Kindsight

• Plan and facilitate the onboarding process for new customers • Work directly with customers to answer questions and troubleshoot issues • Deliver tailored training sessions and create documentation • Collaborate with cross-functional teams to ensure a seamless onboarding experience • Monitor user adoption and identify churn risks • Provide feedback for continuous improvement and track key metrics

• Define the vision, strategy, and roadmap for integrations • Collaborate with users to understand their needs and validate ideas • Responsible for crafting an integration strategy and a product roadmap • Develop clear and actionable product specifications with Engineering and Design teams • Build and nurture strong relationships with integration partners

• Lead creative strategy: Define and drive the creative vision for our brand, ensuring it aligns with business goals and market trends. • Own the look and feel of tertiary design languages, including KindCon, the Kindsight community, and our research initiatives, ensuring they reflect and enhance our overarching brand identity. • Balance execution and resources at scale: Know when to take the lead on design execution, when to delegate to freelancers, and when to leverage AI to optimize workflows and scale production. • Leverage emerging technologies: Stay ahead of design trends and tools, adopting the best new approaches to simplify workflows, generate concepts, and optimize asset production. • Find ways to empower employees to use these tools effectively, fostering a culture of creativity and self-sufficiency. • Design execution: Create high-quality designs across various platforms, from digital ads and print assets to social collateral and keynote presentations, setting the standard for excellence. • Brand ownership: Oversee our visual identity, ensuring consistency and memorable experiences across all touchpoints. • Project management: Handle design asks/briefs as they come in and manage design projects from start to finish, meeting deadlines and staying within budget. In the case of printed materials, this includes the production/pre-press process and preparing files for print. • Collaborate across teams: Partner with marketing, product, and executive teams to align creative efforts with company objectives. • Employee enablement: Develop resources, tools, and processes that enable employees to become stewards of our brand, ensuring they can leverage approved AI tools to independently create on-brand materials with confidence. • Manage external designers: Provide direction and feedback to external creative resources, ensuring their work meets brand standards. • Present and communicate: Share creative concepts and updates with internal stakeholders, incorporating feedback to refine and elevate designs.

• Design and develop scalable Salesforce solutions using Apex, Lightning Web Components (LWC), SOQL, and Flows • Write bulk-safe, governor-limit-conscious Apex code • Build and maintain Salesforce managed package components • Participate in pull request reviews and contribute to architectural discussions • Work within Git-based CI/CD pipelines (SFDX, automated deployments, versioned releases) • Build and maintain integrations using REST/SOAP APIs • Debug complex cross-class issues in production • Contribute to technical documentation and long-term maintainability • Collaborate with Product Management, QA, and internal stakeholders to understand business requirements and deliver thoughtful solutions. • Contribute to the maintenance, improvement, and support of existing Salesforce-based applications and managed packages. • Support product releases through testing, deployment, and post-release monitoring. • Ensure solutions comply with Salesforce governor limits, data model best practices, security and performance standards.

• Hunt outbound leads using signals and targeted lists • Own activity targets with a focus on high-volume cold calling • Utilize a tech stack: Gong, Salesforce, ZoomInfo, Sales Navigator, Nooks • Qualify prospects and ensure a seamless hand-off to AEs

• Build and maintain strong relationships with customers • Drive customer retention and growth • Proactively monitor customer usage and satisfaction • Maintain a regular cadence of communicating with customers • Identify opportunities to upsell or cross-sell additional products • Identify at-risk customers and develop strategies to mitigate churn • Create positive experiences for customers that drive a positive NPS • Represent the voice of the customer

About Kindsight: Kindsight builds technology that helps fundraisers make a difference. For decades, Kindsight has supported the education, healthcare, and nonprofit sectors with fundraising tools and the largest charitable giving database on the market. And as the giving sector evolves, so does Kindsight. As the leader in fundraising intelligence, Kindsight leverages real-time data and AI to help thousands of organizations around the world identify, manage, and engage with donors - at any scale. With purpose-built CRMs that corral all of that donor information and campaign tracking into one place, donor prospect research tools that offer proactive insights and real-time donor intel, and generative AI that creates personalized, meaningful content drafts at scale, Kindsight’s product suite is truly changing the game for donor fundraising. Applications for this role will close on Monday April 27th. Position Summary: As part of Kindsight’s Client Success division, the Director of Client Solutions is positioned within the Center of Excellence and serves as a strategic partner to Client Success Managers and CRM clients. This key strategic and technical role is responsible for supporting client solutions - including expansion product demos, solution demos, live training sessions, strategy discussions, and developing thought leadership and best practices assets and documentation. Reporting to the VP of Client Strategy, this role blends consulting, enablement, product and Salesforce ecosystem expertise to help clients maximize the value of their CRM investment and increase adoption of Kindsight product solutions. What You’ll Do: Client Solution Development - Collaborate with Client Success Managers to monitor progress and adoption of Kindsight CRM and related solutions. - Support CSM strategy and technical conversations, developing success plans aligned to client goals and CRM maturity stage. - Provide guidance on CRM best practices, governance, and change management. - Support user community facilitation, including regular live training. Resource Development - Contribute to the Center of Excellence assets by sharing insights and evolving frameworks. - Develop case studies, webinars and white papers supporting client enablement and advancement thought leadership. - Working with professional services and client management teams, support training and onboarding efforts with maturity-aligned content. - Working with client managers, gather and maintain client data to support internal initiatives, marketing efforts, and strategic recommendations. Client Maturity Assessment & Strategy - Conduct structured CRM maturity assessments using standardized frameworks. - Analyze client capabilities across tools, resources, skills, and team structure. - Deliver tailored recommendations to help clients progress to the next maturity phase. - Facilitate workshops and discovery sessions with advancement stakeholders. Cross-Functional Collaboration - Partner with the Product team to relay client feedback and influence roadmap priorities. - Work with Professional Services to align implementation priorities with maturity goals. - Support Marketing efforts with thought leadership and client success stories. - Assist Sales with strategic positioning and maturity model insights. Industry Expertise - Stay updated on the latest Salesforce ecosystem technologies and Kindsight product offerings. - Participate in industry conferences and knowledge sharing opportunities, such as CASE, AASP, APRA, AFP, etc. What We’re Looking For: - Bachelor’s degree in Business, Technology, Management or related field. - 7+ years in advancement systems/services, CRM consulting, or client success. - Competency with advancement CRM platforms, including implementation and Center of Excellence strategies. - Strong understanding of advancement operations and donor lifecycle. - Excellent facilitation, presentation, and strategic planning skills. - Ability to translate data and insights into actionable recommendations. - Comfortable working with executive stakeholders and cross-functional teams. Compensation Range: $140,000 - 165,000 OTE annually, based on experience, market benchmarks and role complexity. We aim to offer fair, competitive pay that reflects your skills and the market. This advertised position is for an existing vacancy at Kindsight. At Kindsight, we’re proud to be a place where everyone belongs and has an equal opportunity to contribute, thrive and grow. We hire based on skills, potential, and impact, and we believe our differences fuel innovation. We welcome all individuals and do not discriminate on the basis of gender identity and expression, race, ethnicity, disability, sexual orientation, colour, religion, creed, gender, national origin, age, marital status, pregnancy, sex, citizenship, education, languages spoken or veteran status. We’re building a workplace where everyone has the opportunity to do meaningful work and make a difference. We leverage artificial intelligence (AI) tools to support certain aspects of our recruitment process. These tools may help with resume screening, drafting job descriptions, creating interview questions and occasionally identifying potential candidates. All hiring decisions are made by our people, not AI. Our intent is to use AI thoughtfully to streamline administrative tasks, improve the candidate experience and support fair, unbiased hiring practices consistent with industry standards.

About Kindsight: Kindsight builds technology that helps fundraisers make a difference. For decades, Kindsight has supported the education, healthcare, and nonprofit sectors with fundraising tools and the largest charitable giving database on the market. And as the giving sector evolves, so does Kindsight. As the leader in fundraising intelligence, Kindsight leverages real-time data and AI to help thousands of organizations around the world identify, manage, and engage with donors - at any scale. With purpose-built CRMs that corral all of that donor information and campaign tracking into one place, donor prospect research tools that offer proactive insights and real-time donor intel, and generative AI that creates personalized, meaningful content drafts at scale, Kindsight’s product suite is truly changing the game for donor fundraising. Position Summary: As Director of Product, Fintech, you will own the vision, strategy, and roadmap for Kindsight Payments and our broader Fintech product suite. This is a pivotal role that sits at the intersection of financial technology, product innovation, and social impact. You’ll be responsible for building and launching embedded payments within our Connect donor portal and CRM workflows, enabling our enterprise nonprofit customers to process the hundreds of millions of dollars they raise each year—with greater speed, reliability, and efficiency. You’ll work closely with engineering, design, finance, compliance, and our nonprofit customers to deliver payment and financial product experiences that are seamless, trustworthy, and mission-aligned. What You’ll Do: - Craft the Fintech Vision & Strategy: Develop and champion a forward-looking Fintech product vision for Kindsight Payments and beyond, aligned with company strategy and a deep understanding of how nonprofits raise and manage money. In addition to driving customer adoption and impact, our Fintech products need to also provide significant revenue uplift. - Own the Payments & Fintech Roadmap: Define, prioritize, and drive execution on the roadmap for Kindsight Payments—starting with embedded payments in Connect (our donor portal) and CRM workflows. Champion a data-informed approach to investment decisions, aligned with revenue, retention, and expansion targets. - Lead Cross-Functional Execution: Partner with engineering, design, compliance, finance, and GTM teams to deliver high-quality payment experiences. This includes establishing payment processor integrations, client onboarding, payment operations processes, regulatory requirements, and the unique payment needs of enterprise nonprofit fundraising. - Expand the Fintech Portfolio: Build the foundation today that enables Kindsight to grow into adjacent Fintech offerings over time—including Fund Management, Spend Management, and more—expanding the value we deliver to our nonprofit customers. - Drive Payments Innovation: Stay ahead of trends in embedded finance, payment rails, and financial automation—identifying new opportunities to create value for nonprofits managing large fundraising operations. Support a variety of payment methods over time to meet donors where they are including Credit card, Debit card, ACH, Wire transfers, Pay by Bank, Apple Pay, GPay, Check scanning, Tap To Pay and more. - Automate Gift Processing Workflows: Partner with the CRM and platform teams to automate manual gift processing workflows through tight integration with Kindsight Payments, improving productivity and data accuracy for our customers. - Communicate & Inspire: Clearly articulate and champion the Fintech vision internally and externally, generating excitement and alignment across teams, customers, and stakeholders. - Manage Payment Processor Relationships: Serve as the primary product contact for key payment processors and embedded finance partners. Evaluate potential partners, make strategic recommendations on platform alignment, and collaboratively manage ongoing commercial and technical roadmaps to ensure optimal performance, revenue generation, and feature optimization for our customers. What We’re Looking For: - Proven Fintech Product Leader: 7+ years in product management, including 3+ years building and launching payments or financial products at scale. - Deep Payments Expertise: Deep familiarity with payment rails, processing ecosystems (card networks, ACH, digital wallets), payment operations and the regulatory landscape for embedded finance; able to engage credibly with engineers, payment processors, and compliance teams. - Strategic Thinker: You see the big picture and can connect the dots between emerging Fintech capabilities and the unique financial needs of nonprofit organizations. - Excellent Communicator: Able to tell compelling stories that bring complex payment and financial concepts to life—whether you’re talking to a customer, exec, or cross-functional team. - Customer-Centric: Passionate about understanding and serving nonprofit customers, with a deep sense of empathy and mission alignment. - Execution-Oriented: Experience aligning product strategy with financial targets and business outcomes. You know how to move from strategy to shipped product, with a strong focus on outcomes and learning. - Compliance-Aware: Familiar with PCI DSS, KYC/AML, and other regulatory frameworks relevant to payments and embedded financial products; committed to building secure, compliant, and inclusive technologies. Bonus Points: - Familiarity with nonprofit CRMs, donor management systems, or fundraising technology. - Experience building embedded payment products within enterprise SaaS platforms. - Background in nonprofit finance, fund accounting, or treasury management. Compensation Range: $200,000–$240,000 OTE CAD annually, based on experience, market benchmarks and role complexity. We aim to offer fair, competitive pay that reflects your skills and the market. This advertised position is for a new position at Kindsight. At Kindsight, we’re proud to be a place where everyone belongs and has an equal opportunity to contribute, thrive and grow. We hire based on skills, potential, and impact, and we believe our differences fuel innovation. We welcome all individuals and do not discriminate on the basis of gender identity and expression, race, ethnicity, disability, sexual orientation, colour, religion, creed, gender, national origin, age, marital status, pregnancy, sex, citizenship, education, languages spoken or veteran status. We’re building a workplace where everyone has the opportunity to do meaningful work and make a difference. We leverage artificial intelligence (AI) tools to support certain aspects of our recruitment process. These tools may help with resume screening, drafting job descriptions, creating interview questions and occasionally identifying potential candidates. All hiring decisions are made by our people, not AI. Our intent is to use AI thoughtfully to streamline administrative tasks, improve the candidate experience and support fair, unbiased hiring practices consistent with industry standards.

About Kindsight: Kindsight builds technology that helps fundraisers make a difference. For decades, Kindsight has supported the education, healthcare, and nonprofit sectors with fundraising tools and the largest charitable giving database on the market. And as the giving sector evolves, so does Kindsight. As the leader in fundraising intelligence, Kindsight leverages real-time data and AI to help thousands of organizations around the world identify, manage, and engage with donors – at any scale. With purpose-built CRMs that corral all of that donor information and campaign tracking into one place, donor prospect research tools that offer proactive insights and real-time donor intel, and generative AI that creates personalized, meaningful content drafts at scale, Kindsight’s product suite is truly changing the game for donor fundraising. Position Summary: We are seeking a highly skilled Engineering Lead, Analytics to design, build, and lead our data warehousing, analytics, and business intelligence capabilities across Kindsight’s product suite. In this role, you will contribute deep technical expertise in data architecture, ETL/pipeline development, and data visualization while providing strategic insight to drive data-driven innovation. You will collaborate closely with cross-functional teams—spanning product, engineering, data science, and business stakeholders—to deliver scalable, production-grade analytics solutions. You will hire, lead, and grow a high-performing team of data engineers and analysts, including offshore team members, while remaining a hands-on technical leader comfortable with rapid prototyping and agile delivery. What You’ll Do: - Design, build, and optimize the company’s data warehouse architecture using dimensional modeling (star/snowflake schemas) on platforms such as Redshift, Snowflake, or BigQuery. - Develop and maintain scalable, automated ETL/ELT pipelines using tools like AWS Glue, Apache Airflow, dbt, and Spark to support data ingestion, transformation, and quality assurance. - Create and manage interactive dashboards, KPI frameworks, and reporting solutions using Tableau, AWS QuickSight, or equivalent BI platforms. - Architect and manage cloud-based data infrastructure on AWS, including S3, Redshift/Athena, Glue, IAM/security configurations, serverless setups, and cost/performance optimization. - Lead end-to-end development of analytics features and the supporting backend infrastructure required to deliver them into production. - Translate business and product requirements into scalable data and analytics solutions, leveraging descriptive, predictive, and prescriptive analytics approaches. - Hire, lead, and mentor distributed and offshore engineering teams, managing delivery through agile processes, code reviews, and structured knowledge transfer. - Drive rapid prototyping and proof-of-concept development, championing CI/CD pipelines and test automation to accelerate iteration cycles. - Implement and enforce data security, governance, and compliance standards including encryption, access controls, and audit practices. - Partner with product, engineering, and data science teams to integrate analytics features into production systems with reliability, efficiency, and scalability. - Stay current on emerging trends, tools, and best practices in data engineering, analytics, and cloud architecture to drive innovation within the organization. What We’re Looking For: - 6+ years of experience in software engineering with 1+ years in engineering management. - 3+ years of core data warehousing experience including architecture, data modeling, and optimization. Must have hands-on experience with dimensional modeling, star/snowflake schemas, and platforms such as Redshift, Snowflake, or BigQuery. - 3+ years building scalable, automated ETL/ELT data pipelines with tools like AWS Glue, Airflow, dbt, or Spark. Must have experience handling data ingestion, transformation, and automated data quality solutions. - 3+ years of data visualization and BI experience using Tableau, AWS QuickSight, or equivalent. Must have demonstrated experience in dashboard design, KPI definition, and interactive reporting. - 3+ years of cloud architecture proficiency (AWS preferred) including S3, Redshift/Athena, Glue, IAM/security, serverless setups, and cost/performance optimization. - 3+ years of advanced SQL proficiency and hands-on experience with descriptive, predictive, and prescriptive analytics, KPI development, and data-driven decision support. Bonus for statistical fundamentals or close collaboration with data analysts. - 2+ years of experience hiring and leading offshore or distributed engineering teams, managing delivery and agile processes, performing code reviews, and ensuring knowledge transfer. - 2+ years demonstrating rapid prototyping and an agile mindset, including proof-of-concept development, CI/CD practices, and early adoption of test automation. - 2+ years of experience with data security, governance, and compliance, including data encryption, access controls, and audit frameworks. - Bachelor’s or Master’s degree in Computer Science, Data Science, Analytics, or a related field. - Excellent problem-solving skills and the ability to communicate complex technical concepts to both technical and non-technical audiences. Bonus: - Experience building within the Salesforce platform, including API integrations, custom ETL with Salesforce data models and objects. - Familiarity with CRMs, ERPs, or launching data products on Salesforce. - Familiarity with fundraising practices and metrics (e.g., donor lifetime value, conversion rates). - Contributions to open-source data engineering or analytics projects. Compensation Range: $150,000 - $170,000 CAD OTE annually, based on experience, market benchmarks and role complexity. We aim to offer fair, competitive pay that reflects your skills and the market. This advertised position is for an existing vacancy at Kindsight. At Kindsight, we’re proud to be a place where everyone belongs and has an equal opportunity to contribute, thrive and grow. We hire based on skills, potential, and impact, and we believe our differences fuel innovation. We welcome all individuals and do not discriminate on the basis of gender identity and expression, race, ethnicity, disability, sexual orientation, colour, religion, creed, gender, national origin, age, marital status, pregnancy, sex, citizenship, education, languages spoken or veteran status. We’re building a workplace where everyone has the opportunity to do meaningful work and make a difference. We leverage artificial intelligence (AI) tools to support certain aspects of our recruitment process. These tools may help with resume screening, drafting job descriptions, creating interview questions and occasionally identifying potential candidates. All hiring decisions are made by our people, not AI. Our intent is to use AI thoughtfully to streamline administrative tasks, improve the candidate experience and support fair, unbiased hiring practices consistent with industry standards.

About Kindsight: Kindsight builds technology that helps fundraisers make a difference. For decades, Kindsight has supported the education, healthcare, and nonprofit sectors with fundraising tools and the largest charitable giving database on the market. And as the giving sector evolves, so does Kindsight. As the leader in fundraising intelligence, Kindsight leverages real-time data and AI to help thousands of organizations around the world identify, manage, and engage with donors - at any scale. With purpose-built CRMs that corral all of that donor information and campaign tracking into one place, donor prospect research tools that offer proactive insights and real-time donor intel, and generative AI that creates personalized, meaningful content drafts at scale, Kindsight’s product suite is truly changing the game for donor fundraising. Position Summary: As a key member of the Kindsight Product Management team, this position is responsible for the design, development and delivery of high-quality product features to improve our SaaS offering in the market and drive our organization to the goal of being the leader in fundraising intelligence. You'll play a crucial role in refining the strategy for a solution that's already winning over some of the world's top institutions. With your expertise, we'll exceed our growth targets and continue to deliver a product our customers love. This is a highly collaborative role, and we need someone who wants to get things done and make things happen. In our lean team, everyone is expected to dive into the details to solve customer problems. Strong relationships with all stakeholders are essential, as are clear updates on priorities and progress. While our CEO and Product team will help set the product vision, it's up to you to ensure everything stays on track and gets executed effectively. If you're ready to roll up your sleeves and make a significant impact, we want to hear from you! What You’ll Do - Lead the end-to-end product development process, from concept to launch, for your specific product, feature or workflow, within budget, and to the highest quality standards. Define requirements, create user stories, and collaborate with engineering teams to execute product development initiatives. - Communicate product strategies, roadmap priorities, and progress effectively to ensure alignment and support across the organization for your product area. - Collaborate closely with cross-functional teams including software development, marketing, and sales to prioritize features and deliver impactful solutions. - Develop and maintain a high-level roadmap prioritizing features and initiatives based on business objectives, customer feedback, and market analysis. Continuously evaluate and refine the roadmap to ensure alignment with strategic priorities and market trends. - Customer Authority: Lead in understanding customer needs and gathering feedback to inform product decisions. - Market Analysis: Conduct market research, competitive analysis, and customer feedback to identify market opportunities, trends, and challenges. Use insights to inform product decisions, prioritize initiatives, and drive product innovation. - Define product positioning and messaging to differentiate it in the market and work with marketing teams to develop go-to-market strategies and promotional plans. - Metrics and Analytics: Define and track key performance metrics (KPIs) to measure product success and inform decision-making. Use data-driven insights to identify areas for improvement, optimize product performance, and drive business growth. What we’re looking for: - Bachelor's degree in business, engineering, computer science, or a related field; MBA or advanced degree preferred. - 3-6 years of experience in product management in a SaaS company. - Proven track record of successfully launching and scaling products in a fast-paced environment. - Strong strategic thinking, analytical, and problem-solving skills. - Excellent communication, presentation, and interpersonal skills. - Ability to inspire and motivate cross-functional teams to achieve common goals. - Deep understanding of product management best practices, methodologies, and tools. Nice to have - Experience developing a Gift Processing Strategy - Experience in Non Profit, Healthcare, or Higher Education Compensation Range: $120,000 - $160,000 CAD OTE annually, based on experience, market benchmarks and role complexity. We aim to offer fair, competitive pay that reflects your skills and the market. At Kindsight, we’re proud to be a place where everyone belongs and has an equal opportunity to contribute, thrive and grow. We hire based on skills, potential, and impact, and we believe our differences fuel innovation. We welcome all individuals and do not discriminate on the basis of gender identity and expression, race, ethnicity, disability, sexual orientation, colour, religion, creed, gender, national origin, age, marital status, pregnancy, sex, citizenship, education, languages spoken or veteran status. We’re building a workplace where everyone has the opportunity to do meaningful work and make a difference. We leverage artificial intelligence (AI) tools to support certain aspects of our recruitment process. These tools may help with resume screening, drafting job descriptions, creating interview questions and occasionally identifying potential candidates. All hiring decisions are made by our people, not AI. Our intent is to use AI thoughtfully to streamline administrative tasks, improve the candidate experience and support fair, unbiased hiring practices consistent with industry standards.