Private Client Advisor, Pacific Region – Southern CA (Remote Position)

Private Client Advisors (PCAs) on the regional Client Services teams are the relationship managers for 50-100 private foundations in a designated region of the United States and their board members, staff, financial advisors, and other trusted counselors. PCAs help clients to carry out their philanthropic goals and activities by engaging and facilitating Foundation Source’s full suite of resources.

Newly hired Private Client Advisors provide support to a designated group of such clients as well as collaborate with more seasoned PCAs to support their clients.

The current open position is specific to the Pacific Region. The ideal candidate must reside in Southern California.

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Private Client Advisor (Regional Team) – Fairfield, CT

Private Client Advisors (PCAs) on the regional Client Services teams are the relationship managers for 50-100 private foundations in a designated region of the United States and their board members, staff, financial advisors, and other trusted counselors. PCAs help clients to carry out their philanthropic goals and activities by engaging and facilitating Foundation Source’s full suite of resources.

Newly hired Private Client Advisors provide support to a designated group of such clients as well as collaborate with more seasoned PCAs to support their clients.

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Market Development Representative – Fairfield, CT

Foundation Source is seeking an energetic, self-motivated, collaborative Market Development Representative (MDR) to join our team. The MDR begins the process of building consultative relationships. The MDR plays a critical role coordinating with business development, sales, and marketing to ensure that activities support and advance lead generation and the sales process. This requires use of best practices to perform lead generation and market development activities such as coordinating webinars, conducting web-based product demos, and assisting with regional/national events. Dynamic, poised, and engaging presentation skills are essential. Close attention to detail is required, especially to keep the CRM updated and ensure that all qualified leads are handed off to the business development or sales team, as appropriate for workflow processes.

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Business Development Representative (Inbound) – Fairfield, CT

Foundation Source is seeking an energetic, self-motivated, collaborative Business Development Representative (BDR) to join our team. The BDR will respond to inbound leads and qualify new business opportunities for the sales team. The BDR is a “first point of contact” with prospective customers, engaging them over the phone and by email. The BDR asks the right questions to assess prospect interest in and fit with Foundation Source services and products. The BDR engages with prospects to understand their challenges and needs plus identify potential solutions. The BDR will be highly knowledgeable about Foundation Source products and services and confidently share relevant information with prospects. The BDR provides positive insights as a product knowledge specialist. Ultimately, the BDR is responsible for owning the prospecting process for inbound leads, qualifying the leads, and documenting in Salesforce lead attributes. The BDR is central to filling the top of the funnel pipeline for Foundation Source services and will pass qualified leads to the sales team.

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Business Development Representative (Outbound) – Fairfield, CT

Foundation Source is seeking an energetic, self-motivated, collaborative Business Development Representative (BDR) to join our team. The BDR for outbound leads is responsible for initiating the prospecting process, qualifying leads across channels, and building the pipeline for sales. The sales team will guide the outbound BDR on targeted outreach based on ideal client personas and hubs of opportunity. Based on sales input, the BDR will identify prospective clients using databases as well as other sources and will nurture previously sourced leads from the company’s CRM. All prospects will be researched by the outbound BDA to gather key information prior to contact. The BDR is a “first point of contact” with prospective customers, engaging them over the phone and by email. The BDR asks the right questions to assess prospects’ interest in and fit with Foundation Source services and products. The BDR engages with prospects to understand their challenges and needs plus identify potential solutions. The BDR will be highly knowledgeable about Foundation Source products and services and confidently share relevant information with prospects. The BDR provides positive insights as a product knowledge specialist. Ultimately, the BDR is responsible for owning the outbound prospecting process, qualifying the leads, and documenting in Salesforce lead attributes. The BDR is central to filling the top of the funnel pipeline for Foundation Source services and will pass all qualified leads to the sales team.

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Sales Analyst – Fairfield, CT

Foundation Source is seeking a seasoned, energetic, and collaborative Sales Analyst to join our team. This person will be involved in planning, tracking, and forecasting regarding leads, opportunities, closed deals and channels. The Sales Analyst will be responsible for verifying data accuracy as well as interpreting and delivering data trends to many different departments within the organization and to the board. This person will affect change behind the scenes by being an informed and relied-upon sales team member. The Sales Analyst is expected to maintain regular reports, identify opportunities via ad hoc analyses, and make recommendations for maximizing sales. You will have the chance to learn about all aspects of account management, marketing, and field sales.

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Foundation Accounting Advisor – Fairfield, CT

We are searching for a key player in our Foundation Accounting department.  The person in this role will be responsible for providing high level support in all areas of foundation accounting and will require interfacing directly with clients regarding the myriad issues that pertain to their taxes and financials.

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Legal Associate – Lake Success, NY

Serve as part of a team of legal experts to provide the core services every foundation needs in order to run compliantly.

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Client Accounts Payable/Client Payroll Administrator, Fairfield, CT

The Client Accounts Payable/Client Payroll Administrator will be expected to handle a variety of tasks across several areas related to Client A/P and A/R, Client Tax & Financial Operations, and Client Payroll.  As this is a newly created position it may naturally evolve based on changing needs and the candidate should be comfortable with flexibility and moving between different areas of responsibility as needed.

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Client Services Associate (Temporary) – Fairfield, CT

Principally responsible for grant-processing and grant-management as an administrative service to private foundations that comprise Foundation Source’s client base. Processing responsibilities include, but are not limited to, reviewing grants for compliance concerns, proofing grants for clerical errors, and green-lighting grants for final publication and distribution (via mail or electronically) to their intended recipients.

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Tax Accountant – Lake Success, NY

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 within our close-knit team, with clients, and at times with the IRS.

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Legal Associate – Lake Success, NY

Serve as part of a team of legal experts to provide the core services every foundation needs in order to run compliantly.

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