Foundation Source

Administration

• Manage administrative activity for Gift Administration and Endowment Sub-Accounting clients
• Interact with clients, respond to inquiries, and resolve issues
• Analyze financial statements and maintain client records

Gift Administration Associate

Attorney

• The Legal Associate is an entry-level attorney role reporting to the Director of Legal Advisory Services and serving as a key member of a highly structured, compliance-focused team.
• In this role, you will provide practical, day-to-day compliance support to private foundation clients and internal partners.
• You’ll be responsible for analyzing real scenarios, applying IRS regulations, and delivering clear, actionable guidance.
• The primary focus is responding to compliance-related inquiries from clients and the Sales team, while ensuring adherence to IRS rules governing private foundations, including self-dealing, jeopardizing investments, taxable expenditures, and excess business holdings.

Legal Associate

Product Manager

• Foundation Source is seeking a Director of Product Support to design and scale a high-performing, data-driven support organization.
• Build and lead a high-performing team of 3–5 support professionals, setting clear expectations, measurable outcomes, and defined paths for growth.
• Design scalable team structures, onboarding frameworks, and capability development plans to support growth.
• Design and implement a scalable, end-to-end support operating model, including intake, triage, escalation, SLA governance, and resolution standards.
• Own Zendesk as a strategic platform — optimizing configuration, automation, integrations, and reporting to improve efficiency and insight generation.

Director of Product Support

Business Operations

• Own the accuracy, structure, and reliability of Salesforce configurations, ensuring alignment with all business use cases, including Revenue Cloud Advanced and NetSuite integrations.
• Manage and refine configurations across pricing, contracts, renewals, cancellations, and amendments with a high degree of precision.
• Evaluate and validate all proposed system changes to ensure no unintended downstream impact, particularly across integrations.
• Maintain and continuously improve objects, fields, validation rules, flows, and approval processes to support scalable and controlled operations.
• Take ownership of integration performance and reliability across iPaaS platforms (e.g., MuleSoft), ensuring consistent data flow between Salesforce, NetSuite, and other critical systems.
• Monitor integration health, troubleshoot root causes, and implement structured, long-term solutions rather than temporary fixes.
• Lead systems-related initiatives with a focus on clear scope definition, disciplined execution, and measurable outcomes.
• Coordinate across Accounting, Finance, Sales, IT, and external partners to ensure alignment and accountability.

Business Systems Administrator

Director

• Serve as SME on grantmaking and operational philanthropic matters with client services team
• Help guide clients on mission and programmatic direction, succession planning, next generation involvement, board meeting facilitation, governance, strategic grantmaking, and program implementation via email, phone, videoconference and in-person meetings
• Partner with senior PAS team members on client discovery calls and in creating client foundation strategies (e.g., program development, board transition, grantmaking practices, engaging next generation, communications)
• Communicate with clients and collaborate with internal teams to build, customize, and improve grantmaking tools (e.g., application forms and outcomes reports) and develop foundation communication plans, including website content
• Serve as a resource for Sales by participating in prospect calls, showcasing philanthropic expertise, partnering with senior PAS team members to develop pricing recommendations, and authoring customized PAS proposals for prospects
• Serve as a resource for Marketing by developing, designing, and delivering content (webinars, blog posts, case studies/client success stories, etc.) to support philanthropic interests of our clients and prospects

Philanthropic Director

Account Manager

• Manage a defined portfolio of charitable and institutional clients
• Take ownership of the full lifecycle of charitable gift annuity annual filings
• Follow established processes to gather and review client data
• Prepare state-required forms and ensure timely, accurate submission to regulatory agencies
• Serve as a reliable point of contact for a portfolio of clients
• Communicate clearly to request required documentation and confirm filing needs
• Deliver consistent, professional, and responsive service
• Gather and review financial statements and supporting documentation
• Prepare state-mandated annual and quarterly filings by following established procedures
• Maintain organized, up-to-date project records in Hive

Gift Administration Associate

Legal Associate

Director of Product Support

Business Systems Administrator

Philanthropic Director

Relationship Manager, Gift Annuity Compliance