Ren

• 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.

• Establish and drive the strategic direction for Ren’s full events portfolio. • Own DGS from strategic planning through post-event closeout. • Design and own the DGS content agenda — including session architecture, speaker identification and acquisition, topic strategy, and the overall intellectual narrative of the event. • Actively shape and champion the end-to-end attendee experience at DGS. • Own the strategy and execution of the iPhi User Group. • Lead strategy and execution for select Ren-owned relationship programs. • Own the strategy and execution of Ren’s conference participation portfolio — sponsorships, speaking engagements, and hosted activations. • Develop and execute a sponsorship and registration revenue strategy for DGS. • Own budget development, allocation, and reconciliation across the events portfolio. • Establish and track performance metrics across the portfolio.

• 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.

• 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.

• 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.

• Provide strategic leadership, fostering a culture of excellence, accountability, and data-driven decision-making within the Specialized Services team. • Recruit, lead, mentor, and develop team managers and professionals to meet daily service and operational demands. • Develop critical strategic relationships with clients and prioritize overall client satisfaction. Promote a culture of client-centricity within the organization. • Retain clients through proactive engagement, fulfillment of contracts, and monitoring service level requirements. • Champion a superior client experience and continuous improvement through human capital processes and technology initiatives. • Collaborate cross-functionally to ensure that efforts and relationships across departments and with external partners maintain a client-focused approach. • Manage department budget and capacity planning, overseeing peak season work, shifting workloads, identifying additional service opportunities, and facilitating training. • Implement effective project management, including the creation of business cases, monitoring project costs, and ensuring client needs are met. • Collaborate on the development and oversight of policies and procedures to ensure accuracy, internal controls, and risk mitigation. • Demonstrate expertise in charitable giving instruments, particularly Donor Advised Funds (DAFs), Charitable trusts, private foundations, and complex assets within these instruments. • This role entails providing a white-glove service, which may require occasional after-hours work and on-call availability.

• Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm. • Serve as first point of contact for problem resolution. Communicate regularly through phone calls, emails, and chat. • Oversee the accurate and organized maintenance of client records, ensuring compliance with all legal and regulatory requirements. • Run daily, weekly, and monthly reports to discover and act on exception reporting. • Partner with various internal departments, including accounting, cash operations, and information technology to ensure that all reporting, statements, financial transactions, and data processing are correct and handled in a timely manner. • Responsible for identifying, documenting, and reviewing processes and procedures to enhance program efficiency and effectiveness. • Collaborate with internal teams to identify and address systemic issues, striving for continuous improvement, while being an active participant and/or leader in such initiatives • Providing coverage for teammates as needed. • Liaison for interdepartmental client relationships. • Other duties as assigned.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Client Account Representative is solution-oriented, organized, and precise, serving as a primary point of contact for our clients. This individual is responsible for understanding recorded financial transactions for client giving vehicles (i.e. DAFs, Trusts, etc.), philanthropic industry rules and regulations, and administering all aspects of managing client programs. A positive attitude enables the Client Account Representative to build strong client relationships and work as a cross-functional internal team member. Understanding client’s needs and programs allows the Client Account Representative to improve on existing processes and procedures. This position is a combination of transaction processing and oversight, problem-solving, and ongoing communication with clients. - Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm. - Serve as first point of contact for problem resolution. Communicate regularly through phone calls, emails, and chat. - Oversee the accurate and organized maintenance of client records, ensuring compliance with all legal and regulatory requirements. - Run daily, weekly, and monthly reports to discover and act on exception reporting. - Partner with various internal departments, including accounting, cash operations, and information technology to ensure that all reporting, statements, financial transactions, and data processing are correct and handled in a timely manner. - Responsible for identifying, documenting, and reviewing processes and procedures to enhance program efficiency and effectiveness. - Collaborate with internal teams to identify and address systemic issues, striving for continuous improvement, while being an active participant and/or leader in such initiatives. - Providing coverage for teammates as needed. - Liaison for interdepartmental client relationships. - Other duties as assigned. Qualifications - Bachelor's degree in Business, Finance, Accounting, or related field required or equivalent 5+ years’ experience. - 1-2 years’ experience in financial services, philanthropic industry, or trust administration highly preferred. - Strong communication and interpersonal skills. - Excellent writing and customer service skills. - Exceptional attention to detail, highly organized, with a commitment to high quality and timely service. - Strong time management skills with a demonstrated ability to effectively prioritize work in a fast-paced environment. - A desire to learn and an ability to work well with others in a collaborative team structure. - Flexibility and agility to shift priorities, cross-train, and contribute to individual, team, and company priorities. - Strong business ethics and personal integrity. - Fluent in Microsoft Office Suite. Company Description Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

• 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.

• 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.