Accounts Receivable

• Perform daily cash coding including the application of customer payments to outstanding invoices.
• Collaborate with other departments as needed to ensure funds are applied properly, troubleshoot any collection issues, and escalate any issues where appropriate.
• Assist with cash forecasting and monitoring of customer accounts.
• Communicate promptly and professionally with Ren billing analysts and customers regarding past due balances.
• Maintain accounts receivable reporting files and tracking of key collection metrics as determined by manager.
• Identify and/or participate in process improvement initiatives and automation projects related to collections and cash management.
• Provide backup support for monthly, quarterly, and annual billings for the various lines of business.
• General support for the accounting team at month end, including, but not limited to, month end reporting of customer invoicing and other supporting information.
• All other duties as assigned.

AR Analyst

Full-stack Engineer

• Write and maintain scripts written in Python for data engineer and machine learning pipelines.
• Modification of database objects using SQL (stored procedures, views, tables etc.)
• Write Automated Unit, Integration, and UI-level Tests to increase code quality and lower defect rate.
• Provide technical guidance, mentorship while providing technical and design feedback leveraging code and peer reviews across the full application stack.
• Collaborate and pair with other software and data engineers and product professionals to design, implement and test new features and product refinements.
• Refactor existing code to improve maintainability and quality.
• Author and present training materials and documentation to other team members and users of software
• Work closely with Product Management and other areas of the business to ensure market needs are met.
• Work with Architecture team to design and implement new service-based, automated application environment.
• Adhere to defined security standards in both functional and non-functional duties of job.
• Work with cloud storage and warehousing tools such as Snowflake.
• Maintain and deploy Lambda services in AWS.
• Work with reporting software such as Metabase.
• Other duties as assigned.

Senior Software Engineer, Data Services

Accountant

• Process and reconcile financial transactions based on policies and procedures across a variety of clients and charitable giving vehicles.
• Contribute to maximizing revenue generation and cost efficiency by providing timely, accurate processing of transactions and disbursements as well as prompt responses/follow-up to client inquires.
• Support assigned programs and internal teams through reconciliations and research, utilizing analysis and critical thinking.
• Work with clients, auditors, and compliance to ensure the program and financial transactions are administered in accordance with best practices and IRS regulations.
• Assist and collaborate to resolve reconciling variances and reporting discrepancies, ensuring data integrity within various accounting and financial software packages.
• Update, document and review processes and procedures, policies, and controls to enhance program efficiency and effectiveness.
• Record and review financial transactions in accordance with generally accepted accounting practices, policies and procedures in a timely and accurate manner.
• Prepare reconciliations of cash, securities, investments and general ledger activity, including internal and external communications to resolve discrepancies.
• Process transactions, including Net Asset Value updates, in accordance with established Service Level Agreements for each client.
• Prepare and deliver month end financial reports per client Service Level Agreements and internal deadlines.
• Coordinate tax season priorities regarding reconciling of client accounts to finalize financial reporting.
• Conduct research and communicate results as required.
• Proactively communicate changes, amendments, adjustments or errors that arise and provide supporting documentation to Management for review.
• Ensure accuracy of all internal and external reporting deliverables for review by Lead or Senior.
• Perform other job-related duties as assigned.

Accountant – Managed Services

Software Engineer

• Own and execute the Client Services transformation roadmap, aligned with company strategy, growth objectives, and client experience goals.
• Serve as a senior advisor to the EVP, Client Services, providing insight, structure, and execution support across complex, cross-functional initiatives.
• Partner with Service Experience, Accounting Operations and Enterprise Operations to ensure service delivery strategy is enabled by scalable, standardized, and automated processes.
• Establish and maintain enterprise-wide service process architecture, defining standard workflows across clients, products, and service channels.
• Lead current-state and future-state process design to eliminate variation, reduce failure points, and support straight-through processing.
• Act as a lead operational counterpart to IT, Product, and Growth teams.
• Translate client service needs, SLAs, and operational pain points into clear, prioritized technical requirements and platform capabilities.
• Identify and prioritize opportunities for automation, self-service, and tool adoption across the charitable account lifecycle.
• Drive initiatives that materially reduce backlog risk, cycle times, and manual work while improving advisor and client satisfaction.
• Ensure solutions are designed with both client experience and operational efficiency as core success measures.
• Lead large, multi-stakeholder initiatives across Client Services, Product, Technology, Risk, and Operations with clear accountability and governance.
• Drive disciplined change management to ensure adoption of new processes and tools across service teams.
• Define success metrics for transformation initiatives tied to SLAs, throughput, capacity, client satisfaction, and risk reduction.
• Promote a culture of continuous improvement, accountability, and data-driven execution within Client Services.

VP, Service Transformation – Process Engineering

Product Marketing

• Own and evolve the partner enablement strategy across multiple partner types (e.g., RIAs, Wirehouses, and More).
• Build scalable frameworks and resources to ensure partners can position Ren effectively and consistently.
• Serve as the subject matter expert on partner needs and field feedback, translating insights into strategic marketing initiatives.
• Develop high-impact marketing and enablement content including brochures, case studies, presentations, email templates, and videos tailored to partner use.
• Maintain and evolve a central library of up-to-date, customizable collateral for internal teams and external partners.
• Ensure consistency in messaging, tone, and positioning across all partner-facing materials.
• Own the development and expansion of a scalable content library to support our AI initiatives.
• Lead content strategy and execution across the full customer journey, ensuring all assets are current, effective, and aligned with business goals.
• Continuously test, evaluate, and provide feedback to optimize the performance and impact of our content engine.
• Develop and support co-branded and partner-led marketing campaigns that drive DAF awareness, contributions, and engagement.
• Work closely with the Digital Marketing team to deploy campaigns across email, webinars, and partner channels.
• Track performance of campaigns and recommend optimizations to maximize impact.
• Design and deliver training programs, webinars, and live workshops to help partners understand Ren’s platform and philanthropic value proposition.
• Create a library of webinars and “train the trainer” on giving these workshops / webinars.
• Gather and analyze partner feedback, usage data, and campaign performance to inform future strategy.
• Report on KPIs related to partner enablement, campaign ROI, and content utilization.

AR Analyst

Senior Software Engineer, Data Services

Accountant – Managed Services

VP, Service Transformation – Process Engineering

Senior Product Marketing Manager