
201 - 500 employees
💼 Consulting
⚖️ Legal
🛡️ Insurance
Consulting • Legal • Insurance
Foundation Source is the nation’s largest provider of foundation management services, dedicated to empowering individuals and companies to create a better world through philanthropy. The company offers a configurable suite of administrative, compliance, and advisory solutions tailored for private foundations. With a focus on innovative technology and philanthropic expertise, Foundation Source has supported over 2,000 unique foundations and facilitated more than $10 billion in charitable aid, maintaining a remarkable 98% client retention rate.
🔥 18 hours ago
🇺🇸 United States – Remote
💵 $150k - $165k / year
⏰ Full Time
🟠 Senior
🧑💼 Account Executive
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201 - 500 employees
💼 Consulting
⚖️ Legal
🛡️ Insurance
Consulting • Legal • Insurance
Foundation Source is the nation’s largest provider of foundation management services, dedicated to empowering individuals and companies to create a better world through philanthropy. The company offers a configurable suite of administrative, compliance, and advisory solutions tailored for private foundations. With a focus on innovative technology and philanthropic expertise, Foundation Source has supported over 2,000 unique foundations and facilitated more than $10 billion in charitable aid, maintaining a remarkable 98% client retention rate.
• 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
• Executive presence and confidence operating as a peer to C-Suite leaders • Track record of driving revenue outcomes and owning a book of business with authority • Strategic, big-picture thinking and decisiveness • Deep knowledge of philanthropic giving vehicles (DAFs, private foundations, planned giving, advisory structures), or ability to master them quickly • Competitive drive and genuine need to win • Strong negotiation instincts and persuasive stakeholder-management skills • Ability to manage multiple high-stakes accounts simultaneously • Bias toward action and decisive decision-making • Fluency with CRM tools • Genuine passion for philanthropy • Dedicated, distraction-free home office or workspace • Reliable high-speed internet connection • Ability to travel up to 15%
• Fully remote work arrangement • Dedicated workspace/home office requirement • Reliable high-speed internet support for remote work • Travel up to 15% • Equal opportunity employment
Apply Now🔥 18 hours ago
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