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Come work with us, you’ll
it.

Ready to soar? Join us and see how you can help philanthropists make a difference.

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Our Culture

Our culture isn’t just something we like to talk about. We live it every day.

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CUSTOMER OBSESSION

Delivering the ​highest quality experience at all times.

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TOGETHER AS ONE

We are a family ​of individuals united by a single, shared mission.

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GROWTH MINDSET

Constant learning, ​development and reinvention to create better outcomes for our clients and ourselves​.

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MAKING A DIFFERENCE

Partnering with clients to make the world a better place and find meaning in our work.

Our Mission

We exist to empower people and companies to create a better world with their philanthropy. Our mission is to deliver a suite of administrative, compliance, advisory and technology services to private foundations, so philanthropists can impact the world in the ways that are most important to them.

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Committed to Well-Being

Our benefits and perks were selected to help our employees thrive professionally and personally.

Medical, Dental and Vision Insurance
HSA with Monthly Employer Contribution
401k with Company Match
Flexible PTO

Generous Paid Holidays
Remote and Hybrid Work Options
Philanthropic Giving Match
Continuing Education Reimbursement

Employees Making a Difference

Meet some of our teammates who are putting our values into practice every day.

Current Openings

Sorry, no opportunities are available in this location. Please use the search above on a different location.
  • VP, Sales

    Location: Remote Worker - N/A
    Read Full Description

    The Vice President of Sales is a pivotal role in driving our sales strategy, achieving revenue targets, and fostering a high-performance sales culture. Reporting to the Chief Revenue Officer, the VP is responsible for leading, managing, and mentoring our sales team while collaborating closely with other departments to ensure the overall success of the organization.


    Manage and Develop Sales Teams (60%) 

    • Develop and communicate sales targets, quotas, and performance metrics to the sales team. Continuously monitor progress and adjust as needed to achieve revenue goals. 
    • Lead, inspire, and manage a team of sales professionals, providing guidance and support to enhance their performance. Implement and optimize sales processes to maximize efficiency and effectiveness. 
    • Foster a culture of continuous learning and development within the sales team. Provide coaching, training, and mentorship to help team members reach their full potential. Motivate and incentivize the team to achieve and exceed targets. 

    Lead Budget and Forecasting (10%)  

    • Develop and manage the sales department budget, allocating resources effectively to meet sales objectives while ensuring fiscal responsibility. 
    • Generate accurate sales forecasts and regular reports that provide insights into sales performance, trends, and opportunities for improvement. 

    Research and Analyze Market and Competitors (10%) 

    • Stay informed about market trends, customer preferences, and competitor activities. Use this knowledge to adapt our sales strategies and product offerings accordingly. 

    Collaborate with Marketing Department (10%) 

    • Work closely with the marketing department to develop effective sales materials, promotional strategies, and campaigns that align with sales objectives. 

    Build Customer Relationships (10%) 

    • Cultivate and maintain strong relationships with key customers, understanding their needs and ensuring a high level of customer satisfaction. 

    Requirements

    • Proven experience and success in inspiring, motivating and developing high-performance sales teams to achieve and exceed targets. 
    • Demonstrated ability to set and communicate sales targets, quotas, and performance metrics. 
    • Track record of continuously monitoring progress, making adjustments, and achieving revenue goals. 
    • Experience implementing and optimizing sales processes for maximum efficiency. 
    • Experience in developing and managing department budgets, allocating resources effectively to meet sales objectives. 
    • Proficiency in generating accurate sales forecasts and reports, providing valuable insights into sales performance, trends, and opportunities for improvement. 
    • Understanding of market trends and adaptability to follow and capitalize on those trends. 
    • Commitment to fiscal responsibility while pursuing sales objectives. 
    • Strong analytical skills to make data-driven decisions. 
    • Proven success in cultivating and maintaining strong relationships with key customers. 
    • Ability to understand customer needs and ensure a high level of customer satisfaction. 
    • Proven track record of successful sales leadership and achieving revenue targets. 
    • Experience in a senior sales management role. 
    • Experience in financial services and wealth management is a plus. 
    • Bachelor's degree in Business, Sales, or a related field (MBA preferred). 

     

    Work Environment: 

    • Office environment 
    • Required to work nights, weekends or to be on-call regularly 
    • Requires travel 

     

    An Equal Opportunity Employer

    We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.

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