senior sales leadership to advance and close agreements with distribution partners and institutional clients
• Meet quarterly and annual activity metrics and revenue targets
• Maintain communication with distribution partners and assigned accounts to support engagement and retention
• Understand client philanthropic goals and provide ongoing support as a subject matter expert
• Conduct business reviews to track platform usage and identify growth opportunities
• Respond to client inquiries and coordinate issue resolution with internal teams
• Partner with client success and product teams to support smooth client onboarding
• Conduct presentations, webinars, and training sessions on philanthropic giving vehicles
• Articulate service and technology value across multiple use cases
• Monitor industry trends, regulatory developments, and competitive offerings
• Attend and represent the company at conferences, trade shows, and networking events
• Partner with marketing on sales enablement materials, case studies, and thought leadership content
• Maintain accurate pipeline records in CRM systems such as Salesforce or HubSpot
• Provide pipeline updates and market feedback to senior leadership
• Collaborate with product, technology, and compliance teams to relay client needs and inform the product roadmap
• Perform other assigned duties consistent with the role

Account Executive – Third Party Distribution

Marketing

• Assist with ad hoc marketing projects using Adobe InDesign
• Perform CMS-based website edits and updates
• Conduct quality control reviews of websites, direct mail, and email campaign deliverables
• Identify and flag errors or inconsistencies before client delivery
• Support management and monitoring of client Google Analytics accounts
• Maintain and update records in Salesforce and/or HIVE
• Provide operational support to client-facing staff across design, digital, and analytics functions
• Serve as backup design support when needed
• Manage multiple priorities and shifting project requirements

Marketing Services Coordinator – Temporary

• Lead Tax Managers and potentially Tax Associates and Tax Senior Associates and their teams
• Ensure the quality and timeliness of private-foundation tax returns
• Review level 3, 4, and 5 returns, including level 1 and 2 returns for training purposes
• Prepare the most complex level 4 and 5 returns
• Review estimates, extensions, MDR calculations, IRS-notice responses, and tax-authority correspondence
• Provide formal training on complex tax topics
• Oversee resource allocation and tax-season readiness
• Coordinate complex clients and maintain client relationships
• Partner with the Legal Department on tax policies and statutes
• Collaborate across departments to ensure accurate, timely delivery
• Own interdepartmental initiatives and develop new processes
• Drive efficiency improvements and end-to-end process refinement
• Lead special projects requested by upper management
• Perform other duties as assigned

Director, Tax

• Own strategy and results for the largest and most complex enterprise client relationships
• Drive retention and executive relationships with key decision makers, including C-Suite leaders
• Resolve escalations and own net retention targets
• Set agendas for executive briefings and strategic reviews demonstrating ROI
• Identify and close upsell and cross-sell opportunities across philanthropic solutions
• Build and execute account growth strategies
• Position new capabilities before clients request them
• Own pricing accuracy and contract terms
• Lead discovery, onboarding, implementation, and setup of philanthropic vehicles
• Drive implementations to deadline and manage scope
• Set engagement cadence and lead Quarterly Business Reviews
• Maintain current CRM records covering opportunities, renewal risk, and relationship health
• Identify and address account risks
• Coordinate client engagement and UAT participation for technical releases
• Shape product, advisory, legal, and enterprise business strategy through client insight
• Partner with senior leadership and advise teams on enterprise client needs
• Perform other duties as assigned

Account Executive – Third Party Distribution

Marketing Services Coordinator – Temporary

Director, Tax

Senior Vice President, Enterprise Account Executive