Growth Marketing

• Build and own Ren's revenue growth model, including our 3-year forecast, translating business assumptions into a living, defensible financial and operational plan that has the right level of ambition to challenge us to break the mold
• Analyze multi-source datasets (customer, transactional, behavioral) to uncover actionable insights on giving behavior across our diverse and multi-segmented customer base
• Design and implement experiment frameworks (A/B testing) across the customer lifecycle so we can make faster, more confident decisions across acquisition, activation, and retention
• Conduct deep-dive analyses on growth trends: understanding what's driving changes in our funnel, cohort behavior, AUM growth, and advisor engagement
• Go beyond the data: bring the right business context to the analytical work and turn the insights into real “so whats” that accelerate our understanding of the business, the market, and our customers
• Leverage AI for data and analytics to identify adoption trends, friction points, and engagement patterns
• Synthesize insights into clear recommendations that influence executive decision-making
• Communicate complex findings clearly to both technical and non-technical audiences
• Partner closely with marketing, sales, partner success, product, finance, and more to ensure data is anchored in the on-the-ground reality and structured to shape strategy – with a direct line to the Growth organization leadership team

Senior Growth Analyst

Full-stack Engineer

• Act as a team advisor and technical thought leader, guiding direction and execution of high-impact initiatives within the domain.
• Own complex production issues end-to-end, from triage through resolution, driving sustainable fixes and prevention strategies.
• Lead root-cause analysis (RCA) across application, API, and database layers.
• Design and implement maintainable, scalable, and testable solutions for defect resolution and system improvements.
• Originate and institutionalize best practices, standards, and methodologies that improve engineering effectiveness and platform reliability.
• Balance short-term fixes with long-term architectural integrity and maintainability.
• Solve highly complex, cross-domain problems using advanced technical knowledge and broad experience.
• Diagnose and optimize system performance across frontend, backend, and database layers.
• Analyze Oracle database performance, including SQL optimization and execution plan tuning.
• Lead technical debt reduction initiatives, prioritizing work that delivers meaningful improvements to system health and developer productivity.
• Introduce new tools, approaches, or patterns that elevate operational efficiency and platform resilience.
• Develop and maintain solutions in TypeScript/React and C#/.NET Core services.
• Write and maintain automated unit and integration tests to reduce defects and prevent regression.
• Refactor legacy code to improve clarity, maintainability, and performance.
• Ensure adherence to secure coding practices and enterprise standards.
• Build strong relationships and influence stakeholders across engineering, product, and operations through clear communication of complex concepts.
• Translate deep technical issues into actionable insights for cross-functional partners.
• Provide mentorship and guidance to engineers, actively developing team capabilities and avoiding common pitfalls.
• Contribute to a culture of continuous improvement, intellectual humility, and engineering excellence.
• Own incoming operational requests during business hours and drive timely resolution.
• Create and maintain runbooks, documentation, and training materials to improve response consistency and reduce operational friction.
• Collaborate closely with Operations, Product, and other stakeholders to ensure issues are properly prioritized and understood within business context.
• Utilize observability tools (e.g., Application Insights, Datadog) to proactively monitor and improve system performance.
• Leverage AI-assisted tools and agents to accelerate triage, debugging, and root-cause analysis workflows.
• Design, build, and maintain AI-enabled developer tooling (e.g., MCP servers, diagnostics automation) to improve team productivity.
• Establish responsible AI usage practices, ensuring outputs are validated, explainable, and aligned with engineering standards.

Senior Software Engineer – Maintenance, Dev Support

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 inquiries.
• 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

Sales

• Instilling the Operational Discipline That Makes Great Performance Inevitable
• Define the Sales Strategy That Puts Ren in a Category of One
• Turning Every Advisor into an Active Advocate for Ren Among Their Client Base

VP, Advisor – Professional Channel Sales

Product Marketing

• Own the strategy for how Ren drives advisor engagement through Charitable Strategists and partner-facing teams
• Identify key advisor opportunities — such as year-end giving, tax events, and liquidity moments — and build targeted programs around them
• Ensure field teams are equipped to turn conversations into action through talking points, one-to-one emails, presentations, and related tools
• Design and launch advisor-facing campaigns that can be deployed by strategists across partner channels
• Build repeatable campaign frameworks encompassing emails, talking points, webinars, and follow-up sequences
• Develop high-impact emails, decks, one-pagers, and talk tracks designed for real advisor conversations
• Create simple, actionable materials that are easy for the field to use in live interactions
• Maintain and continuously evolve a library of field-ready content
• Act as a strategic partner to Charitable Strategists and Relationship Managers
• Support key initiatives, campaigns, and high-priority field opportunities
• Ensure strong alignment between centrally developed resources and field-level needs
• Gather insights from advisor conversations and field interactions
• Identify patterns, objections, and opportunities to refine messaging and programs
• Feed insights back into product marketing, product development, and broader organizational strategy.

Product Marketing Manager

Salesforce Developer

• Design and build scalable Salesforce solutions using Apex, Lightning Web Components (LWC), Flow, and APIs
• Develop and maintain integrations with external systems using REST/SOAP, middleware, and event-driven patterns
• Own data model design, security configuration, and performance optimization
• Troubleshoot and resolve complex platform issues
• Identify opportunities to improve system efficiency, reliability, and automation through continuous optimization
• Contribute to architectural decisions in collaboration with senior team members
• Translate business requirements into clear technical approaches and actionable delivery plans
• Drive decisions that balance immediate priorities with system stability, scalability, and technical debt reduction
• Own initiatives end to end, proactively managing timelines, risks, and dependencies without reliance on a dedicated project manager
• Bring structure and clarity to how work is planned, tracked, and communicated across the team
• Serve as a trusted technical advisor, influencing decisions through expertise and sound judgment
• Mentor junior developers and contribute to development standards and best practices
• Continuously expand technical and leadership capabilities to improve team delivery outcomes.

Senior Salesforce Engineer

Customer Success Manager

• Identifies, evaluates, and cultivates strategic partnerships with mid-market wealth management firms to drive growth in charitable giving.
• Leverages concepts in standard firm activation playbook (resource provision, FA education, firm strategy alignment, stakeholder integration, etc.) to drive growth in the firms, appropriately adapting the playbook for the quantity and type of firms in the portfolio.
• Establishes and nurtures strong relationships with key stakeholders at partner firms, helping them tell the story of success and impact to clients of the firm clients and the firm’s business.
• Collaborates cross-functionally with internal teams to align and deploy resources as appropriate to the needs of each firm and the various priorities of our teams, ensuring effective communication and coordination between Ren teams and firm teams as needed.
• Stays informed about industry trends, market dynamics, and competitor activities, using insights to build conviction around the relevance of charitable giving within home office team members and leadership.
• Owns the full lifecycle of partner firms from onboarding to activation to advocacy, leading the relationship with ~20+ firms at one time, and developing and implementing the strategy of where and how to prioritize and activate different firms across the portfolio of relationships.